US · Technology · Software - Application
EPS came in at 0.15 against a street estimate of 0.12 — a beat of 25.0%.
Analysts rate PDF Solutions Inc a strong buy (4 buy, 0 hold, 0 sell out of 4) with an average price target of $61.71.
CONFIDENT PDF Solutions delivered Q2 revenue of $61.5M (+19% YoY) with strong bookings across DirectScan, secureWISE, and Cimetrix. Reaffirmed 20% full-year growth guidance. Backlog grew 16% YoY to $271M; operating margins expanded to 22%. Q2 2026 Call did not discuss geographic segments or regional performance. Analysts probed DirectScan TAM expansion, backlog composition, and margin sustainability. Management indicated DirectScan TAM is 'definitely bigger' than initial 5–10 customer thesis, backed backlog growth to both new and existing customers, and guided for gross margin recovery near historical 77% target. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.52% |
| Needham Investment Management, LLC | 4.79% |
| Vanguard Portfolio Management, LLC | 3.32% |
| Vanguard Capital Management, LLC | 3.29% |
| Wasatch Advisors LP | 3.27% |
| Barrow Hanley Mewhinney & Strauss LLC | 3.13% |
| State Street Corp | 2.82% |
| Ranger Investment Management LP | 2.72% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 PDF SOLUTIONS, INC. – Q2 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Cash position: $114.9 million as of June 30, 2026 (up from $42.2 | 2026-08-06 |
| Results announced · Q3 2026 PDF SOLUTIONS Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Total Revenues: $61.5 million — up 19% year-over-year from $51.7 million | 2026-08-06 |
| Shareholder vote results · Q2 2026 PDF SOLUTIONS, INC. – STOCKHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 16, 2026 • Total votes cast across proposa | 2026-06-18 |
| Company announcement · Q2 2026 PDF SOLUTIONS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company raised approximately $85.7 million in gross proceeds from issuing 1,946,630 new shares | 2026-05-15 |
| Quarterly report · Q1 2026 PDF SOLUTIONS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues Q1 2026: $60.1 million (up 25.7% YoY from $47.8 million in Q1 2025) - | 2026-05-07 |
| Results announced · Q2 2026 PDF SOLUTIONS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $60.1 million, up 26% year-over-year from $47.8 million in Q1 2025 • Quart | 2026-05-07 |
| Proxy statement · Q2 2026 PDF SOLUTIONS, INC. – 2026 PROXY SUMMARY CEO COMPENSATION • Total 2025 compensation for John K. Kibarian (President and CEO): Document references co | 2026-04-29 |
| Annual report FY2025 PDF SOLUTIONS, INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: Approximately $641 million as of June 30, 2025 (la | 2026-02-24 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of SecureWise LLC, secure remote connectivity solution PDF Solutions reported record financial results for 2025. Fourth quarter revenues hit $62.4 million, up 25% year-over-year, while full year 2025 revenues reached $219 million, up 22% from $1 | 2026-02-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for PDF Solutions Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.