PDF Solutions (PDFS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.27
- Estimate
- $0.27
- Surprise
- +0.8%
- Revenue (period 2026-06-30)
- $61.5M
- Score at report (before → after)
- 5.9 → 6.3/10
Revenue source: xbrl.
How the report landed
PDF Solutions (PDFS) reported diluted EPS of $0.27, in line with the $0.27 estimate. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Hold at 6.3/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates PDFS Sell at 6.0/10.
3 of the last 4 quarters beat the estimate; this quarter's +0.8% surprise compares with a +62.0% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Strong earnings beat streak (3/4)
- Strong growth profile
What argues against it
- Concentration risk — Customer: top three customers (53.0%)
- Concentration risk — Supplier: sole-source providers for DirectScan components
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $45.61
- Price target
- $53.65
- Stop
- $42.39
- Upside to target
- +17.6%
- Reward-to-risk
- 1.5:1
The stock trades at 167.2× trailing but 26.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
PDFS at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Application
- Market cap
- $1.84B
- P/E (fwd)
- 26.7
- P/E (ttm)
- 167.2
- 52-week range
- $19.07–$71.69
- Off 52-week high
- 36.4%
- RSI (14)
- 33
- Volume vs avg
- 0.58×
- Score today
- 6.0/10