“Interest income and other, net decreased $0.3 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to $0.9 million decrease in interest income from cash and cash equivalents, partially offset by a $0.6 million…”10-Q · May 7, 2026 ↗
PDF Solutions, Inc.
PDFS
Market read
PDF Solutions, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- PDFS's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if PDFS's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- PDFS's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +22.0% year over year.
- Operating margin changed +2.1 percentage points in the latest annual period.
- Net margin changed -2.6 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
47.17Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“We anticipate our expenses in research and development will fluctuate in absolute dollars from period to period as a result of the size and the timing of product development projects.”10-Q · May 7, 2026 ↗
“Interest expense increased $0.8 million for the three months ended March 31, 2026, compared to the same period in 2025, driven by a full quarter of interest on long-term debt and the amortization of debt discount and issuance costs in the first quarter of 202…”10-Q · May 7, 2026 ↗
“Gains and losses resulting from foreign currency translations are included as a component of other comprehensive income (loss).”10-K · Feb 24, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 8.5× · EV/sales 8.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PDFS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PDFS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PDFS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ATEYYFiling-linked namepartnerMay 7, 2026 ▾
“Related Party Transactions Refer to Note 13, Strategic Partnership Agreement with Advantest and Related Party Transactions , to our condensed consolidated financial statements in this Quarterly Report on Form 10‑Q, for the discussion about related party trans…”
Depended on by
ONTOOnto Innovation Inc.competitorFeb 24, 2026 ▾
“The primary competitor for our software products is PDF Solutions, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PDFS is currently a Follower in the organic co-movement group Semiconductor Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PDFS; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.