Feed / PDFS

PDF Solutions, Inc.

PDFS

Technology · 47.17 +0.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company+0.2% todayVolume comparison unavailable
Market group0 of 29 activeSemiconductor Equipment · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Technology · Software - Application

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PDFS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements86
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +22.0% year over year.
  • Operating margin changed +2.1 percentage points in the latest annual period.
Evidence challenging the case
  • Net margin changed -2.6 percentage points in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

47.17
6m+39.6%12m+138.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$111.1M+26.1%$-0.58+7.8%
2022-12-31$148.5M+33.8%$-0.09+0.5%
2023-12-31$165.8M+11.6%$0.08+4.4%
2024-12-31$179.5M+8.2%$0.10+0.3%
2025-12-31$219.0M+22.0%$-0.02+0.7%

What management says matters

Persistent and emerging business drivers

Foreign exchangenegative · 4 filings
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
Product pipeline and R&Dmixed · 4 filings
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
Credit and interest ratespositive · 1 filings
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
Supply chain and availabilitynegative · 1 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

47.17+0.2% today

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.