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 · Editorial policy
Key numbers
- Adjusted 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 adjusted 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
- $45.49
- Price target
- $52.85
- Stop
- $42.31
- Upside to target
- +16.2%
- Reward-to-risk
- 1.1:1
The stock trades at 182.0× trailing but 27.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — 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
- $1.92B
- P/E (fwd)
- 27.5
- P/E (ttm)
- 182.0
- 52-week range
- $23.55–$71.69
- Off 52-week high
- 36.5%
- RSI (14)
- 40
- Volume vs avg
- 1.09×
- Score today
- 6.0/10