PDFS

This article first appeared on GuruFocus. Total Revenue: $61.5 million, up 19% year-over-year. First-Half Revenue Growth: 22% year-over-year increase. Platform Revenue: $49.1 million, up 14% versus Q2 of last year. Volume-Based Revenue: Increased 45% versus Q2 of last year. Gross Margin: 73% for Q2, lower than Q1 due to higher perpetual software licenses. Operating Expenses: Up only 5% versus the same quarter of last year. Operating Margin: 22%, about 300 basis points higher than the same quarter of last year. Earnings Per Share (EPS): $0.27, up 42% versus the same quarter of last year. Backlog: $271 million, up 10% versus last quarter and up 16% versus Q2 of last year. Cash and Cash Equivalents: $114.9 million at quarter end. Operating Cash Flow: $16.4 million generated during the quarter. Capital Expenditures (CapEx): $14.1 million utilized, mainly for EPROB tools. Debt: $67.5 million outstanding. Full-Year 2026 Guidance: Reaffirmed 20% year-over-year revenue growth. Warning! GuruFocus has detected 3 Warning Signs with PDFS. Is PDFS fairly valued? Test your thesis with our free DCF calculator. Release Date: August 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. PDF Solutions Inc (NASDAQ:PDFS) reported strong Q2 revenue of $61.5 million, up 19% year-over-year, with first-half revenue growth of 22%. The company secured eight-figure contracts for both SecureWise and DirectScan systems, along with multiple seven-figure contracts for Excensio products, indicating robust demand. Symmetrix bookings reached a record high, and total backlog grew to $271 million, up 10% quarter-over-quarter and 16% year-over-year. The company placed three new e-Probe e-beam inspection machines, including two with new customers, expanding its customer base and market reach. PDF Solutions Inc (NASDAQ:PDFS) reaffirmed its 20% year-over-year revenue growth guidance for 2026, driven by strong bookings momentum and a robust pipeline. Operating margins improved by 300 basis points year-over-year to 22%, reflecting disciplined expense management despite lower gross margins in the quarter. Gross margin contracted to 73% in Q2, down from Q1 levels, due to higher perpetual software licenses in the prior quarter. The company expects incrementally higher capital expenditures in Q3 and Q4, partly due to rising component costs for DirectScan systems. The DirectScan evaluation with a new customer may take close to a year to convert into contracted revenue, creating uncertainty in near-term growth. PDF Solutions Inc (NASDAQ:PDFS) faces supply chain challenges, particularly around computing components, which could impact production timelines and costs. The company did not provide specific guidance for 2027 e-Probe shipments, citing ongoing customer dialogues and supply chain optimization efforts. Q: Roughly a year ago, you noted that the target audience for DirectScan systems was five to 10 customers. Based on the conversations you were having today with prospects, has that group expanded?A: John Kibarian (President and CEO): Yes, we do think it's expanding. We saw value for a customer developing a more mature node, and we see other customers like them. This contract was significant and kicked off in the second quarter. The expansion is definitely bigger than what we originally thought. Q: It was great to see the acceleration in backlog growth this quarter. Can you talk about the source of growth, and if this is primarily coming from your large existing customers, or if there's a broadening across the customer base?A: John Kibarian (President and CEO): Some of it's from new customers, as I alluded to on that DirectScan contract, which contributed to backlog. But also, a good chunk of it is from existing customers. The large eight-figure SecureWise contract was with an existing equipment company, extending out their use of the system for a number of years at a minimum level with growth on top of that. Q: On the SecureWise, to get an eight-figure contract there is pretty impressive. How are you thinking about the market opportunity now for SecureWise that you've had it for a year or so, and just how big do you think that TAM could be?A: John Kibarian (President and CEO): When we acquired it, our thesis was that they had really only monetized the equipment vendors. We've started to demonstrate that there is a SecureWise application with the fabs themselves, and we're extending it into the back end because production is getting more complex. Ultimately, more and more of that activity on the SecureWise network will just be agents. Already, the majority of the revenue comes from data transmission across the network, which is a key part of the AI pipeline. We think it can grow at least at the company growth rate over these next few years. Q: Just turning over to the DFI, maybe talk about the pipeline there, how it's shifted and there's an eval you said in one of the machines that was shipped this quarter. How are you thinking about the ramp there in terms of getting to contracted revenue?A: John Kibarian (President and CEO): We've had a very good dialogue with that customer. They selected the machine because they thought it had some very unique capability. This is getting us into the memory market, which is an important step, expansion into more mature nodes and memory. We'll look at geographic expansion as we get further through this year, early next year. These things typically take close to a year to convert, but we do see this as an important beachhead for us. Q: In terms of your CapEx, did you say that you sort of felt that the run rate we're seeing for Q2 is going to be the average for the year?A: Adnan Raza (CFO): We expect for Q3 and Q4 CapEx to incrementally be higher compared to where it was for Q2. When you look at the whole year CapEx and just look at an average quarterly amount, the math would say it's similar to where we were in Q2 of this year. With the strength of bookings and the business, even with this CapEx, we're looking to grow cash on the levels of Q2. Q: On the E-Pro, we're on target to hit six this year, it seems like. What's the visibility looking like in 2027, and could we ship another six, or how can I kind of think about that?A: John Kibarian (President and CEO): We are having dialogues with customers about that now, but I don't know that we're ready to communicate what we think 2027 would look like. We have been working with our supply chain to optimize time and have more flexibility. We feel pretty good about capacity and think we're able to build at a level higher than this. The biggest issue has been around timeline and supply chain, particularly around the computing element of the solution. Hopefully by later this year, we'll be able to communicate our targets for 2027. Q: Could you help me better understand the component that drove the gross margin contraction this quarter and if we should think about current levels being the run rate for the rest of the year or if we should think about expansion back to more of the 1Q levels?A: Adnan Raza (CFO): Q1 had some perpetual software licenses and that is really what drove the difference for this quarter. For the next quarter, we expect the margins to be reverting back to the levels that we are historically used to. When we raised our gross margin and operating margin targets, we said that we expect this new target to be achieved at a faster pace than what it took us for the last ones. We have a line of sight to the 77% target model. Q: Can you talk about the source of the strong bookings momentum and the acceleration in backlog growth this quarter?A: John Kibarian (President and CEO): The strong bookings resulted in building backlog while supporting meaningful revenue growth for the first half of the year. SecureWise and DirectScan systems led the way with eight-figure contracts for each. We achieved a number of seven-figure contracts for Excensio products and services, including with hyperscalers and photonics companies. Symmetrix bookings were at a record high on top of a very strong Q1. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in PDF Solutions, Inc.? Here are five stocks we like better. PDF Solutions reported strong second-quarter growth: Revenue rose 19% year over year to $61.5 million, non-GAAP EPS increased 42% to $0.27, and management reaffirmed its target for 20% full-year 2026 revenue growth. Bookings and backlog strengthened: Backlog reached $271 million, up 10% sequentially and 16% annually, supported by eight-figure secureWISE and DirectScan contracts and strong Exensio and Cimetrix demand. DirectScan expansion is broadening the opportunity: The company placed three eProbe systems during the quarter, reaching two-thirds of its annual placement goal, while seeing potential demand from mature-node, mass-production and memory customers. Are These 3 Small Momentum Stocks Setting Up Big Gains? PDF Solutions (NASDAQ:PDFS) reported second-quarter revenue growth of 19% from a year earlier and reaffirmed its expectation for 20% revenue growth for full-year 2026, citing stronger bookings across its semiconductor data analytics, equipment connectivity and inspection offerings. Chief Executive Officer John Kibarian said the company’s second quarter built on a strong first quarter, with customer activity and new contracts supporting backlog growth. He said secureWISE and DirectScan each secured eight-figure contracts during the period, while Exensio products and services recorded several seven-figure agreements involving hyperscalers and photonics companies. Cimetrix bookings also reached a record high following a strong first quarter, he said. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Chief Financial Officer Adnan Raza said all financial figures discussed on the call were non-GAAP measures. Total second-quarter revenue was $61.5 million, up 19% year over year. Revenue for the first six months of 2026 increased 22% from the comparable period a year earlier. Platform revenue totaled $49.1 million in the quarter, increasing 14% year over year and 24% for the first half. Raza said platform revenue benefited from a DirectScan contract with a new customer operating outside the leading-edge semiconductor market. The company expects a meaningful portion of that contract’s revenue to be recognized over coming years. → 4 Oil and Gas ETF Plays as Prices Stay Sky-High Volume-based revenue increased 45% from the prior-year quarter, driven by Gainshare revenue and Cimetrix runtime licenses. PDF Solutions ended the quarter with total backlog of $271 million, up 10% from the preceding quarter and 16% from a year earlier. Raza said the company does not include potential future Cimetrix runtime license revenue or Gainshare revenue in backlog, even though management views some of those amounts as highly probable. Based on its pipeline, the company expects strong booking momentum in the second half and anticipates exiting 2026 with a larger backlog. Second-quarter revenue: $61.5 million, up 19% year over year. First-half revenue growth: 22% year over year. Second-quarter platform revenue: $49.1 million, up 14% year over year. Backlog: $271 million, up 10% sequentially and 16% year over year. Non-GAAP earnings per share: $0.27, up 42% year over year. → Ulta's Growth Is Real, But So Are the Risks PDF Solutions placed three new eProbe e-beam inspection systems during the quarter, according to Kibarian. Two systems went to new customers: one as an evaluation and another under a five-year subscription arrangement. A third tool was placed at a new factory for an existing customer under a previously signed contract. Combined with a machine shipped in the first quarter, the company said it is two-thirds of the way toward its goal for the year. Kibarian said the new five-year DirectScan customer is using the technology on a more mature process node, extending the application beyond the company’s prior focus on more advanced nodes and into mass production. During the question-and-answer session, Kibarian said PDF Solutions believes the potential customer base for DirectScan has expanded beyond its prior estimate of five to 10 customers. The company is seeing demand from customers developing more mature nodes and is also pursuing an evaluation placement in the memory market. He said evaluation-to-contract cycles for such systems typically take close to a year, while declining to predict whether or when the memory-market evaluation would convert. The company is also considering geographic expansion for the business later in 2026 or early 2027. Kibarian said the large secureWISE booking in the quarter was with an existing equipment-company customer and represented the largest secureWISE contract the company was aware of. He described the eight-figure value as a minimum commitment, with both parties expecting activity to build from that base. The agreement expands a multi-year deployment across 300-millimeter fabs, Kibarian said. PDF Solutions has also refreshed its largest secureWISE contracts and broadened secureWISE services to include front-end fabs as well as back-end test and assembly facilities. Kibarian said the company sees secureWISE as a potential component of increased AI-agent-driven collaboration among semiconductor manufacturers, equipment suppliers and other industry participants. He said most secureWISE revenue already comes from data transmission across the network, which he characterized as a key part of AI data pipelines. Second-quarter gross margin was 73%, down from the first quarter because the earlier period included a higher mix of perpetual software licenses, Raza said. He expects gross margin to move back toward the company’s historical levels in the third quarter and said management has visibility toward its longer-term 77% gross-margin target. Operating expenses rose 5% year over year, primarily due to increased research and development spending, partly offset by management of selling, general and administrative resources. Operating margin was 22%, approximately 300 basis points above the prior-year quarter. PDF Solutions continues to target a 27% operating-margin model. The company ended the quarter with $114.9 million in cash and cash equivalents and $67.5 million in outstanding debt. Raza said a follow-on equity offering added $81.8 million to the balance sheet, including the sale of approximately 1.9 million primary shares, while facilitating Adventus’ exit from its equity stake. Operating cash flow was $16.4 million during the quarter, while capital expenditures totaled $14.1 million, largely for eProbe tools and longer-lead-time components. Raza said capital spending is expected to increase sequentially in each of the next two quarters, although the full-year average quarterly spending level is expected to be similar to the second-quarter amount. The company expects to end the year with more cash than it held at the end of the second quarter while reducing debt through scheduled payments. PDF Solutions, Inc, headquartered in Santa Clara, California, is a technology company that provides data-driven solutions for the semiconductor manufacturing industry. Founded in 1991, the company specializes in software and services designed to improve yield, productivity and profitability for semiconductor fabricators. Over its history, PDF Solutions has positioned itself as a partner to foundries, integrated device manufacturers (IDMs), assembly and test operations, offering tailored data analytics and engineering expertise. The company's flagship offering, the Exensio platform, aggregates and analyzes data from process equipment, metrology and inspection systems to identify yield-limiting defects and process excursions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "PDF Solutions Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

SANTA CLARA, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its second quarter ended June 30, 2026. Financial Highlights of Second Quarter 2026 Quarterly total revenues of $61.5 million, up 19% over last year’s comparable quarter GAAP gross margin of 69% and non-GAAP gross margin of 73% GAAP operating margin of 8% and non-GAAP operating margin of 22% GAAP diluted earnings per share (EPS) of $0.10 and non-GAAP diluted EPS of $0.27 Ending backlog of $270.7 million Total revenues for the second quarter of 2026 were $61.5 million, compared to $60.1 million for the first quarter of 2026 and $51.7 million for the second quarter of 2025. GAAP gross margin for the second quarter of 2026 was 69%, compared to 72% for the first quarter of 2026 and 71% for the second quarter of 2025. Non-GAAP gross margin for the second quarter of 2026 was 73%, compared to 76% for the first quarter of 2026 and 76% for the second quarter of 2025. GAAP operating margin for the second quarter of 2026 was 8%, compared to 10% for the first quarter of 2026 and 2% for the second quarter of 2025. Non-GAAP operating margin for the second quarter of 2026 was 22%, compared to 25% for the first quarter of 2026 and 19% for the second quarter of 2025. GAAP net income for the second quarter of 2026 was $4.3 million, or $0.10 per diluted share, compared to net income of $4.8 million, or $0.12 per diluted share, for the first quarter of 2026, and net income of $1.1 million, or $0.03 per diluted share, for the second quarter of 2025. Non-GAAP net income for the second quarter of 2026 was $11.4 million, or $0.27 per diluted share, compared to non-GAAP net income of $12.6 million, or $0.31 per diluted share, for the first quarter of 2026, and non-GAAP net income of $7.3 million, or $0.19 per diluted share, for the second quarter of 2025. Ending backlog for the second quarter of 2026 was $270.7 million, compared to $246.4 for the first quarter of 2026 and $232.6 for the second quarter of 2025. Financial Outlook “In the second quarter of 2026, PDF Solutions continued on its growth trajectory, enabled by a broad product and services portfolio developed and curated to address the evolving needs of the semiconductor manufacturing industry,” said John Kibarian, CEO and President of the Company. He continued, “In the quarter, we had major customer wins for our secureWISE system, for our DirectScan system, and for our Exensio product and services. We significantly increased backlog in the quarter, which we expect to add to revenue for a number of years. Taking into account these positive factors, we reaffirm our 20% annual revenue growth target for 2026.” Conference Call As previously announced, PDF Solutions will discuss these results on a live conference call beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time today. To participate on the live call, analysts and investors should pre-register at: https://register-conf.media-server.com/register/BIed4111b6aacf4d2e83be3b8b0e0f63aa. We encourage participants to dial into the call ten minutes ahead of the scheduled time. The teleconference will also be webcast simultaneously on the Company’s website at https://ir.pdf.com/webcasts. A replay of the conference call webcast will be available after the call on the Company’s investor relations website. A copy of this press release, including the disclosure and reconciliation of certain non-GAAP financial measures to the comparable GAAP measures, which non-GAAP measures may be used periodically by PDF Solutions’ management when discussing financial results with investors and analysts, will also be available on PDF Solutions’ website at http://www.pdf.com/press-releases on and following the date of this release. Second Quarter 2026 Financial Commentary Available Online A Management Report reviewing the Company’s second quarter 2026 financial results will be furnished to the Securities and Exchange Commission on Form 8-K and published on the Company’s website at http://ir.pdf.com/financial-reports. Analysts and investors are encouraged to review this commentary prior to participating in the conference call. Information Regarding Use of Non-GAAP Financial Measures In addition to providing results that are determined in accordance with accounting principles generally accepted in the United States of America (“GAAP”), PDF Solutions also provides certain non-GAAP financial measures. Non-GAAP gross profit and margin exclude stock-based compensation expense and the amortization of acquired technology under costs of revenues. Non-GAAP net income excludes stock-based compensation expense, amortization of acquired intangible assets, amortization of debt issuance costs and the effects of certain non-recurring items, such as expenses for certain legal proceedings, acquisition-related and integration costs, and their related income tax effects, as applicable, as well as adjustments for the valuation allowance for deferred tax assets and reconciling items. Non-GAAP financial measures are used by management internally to measure the Company’s profitability and performance. PDF Solutions’ management believes that these non-GAAP measures provide useful supplemental information to investors regarding the Company’s ongoing operations in light of the fact that none of these categories of expense and income has a current effect on the future uses of cash (with the exception of expenses related to certain legal proceedings and acquisition-related and integration costs) nor do they impact the generation of current or future revenues. These non-GAAP results should not be considered an alternative to, or a substitute for, GAAP financial information, and may differ from similarly titled non-GAAP measures used by other companies. In particular, these non-GAAP financial measures are not a substitute for GAAP measures of income or loss as a measure of performance, or to cash flows from operating, investing and financing activities as a measure of liquidity. Since management uses these non-GAAP financial measures internally to measure profitability and performance, PDF Solutions has included these non-GAAP measures to give investors an opportunity to see the Company’s financial results as viewed by management. A reconciliation of the comparable GAAP financial measures to the non-GAAP financial measures is provided at the end of the Company’s unaudited condensed consolidated financial statements presented below. About PDF Solutions PDF Solutions (Nasdaq: PDFS) provides comprehensive data solutions designed to empower organizations across the semiconductor and electronics industry ecosystems to improve the yield and quality of their products and operational efficiency for increased profitability. The Company’s products and services are used by Fortune 500 companies across the semiconductor ecosystem to achieve smart manufacturing goals by connecting and controlling equipment, collecting data generated during manufacturing and test operations, and performing advanced analytics and machine learning to enable profitable, high-volume manufacturing. Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia. The Company (directly or through one or more subsidiaries) is an active member of SEMI, INEMI, TPCA, IPC, the OPC Foundation, and DMDII. For the latest news and information about PDF Solutions or to find office locations, visit https://www.pdf.com/. Characterization Vehicle, Cimetrix, CV, DirectScan, eProbe, PDF Solutions, Sapience, secureWISE, and logos therefor are trademarks or registered trademarks of PDF Solutions, Inc. or its subsidiaries. Forward-Looking Statements This press release and the planned conference call include forward-looking statements regarding the Company’s future expected business performance and financial results, including expectations about total revenue growth for 2026 and backlog contributions to future revenue, progress towards long-term model target margins, portfolio strength and momentum and other statements identified by words such as “could,” “expects,” “intends,” “may,” “plans,” “potential,” “should,” “will,” “would,” or similar expressions and the negatives of those terms, that are subject to future events and circumstances. Other than statements of historical fact, all statements contained in this press release and the planned conference call are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those expressed in these forward-looking statements. Risks and uncertainties that could cause results to differ materially include risks associated with: the effectiveness of the Company’s business and technology strategies; current semiconductor industry trends and competition; rates of adoption of the Company’s solutions by new and existing customers; project milestones or delays and performance criteria achieved; cost and schedule of new product development and investments in research and development; the continuing impact of macroeconomic conditions, including inflation, changing interest rates and tariffs, energy prices, the evolving trade regulatory environment and geopolitical tensions, armed conflicts, government shutdowns, and other trends impacting the semiconductor industry, the Company’s customers, operations, and supply and demand for its products; supply chain disruptions; changes in laws and regulations, including recent tax and data privacy laws and regulations, or the interpretation or enforcement thereof; the success of the Company’s strategic growth opportunities and partnerships; recent and future acquisitions, strategic alliances and relationships and the Company’s ability to successfully integrate acquired businesses and technologies; whether the Company can successfully convert backlog into revenue; customers’ production volumes under contracts that provide Gainshare; the sufficiency of the Company’s cash resources and anticipated funds from operations; the Company’s ability to obtain additional financing if needed and its ability to use support and updates for certain open-source software; and other risks and uncertainties discussed in PDF Solutions’ periodic public filings with the Securities and Exchange Commission, including, without limitation, its Annual Report on Form 10-K for the year ended December 31, 2025, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K and any amendments to such reports. All forward-looking statements made in this press release and the conference call are made as of the date hereof, and PDF Solutions does not assume any obligation to update such statements nor the reasons why actual results could differ materially from those projected in such statements.

PDF Solutions (PDFS) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.85%. A quarter ago, it was expected that this provider of software and services for semiconductor makers would post earnings of $0.23 per share when it actually produced earnings of $0.31, delivering a surprise of +34.78%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. PDF Solutions, which belongs to the Zacks Computer - Services industry, posted revenues of $61.53 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.87%. This compares to year-ago revenues of $51.73 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PDF Solutions shares have added about 73.4% since the beginning of the year versus the S&P 500's gain of 12.8%. While PDF Solutions has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PDF Solutions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.29 on $66.5 million in revenues for the coming quarter and $1.23 on $260 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Services is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. MongoDB (MDB), another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended July 2026. The results are expected to be released on September 1. This database platform is expected to post quarterly earnings of $1.60 per share in its upcoming report, which represents a year-over-year change of +60%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. MongoDB's revenues are expected to be $733.61 million, up 24.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PDF Solutions, Inc. (PDFS) : Free Stock Analysis Report MongoDB, Inc. (MDB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Forrester Research (FORR) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +48.15%. A quarter ago, it was expected that this technology research company would post earnings of $0.12 per share when it actually produced a loss of $0.04, delivering a surprise of -133.33%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Forrester Research, which belongs to the Zacks Computer - Services industry, posted revenues of $100.23 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.42%. This compares to year-ago revenues of $111.66 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Forrester Research shares have added about 26.3% since the beginning of the year versus the S&P 500's gain of 6.9%. While Forrester Research has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Forrester Research was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.27 on $83.72 million in revenues for the coming quarter and $0.77 on $356.51 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Services is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, PDF Solutions (PDFS), has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This provider of software and services for semiconductor makers is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of +36.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. PDF Solutions' revenues are expected to be $61 million, up 17.9% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Forrester Research, Inc. (FORR) : Free Stock Analysis Report PDF Solutions, Inc. (PDFS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SANTA CLARA, Calif., July 16, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release Second quarter fiscal 2026 financial results after the market close on Thursday, August 6, 2026. John Kibarian, CEO, and Adnan Raza, CFO, will host a live teleconference on Thursday, August 6, 2026, beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results. To participate on the live call, analysts and investors should pre-register at: https://register-conf.media-server.com/register/BIed4111b6aacf4d2e83be3b8b0e0f63aa Registrants will receive dial-in information and a unique passcode to access the call. We encourage participants to dial-in into the call ten minutes ahead of scheduled time. The teleconference will also be webcast simultaneously on the Company’s website at https://ir.pdf.com/webcasts. A replay of the conference call webcast will be available after the call on the Company's investor relations website. About PDF SolutionsPDF Solutions (Nasdaq: PDFS) provides comprehensive data solutions designed to empower organizations across the semiconductor and electronics industry ecosystem to improve the yield and quality of their products and operational efficiency for increased profitability. The Company’s products and services are used by Fortune 500 companies across the semiconductor and electronics ecosystem to achieve smart manufacturing goals by connecting and controlling equipment, collecting data generated during manufacturing and test operations, and performing advanced analytics and machine learning to enable profitable, high-volume manufacturing. Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia. The Company (directly or through one or more subsidiaries) is an active member of SEMI, INEMI, TPCA, IPC, the OPC Foundation, and DMDII. For the latest news and information about PDF Solutions or to find office locations, visit https://www.pdf.com. Headquartered in Santa Clara, California, PDF Solutions also operates worldwide in Canada, China, France, Germany, Italy, Japan, Korea, Sweden, and Taiwan. For the Company’s latest news and information, visit https://www.pdf.com PDF Solutions and the PDF Solutions logo are trademarks or registered trademarks of PDF Solutions, Inc. and/or its subsidiaries in the United States and other countries. Company ContactsAdnan RazaChief Financial Officer(408) [email protected] Sonia SegoviaInvestor Relations(408) [email protected]

Ranger Investment Management sold out its entire position in OneSpaWorld Holdings Limited (NASDAQ:OSW) during the first quarter, according to a May 15, 2026, SEC filing. The estimated transaction value was $21.54 million, based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Ranger Investment Management, L.P., sold all 1,012,656 shares of OneSpaWorld Holdings Limited (NASDAQ:OSW) during the first quarter. The estimated transaction value was $21.54 million, based on the average closing price over the period. The fund’s quarter-end position in the company is now zero. The net position value shift, including price movement, was a decrease of $21.00 million. Top holdings for Ranger Investment Management, L.P. after the filing: As of May 14, 2026, shares of OneSpaWorld Holdings Limited were priced at $23.82, up 25% over the past year and underperforming the S&P 500, which is up about 28%. OneSpaWorld offers health and wellness services, including spa treatments, salon services, fitness programs, medi-spa procedures, and branded beauty products, primarily onboard cruise ships and at destination resorts. The firm generates revenue through direct service delivery, product sales, and exclusive partnerships with leading wellness brands within the cruise and leisure sector. It serves cruise line guests and resort visitors worldwide, targeting the leisure and travel market seeking premium wellness experiences. OneSpaWorld Holdings Limited operates an extensive network of health and wellness centers across cruise ships and destination resorts, leveraging exclusive brand partnerships to differentiate its service offering. The company’s integrated business model combines spa, fitness, and beauty services with product sales, creating multiple revenue streams and broadening its market reach. With a global footprint and established relationships in the cruise industry, OneSpaWorld is positioned as a leading provider of high-end wellness experiences for travelers. Ranger Investment Management completely exited its OneSpaWorld position even as the company continues to post record operating results and guide for further growth, which seemingly makes this look like a potential call on opportunity costs rather than a strict conviction call. OneSpaWorld’s first-quarter revenue climbed 13% year over year to a record $247.6 million, while net income rose 40% to $21.3 million and adjusted EBITDA increased 21% to $32.2 million. The company also marked its 20th consecutive quarter of record revenue and adjusted EBITDA, a streak that speaks to the consistency of the cruise industry's post-pandemic recovery.Meanwhile, management sounded confident about the road ahead. CEO Leonard Fluxman highlighted plans to launch wellness operations on six new cruise ships this year and said the company expects another record year. OneSpaWorld said its full-year outlook includes as much as $1.034 billion in revenue and $139 million in adjusted EBITDA.Ultimately, it seems like OneSpaWorld's asset-light model, expanding ship count, and growing guest spending could continue driving earnings growth. The stock has very slightly underperformed the S&P 500 over the past year, but the business itself appears to be gaining momentum. Before you buy stock in OneSpaWorld, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and OneSpaWorld wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $465,733!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,313,467!* Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 29, 2026. Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ul Solutions. The Motley Fool has a disclosure policy. OneSpaWorld Posted Record Revenue for Last Quarter. Why Did a Fund Exit a $21.5 Million Stake? was originally published by The Motley Fool

PDF Solutions, Inc.'s (NASDAQ:PDFS) strong earnings report was rewarded with a positive stock price move. We have done some analysis, and we found several positive factors beyond the profit numbers. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Importantly, our data indicates that PDF Solutions' profit was reduced by US$3.9m, due to unusual items, over the last year. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect PDF Solutions to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from PDF Solutions' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think PDF Solutions' earnings potential is at least as good as it seems, and maybe even better! And on top of that, its earnings per share have grown at an extremely impressive rate over the last three years. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. If you want to do dive deeper into PDF Solutions, you'd also look into what risks it is currently facing. You'd be interested to know, that we found 1 warning sign for PDF Solutions and you'll want to know about it. Today we've zoomed in on a single data point to better understand the nature of PDF Solutions' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Interested in PDF Solutions, Inc.? Here are five stocks we like better. PDF Solutions reported Q1 revenue of $60.1 million (up 26% YoY), with platform revenue rising 36%, operating margin at 25%, net income of $12.6 million, and a backlog of $246 million. The company is investing heavily in eProbe systems—shipping one in Q1 and targeting six eProbe systems in 2026—with about $10 million of CapEx this quarter that reduced cash and a majority of machines on subscription to drive recurring revenue. Management highlighted strong bookings for Exensio and Cimetrix, expects an AI-enabled Exensio analytics beta in Q3, and is expanding secureWISE beyond equipment makers into fabs, OSATs and fabless customers while reiterating a ~20% revenue growth target and long-term margin goals. Are These 3 Small Momentum Stocks Setting Up Big Gains? PDF Solutions (NASDAQ:PDFS) reported first-quarter 2026 results highlighted by double-digit million-dollar bookings, 26% year-over-year revenue growth, and continued investment in its eProbe inspection platform as the company targets broader adoption of its analytics and manufacturing connectivity offerings across the semiconductor industry. President and CEO John Kibarian said the first quarter represented “a good start to the year” as the company advanced its goal of becoming a “leading commercial data analytics and mission-critical platform for the semiconductor industry.” He pointed to the quarter’s bookings mix, business activity, and product development progress as evidence of momentum. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Kibarian said bookings strength was particularly notable in Exensio and Cimetrix. He attributed Exensio’s performance mainly to “larger deployments,” including an “enterprise-wide deployment for Exensio Test at a large IDM.” He said Cimetrix bookings benefited partly from larger customers ordering runtime licenses “in anticipation of additional machine shipments in future quarters.” Kibarian also described an active sales environment “across all aspects of the semiconductor industry, from hyperscalers to equipment vendors,” and said the company is seeing “significant activity” in characterization and DFI as customers pursue advanced processes and products. He said he expects this activity to translate into stronger bookings in that category as 2026 progresses. → Light Speed Returns: Corning Cashes In on NVIDIA Growth On product development, Kibarian said the company’s “new AI-enabled Exensio analytics systems” remain on track and are expected to reach beta release in the third quarter. He added that customer interest has been “very high.” More broadly, Kibarian framed the current period as unusually consequential for the semiconductor sector, arguing that AI is changing how engineering work is performed and that executives are increasingly focused on AI’s impact in R&D and manufacturing. He said customer CEOs he met in Asia were interested in how PDF Solutions is using AI and described the company as “a leader in bringing AI to manufacturing.” → Years in the Making, AMD’s Upside Movement Has Just Begun Chief Financial Officer Adnan Raza said the company’s reported figures on the call were presented on a non-GAAP basis, with reconciliations provided in company materials. Raza said results benefited from “multiple large bookings during the quarter,” including: A “double-digit million-dollar Exensio Test Operations booking” to help a customer manage geographically distributed operations An Exensio renewal with a large fabless customer focused on “better analytics” A booking for fab control software for a large fab customer in Asia Raza said the company ended the quarter with backlog of $246 million, up 9% from the year-ago quarter. Total first-quarter revenue was $60.1 million, up 26% year over year. Platform revenue totaled $50.9 million, up 36%, which Raza attributed to strength in leading-edge solutions, Exensio software, and “one complete quarter of secureWISE revenues.” Volume-based revenue was $9.2 million, down 12% year over year, primarily due to lower Gainshare, according to Raza. Gross margin was 76% compared with 77% in the prior quarter. Raza said the change was driven by a small increase in cost of revenue with a smaller revenue base “as expected.” Operating margin was 25%, compared with 24% in the prior quarter and 18% in the year-ago quarter. Raza said operating profit was approximately $15 million, slightly above the prior quarter and 75% higher than the $8.6 million operating profit recorded in the first quarter of 2025. Net income was $12.6 million, or $0.31 per share, compared with $8.1 million, or $0.21 per share, in the year-ago period. Raza said EPS should improve as the company approaches its long-term model, citing business scale and costs rising more slowly than revenue. Raza said PDF Solutions ended the quarter with $31 million in cash, equivalents, and short-term investments, down from $42 million at the end of the prior quarter. He attributed the change primarily to about $10 million used for capital expenditures “related primarily to building eProbe systems and fulfilling the customer demand we have spoken about.” Raza said the company expects capital spending to increase in 2026 versus 2025 given demand, but said this will be “balanced by customer collections,” and he expects cash to grow over coming quarters “particularly the second half of the year.” He also noted that after quarter-end, the company expanded its revolving credit facility, leaving $30 million of unused revolver capacity available. Kibarian said the company shipped one eProbe in the first quarter and expects that machine to begin contributing to revenue in the second quarter. He added that capital investment in eProbe was “meaningful” as PDF Solutions builds additional machines to support its goal of shipping six eProbe systems in 2026. During Q&A, Kibarian told Rosenblatt Securities analyst Blair Abernethy that about a third of 2026’s planned eProbe shipments are expected to go to net new customers, with the remainder largely repeat orders. He said one of the six machines will likely be a demo machine, and “probably, five of the six will be revenue generating.” Asked about the pipeline beyond 2026, Kibarian said the company sees “quite a bit of interest” and is exploring what it can do regarding additional machines, including additional demo systems, though execution capacity is a gating factor. “What we don’t get to this year, we will start serving next year,” he said. In a separate exchange, Kibarian said the majority of eProbe machines are on subscription and are expected to remain subscribed, which he said creates a foundation that can support revenue growth over time as the installed base expands. He also discussed the broader e-beam inspection category, saying e-beam is increasingly important for identifying 3D defects and that the overall market is “on the order of a billion-dollar market,” while noting that subscription-versus-perpetual comparisons can change how the opportunity is modeled. Kibarian also discussed secureWISE, noting the company marked its first anniversary of ownership during the quarter. He said the system provides secure end-to-end remote access and monitoring for manufacturing equipment and that, over the past year, PDF Solutions invested in R&D, expanded the customer base to include fab owners in addition to equipment makers, and began expanding into OSATs and fabless companies. In response to Abernethy’s question about pipeline, Kibarian said selling secureWISE directly to fabs highlighted the value of its security and auditing capabilities, including the ability to log access to data and machines in an auditable way over multiple years. He also referenced a user conference discussion in which Intel described standardizing on secureWISE, which Kibarian said helped increase interest among equipment vendors. He said the company now has “quite a deep pipeline” and has pilots underway to extend secureWISE into OSAT and fabless use cases, leveraging PDF Solutions’ existing DEX services footprint in parts of the back-end ecosystem. Looking ahead, Kibarian and Raza both reiterated expectations that 2026 revenue will grow year over year consistent with the company’s long-term 20% target. Raza added that the company expects to make “meaningful progress” toward its long-term operating model, which includes a 27% operating margin target and 77% gross margin. PDF Solutions, Inc, headquartered in Santa Clara, California, is a technology company that provides data-driven solutions for the semiconductor manufacturing industry. Founded in 1991, the company specializes in software and services designed to improve yield, productivity and profitability for semiconductor fabricators. Over its history, PDF Solutions has positioned itself as a partner to foundries, integrated device manufacturers (IDMs), assembly and test operations, offering tailored data analytics and engineering expertise. The company's flagship offering, the Exensio platform, aggregates and analyzes data from process equipment, metrology and inspection systems to identify yield-limiting defects and process excursions. The article "PDF Solutions Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for May 2026.