What is the 13F Pro Quality Score for PDFS?

13F Pro ranks PDF SOLUTIONS INC (PDFS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PDFS's current score at https://13fpro.ai/research/PDFS (free sign-up required for the full ranking).

Where does 13F Pro source PDFS data?

All PDF SOLUTIONS INC fundamentals and ownership data come directly from SEC EDGAR. PDF SOLUTIONS INC files with the SEC under CIK 1120914. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PDFS in?

PDF SOLUTIONS INC (PDFS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is PDFS research updated on 13F Pro?

PDFS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PDF SOLUTIONS INC(PDFS)Stock Analysis

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13F Pro Quality Score

46.6/100

Rank #1,645 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

73.5/100

Profitability

53.5/100

Balance Sheet

43.9/100

Earnings Quality

85.0/100

Free Cash Flow

17.9/100

Institutional Flow

61.9/100

Revenue Scale

25.3/100

Dilution Risk

15.2/100

PDFS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for PDF SOLUTIONS INC (PDFS), a Technology sector company. 13F Pro's AI-powered ranking engine scores PDFS at 46.6/100 on a 32-signal composite quality model, placing it at rank #1,645 of 2,879 stocks — the bottom half of the AI-ranked universe. PDFS scores in the top quartile across earnings quality (85.0). Areas of concern include free cash flow (17.9) and revenue scale (25.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), PDF SOLUTIONS INC reports quarterly revenue of $60.1M, net income of $4.8M, free cash flow of $-8.8M. Top institutional holders of PDFS by reported 13-F value include BlackRock,, NEEDHAM INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. PDFS trades on the Nasdaq exchange and files with the SEC under CIK 1120914. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PDFS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PDF SOLUTIONS INC directly from SEC EDGAR. PDF SOLUTIONS INC's 13F Pro composite quality score has ranged between 8 and 71 since 2021, currently 46.6 — an improving long-term trajectory across 40 quarterly and live scoring snapshots.

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Fun facts about PDF SOLUTIONS INC

Quirks, history, and lore behind PDFS — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap technology company headquartered in Santa Clara, California, serving the semiconductor industry with software and services.
2
The Numbers
Annual revenue in the range of $30–40 million — tiny by Silicon Valley standards, but it punches above its weight with chipmakers who can't afford bad data.
3
The History
Founded in the late 1990s, it grew up alongside the era of increasingly complex chip manufacturing, when yield loss started costing fabs millions per wafer.
4
The Secret
Its core business is yield improvement — helping semiconductor fabs squeeze more good chips out of every wafer using data analytics and process control software.
5
The Lore
Its platform, called Cimetrics, embeds itself deep inside fab workflows, making it the kind of vendor that's very hard to rip out once it's in — a classic sticky enterprise software play.
6
The Giveaway
Its ticker is literally the file format of your tax return — four letters ending in FS — and its whole business is making sure semiconductor chips don't end up as expensive scrap.

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Revenue

Q1 2026

$60.1M

Net Income

Q1 2026

$4.8M

Free Cash Flow

Q1 2026

$-8.8M

ROIC

Q1 2026

1.8%

D/E Ratio

Q1 2026

0.24

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+22.0% YoY

$219.0MFY 2025

FY22 $148.5MFY23 $165.8MFY24 $179.5MFY25 $219.0M

Net Income

-115.6% YoY

$-640.0KFY 2025

FY22 $-3.4MFY23 $3.1MFY24 $4.1MFY25 $-640.0K

Operating Income

+525.3% YoY

$5.8MFY 2025

FY22 —FY23 $-151.0KFY24 $935.0KFY25 $5.8M

EPS (Diluted)

-120.0% YoY

$-0.02FY 2025

FY22 $-0.09FY23 $0.08FY24 $0.10FY25 $-0.02

Total Assets

+32.8% YoY

$418.7MFY 2025

FY22 $278.7MFY23 $290.1MFY24 $315.3MFY25 $418.7M

Total Debt

$69.2MFY 2025

FY22 —FY23 —FY24 $0.00FY25 $69.2M

Op. Cash Flow

+147.9% YoY

$24.1MFY 2025

FY22 $32.3MFY23 $14.6MFY24 $9.7MFY25 $24.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2018
Revenue	$219.0M +22.0%	$179.5M +8.2%	$165.8M +11.6%	$148.5M +33.8%	$111.1M +29.4%	$85.8M
Net Income	$-640.0K -115.6%	$4.1M +32.3%	$3.1M +190.4%	$-3.4M +84.1%	$-21.5M -178.6%	$-7.7M
Operating Income	$5.8M +525.3%	$935.0K +719.2%	$-151.0K	—	—	$-10.0M
EPS (Diluted)	$-0.02 -120.0%	$0.10 +25.0%	$0.08 +188.9%	$-0.09 +84.5%	$-0.58 -141.7%	$-0.24
Total Assets	$418.7M +32.8%	$315.3M +8.7%	$290.1M +4.1%	$278.7M +1.8%	$273.8M +21.2%	$225.9M
Total Debt	$69.2M	$0.00	—	—	—	—
Operating Cash Flow	$24.1M +147.9%	$9.7M -33.5%	$14.6M -54.8%	$32.3M +661.2%	$4.2M -68.2%	$13.3M

AI Insight: PDFS Financial Trends

Revenue has grown 43% from Q2 2024 to Q1 2026 while operating income turned positive and debt is slowly declining.

• Revenue rose steadily from $42M in Q2 2024 to $62M in Q4 2025, with Q1 2026 at $60M — a strong year-over-year trajectory.

• Operating income turned positive, improving from -$4M in Q1 2025 to $6M in Q1 2026 — a meaningful swing in five quarters.

• Net income reached $5M in Q1 2026, the highest in the observed period, up from near breakeven across prior quarters.

• Total debt edged down from $71M in Q1 2025 to $69M in Q1 2026 while equity expanded from $249M to $280M.

⚠ Operating cash flow is volatile — swinging from $17M in Q4 2025 to just $2M in Q1 2026 — limiting confidence in cash conversion.

⚠ Q1 2026 revenue dipped to $60M from Q4 2025's $62M; monitor whether sequential softness persists.

⚠ Net income remains thin and erratic — two loss quarters in the past five — despite rising operating income.

AI Insight: PDFS Ratio Trends

Q1 2026 marks PDFS's strongest quarter in the dataset, with operating margin hitting 10.5% and ROIC recovering to 7.2% after a sharp Q1 2025 loss.

• Operating margin surged from -7.4% in Q1 2025 to 10.5% in Q1 2026, the highest level across all reported periods.

• ROIC recovered from -4.5% in Q1 2025 to 7.2% in Q1 2026, exceeding the prior peak of 6.0% in Q3 2024.

• Net profit margin rebounded to 8.0% in Q1 2026 after turning negative (-0.1%) in Q4 2025, reflecting volatile quarterly earnings.

• D/E ratio declined modestly from 0.28 in Q1 2025 to 0.24 in Q1 2026, signaling gradual deleveraging.

⚠ Profitability has been highly erratic — NPM swung from -6.3% to 8.0% across just four quarters, raising earnings quality concerns.

⚠ TTM NPM of 3.1% lags Q1 2026's 8.0% standalone result, suggesting recent strength may not yet reflect a sustained trend.

⚠ Q4 2025 operating margin of 5.5% alongside near-zero NPM (-0.1%) hints at below-the-line cost pressures to monitor.

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Available Research

13F Pro tracks comprehensive data for PDF SOLUTIONS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PDFS

BlackRock, Inc.
$159.2M4,866,177 sh
NEEDHAM INVESTMENT MANAGEMENT LLC
$66.2M2,022,700 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$45.8M1,400,722 sh
VANGUARD CAPITAL MANAGEMENT LLC
$45.4M1,388,122 sh
Ranger Investment Management, L.P.
$41.9M1,279,630 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$41.1M1,255,559 sh
STATE STREET CORP
$39.0M1,192,408 sh
BARROW HANLEY MEWHINNEY & STRAUSS LLC
$37.3M1,140,547 sh
Ophir Asset Management Pty Ltd
$37.2M1,137,349 sh
SNYDER CAPITAL MANAGEMENT L P
$34.7M1,060,478 sh

Fund	Value	Shares
BlackRock, Inc.	$159.2M	4,866,177
NEEDHAM INVESTMENT MANAGEMENT LLC	$66.2M	2,022,700
VANGUARD PORTFOLIO MANAGEMENT LLC	$45.8M	1,400,722
VANGUARD CAPITAL MANAGEMENT LLC	$45.4M	1,388,122
Ranger Investment Management, L.P.	$41.9M	1,279,630
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$41.1M	1,255,559
STATE STREET CORP	$39.0M	1,192,408
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$37.3M	1,140,547
Ophir Asset Management Pty Ltd	$37.2M	1,137,349
SNYDER CAPITAL MANAGEMENT L P	$34.7M	1,060,478

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Is PDFS a good stock to buy?

13F Pro's AI-powered analysis of PDF SOLUTIONS INC (PDFS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PDFS are available on the PDFS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own PDFS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PDFS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PDF SOLUTIONS INC's investment landscape.