PDF Solutions reports Q1 non-GAAP EPS 31c, consensus 23c

Reports Q1 revenue $60.1M, consensus $59.71M. “We are proud to report another strong quarter,” said John Kibarian, CEO. “In December 2025, at the latest PDF Solutions (PDFS) Analyst Day, we stated that PDF Solutions is instrumental in addressing research and development and manufacturing challenges of today’s semiconductor industry. This quarter’s results demonstrate the value of this strategy with a large fabless customer renewing its commitment to Exensio, a large semiconductor IDM developing its next generation test solution with us, and another eProbe tool shipped to an existing customer that is a leading-edge semiconductor company. We believe this continued market adoption reflects the market’s perception of the value our existing and new applications. With a strong product portfolio and momentum, we reaffirm our 20% annual revenue growth prior guidance for this year. We continue to make progress towards our long-term model target margins of 77% for gross margin and 27% for operating margin.”