PDFS · PEAD → 22

PDF Solutions reported Q2 2026 EPS of $0.15 on 2026-08-06, beating the $0.12 consensus by $0.03 (+25.0%).

Print-day reaction was −7.2% versus the prior close, a sharp sell-the-news move despite the earnings beat. The overnight gap to the T+1 open recovered +2.4%, suggesting some stabilisation after the initial flush. Over the following two trading sessions, the stock drifted −0.6%, essentially treading water with no sustained directional conviction in either direction. Cumulative abnormal return of −0.73% versus SPY.US sits well inside the ±3% PEAD threshold, placing the verdict at none; the holding window runs through 2026-11-03.