Riverwater Small Cap Strategy Q3 2026 Portfolio Update

During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.

Seeking Alpha • Oct 28, 2026

Implied Volatility Surging for PDF Solutions Stock Options

Investors need to pay close attention to PDFS stock based on the movements in the options market lately.

Zacks Investment Research • Oct 26, 2026

PDF Solutions to Report Third Quarter Fiscal 2026 Financial Results on November 5, 2026

SANTA CLARA, Calif., Oct. 19, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release third quarter fiscal 2026 financial results after the market close on Thursday, November 5, 2026.

GlobeNewsWire • Oct 19, 2026

Onto Innovation vs. PDF Solutions: Which Chip Stock is the Better Buy?

ONTO's AI-driven packaging demand, record revenue and rising estimates give it an edge over PDFS, whose bookings and analytics business are gaining momentum.

Zacks Investment Research • Oct 15, 2026

3 Reasons Growth Investors Will Love PDF Solutions (PDFS)

PDF Solutions (PDFS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Zacks Investment Research • Sep 30, 2026

2 Stocks to Watch From the Challenging Computer-Services Industry

The Zacks Computer - Services industry players like CACI and PDFS are poised to benefit from digital transformation despite macroeconomic headwinds.

Zacks Investment Research • Sep 21, 2026

Here is Why Growth Investors Should Buy PDF Solutions (PDFS) Now

PDF Solutions (PDFS) could produce exceptional returns because of its solid growth attributes.

Zacks Investment Research • Sep 14, 2026

Introducing Exensio® Aurora: PDF Solutions Unveils Highly-Scalable Architecture for Exensio Analytics

SANTA CLARA, Calif., Sept. 09, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystems, today unveils Exensio Aurora, the new, highly-scalable Exensio analytics architecture. Exensio Aurora is purpose-built to handle semiconductor manufacturing data at petabyte scale and to securely deploy agentic AI across manufacturing operations and the supply chain.

GlobeNewsWire • Sep 9, 2026

PDF Solutions CTO Sells 3,394 Shares

The sale, conducted on Aug. 31, was valued at approximately $150,728. The traded shares were equal to 4% of the equity stake held before the filing.

The Motley Fool • Sep 9, 2026

Looking for a Growth Stock? 3 Reasons Why PDF Solutions (PDFS) is a Solid Choice

PDF Solutions (PDFS) possesses solid growth attributes, which could help it handily outperform the market.

Zacks Investment Research • Aug 28, 2026