VLN

As you might know, Valens Semiconductor Ltd. (NYSE:VLN) just kicked off its latest quarterly results with some very strong numbers. Revenues and losses per share were both better than expected, with revenues of US$17m leading estimates by 2.4%. Statutory losses were smaller than the analystsexpected, coming in at US$0.08 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Following the latest results, Valens Semiconductor's three analysts are now forecasting revenues of US$75.6m in 2026. This would be a modest 7.0% improvement in revenue compared to the last 12 months. The loss per share is expected to ameliorate slightly, reducing to US$0.28. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$75.7m and losses of US$0.36 per share in 2026. While the revenue estimates were largely unchanged, sentiment seems to have improved, with the analysts upgrading their numbers and making a very favorable reduction to losses per share in particular. View our latest analysis for Valens Semiconductor These new estimates led to the consensus price target rising 8.3% to US$4.33, with lower forecast losses suggesting things could be looking up for Valens Semiconductor. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Valens Semiconductor at US$5.00 per share, while the most bearish prices it at US$4.00. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Valens Semiconductor is an easy business to forecast or the the analysts are all using similar assumptions. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and indust...

Interested in Valens Semiconductor, Ltd.? Here are five stocks we like better. Valens Semiconductor beat first-quarter guidance, with revenue of $16.9 million and gross margin of 62.2% both coming in above expectations. The company also posted a smaller-than-expected adjusted EBITDA loss and reaffirmed its full-year outlook. Management highlighted momentum in its audio/video chips, especially the VS3000 and VS6320, with new products from customers reaching the market during the quarter. The company said these chips are key to its growth in professional AV and collaboration systems. In automotive, Valens emphasized progress around its VA7000 chipset and the MIPI A-PHY standard, including an interoperability demonstration with other vendors. Executives said A-PHY-related projects are expected to start contributing more meaningfully in 2027. Be Cautious of Valens Semiconductor Analyst Estimates Valens Semiconductor (NYSE:VLN) reported first-quarter 2026 revenue above its guidance range and reaffirmed its full-year outlook, while executives pointed to continued adoption of newer audio/video chips and progress in automotive connectivity standards. Chief Executive Officer Yoram Salinger said the company’s first-quarter results were in line with expectations despite previously discussed macroeconomic conditions and a slower pace of technology adoption. Revenue for the quarter was $16.9 million, above the company’s guidance range of $16.3 million to $16.7 million. GAAP gross margin was 62.2%, also above guidance, and adjusted EBITDA was a loss of $5.5 million, better than the expected loss range. → McDonald's Is the Cheapest It’s Been in Years—Does That Make It a Buy? Valens Semiconductor Stock is an Under the Radar Chip Play “Our first quarter was in line with our expectations,” Salinger said. “Nevertheless, we are pleased to report that our revenues exceeded the top end of our guidance.” Chief Financial Officer Guy Nathanzon said first-quarter revenue of $16.9 million compared with $19.4 million in the fourth quarter of 2025 and $16.8 million in the first quarter of 2025. → How Berkshire’s New York Times Bet Looks Today The company’s Cross-Industry Business, or CIB, generated $11 million, representing about 65% of total revenue. Automotive revenue was $5.9 million, or about 35% of revenue. In the prior quarter, CIB revenue was $13.9 million and automotive revenue...

Valens Semiconductor (NYSE:VLN) reported first-quarter results on Wednesday that beat analyst expectations on earnings but fell short on revenue, while the company also issued softer-than-expected guidance for the current quarter. Shares edged up 0.37% in premarket trading following the earnings release. The connectivity chipmaker posted an adjusted loss of $0.05 per share for the first quarter, ahead of analyst forecasts for a loss of $0.07 per share. Revenue totaled $16.9 million, below Wall Street expectations of $18.75 million. However, the figure exceeded the company’s own guidance range of $16.3 million to $16.7 million. Quarterly revenue increased 0.6% from $16.8 million in the same period last year. “The first quarter of 2026 exceeded our expectations, as we once again beat the top end of our guidance,” said Yoram Salinger, chief executive officer of Valens Semiconductor. “In Audio-Video, we’re continuing to see increased adoption of our VS6320 and VS3000 chipsets, as additional products based on these chips hit the market.” For the second quarter, Valens forecast revenue between $17.2 million and $17.6 million. The midpoint of $17.4 million came in below analyst consensus expectations of $18.13 million. The company also projected an adjusted EBITDA loss of between $4.4 million and $4.9 million, alongside a gross margin range of 60% to 62%. First-quarter adjusted gross margin reached 65.2%, above the company’s previous guidance range of 57% to 59%. Revenue from Valens’ Cross-Industry Business segment represented 65% of total quarterly revenue at $11.0 million. Automotive revenue accounted for the remaining 35%, totaling $5.9 million, compared with $5.1 million in the prior-year period. Valens ended the quarter with $86.1 million in cash, cash equivalents and short-term deposits, down from $92.6 million at the end of 2025. The company reported no debt on its balance sheet. Valens Semiconductor stock price

This article first appeared on GuruFocus. Revenue: $16.9 million, exceeding guidance of $16.3 million to $16.7 million. Gross Margin: 62.2%, above guidance of 57% to 59%. Adjusted EBITDA: Loss of $5.5 million, better than guidance of $7.9 million to $7.5 million loss. GAAP Net Loss: $8.3 million. GAAP Loss Per Share: $0.08. Non-GAAP Loss Per Share: $0.05. Cash Equivalents and Short-term Deposits: $86.1 million. Operating Expenses: $19.4 million. Research and Development Expense: $10.3 million. SG&A Expense: $9.4 million. Inventory: $10.9 million as of March 31, 2026. Q2 2026 Revenue Guidance: $17.2 million to $17.6 million. Q2 2026 Gross Margin Guidance: 60% to 62%. Q2 2026 Adjusted EBITDA Loss Guidance: $4.9 million to $4.4 million loss. Warning! GuruFocus has detected 7 Warning Signs with VLN. Is VLN fairly valued? Test your thesis with our free DCF calculator. Release Date: May 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Valens Semiconductor Ltd (NYSE:VLN) reported Q1 2026 revenues of $16.9 million, exceeding the top end of their guidance. The company's GAAP gross margin for Q1 2026 was 62.2%, surpassing their guidance range. Strong adoption of the VS3000 chip, which supports uncompressed HDMI 2.0 over category cables, was noted. The VA7000 chipset, compliant with the MIPI A-PHY standard, is gaining traction in the automotive industry. Valens Semiconductor Ltd (NYSE:VLN) demonstrated interoperability of their A-PHY compliant components with other vendors, reinforcing their value proposition. Q1 2026 adjusted EBITDA was a loss of $5.5 million, although it was smaller than anticipated. The company's GAAP net loss for Q1 2026 was $8.3 million, consistent with the previous year. Cash equivalents and short-term deposits decreased to $86.1 million at the end of Q1 2026 from $92.6 million at the end of Q4 2025. The cross-industry business (CIB) saw a decline in revenues compared to Q4 2025, attributed to seasonality and strong Q4 performance. Valens Semiconductor Ltd (NYSE:VLN) anticipates a stronger second half of 2026, implying a need for significant revenue acceleration. Q: Could you touch on what drove the quarter-over-quarter decline in CIB and within auto, how much of the strength was sustainable and demand versus timing, inventory, or customer ordering patterns? Was the auto upside still la...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Revenue exceeded the top end of guidance at $16.9 million, driven by strong adoption of high-resolution video chips in the audio-video segment. The VS3000 chip is serving as a pillar for core audio-video growth, recently integrated into premium collaboration products by leading manufacturers like Extron. Automotive performance remains anchored by demand from Mercedes-Benz, while the VA7000 chipset is gaining traction through its compliance with the MIPI A-PHY standard. Management successfully demonstrated the first three-company interoperable SerDes connectivity solution, validating the strategic move toward open standards to eliminate vendor lock-in. Gross margin expansion to 62.2% was primarily influenced by a favorable product mix within the Cross-Industry Business (CIB) segment. The company is actively participating in MIPI's new physical AI initiatives, positioning its connectivity standards for future applications in robotics and humanoids. Full-year 2026 revenue guidance remains unchanged at $75 million to $77 million, implying a significant step-up in performance during the second half of the year. Confidence in the second-half ramp is supported by high visibility into customer product launch timelines and specific design-in milestones. The Cross-Industry Business is projected to achieve approximately 5% growth for the full year, with acceleration expected to begin in Q2 and peak in Q4. A-PHY automotive projects are progressing according to schedule, with revenue contributions expected to factor into financial results starting in 2027. Management anticipates no material risk to meeting 2026 targets despite broader semiconductor supply chain challenges related to AI and memory demand. CFO Guy Nathanzon will depart the company on July 13, 2026; a formal search for a successor has been initiated. The company maintains a robust debt-free balance sheet with $86.1 million in cash and short-term deposits to support strategic initiatives. Inventory levels increased slightly to $10.9 million as of March 31, 2026, to align with anticipated demand for upcoming product launches. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management reiterated that the s...

Valens Semiconductor (NYSE:VLN) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. Access the full call at https://events.q4inc.com/attendee/552831527 Valens Semiconductor Ltd reported Q1 2026 revenues of $16.9 million, exceeding the top end of their guidance. GAAP gross margin was 62.2%, surpassing expectations, while adjusted EBITDA was a loss of $5.5 million, smaller than anticipated. Strong adoption was seen for the VS3000 and VS6320 chips, with strategic partnerships and product releases from major AV manufacturers. The company demonstrated the interoperability of its VA7000 chipset for automotive, reinforcing its position in the market. Guidance for Q2 2026 includes revenues between $17.2 million and $17.6 million, with a full year outlook unchanged at $75-77 million. CFO Guy Nathanson announced his departure, with a search underway for his replacement. OPERATOR Thank you for standing by and welcome to The Valens Semiconductor Ltd First Quarter 2026 Financial Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press STAR followed by the number one on your telephone keypad. If you would like to withdraw your question again, press Star one. Thank you. I'd now like to turn the call over to Mikey Benari of Investor Relations. You may begin. Mikey Benari (Investor Relations) Thank you and welcome everyone to Valens Semiconductor Ltd first quarter 2026 earnings call. With me today are Johan Zeinjer, Chief Executive Officer and Guy Nathanson, Chief Financial Officer,. Earlier today we issued a press release that is available on the Investor Relations section of our website under investors.valens.com As a reminder, today's earnings call may include forward looking statements and projections which do not guarantee future events or performance. These statements are subject to the Safe harbor language in today's press release. Please refer to our Annual report on Form 20-F filed with the SEC on February 25, 2026 for a discussion of the factors that could cause actual result...

Cirrus Logic (CRUS) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +11.00%. A quarter ago, it was expected that this chipmaker would post earnings of $2.42 per share when it actually produced earnings of $2.97, delivering a surprise of +22.73%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Cirrus Logic, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $448.52 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.98%. This compares to year-ago revenues of $424.46 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. Cirrus Logic shares have added about 44.5% since the beginning of the year versus the S&P 500's gain of 6%. While Cirrus Logic 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 Cirrus Logic 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...

HOD HASHARON, Israel, April 20, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), a leader in high-performance connectivity, today announced that it will release its first quarter 2026 financial results before the market opens on Wednesday, May 13, 2026. Yoram Salinger, Chief Executive Officer, and Guy Nathanzon, Chief Financial Officer, will host a conference call on Wednesday, May 13, 2026, at 8:30 a.m. Eastern Time (ET) to discuss the company's first quarter 2026 financial results and business outlook. To access this call, please dial: USA & Canada (Toll-Free): (888) 672-2415 United States (New York): (646) 307-1952 United Kingdom (Toll-Free): +44 800 524 4763 United Kingdom (London): +44 20 8610 3532 Israel (Tel Aviv): +972 3 375 1755 Conference ID: 9028589 A live webcast of the conference call will be available via the investor relations section of Valens Semiconductor's website at Valens - Financials - Quarterly Results. The live webcast can also be accessed by clicking HERE. A replay of the conference call will be available on Valens Semiconductor's website shortly after the call concludes. About Valens Semiconductor Valens Semiconductor (NYSE: VLN) is a leader in high-performance connectivity, enabling customers to transform the digital experiences of people worldwide. Valens' chipsets are integrated into countless devices from leading customers, powering state-of-the-art audio-video installations, next-generation videoconferencing, and enabling the evolution of ADAS and autonomous driving. Pushing the boundaries of connectivity, Valens sets the standard everywhere it operates, and its technology forms the basis for the leading industry standards such as HDBaseTﾮ and MIPI A-PHY. For more information, visit https://www.valens.com/. Logo - https://mma.prnewswire.com/media/2309625/4474760/Valens_Semiconductor_Logo.jpg Investor Contacts: Michal Ben Ari Investor Relations Manager Valens Semiconductor Ltd. [email protected] Miri Segal MS-IR IR for Valens [email protected] Media Contact: Yoni Dayan Head of Communications Valens Semiconductor Ltd. [email protected] View original content:https://www.prnewswire.com/news-releases/valens-semiconductor-to-announce-first-quarter-2026-financial-results-on-may-13-2026-302746645.html

Valens Semiconductor Ltd. (NYSE:VLN) is one of the Best Semiconductor Stocks Under $10 to Buy According to Analysts. On February 25, the company released financial results for Q4 and FY 2025, with quarterly revenue of $19.4 million. This resulted in FY 2025 revenues of $70.6 million. At the start of 2026, Valens Semiconductor Ltd. (NYSE:VLN) announced an operational efficiency plan, which can save ~$5 million annually in operating expenses. For Q1 2026, Valens Semiconductor Ltd. (NYSE:VLN) anticipates revenues of between $16.3 million – $16.7 million, gross margin of 57% – 59%, with adjusted EBITDA loss of between $(7.9) million – $(7.5) million. The company’s Q4 2025 results reflect the seventh consecutive quarter of revenue growth. Though Valens Semiconductor Ltd. (NYSE:VLN) expects to maintain growth in 2026, the speed and extent of growth can be impacted by macroeconomic conditions and by how quickly the new technologies are adopted. Valens Semiconductor Ltd. (NYSE:VLN) is engaged in offering semiconductor products that are used in audio-video and automotive industries. While we acknowledge the potential of VLN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

New CEO Yoram Salinger is refocusing Valens on core audio/video and automotive businesses and issued single-year guidance of $75–$77 million revenue for 2026 (midpoint ≈ 8% growth vs. 2025). Q4 revenue beat at $19.4 million and full-year 2025 revenue was $70.6 million, driven by an AV recovery; the company finished Q4 with $92.6 million cash, no debt, after a $24 million share buyback. Product momentum includes strong adoption of the VS3000 and VS6320 and four A-PHY automotive design wins (including Mobileye ecosystem progress), with A-PHY revenue expected to begin in the second half of 2027; management also announced a ~10% headcount reduction to save about $5 million annually. Interested in Valens Semiconductor, Ltd.? Here are five stocks we like better. Be Cautious of Valens Semiconductor Analyst Estimates Valens Semiconductor (NYSE:VLN) reported fourth-quarter and full-year 2025 results and provided 2026 guidance, highlighting continued momentum in its audio/video business and ongoing progress building an automotive connectivity franchise around the MIPI A-PHY standard. Chief Executive Officer Yoram Salinger, who said he joined the company a few months ago, used his first earnings call to outline strategic priorities. Salinger said Valens is concentrating resources on its core businesses—audio/video and automotive—where the company believes it has “unmatched technology leadership” and sees sustained, profitable growth opportunities. At the same time, he said Valens will remain “proactive” in pursuing large opportunities in additional verticals that require high-performance connectivity in challenging environments, including industrial and medical markets, but with a stated preference for “anchor deals” that can materially impact results. → The Head Fake: Buying the Chinese Stocks Post-Ruling Dip Valens Semiconductor Stock is an Under the Radar Chip Play Given reduced macro visibility, Salinger said the company will provide single-year growth projections going forward. Valens guided for full-year 2026 revenue of $75 million to $77 million, with the midpoint representing approximately 8% growth over 2025. For Q4 2025, Valens delivered revenue of $19.4 million, above management’s guidance range of $18.2 million to $18.9 million. The company attributed the upside largely to typical year-end budget dynamics, with management saying customers increased orders l...

This article first appeared on GuruFocus. Q4 2025 Revenue: $19.4 million, exceeding guidance range of $18.2 million to $18.9 million. Full-Year 2025 Revenue: $70.6 million, exceeding guidance range of $69.4 million to $70.1 million. Q4 2025 GAAP Gross Margin: 60.5%, better than guidance. Full-Year 2025 GAAP Gross Margin: 62.4%. Q4 2025 Adjusted EBITDA Loss: $4.3 million, within guidance range. Full-Year 2025 Adjusted EBITDA Loss: $16.9 million. Q4 2025 GAAP Net Loss: $8.8 million. Full-Year 2025 GAAP Net Loss: $31.6 million. Q4 2025 GAAP Loss Per Share: $0.09. Full-Year 2025 GAAP Loss Per Share: $0.31. Cash and Cash Equivalents (End of Q4 2025): $92.6 million, no debt. Q1 2026 Revenue Guidance: $16.3 million to $16.7 million. Full-Year 2026 Revenue Guidance: $75 million to $77 million, reflecting approximately 8% growth. Warning! GuruFocus has detected 5 Warning Signs with VLN. Is VLN fairly valued? Test your thesis with our free DCF calculator. Release Date: February 25, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Valens Semiconductor Ltd (NYSE:VLN) exceeded its revenue guidance for Q4 2025, reporting $19.4 million compared to the expected range of $18.2 million to $18.9 million. The company achieved a GAAP gross margin of 60.5% for Q4 2025, surpassing its guidance range. Valens Semiconductor Ltd (NYSE:VLN) reported a full-year 2025 revenue of $70.6 million, exceeding the guidance range of $69.4 million to $70.1 million. The VS3000 and VS6320 chipsets are expected to drive growth in the audio/video market, with significant sales increases reported in 2025. Valens Semiconductor Ltd (NYSE:VLN) secured four design wins for its VA7000 chipset in the automotive sector, indicating strong future growth potential in the ADAS market. The company reported a GAAP net loss of $8.8 million for Q4 2025, an increase from the $7.3 million loss in Q3 2025. Valens Semiconductor Ltd (NYSE:VLN) experienced a 12% decline in automotive revenue in 2025 due to reduced sales to Mercedes-Benz and price erosion. The company announced a workforce reduction of approximately 10%, expected to save $5 million annually, indicating cost-cutting measures. Q1 2026 revenue guidance is lower than Q4 2025, reflecting potential challenges in maintaining growth momentum. The company faces macroeconomic uncertainties and reduced visibili...