VLN · NYSE · Semiconductors

Valens Semiconductor (VLN)

Supplies connectivity chips for automotive, audio-video, industrial, and medical applications.

$1.84
vs last close+0.07 (+3.95%)
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Valens Semiconductor Ltd.VLN
Information Technology

Designs PHY-based chips for Automotive and CIB, spanning audio-video, industrial, machine vision, and medical uses. HDBaseT joins video, audio, Ethernet, control, USB, and power over one cable; automotive technology underpins MIPI A-PHY.

Designs PHY-based semiconductor products for CIB and Automotive. CIB covers audio-video, industrial, machine vision, and medical applications, while Automotive includes symmetric and asymmetric connectivity offerings.

HDBaseT carries digital video and audio, Ethernet, control signals, USB, and power through one cable, supporting links between sources and remote displays. Acroname added automation and control technology to augment industrial USB-extension chipsets.

Its automotive technology became the basis for MIPI A-PHY, a physical-layer standard for high-speed camera, display, and sensor links. Operations depend on continued technology development, third-party manufacturing, and integration of acquired businesses.

Company facts

CEOYoram Salinger
ListedSep 30, 2021
ExchangeNYSE
HeadquartersHod HaSharon, Israel
CountryIsrael
Employees233
CIK0001863006
ISINIL0011796880

Market cap$191.6M
EPS (ttm)−$0.3119
P/E (ttm)−5.67
ROE-31.6%
P/B1.97
P/S2.67
Dividend yieldDiv yield
Beta4.14vs XLK 1.33

No analyst consensus on record.

Next report
Nov 11, 26
in 50 days
EPS estimate
−$0.03
Revenue estimate
$21.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.02−$0.03−$0.04−$0.04−$0.04−$0.05−$0.04Pending
Estimate−$0.03−$0.03−$0.03−$0.07−$0.03−$0.06−$0.04−$0.03
Surprise+33.3%0.0%−33.3%+42.9%−33.3%+16.7%0.0%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$16.7M$16.8M$17.1M$17.3M$19.4M$16.9M$18.1MPending
Estimate$16.2M$17.9M$16.0M$18.8M$18.8M$16.5M$17.4M$21.5M
Surprise+2.9%−6.0%+7.0%−7.7%+3.3%+2.4%+4.1%
Estimate−$0.03
ReportedDue Nov 11, 2026
Estimate$21.5M
ReportedDue Nov 11, 2026
View details

Debt to equity8.30%
Current ratio521.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$16.0M$16.7M$16.8M$17.1M$17.3M$19.4M$16.9M$18.1M
Net income−$10.4M−$7.3M−$8.3M−$7.2M−$7.3M−$8.8M−$8.3M−$8.1M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$12.0M−$8.4M−$9.5M−$7.4M−$8.0M−$9.4M−$9.2M−$7.9M
YoY growthLoss narrowedLoss widenedLoss narrowedLoss narrowedLoss narrowedLoss widenedLoss narrowedLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $83.4M · Total debt $8.0M · Total assets $124.6M · Shareholders' equity $97.1M

Revenue
$18.1M
Operating income
−$7.9M
Net income
−$8.1M
View details

No dividends on record.

Institutions38.65%39.83M ADS
62 holders · as of Jun 30, 2026
Insiders19.63%20.23M ADS
17 holders · as of Sep 10, 2026
Strategic holders15.71%16.19M ADS
2 holders · as of Feb 11, 2022
Other26.01%26.80M ADS
remainder

103.05M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Value Base Ltd.Institution
20.86%21.49M ADSas of Jun 30, 2026
Eyal KishonInsider
15.70%16.18Mfiled Feb 9, 2022
Linse Capital VAL, LLCStrategic
10.86%11.19Mfiled Feb 11, 2022
GIC Private LimitedStrategic
4.85%5.00Mfiled Oct 12, 2021
Marshall Wace, LLPInstitution
2.33%2.40M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 7, 2026Haine Yael Rozenbergofficer: VP Finance−625$1.70
Jul 23, 2026Haine Yael Rozenbergofficer: VP Finance−2,750$1.73
Jul 22, 2026Haine Yael Rozenbergofficer: VP Finance−3,125$1.71
Jul 20, 2026Haine Yael Rozenbergofficer: VP Finance−1,458$1.71
Jul 14, 2026Moshe Lichtmandirector−3,750$2.01
View details

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