Valens Semiconductor
Supplies connectivity chips for automotive, audio-video, industrial, and medical applications.
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Profile
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
Key statistics
Year to date +15.7% · Average volume (30d) 888.9K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.04 | −$0.04 | 0.0% | $17.4M | $18.1M | +4.1% | +11.31% |
| May 13, 2026Q1 FY26 | −$0.06 | −$0.05 | +16.7% | $16.5M | $16.9M | +2.4% | +14.24% |
| Feb 25, 2026Q4 FY25 | −$0.03 | −$0.04 | −33.3% | $18.8M | $19.4M | +3.3% | +3.90% |
| Nov 12, 2025Q3 FY25 | −$0.07 | −$0.04 | +42.9% | $18.8M | $17.3M | −7.7% | +1.18% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $16.8M | $17.1M | $17.3M | $19.4M | $16.9M | $18.1M | |
| Gross profit | $10.6M | $10.8M | $10.9M | $11.7M | $10.5M | $11.1M | |
| Operating income | −$9.5M | −$7.4M | −$8.0M | −$9.4M | −$9.2M | −$7.9M | |
| Net income | −$8.3M | −$7.2M | −$7.3M | −$8.8M | −$8.3M | −$8.1M | |
| Diluted EPS | −$0.08 | −$0.07 | −$0.07 | −$0.09 | −$0.08 | −$0.08 | |
| Gross margin | 62.9% | 63.5% | 63.0% | 60.5% | 62.2% | 61.5% | |
| Operating margin | -56.2% | -43.3% | -46.4% | -48.6% | -54.7% | -43.9% |
Fiscal years (4-quarter sums)FY21 $70.7M · FY22 $90.7M · FY23 $84.2M · FY24 $57.9M · FY25 $70.6M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $83.4M · Total debt $8.0M · Total assets $124.6M · Shareholders' equity $97.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 108.27M · Float 74.72M · 69.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Value Base Ltd. | 21.48M | 19.84% | 13F | May 6, 2026 |
| Clal Insurance Enterprises Holdings Ltd | 1.98M | 1.83% | 13F | May 12, 2026 |
| Marshall Wace, LLP | 1.83M | 1.69% | 13F | May 15, 2026 |
| Ameriprise Financial Inc | 1.50M | 1.38% | 13F | Jul 17, 2026 |
| Renaissance Technologies LLC | 1.31M | 1.21% | 13F | May 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Haine Yael Rozenberg | officer: VP Finance | −625 | $1.70 |
| Jul 23, 2026 | Haine Yael Rozenberg | officer: VP Finance | −2,750 | $1.73 |
| Jul 22, 2026 | Haine Yael Rozenberg | officer: VP Finance | −3,125 | $1.71 |
| Jul 20, 2026 | Haine Yael Rozenberg | officer: VP Finance | −1,458 | $1.71 |
| Jul 14, 2026 | Moshe Lichtman | director | −3,750 | $2.01 |
Peers
- Analog Devices
Automotive video-link SerDes across cameras and displays
- Texas Instruments
Automotive camera and display SerDes with FPD-Link
- Semtech
Long-reach Pro AV extension over copper and fiber
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Valens Semiconductor | $1.79 | −0.63% | $194.9M | — | — | 2.7 | +6.1% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Semtech | $131.33 | +0.13% | $12.22B | 87.0 | 33.1 | 10.4 | +32.7% |
| Median | 42.9 | 27.2 | 12.1 | +32.7% |




