Valens Semiconductor posts bigger-than-expected Q2 adjusted loss, lowers full-year guidance due to tariffs

Valens Semiconductor

06/08/2025 11:52

Overview

Valens Q2 revenue of $17.1 mln beats analyst expectations, per LSEG data

Adjusted EPS for Q2 misses consensus, while adjusted EBITDA beats estimates

Co lowers full-year 2025 revenue guidance due to tariff impact

Outlook

Company expects Q3 2025 revenue between $15.1 mln and $15.6 mln

Valens Semiconductor sees Q3 gross margin between 58.0% and 60.0%

Company anticipates Q3 adjusted EBITDA loss of $(7.4) mln to $(6.8) mln

Valens lowers full-year 2025 revenue guidance to $66 mln-$71 mln due to tariffs

Result Drivers

PROAV DEMAND - Strong and growing demand in ProAV market contributed to revenue growth, per CEO Gideon Ben-Zvi

INDUSTRIAL MACHINE VISION - Positive momentum in industrial machine vision supported by strategic partnerships

AUTOMOTIVE REVENUE DECLINE - Automotive revenues fell due to lower demand compared to previous quarters

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$17.06 mln
$16.70 mln (4 Analysts)
Q2 Adjusted EPS
Miss
-$0.04
-$0.03 (4 Analysts)
Q2 Net Income
-$7.18 mln
Q2 Adjusted EBITDA
Beat
-$4.02 mln
-$4.65 mln (2 Analysts)
Q2 Pretax Profit
Miss
-$7.16 mln
-$4.03 mln (3 Analysts)
Q2 Adjusted Gross Margin
67.2%
Q2 Operating Expenses
-$18.22 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Valens Semiconductor Ltd is $4.00, about 40.5% above its August 5 closing price of $2.38

Press Release: ID:nPn4DxM38a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)