Valens Semiconductor Q3 revenue beats; names new CEO

Valens Semiconductor

12/11/2025 11:39

Overview

Valens Q3 2025 revenue of $17.3 mln beats analyst expectations

Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

Company appoints Yoram Salinger as new CEO, effective November 13, 2025

Outlook

Valens expects Q4 2025 revenue between $18.2 mln and $18.9 mln

Company anticipates full-year 2025 revenue of $69.4 mln to $70.1 mln

Valens forecasts Q4 2025 adjusted EBITDA loss between $(4.6) mln and $(4.2) mln

Result Drivers

CIB GROWTH - Cross-Industry Business segment revenue increased, driven by product mix changes

PROAV DEMAND - Higher than expected customer demand in ProAV market boosted revenues

AUTOMOTIVE MARGIN DECLINE - Automotive segment gross margin declined due to product mix and operational expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$17.34 mln
$15.40 mln (4 Analysts)
Q3 Adjusted EPS
Beat
-$0.04
-$0.06 (4 Analysts)
Q3 Net Income
-$7.32 mln
Q3 Adjusted EBITDA
Beat
-$4.30 mln
-$7.15 mln (2 Analysts)
Q3 Pretax Profit
Beat
-$7.31 mln
-$7.90 mln (4 Analysts)
Q3 Adjusted Gross Margin
66.70%
Q3 Operating Expenses
-$18.96 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 55% above its November 11 closing price of $1.80

Press Release: ID:nPn7rc1B0a

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(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.)