NYSE$VLN
Valens Semiconductor Ltd · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Valens Semiconductor reported Q2 2026 revenue of $18.1 million, exceeding guidance, with a GAAP net loss of $8.1 million.
Valens Semiconductor Ltd. delivered strong Q2 2026 results with revenue of $18.1 million, surpassing the top end of guidance. Gross margin reached 61.5% GAAP and 64.3% non-GAAP, while adjusted EBITDA loss improved to $4.2 million. The company raised full-year 2026 revenue guidance to $78-81 million amid continued business momentum in Cross-Industry and Automotive segments.
- Q2 2026 revenue hit $18.1 million, beating guidance of $17.2-17.6 million and up from $17.1 million in Q2 2025.
- GAAP gross margin of 61.5% and non-GAAP of 64.3%, with CIB at 69.2% and Automotive at 41.5%.
- GAAP net loss of $8.1 million and adjusted EBITDA loss of $4.2 million, better than expected.
- Cash position at $83.4 million; raised FY2026 revenue guidance to $78-81 million.
Headline financials
Revenue & EPS history
Valens · Revenue · Quarterly
$18.1M
Revenue by segment
Valens · $18.1M total across 2 segments · Q2 2026
- Cross-Industry Business$13.1M—72.4%
- Automotive$5M—27.6%
Forward guidance
Q3 2026 guidance: revenue $21.3-21.7 million, gross margin 60-62%, adjusted EBITDA loss $3.4-2.8 million. Raised full-year 2026 revenue guidance to $78-81 million.
Tailwinds
- Raised full-year revenue guidance due to strong H1 performance and visibility.
- Continued advancement of Automotive design wins toward 2027 production ramp.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 15 quarterly earnings reports
-2.6%
Avg return
Earnings day
-4.5%
Avg return
5 days after
-9.4%
Avg return
30 days after
18%
3 / 17 earnings
Positive
+8.9%
Q1 2026
Best reaction
-12.8%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2025 | +0.0% | +5.2% | -18.2% | |
| Q1 2026 | +8.9% | +5.2% | -18.2% | |
| Q3 2025 | -5.6% | -13.3% | -11.7% | |
| Q2 2025 | -12.8% | -8.4% | -16.4% | |
| Q1 2025 | -4.9% | -10.8% | -20.9% | |
| Q4 2023 | -5.1% | -2.1% | -0.4% | |
| Q3 2023 | -1.4% | -3.7% | +9.3% | |
| Q2 2023 | +1.6% | +0.4% | +0.8% | |
| Q1 2023 | -0.4% | -2.8% | -6.0% | |
| Q4 2022 | -0.9% | -10.2% | -30.8% | |
| Q3 2022 | +2.1% | -3.1% | +29.7% | |
| Q2 2021 | -5.1% | -10.9% | -16.3% | |
| Q2 2022 | +0.0% | -0.3% | +13.7% | |
| Q1 2022 | -2.7% | +11.7% | -3.9% | |
| Q4 2021 | -5.3% | -12.6% | -20.4% | |
| Q4 2020 | -5.3% | -12.6% | -20.4% | |
| Q3 2021 | -6.9% | -7.3% | -30.0% | |
| Q1 2021 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro