NYSE$VLN
Valens Semiconductor Ltd · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
Valens Semiconductor exceeded revenue guidance and continued its growth trajectory in Q3 2025.
Valens Semiconductor posted strong Q3 2025 results with revenue beating guidance and the sixth consecutive quarter of growth. Despite a net loss, the company showed resilience across its key markets, particularly ProAV and medical. The quarter also marked a CEO transition.
Headline financials
Revenue & EPS history
Valens · Revenue · Quarterly
$17.3M
Revenue by segment
Valens · $16.9M total across 2 segments · Q1 2026
- Cross-Industry Business$11M—65.1%
- Automotive$5.9M—34.9%
Forward guidance
Valens expects continued momentum in Q4 2025, forecasting higher revenue and maintaining gross margins despite ongoing EBITDA losses.
Tailwinds
- Q4 2025 revenue guidance of $18.2M–$18.9M, higher than Q3 2025
- Expected gross margin of 58%–60% aligns with historical performance
- Growth momentum continuing in ProAV and medical markets
- Strong cash position with no debt
- Improved adjusted EBITDA outlook vs prior quarters
Headwinds
- Ongoing adjusted EBITDA losses projected for Q4 2025
- Automotive segment revenue down year-over-year
- Cash balance decreased from previous quarter due to share repurchases
- No active share repurchase program going forward
- CEO transition may create short-term uncertainty
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 15 quarterly earnings reports · overlaid with Q3 2025
-2.6%
Avg return
Earnings day
-4.5%
Avg return
5 days after
-8.3%
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 |
|---|---|---|---|---|
| Q4 2025 | +0.0% | +5.2% | — | |
| Q1 2026 | +8.9% | +5.2% | — | |
| 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 | — | — | — |
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