Israel's Valens Semiconductor Q2 revenue beats estimates, lifts 2026 outlook
VLN•Segment performance and analyst coverage
CROSS-INDUSTRY BUSINESS GROWTH - Revenue from the Cross-Industry Business segment rose to $13.1 mln, up from $11.0 mln in Q1 and $12.8 mln in Q2 2025.
AUDIO-VIDEO SEGMENT DEMAND - Co said its Audio-Video segment remained the foundation of the business, with strong customer adoption and new product bookings.
AUTOMOTIVE SEGMENT MARGIN PRESSURE - Automotive gross margin fell due to additional testing facility expenses to support production requirements.
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "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 138.1% above its August 11 closing price of $1.68.
Full-year 2026 revenue outlook raised on customer demand
Company raised full-year 2026 revenue guidance, citing strong customer demand.
Valens Semiconductor sees Q3 2026 revenue between $21.3 mln and $21.7 mln.
Company expects Q3 2026 gross margin of 60.0% to 62.0%.
Valens Semiconductor raises full-year 2026 revenue guidance to $78.0 mln-$81.0 mln.
Q2 revenue beats estimates and loss per share meets consensus
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