VLN Valens Semiconductor Ltd.
Price Chart
Executive Summary
Valens Semiconductor reported Q1 2026 revenues of $16.9 million, essentially flat YoY, and a GAAP net loss of $8.3 million, unchanged from Q1 2025. The company beat its guidance for revenue, gross margin, and adjusted EBITDA, but adjusted EBITDA loss widened to $5.5 million from $4.3 million a year ago. Q2 guidance points to slight sequential improvement but continued losses.
Actionable Insight
Monitor cash burn and Q2 results for signs of revenue acceleration or improving margins. The company remains unprofitable with flat growth, so no near-term catalyst is expected.
Key Facts
- Q1 2026 revenues: $16.86 million vs $16.83 million YoY (flat).
- GAAP net loss: $8.29 million vs $8.31 million YoY (unchanged).
- Adjusted EBITDA loss: $5.5 million vs $4.3 million YoY (worsened).
- GAAP gross margin: 62.2% vs 62.9% YoY; non-GAAP 65.2% vs 66.7%.
- Cash and short-term deposits: $86.1 million, down from $112.5 million YoY.
- Q2 2026 guidance: revenue $17.2-$17.6M, gross margin 60%-62%, adjusted EBITDA loss $(4.9)-$(4.4)M.
Financial Impact
No material change in revenue or net loss; cash burn continues at ~$5.1 million per quarter.
Risk Factors
- Continued operating losses and cash consumption.
- Flat revenue growth despite guidance beats.
- Macro and tariff headwinds affecting semiconductor demand.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-055461 |
| Document: ea0290116-6k_valens.htm | 0001213900-26-055461 |
| Document: 0001213900-26-055461-index-headers.html | 0001213900-26-055461 |
| Document: 0001213900-26-055461-index.html | 0001213900-26-055461 |
| Document: 0001213900-26-055461.txt | 0001213900-26-055461 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
13d ago
|
Insider Cluster
| $3.35 $2.11 | ▼ −37.01% | ▼ −34.26% | $2.21 (−34.03%) |
|
May 13, 2026
4w ago
|
6-K
| $0.1160 awaiting T+5 | awaiting T+5 | — | $2.21 (+1805.17%) |
|
May 13, 2026
4w ago
|
6-K
| $0.1160 awaiting T+5 | awaiting T+5 | — | $2.21 (+1805.17%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $2.79 $3.37 | ▲ +20.79% | ▲ +19.32% | $2.21 (−20.79%) |
|
Apr 23, 2026
7w ago
|
Insider Cluster
| $1.65 $2.17 | ▲ +31.52% | ▲ +30.04% | $2.21 (+33.94%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $1.55 $1.65 | ▲ +6.45% | ▲ +5.47% | $2.21 (+42.58%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $1.55 $1.65 | ▲ +6.45% | ▲ +5.47% | $2.21 (+42.58%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $1.55 $1.65 | ▲ +6.45% | ▲ +5.47% | $2.21 (+42.58%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $1.55 $1.65 | ▲ +6.45% | ▲ +5.47% | $2.21 (+42.58%) |
|
Apr 14, 2026
8w ago
|
6-K
| — | awaiting T+5 | — | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access