Valens Semiconductor: A Rerating That Just Started [Seeking Alpha]
Valens Semiconductor Ltd. (VLN)
Company Research
Source: Seeking Alpha
Valens ended Q3 2025 with $93.5 million in cash, no debt, and cash representing nearly 60% of market capitalization. The operating business was valued at roughly $60–70 million EV, implying a severe discount rather than fundamental distress. Around 75% of revenue now comes from cross-industry markets with ~69% gross margins, versus ~43% in automotive. Even after the rally, Valens trades near 1.1x forward EV-to-sales and about 1.5x book value, well below semiconductor peers. Getty Images Investment Thesis Valens Semiconductor Ltd.'s ( VLN ) recent move reflects the correction of a data error, not a deterioration in fundamentals. With $93.5 million in cash, no debt, and an enterprise value that still implies a heavily discounted operating business, downside risk is This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of VLN either through stock ownership, options, or other derivatives. I wrote this article myself, and it e
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VLN
News
- Assessing Valens Semiconductor (VLN) Valuation After New China ADAS Win And A PHY E Mirror Launch [Yahoo! Finance]Yahoo! Finance
- Valens Semiconductor to Participate in Upcoming Investor ConferencesPR Newswire
- Valens Semiconductor (VLN) Is Up 59.0% After New ADAS A-PHY Wins and E-Mirror Launch – Has The Bull Case Changed? [Yahoo! Finance]Yahoo! Finance
- Valens Semiconductor: Sell The 65% Pop, Fundamentals Are Flimsy [Seeking Alpha]Seeking Alpha
- Valens Semiconductor Secures 4th VA7000 MIPI A-PHY Design Win with a Premium Carmaker Serving the Chinese MarketPR Newswire
VLN
Earnings
- 11/12/25 - Beat
VLN
Sec Filings
- 1/14/26 - Form 144
- 1/13/26 - Form 144
- 1/13/26 - Form 144
- VLN's page on the SEC website