Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) Q3 25

Dallas, Texas--(Newsfile Corp. - November 12, 2025) - Valens Semiconductor Ltd. (NYSE: VLN): Stonegate Capital Partners updates their coverage on Valens Semiconductor Ltd. (NYSE: VLN). Valens Semiconductor posted 3Q25 revenue of $17.3M, significantly above guidance of $15.1-$15.6M, marking its sixth consecutive quarter of growth and up from $17.1M in 2Q25 and $16.0M in 3Q24. GAAP gross margin was 63.0% (non- GAAP 66.7%), exceeding guidance while easing slightly from 63.5% in 2Q25. Adjusted EBITDA loss of $(4.3)M was better than the expected $(7.4)-$(6.8)M range. While momentum remains strong, tariff impacts, most notable in automotives, continue to pose a headwind for the Company. Overall, we see mixed visibility into year-end but expect steady growth through 2026 as ProAV normalizes and as machine vision and medical programs ramp, with automotive stabilizing alongside ongoing A-PHY ecosystem progress.

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Key Takeaways:

• In 3Q25, VLN reported revenue of $17.3M, topping guidance and marking a sixth straight quarter of growth.
• Gross margin landed at 63.0% GAAP and 66.7% non GAAP, above guidance.
• Management guided 4Q25 revenue to $18.2M to $18.9M and expects full year growth near 20% y/y while ending the quarter with $93.5M in cash and no debt.

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About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Source: Stonegate, Inc.

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