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Valens (VLN)
NYSE:VLN
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.03Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive operational momentum driven by strong product adoption (VS3000, VS6320), multiple automotive design wins and strategic partnerships, and meaningful year-over-year revenue growth (+21.9%). Profitability trends are improving (adjusted EBITDA loss narrowed and 2026 guidance targets a much smaller loss), and management provided an 8% revenue growth target for 2026. Offsetting these positives are continued net losses, a 12% decline in automotive revenue, margin pressure in the Cross-Industry Business, a reduction in cash year-over-year largely due to share repurchases, and announced workforce reductions. Management emphasized focus on core markets and disciplined execution amid macro uncertainty. On balance, the constructive revenue acceleration, product momentum, and improved EBITDA trajectory outweigh the lowlights.Company Guidance
Quarterly and Full-Year Revenue Beats Guidance
Q4 2025 revenue of $19.4M exceeded guidance ($18.2M–$18.9M). Full-year 2025 revenue of $70.6M exceeded guidance ($69.4M–$70.1M).
Sustained Revenue Growth
Full-year revenue grew from $57.9M in 2024 to $70.6M in 2025, an increase of approximately 21.9% year-over-year.
Product Adoption — VS3000 Ramp
VS3000 transitioned from high-end to mainstream in 2025, driving a nearly 100% increase in VS3000 sales versus 2024 and positioned for continued ramp in 2026.
New Product Momentum — VS6320
VS6320 (USB 3.2 extension chipset) gained adoption, including deployment by one of the world’s top three ProAV manufacturers, expected to be a growth engine in 2026.
Automotive Design Wins & Strategic Partnerships
Secured four VA7000 A5 global design wins, selection by Mobileye for advanced ADAS connectivity, Sony introduced a sensor integrating A5, and MCNEX launched automotive-grade QHD cameras using the chipset — strengthening long-term automotive opportunity.
Material Mercedes-Benz Revenue Contribution
First-generation VA6000 generated $18.4M in 2025 revenue from the Mercedes-Benz contract, demonstrating an established automotive revenue stream.
Improved Profitability Trajectory
Adjusted EBITDA loss improved to $16.9M in 2025 from $21.1M in 2024 (an improvement of ~$4.2M, ~19.9% improvement). GAAP net loss per share improved to $0.31 from $0.35; non-GAAP loss per share improved to $0.14 from $0.15.
2026 Growth Guidance and Sharply Reduced Loss Outlook
Full-year 2026 revenue guidance of $75M–$77M implies ~8% growth at the midpoint vs 2025. Management expects adjusted EBITDA loss of approximately $7.5M for 2026 (substantially reduced from 2025).
VLN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $1.53 | $1.54 | +0.65% |
Nov 12, 2025 | $1.80 | $1.70 | -5.56% |
Aug 06, 2025 | $2.38 | $2.08 | -12.61% |
May 07, 2025 | $2.77 | $2.36 | -14.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Valens (VLN) report earnings?
Valens (VLN) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Valens (VLN) earnings time?
Valens (VLN) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VLN EPS forecast?
VLN EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.