Valens Semiconductor Croissance future
Future contrôle des critères 1/6
Valens Semiconductor devrait augmenter ses bénéfices et son chiffre d'affaires de 3% et de 17.2% par an respectivement. Le BPA devrait croître de de 3.3% par an. Le rendement des capitaux propres devrait être -12.2% dans 3 ans.
Informations clés
3.0%
Taux de croissance des bénéfices
3.29%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 25.8% |
| Taux de croissance des recettes | 17.2% |
| Rendement futur des capitaux propres | -12.20% |
| Couverture par les analystes | Low |
| Dernière mise à jour | 22 Apr 2026 |
Mises à jour récentes de la croissance future
Article d'analyse • Nov 15
Earnings Release: Here's Why Analysts Cut Their Valens Semiconductor Ltd. (NYSE:VLN) Price Target To US$3.75
A week ago, Valens Semiconductor Ltd. ( NYSE:VLN ) came out with a strong set of quarterly numbers that could...Article d'analyse • May 10
Valens Semiconductor Ltd. (NYSE:VLN) Just Released Its First-Quarter Earnings: Here's What Analysts Think
There's been a notable change in appetite for Valens Semiconductor Ltd. ( NYSE:VLN ) shares in the week since its...Recent updates
Seeking Alpha • Jan 12
Valens Semiconductor: A Rerating That Just Started
Summary A data error misreported roughly $82 million of inventory, but Valens actually held about $11 million, making the selloff unjustified. 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. Read the full article on Seeking AlphaArticle d'analyse • Jan 05
Companies Like Valens Semiconductor (NYSE:VLN) Are In A Position To Invest In Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Article d'analyse • Nov 15
Earnings Release: Here's Why Analysts Cut Their Valens Semiconductor Ltd. (NYSE:VLN) Price Target To US$3.75
A week ago, Valens Semiconductor Ltd. ( NYSE:VLN ) came out with a strong set of quarterly numbers that could...Article d'analyse • Aug 27
Investors Give Valens Semiconductor Ltd. (NYSE:VLN) Shares A 35% Hiding
Valens Semiconductor Ltd. ( NYSE:VLN ) shares have had a horrible month, losing 35% after a relatively good period...Article d'analyse • Jul 11
A Piece Of The Puzzle Missing From Valens Semiconductor Ltd.'s (NYSE:VLN) 28% Share Price Climb
The Valens Semiconductor Ltd. ( NYSE:VLN ) share price has done very well over the last month, posting an excellent...Article d'analyse • May 10
Valens Semiconductor Ltd. (NYSE:VLN) Just Released Its First-Quarter Earnings: Here's What Analysts Think
There's been a notable change in appetite for Valens Semiconductor Ltd. ( NYSE:VLN ) shares in the week since its...Article d'analyse • Apr 28
Valens Semiconductor Ltd.'s (NYSE:VLN) P/S Is Still On The Mark Following 29% Share Price Bounce
Valens Semiconductor Ltd. ( NYSE:VLN ) shares have had a really impressive month, gaining 29% after a shaky period...
Nouvelle analyse • Mar 30
2025 Turnaround Will Spark Expansion Into ADAS And New Markets
Strategic acquisitions and market expansion in automotive, industrial, and video conferencing sectors are anticipated to boost revenues and drive growth.Article d'analyse • Jan 04
Valens Semiconductor Ltd.'s (NYSE:VLN) 38% Share Price Surge Not Quite Adding Up
Valens Semiconductor Ltd. ( NYSE:VLN ) shareholders have had their patience rewarded with a 38% share price jump in the...Article d'analyse • Oct 04
There Is A Reason Valens Semiconductor Ltd.'s (NYSE:VLN) Price Is Undemanding
You may think that with a price-to-sales (or "P/S") ratio of 3.4x Valens Semiconductor Ltd. ( NYSE:VLN ) is a stock...Article d'analyse • Jun 13
Subdued Growth No Barrier To Valens Semiconductor Ltd. (NYSE:VLN) With Shares Advancing 30%
Valens Semiconductor Ltd. ( NYSE:VLN ) shares have continued their recent momentum with a 30% gain in the last month...Article d'analyse • Mar 16
We're Hopeful That Valens Semiconductor (NYSE:VLN) Will Use Its Cash Wisely
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Seeking Alpha • Dec 29
Valens Semiconductor: Turning Cautious As Automotive Design Win Pushed Out (Rating Downgrade)
Summary Valens Semiconductor achieved positive cash flows in 3Q23, generating $6.1 million in cash from operating activities. Revenues, gross margin, and adjusted EBITDA in 3Q23 beat guidance, indicating improved financials for Valens Semiconductor. The company revised the full-year gross margin and adjusted EBITDA guidance upwards following the beat in 3Q23. While to VA7000 automotive OEM bids continued to progress in 3Q23, the decision process may take longer than originally anticipated and design win awards could be extended into 2024. The VS6320 chipset was launched, with a revenue ramp expected in 2H24. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Valens Semiconductor: Growing Market Serves As Catalyst For Explosive Growth, 150%+ Upside Potential
Summary Valens has growth opportunities in the automotive industry with the introduction of new chips and in the audio-video industry with new applications and markets. As Original Equipment Manufacturers (OEMs) prioritize efficiency, Valens' chips can handle increasing data loads with no latency issues. In high-stress conditions where gigabytes surge, Valens' technology demonstrates superiority, mitigating noise. Valens' Current Valuation is extremely cheap. Trading at just 1.9X 2026 EBITDA. Read the full article on Seeking AlphaArticle d'analyse • Nov 13
Downgrade: Here's How Analysts See Valens Semiconductor Ltd. (NYSE:VLN) Performing In The Near Term
The analysts covering Valens Semiconductor Ltd. ( NYSE:VLN ) delivered a dose of negativity to shareholders today, by...Article d'analyse • Oct 26
We Think Valens Semiconductor (NYSE:VLN) Can Afford To Drive Business Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Sep 28
Valens: Don't Miss Out The New Potential Semiconductor Star
Summary Valens Semiconductor stock has experienced a significant decline this year due to weak second-half-of-the-year guidance, but the pessimism is already priced in. The company is committed to innovation and has a strong customer base, indicating the quality of its products. VLN is on track to achieve free cash flow profitability next year, and the valuation is ridiculously cheap. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Valens Semiconductor: Design Win And Breakeven Key For The Investment Thesis
Summary I think the company's results came in-line with expectations, with revenues soft in the near-term and improved profitability due to cost initiatives. In addition, Valens reiterates its expectation to reach breakeven adjusted EBITDA by end 2023 and raised full year 2023 adjusted EBITDA guidance. The near-term market environment remains challenging but the new product ramp from Valens is expected to counter this. The win with LG Electronics Vehicle component Solutions Company is testament to its technology and revenues are expected to be recognized from 2026 onwards. Valens is focusing on efficiency improvements in its operations to reach its profitability goal. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
Valens Semiconductor: Slow Progress Is Progress Nonetheless
Summary The latest report from VLN came in mixed, with guidance calling for big declines, offset by an outlook calling for a recovery. VLN’s performance over the last two years as a listed company leaves something to be desired, especially its rather lackluster pace of growth. There are several reasons some may cite as to why the time has come for long VLN, although not everyone may agree. VLN could turn it around if it signs up more customers, but success is not guaranteed in a very competitive environment. Read the full article on Seeking AlphaSeeking Alpha • May 23
Valens Semiconductor: Executing Well In A Difficult Environment With A Catalyst In 2023
Summary The audio-video segment continued to expand its product offering with the VS6320 chipset which has strong differentiation and gathered the interest of industry participants. The VA7000 chipset for its automotive segment is set for its first design win by 2023 and management comments that it is progressing well. Revenues and loss per share exceeded expectations in the quarter as management executed well towards their targets. Management continues to expect Valens to reach adjusted EBITDA breakeven by end 2023. My 1-year price target for Valens stock is $4.10, implying 63% upside from current levels. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 109 | -33 | -8 | -8 | 2 |
| 12/31/2027 | 90 | -25 | -16 | -13 | 3 |
| 12/31/2026 | 76 | -33 | -23 | -18 | 4 |
| 12/31/2025 | 71 | -32 | -14 | -13 | N/A |
| 9/30/2025 | 68 | -30 | -14 | -13 | N/A |
| 6/30/2025 | 67 | -33 | -7 | -5 | N/A |
| 3/31/2025 | 63 | -35 | -7 | -5 | N/A |
| 12/31/2024 | 58 | -37 | -1 | 1 | N/A |
| 9/30/2024 | 63 | -26 | -4 | -3 | N/A |
| 6/30/2024 | 61 | -29 | 0 | 0 | N/A |
| 3/31/2024 | 72 | -24 | 0 | 1 | N/A |
| 12/31/2023 | 84 | -20 | -8 | -6 | N/A |
| 9/30/2023 | 86 | -30 | -9 | -8 | N/A |
| 6/30/2023 | 95 | -23 | -19 | -18 | N/A |
| 3/31/2023 | 93 | -28 | -23 | -22 | N/A |
| 12/31/2022 | 91 | -28 | -23 | -22 | N/A |
| 9/30/2022 | 88 | -28 | -29 | -28 | N/A |
| 6/30/2022 | 84 | -35 | -26 | -25 | N/A |
| 3/31/2022 | 79 | -33 | -28 | -27 | N/A |
| 12/31/2021 | 71 | -38 | -23 | -22 | N/A |
| 9/30/2021 | 64 | -39 | -17 | -17 | N/A |
| 6/30/2021 | 58 | -40 | -23 | -22 | N/A |
| 3/31/2021 | 55 | -38 | -20 | -19 | N/A |
| 12/31/2020 | 57 | -34 | -20 | -20 | N/A |
| 12/31/2019 | 60 | -39 | -23 | -22 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: VLN devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: VLN devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: VLN devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de VLN ( 17.2% par an) devrait croître plus rapidement que le marché US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de VLN ( 17.2% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: VLN devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 21:53 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Valens Semiconductor Ltd. est couverte par 7 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Vivek Arya | BofA Global Research |
| Atif Malik | Citigroup Inc |
| Nathaniel Quinn Bolton | Needham & Company |