Valens Semiconductor Crescita futura
Criteri Future verificati 1/6
Valens Semiconductor prevede che gli utili e i ricavi cresceranno rispettivamente di 10.6% e 18.8% all'anno. Si prevede che l'EPS crescerà di 13.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di -8.9% in 3 anni.
Informazioni chiave
10.6%
Tasso di crescita degli utili
13.12%
Tasso di crescita dell'EPS
| Semiconductor crescita degli utili | 25.6% |
| Tasso di crescita dei ricavi | 18.8% |
| Rendimento futuro del capitale proprio | -8.87% |
| Copertura analitica | Low |
| Ultimo aggiornamento | 13 May 2026 |
Aggiornamenti recenti sulla crescita futura
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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 109 | -25 | -9 | -7 | 2 |
| 12/31/2027 | 90 | -23 | -14 | -12 | 3 |
| 12/31/2026 | 76 | -28 | -15 | -13 | 3 |
| 3/31/2026 | 71 | -32 | -11 | -10 | N/A |
| 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 | N/A | -22 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che VLN rimarrà non redditizia nei prossimi 3 anni.
Guadagni vs Mercato: Si prevede che VLN rimarrà non redditizia nei prossimi 3 anni.
Guadagni ad alta crescita: Si prevede che VLN rimarrà non redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di VLN ( 18.8% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di VLN ( 18.8% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che VLN non sarà più redditizia tra 3 anni.
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 09:10 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Valens Semiconductor Ltd. è coperta da 6 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Vivek Arya | BofA Global Research |
| Atif Malik | Citigroup Inc |
| Nathaniel Quinn Bolton | Needham & Company |