Valens Semiconductor Ltd.

Report azionario NYSE:VLN

Capitalizzazione di mercato: US$280.1m

Valens Semiconductor Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Yoram Salinger

Amministratore delegato

US$476.0k

Compenso totale

Percentuale dello stipendio del CEO12.18%
Mandato del CEOless than a year
Proprietà del CEOn/a
Durata media del management4.3yrs
Durata media del Consiglio di amministrazione5.3yrs

Aggiornamenti recenti sulla gestione

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 Alpha
Articolo 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...
User avatar
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 Alpha
Seeking 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 Alpha
Articolo 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Yoram Salinger rispetto agli utili di Valens Semiconductor?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$32m

Dec 31 2025US$476kUS$58k

-US$32m

Compensazione vs Mercato: La retribuzione totale di Yoram ($USD 476.00K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.74M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Yoram con le performance aziendali.


AMMINISTRATORE DELEGATO

Yoram Salinger (65 yo)

less than a year
Mandato
US$476,000
Compensazione

Mr. Yoram Salinger serves as CEO & Director at Valens Semiconductor Ltd. since November 13, 2025. He served as Chief Executive Officer of Perception Point LTD.He served as the President and Chief Executiv...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Yoram Salinger
CEO & Directorless than a yearUS$476.00kNessun dato
Guy Nathanzon
Chief Financial Officer2.3yrsUS$652.00k0%
$ 0
Amir Boim
Senior VP of Operations & PMO6.3yrsUS$736.00k0.021%
$ 57.9k
Nelly Elkavetz
Senior Vice President of Human Resourcesno dataUS$667.00k0.018%
$ 49.9k
David Chairman
Senior Vice President of R&Dno dataUS$814.00k0.38%
$ 1.1m
Massad Eyal
Senior VP of Core Technologies Development & Co-Founderno dataNessun datoNessun dato
Eyran Lida
Co-Founder & CTO20.3yrsNessun datoNessun dato
Nadav Banet
Co-Founder and Director of Software & System Architectureno dataNessun datoNessun dato
Gaby Cohen
Co-Founder and Director of DSPno dataNessun datoNessun dato
Alon Benzaray
Co-Founder and Director of Analog & Mixed Signalno dataNessun datoNessun dato
Michal Ben Ari
Investor Relations Managerno dataNessun datoNessun dato
Keren Sidi
General Counsel & Chief of Staffno dataNessun datoNessun dato
4.3yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di VLN è considerato esperto (durata media dell'incarico 4.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Yoram Salinger
CEO & Directorless than a yearUS$476.00kNessun dato
Igal Rotem
Independent Directorless than a yearNessun dato0.0096%
$ 26.9k
Yossi Kofman
Member of the Advisory Boardno dataNessun datoNessun dato
Gideon Ben-Zvi
Director15.3yrsUS$1.59m0.034%
$ 96.4k
Yahal Zilka
Independent Director19.3yrsNessun dato0.91%
$ 2.6m
Moshe Lichtman
Independent Director9.3yrsNessun dato3.43%
$ 9.6m
Peter Kuo
Independent Director2.9yrsNessun dato0.68%
$ 1.9m
Tal Yaacobi
Independent Director1.8yrsNessun dato0.070%
$ 195.9k
Peter Mertens
Independent Chairman of the Board6.1yrsUS$96.00k0.092%
$ 258.2k
Adi Yarel
Independent Director5.3yrsNessun dato0.16%
$ 436.9k
5.3yrs
Durata media
64.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VLN sono considerati esperti (durata media dell'incarico 5.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 09:38
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Vivek AryaBofA Global Research
Atif MalikCitigroup Inc
Nathaniel Quinn BoltonNeedham & Company