Valens Semiconductor posts bigger-than-expected Q2 adjusted loss, lowers full-year guidance due to tariffs
Overview
Valens Q2 revenue of $17.1 mln beats analyst expectations, per LSEG data
Adjusted EPS for Q2 misses consensus, while adjusted EBITDA beats estimates
Co lowers full-year 2025 revenue guidance due to tariff impact
Outlook
Company expects Q3 2025 revenue between $15.1 mln and $15.6 mln
Valens Semiconductor sees Q3 gross margin between 58.0% and 60.0%
Company anticipates Q3 adjusted EBITDA loss of $(7.4) mln to $(6.8) mln
Valens lowers full-year 2025 revenue guidance to $66 mln-$71 mln due to tariffs
Result Drivers
PROAV DEMAND - Strong and growing demand in ProAV market contributed to revenue growth, per CEO Gideon Ben-Zvi
INDUSTRIAL MACHINE VISION - Positive momentum in industrial machine vision supported by strategic partnerships
AUTOMOTIVE REVENUE DECLINE - Automotive revenues fell due to lower demand compared to previous quarters
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $17.06 mln | $16.70 mln (4 Analysts) |
Q2 Adjusted EPS | Miss | -$0.04 | -$0.03 (4 Analysts) |
Q2 Net Income | -$7.18 mln | ||
Q2 Adjusted EBITDA | Beat | -$4.02 mln | -$4.65 mln (2 Analysts) |
Q2 Pretax Profit | Miss | -$7.16 mln | -$4.03 mln (3 Analysts) |
Q2 Adjusted Gross Margin | 67.2% | ||
Q2 Operating Expenses | -$18.22 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the semiconductors peer group is "buy"
Wall Street's median 12-month price target for Valens Semiconductor Ltd is $4.00, about 40.5% above its August 5 closing price of $2.38
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