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 ( VLN ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $17.06 $16.70

Revenue mln mln (4

Analysts

)

Q2 Miss -$0.04 -$0.03

Adjusted (4

EPS Analysts

)

Q2 Net -$7.18

Income mln

Q2 Beat -$4.02 -$4.65

Adjusted mln mln (2

EBITDA Analysts

)

Q2 Miss -$7.16 -$4.03

Pretax mln mln (3

Profit Analysts

)

Q2 67.2%

Adjusted

Gross

Margin

Q2 -$18.22

Operatin mln

g

Expenses

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 ( VLN ) is $4.00, about 40.5% above its August 5 closing price of $2.38

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)