Overview

* Valens Q3 2025 revenue of $17.3 mln beats analyst expectations

* Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

* Company appoints Yoram Salinger as new CEO, effective November 13, 2025

Outlook

* Valens expects Q4 2025 revenue between $18.2 mln and $18.9 mln

* Company anticipates full-year 2025 revenue of $69.4 mln to $70.1 mln

* Valens forecasts Q4 2025 adjusted EBITDA loss between $(4.6) mln and $(4.2) mln

Result Drivers

* CIB GROWTH - Cross-Industry Business segment revenue increased, driven by product mix changes

* PROAV DEMAND - Higher than expected customer demand in ProAV market boosted revenues

* AUTOMOTIVE MARGIN DECLINE - Automotive segment gross margin declined due to product mix and operational expenses

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $17.34 $15.40

Revenue mln mln (4

Analysts

)

Q3 Beat -$0.04 -$0.06

Adjusted (4

EPS Analysts

)

Q3 Net -$7.32

Income mln

Q3 Beat -$4.30 -$7.15

Adjusted mln mln (2

EBITDA Analysts

)

Q3 Beat -$7.31 -$7.90

Pretax mln mln (4

Profit Analysts

)

Q3 66.70%

Adjusted

Gross

Margin

Q3 -$18.96

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 55% above its November 11 closing price of $1.80

Press Release:

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(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.)