Latest Earnings Results: Q2 '26
Estimated EPS
-$0.04
Reported EPS
-$0.04
Surprise
---
Estimated Rev
$17.87M
Reported Rev
$18.1M
Surprise
+1.33%
• Reported GAAP EPS of -$0.08 down -14.29% YoY • Reported revenue of $18.11M up 6.13% YoY • Valens Semiconductor expects Q3 2026 revenue between $21.3 million and $21.7 million, while raising full-year 2026 revenue guidance to between $78.0 million and $81.0 million, representing a 13% increase over 2025.
Bullish Takeaway
Valens Semiconductor outperformed quarterly revenue guidance, achieved significant progress in its automotive design-win pipeline for 2027, and continues to drive commercial traction through new product adoptions and customer design wins.
Bearish Takeaway
Valens Semiconductor continues to report GAAP net losses and experienced margin compression in its automotive segment, while facing ongoing structural risks related to industry cyclicality and its operational location in Israel.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | -$0.02 | -- | -- | N/A |
Q2 '26 | -$0.04 | -$0.04 | -- | EXPECTED |
Q1 '26 | -$0.06 | -$0.05 | 21.05% | BEAT |
Q4 '25 | -$0.06 | -$0.04 | 33.33% | BEAT |
Q3 '25 | -$0.06 | -$0.04 | 38.10% | BEAT |