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Valens Semiconductor Ltd. is a leading provider of semiconductor solutions, primarily focused on high-performance audio-video connectivity and automotive communication technology. The company's core function lies in designing semiconductor products that enhance signal integrity and speed the transmission of data over long distances. Valens is renowned for its pioneering HDBaseT technology, which simplifies the transmission of ultra-high-definition audio, video, Ethernet, USB, and control signals through a single cable across large distances. This innovation impacts various industries, such as home entertainment, corporate video conferencing, digital signage, and automotive markets. Integral to the burgeoning automotive sector, Valens Semiconductor's chipsets facilitate advanced driver-assistance systems (ADAS) and autonomous driving technologies by enabling reliable and high-bandwidth in-vehicle data networks. Headquartered in Israel and with a global presence, Valens Semiconductor Ltd. plays a crucial role in advancing the efficiency and integration of communication systems in both consumer electronics and automotive industries, supporting the consistent need for more connected and smarter technology solutions in today's digital environment.
$1.71
$0.02 (-1.16%)
EOD Jul 17, 2026
The business is unprofitable at the operating level (-48.46% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 22.1% YoY with margins expanding 22.3pp.
Negative free cash flow of -$14M. The business is consuming cash, not generating it.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$71M
▲ +22.1% YoY
Net Income (TTM)
-$32M
▲ +13.7% YoY
Op. Margin
-48.35%
▲ +22.3pp YoY
ROIC
-20.52%
Cash Flow & Balance Sheet
FCF (TTM)
-$11M
▼ -1525.9% YoY
Op. Cash Flow (TTM)
-$9M
▼ -1390.5% YoY
Net Debt
-$84M
Net Cash Position
Cash & Equiv.
$93M
3Y CAGR: -8.0%
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Valens Semiconductor (VLN)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Valens Semiconductor scores 10/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Valens Semiconductor scores 10 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a -48.3% operating margin and a -20.5% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh VLN's valuation and scores 10/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.