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VLVLN

Valens Semiconductor Ltd.

$VLN·$207M·Semiconductors·Technology
$1.64+1.6%YTD+30.6%1Y-11.5%
Price updated 2m ago·X counts updated 4d ago
VLVLN
$VLNValens Semiconductor Ltd.
$1.64+1.55%108 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VLN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

108X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $VLN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-01

VLN is a Wear-to-Earn fashion crypto project chatter with holders framing the next fashion trend as a new way to participate rather than a color or style. Bulls describe a vision where wearing a shirt represents community membership and also rewards holders, with the pitch that attention, community, and identity are all assets. The tone is aspirational brand-building and community narrative rather than trading commentary or fundamentals.

Read what X is saying about $VLN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VLN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A specialty-semiconductor name quietly building — the Valens-onsemi collaboration is the specific validation signal.

Valens Semiconductor is a specialty semiconductor company focused on MIPI A-PHY high-speed sensor connectivity for automotive and industrial applications. The 2026 story is partnership-driven — the recently announced onsemi collaboration is a direct validation of the MIPI A-PHY standard inside the automotive sensor stack.

  • The P&L is flat at a small scale: Q2 revenue was essentially flat YoY at $17M on a -55% operating margin, with trailing EPS prints hitting Street estimates in line — this is a company whose fundamentals are not yet reflecting the partnership growth that should arrive with design wins.
  • The specific validation is onsemi: a cost-optimized integrated sensor based on the MIPI A-PHY standard means Valens's technology is being embedded in a tier-1 supplier's reference design, which is the fastest path to automotive OEM adoption.

At 31% of its 52-week range going into Nov 11 earnings with the Silberstein board addition pointing to governance strengthening, the setup is coiled on partnership-driven forward growth. Any disclosed design win from the onsemi collaboration or a specific OEM named is the trigger; another flat revenue quarter without named partnership-driven revenue keeps the stock stuck.

What to watch: Nov 11 Q3 earnings — revenue direction, operating margin trajectory, any disclosed design wins from onsemi collaboration, and automotive OEM customer updates. Named design win is the trigger; another flat quarter is the invalidation.

On the calendar: 2026-11-11 — Q3 earnings

partnership validationautomotive tech

Read the AI verdict on $VLN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes HDBaseT chips enabling high-speed AV distribution over cable for enterprise markets and ADAS camera connectivity in vehicles.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $VLN.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $VLN

Partial — Makes HDBaseT chips enabling high-speed AV distribution over cable for enterprise markets and ADAS camera connectivity in vehicles.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+69.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-31.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-48.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-29.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
62.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.04$-0.040.0%
Q1 2026May 13, 2026$-0.05$-0.06+16.7%
Q4 2025Feb 25, 2026$-0.04$-0.03-33.3%
Q3 2025Nov 12, 2025$-0.04$-0.07+42.9%
Next earningsWed, Nov 11·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$16.9M+0.2%62.2%-54.7%$-0.08$-5.6M
Q4 FY25$19.4M+16.4%60.5%-48.6%$-0.09$-547K
Q3 FY25$17.3M+8.1%63.0%-46.4%$-0.07$-4.9M
Q2 FY25$17.1M+25.5%63.5%-43.3%$-0.07$-330K

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$79.7M$79.5M – $79.9M-$0.13-$0.13 – -$0.122
FY27$94.2M$90.9M – $97.4M-$0.07-$0.09 – -$0.062
FY28$109.2M$103.6M – $112.0M-$0.03-$0.03 – -$0.033
FY29$120.0M$116.2M – $123.7M-$0.02-$0.02 – -$0.021

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 74.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Rozenberg Haine YaelVP Finance625 sh$1KSellJul 23Rozenberg Haine YaelVP Finance2.8K sh$5KSellJul 22Rozenberg Haine YaelVP Finance3.1K sh$5KSellJul 20Rozenberg Haine YaelVP Finance1.5K sh$2KSellJul 14Moshe LichtmanDirector3.8K sh$8KSellJul 14Tal YaacobiDirector3.8K sh$8KSellJul 1Tal YaacobiDirector1.4K sh$3KSellJun 15David ChairmanSVP, R&D4.0K sh$10KSellJun 15Rozenberg Haine YaelVP Finance18.8K sh$44KSellMay 29Yarel - Toledano AdiDirector17.2K sh$61K
1–10 of 19
+ 11 other (10 exempts · 1 return) in window

See when $VLN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 173
AI summary

Asaf Silberstein filed an initial Form 3 as a newly appointed director of Valens Semiconductor Ltd. (VLN) as of September 9, 2026, reporting no securities beneficially owned. Routine new-director disclosure at the Israeli fabless semiconductor company focused on automotive and industrial connectivity.

3New insider — initial holdingsSep 103
AI summary

Form 3 initial beneficial ownership filing for an officer at Valens Semiconductor (VLN), disclosing 150,000 stock options at $2.00 per share (expiring September 1, 2033) plus unvested RSUs vesting 25% on September 1, 2027 then quarterly over three years. Acceleration provisions apply in a merger/sale event. This establishes the officer's Section 16 reporting baseline.

3New insider — initial holdingsAug 193
AI summary

A new insider at Valneva SE (VLN) filed Form 3 reporting direct ownership of 85,000 ordinary shares as of a recent appointment date. The footnotes reference additional details. Routine initial officer or director ownership disclosure; 85,000 shares is a meaningful but not extraordinary initial holding.

+ 15 other (13 6-Ks · 1 25-NSE · 1 20-F/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Valens Semiconductor (NYSE:VLN) and Universal Display (NASDAQ:OLED) Critical Reviewdefenseworld.net·9d agoValens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standardprnewswire.com·23d agoValens Semiconductor Appoints Asaf Silberstein to its Board of Directorsprnewswire.com·31d agoFinancial Comparison: TOYO (NASDAQ:TOYO) & Valens Semiconductor (NYSE:VLN)defenseworld.net·44d agoValens Semiconductor: Decent Q2, But Still A Long Road To Profitabilityseekingalpha.com·62d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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