Jun 2026 (Q2 FY26) — Aug 12, 2026
Valens Semiconductor Q2 FY26 — Strong AV Performance and Raised Full-Year Guidance
Read the full callValens Semiconductor earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 19.4 | +16.4% YoY | Quarterly, as filed | Quarter to Dec 2025 | Revenue from operations as filed. |
| Operating margin | -47.3 | +3.2 pts YoY | Operating profit / revenue | Quarter to Dec 2025 | For the quarter; a change is in percentage points. |
| Net profit | -8.8 | Quarterly, as filed | Quarter to Dec 2025 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $1.71 on 17 Oct 2025 → $1.57. High $3.53 (29 May 2026), low $1.11 (30 Mar 2026).
Overview
Call summaries
Valens Semiconductor Q2 FY26 — Strong AV Performance and Raised Full-Year Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: −20% (quarter to dec 2025 against dec 2024).
| Line item | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Sales | 12 | 14 | 16 | 17 | 17 | 17 | 17 | 19 |
| Operating profit | -11 | -9 | -12 | -8 | -9 | -7 | -8 | -9 |
| Operating margin | −97.7% | −69.2% | −76.3% | −50.5% | −56.2% | −43.3% | −46.4% | −47.3% |
| Other income | 1 | 1 | 2 | 1 | 1 | 0 | 1 | 0 |
| Profit before tax | -10 | -9 | -10 | -7 | -8 | -7 | -7 | -9 |
| Tax rate | −0.2% | −0.2% | −0.1% | −0.6% | −1.1% | −0.3% | −0.2% | −0.3% |
| Net profit | -10 | -9 | -10 | -7 | -8 | -7 | -7 | -9 |
| EPS ($ per share) | -0.10 | -0.08 | -0.10 | — | -0.08 | -0.07 | -0.07 | — |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -103 | -130 | -158 | -177 | -214 | -246 |
| Total liabilities | — | 12 | 20 | 28 | 16 | 29 | 30 |
| Fixed assets | 3 | 2 | 3 | 3 | 3 | 4 | 3 |
| Investments | — | — | — | 128 | 125 | 96 | 65 |
| Total assets | — | 79 | 203 | 196 | 181 | 172 | 135 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -22 | -20 | -22 | -22 | -6 | 1 | -13 |
| Cash from investing | 11 | 28 | -84 | -12 | 1 | 18 | 28 |
| Cash from financing | 0 | 0 | 135 | 1 | 1 | -0 | -23 |
| Net cash flow | — | 11 | 30 | -37 | -3 | 18 | -8 |
| Capital expenditure | -1 | -1 | -1 | -1 | -1 | -2 | -1 |
| Free cash flow | -23 | -20 | -23 | -23 | -8 | -1 | -14 |
44 filings between Mar 30, 2026 and Oct 13, 2026.
Purchases
None
No insider bought shares.
Sales
$413.3K
30 sales by 6 insiders
63% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 disposition to issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Yarel - Toledano Adi | — | $224.2K | May 29, 2026 |
| Rozenberg Haine Yael | — | $57.9K | Aug 7, 2026 |
| Chairman David | — | $50.3K | Jun 15, 2026 |
| Boim Amir | — | $35.2K | May 29, 2026 |
| Yaacobi Tal | — | $26.5K | Oct 13, 2026 |
| LICHTMAN MOSHE | — | $19.2K | Oct 13, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 13, 2026 | LICHTMAN MOSHE Director | Sale | 3,750 | $6.2K |
| Oct 13, 2026 | Yaacobi Tal Director | Sale | 3,750 | $6.2K |
| Oct 1, 2026 | Yaacobi Tal Director | Sale | 1,400 | $2.6K |
| Aug 7, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 625 | $1.1K |
| Jul 23, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 2,750 | $4.7K |
| Jul 22, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 3,125 | $5.4K |
| Jul 20, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 1,458 | $2.5K |
| Jul 14, 2026 | LICHTMAN MOSHE Director | Sale | 3,750 | $7.5K |
| Jul 14, 2026 | Yaacobi Tal Director | Sale | 3,750 | $7.5K |
| Jul 1, 2026 | Yaacobi Tal Director | Sale | 1,400 | $3.1K |
| Jun 15, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 4,000 | $3.4K |
| Jun 15, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 4,000 | $9.7K |
| Jun 15, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 17,374 | $40.8K |
| Jun 15, 2026 | Rozenberg Haine Yael VP Finance | Sale 10b5-1 plan | 1,453 | $3.4K |
| Jun 15, 2026 | Rozenberg Haine Yael VP Finance | Option exercise 10b5-1 plan | 1,453 | $1.2K |
| May 29, 2026 | Boim Amir SVP, Operations and PMO | Option exercise 10b5-1 plan | 8,507 | $7.3K |
| May 29, 2026 | Yarel - Toledano Adi Director | Option exercise 10b5-1 plan | 17,225 | $41.2K |
| May 29, 2026 | Yarel - Toledano Adi Director | Sale 10b5-1 plan | 17,225 | $60.9K |
| May 29, 2026 | Boim Amir SVP, Operations and PMO | Sale 10b5-1 plan | 8,507 | $30.2K |
| May 28, 2026 | Boim Amir SVP, Operations and PMO | Sale 10b5-1 plan | 1,431 | $5.0K |
| May 28, 2026 | Yarel - Toledano Adi Director | Option exercise 10b5-1 plan | 5,100 | $12.2K |
| May 28, 2026 | Yarel - Toledano Adi Director | Sale 10b5-1 plan | 5,100 | $17.9K |
| May 28, 2026 | Boim Amir SVP, Operations and PMO | Option exercise 10b5-1 plan | 1,431 | $1.2K |
| May 13, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 4,000 | $11.9K |
| May 13, 2026 | Yarel - Toledano Adi Director | Sale 10b5-1 plan | 19,179 | $58.0K |
| May 13, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 4,000 | $3.4K |
| May 12, 2026 | Ben Zvi Gideon Director | Disposition to issuer | 179,606 | $0 |
| May 8, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 4,000 | $3.4K |
| May 8, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 4,000 | $10.2K |
| Apr 30, 2026 | Yarel - Toledano Adi Director | Sale | 19,179 | $39.5K |
| Apr 30, 2026 | Yarel - Toledano Adi Director | Sale | 19,179 | $48.0K |
| Apr 23, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 3,600 | $6.0K |
| Apr 23, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 3,600 | $3.1K |
| Apr 22, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 400 | $660 |
| Apr 22, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 400 | $344 |
| Apr 16, 2026 | Yaacobi Tal Director | Sale | 3,750 | $5.5K |
| Apr 16, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 2,384 | $2.1K |
| Apr 16, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 2,384 | $3.6K |
| Apr 16, 2026 | LICHTMAN MOSHE Director | Sale | 3,750 | $5.5K |
| Apr 15, 2026 | Chairman David SVP, R&D | Option exercise 10b5-1 plan | 5,616 | $4.8K |
| Apr 15, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 4,000 | $5.9K |
| Apr 15, 2026 | Chairman David SVP, R&D | Sale 10b5-1 plan | 1,616 | $2.4K |
| Mar 30, 2026 | Yaacobi Tal Director | Sale | 1,400 | $1.6K |
| Mar 30, 2026 | Rozenberg Haine Yael VP Finance | Award | 40,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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