{"success":true,"data":{"pressRelease":{"id":"34117","rtpr_id":"nNFC3SfG6P","ticker":"VLN","exchange":"NYSE","all_tickers":["VLN"],"title":"Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) 1Q26","author":"Newsfile Corp","published_at":"2026-05-13T20:21:55.043Z","article_body":"Dallas, Texas--(Newsfile Corp. - May 13, 2026) - Valens Semiconductor Ltd.\n(NYSE: VLN): Stonegate Capital Partners Updates Coverage on Valens\nSemiconductor Ltd. (NYSE: VLN). Valens Semiconductor reported 1Q26 revenue of\n$16.9M, compared with $19.4M in 4Q25 and $16.8M in 1Q25. GAAP gross margin was\n62.2%, above guidance of 57.0%-59.0%. Adjusted EBITDA loss was $(5.5)M, better\nthan the guided range of $(7.9)M to $(7.5)M. While revenue stepped down\nsequentially following a stronger 4Q25, results were modestly ahead of\nexpectations and management reiterated FY26 revenue guidance of $75.0M-$77.0M.\nWe continue to view 2026 as a year of measured recovery and product-cycle\nexecution, with near-term growth expected to build through the year as CIB\nreturns to sequential growth, automotive remains steady, and A-PHY ecosystem\ndevelopment continues. Management noted that the broader supply-chain\nconditions remain an area to monitor; importantly, management also stated that\nit does not see risk to meeting its full-year targets.\n\nTo view the full announcement, including downloadable images, bios, and more,\nclick here (https://api.newsfilecorp.com/redirect/zAYBYhj4Jq).\n\nKey Takeaways:\n* Execution remains ahead of plan despite a slower 1H setup. VLN delivered\n1Q26 revenue of $16.9M, gross margin of 62.2% above guidance, and adjusted\nEBITDA loss of $(5.5)M, better than guided, while reiterating FY26 revenue\nguidance of $75.0M-$77.0M.\n* 2H26 acceleration is the key thesis variable. Management expects a\nmeaningfully stronger back half, driven by CIB sequential growth, ProAV\nmomentum, and design wins/design-ins converting into customer launches in 3Q26\nand 4Q26.\n* Automotive and adjacent VA7000 markets support longer-duration optionality.\nAutomotive revenue grew to $5.9M, while VA7000 traction in industrial machine\nvision and medical endoscopy expands the addressable opportunity beyond core\nA-PHY auto applications, though revenue contribution likely remains several\nquarters out.\n(https://api.newsfilecorp.com/redirect/B5EGEcPVNK)\n\nClick image above to view full announcement.\n\nAbout Stonegate\nStonegate Capital Partners is a leading capital markets advisory firm\nproviding investor relations, equity research, and institutional investor\noutreach services for public companies. Our affiliate, Stonegate Capital\nMarkets (member FINRA) provides a full spectrum of investment banking services\nfor public and private companies\n\nContacts:\n\nStonegate Capital Partners\n(214) 987-4121\ninfo@stonegateinc.com\n\nSource: Stonegate, Inc. (https://api.newsfilecorp.com/redirect/jN404FO1wj)\n\nTo view the source version of this press release, please visit\nhttps://www.newsfilecorp.com/release/297373","article_body_html":"","raw_payload":{"data":{"id":"nNFC3SfG6P","title":"Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) 1Q26","author":"Newsfile Corp","ticker":"VLN","created":"2026-05-13T20:21:55.043Z","tickers":["VLN"],"exchange":"NYSE","article_body":"Dallas, Texas--(Newsfile Corp. - May 13, 2026) - Valens Semiconductor Ltd.\n(NYSE: VLN): Stonegate Capital Partners Updates Coverage on Valens\nSemiconductor Ltd. (NYSE: VLN). Valens Semiconductor reported 1Q26 revenue of\n$16.9M, compared with $19.4M in 4Q25 and $16.8M in 1Q25. GAAP gross margin was\n62.2%, above guidance of 57.0%-59.0%. Adjusted EBITDA loss was $(5.5)M, better\nthan the guided range of $(7.9)M to $(7.5)M. While revenue stepped down\nsequentially following a stronger 4Q25, results were modestly ahead of\nexpectations and management reiterated FY26 revenue guidance of $75.0M-$77.0M.\nWe continue to view 2026 as a year of measured recovery and product-cycle\nexecution, with near-term growth expected to build through the year as CIB\nreturns to sequential growth, automotive remains steady, and A-PHY ecosystem\ndevelopment continues. Management noted that the broader supply-chain\nconditions remain an area to monitor; importantly, management also stated that\nit does not see risk to meeting its full-year targets.\n\nTo view the full announcement, including downloadable images, bios, and more,\nclick here (https://api.newsfilecorp.com/redirect/zAYBYhj4Jq).\n\nKey Takeaways:\n* Execution remains ahead of plan despite a slower 1H setup. VLN delivered\n1Q26 revenue of $16.9M, gross margin of 62.2% above guidance, and adjusted\nEBITDA loss of $(5.5)M, better than guided, while reiterating FY26 revenue\nguidance of $75.0M-$77.0M.\n* 2H26 acceleration is the key thesis variable. Management expects a\nmeaningfully stronger back half, driven by CIB sequential growth, ProAV\nmomentum, and design wins/design-ins converting into customer launches in 3Q26\nand 4Q26.\n* Automotive and adjacent VA7000 markets support longer-duration optionality.\nAutomotive revenue grew to $5.9M, while VA7000 traction in industrial machine\nvision and medical endoscopy expands the addressable opportunity beyond core\nA-PHY auto applications, though revenue contribution likely remains several\nquarters out.\n(https://api.newsfilecorp.com/redirect/B5EGEcPVNK)\n\nClick image above to view full announcement.\n\nAbout Stonegate\nStonegate Capital Partners is a leading capital markets advisory firm\nproviding investor relations, equity research, and institutional investor\noutreach services for public companies. Our affiliate, Stonegate Capital\nMarkets (member FINRA) provides a full spectrum of investment banking services\nfor public and private companies\n\nContacts:\n\nStonegate Capital Partners\n(214) 987-4121\ninfo@stonegateinc.com\n\nSource: Stonegate, Inc. (https://api.newsfilecorp.com/redirect/jN404FO1wj)\n\nTo view the source version of this press release, please visit\nhttps://www.newsfilecorp.com/release/297373"},"type":"article","timestamp":"2026-05-13T20:21:55.107168461Z","server_sent_at_ms":1778703715107},"received_at":"2026-05-13T20:21:55.168Z","source_url":"https://www.newsfilecorp.com/release/297373"},"analysis":{"id":"24171","press_release_id":"34117","analysis_json":{"industry":{"label":"Semiconductors & Semiconductor Equipment","sector":"Information Technology"},"redFlags":[],"eventType":"earnings","narrative":"Valens Semiconductor reported 1Q26 revenue of $16.9 million, a 15% sequential decline from 4Q25 but in line with 1Q25. Gross margin came in at 62.2%, above the guided range of 57.0%-59.0%.\n\nThe company's adjusted EBITDA loss was $5.5 million, better than the guided range of $7.9 million to $7.5 million. Management reiterated FY26 revenue guidance of $75.0 million to $77.0 million.\n\nStonegate Capital Partners views 2026 as a year of measured recovery and product-cycle execution, with near-term growth expected to build through the year as CIB returns to sequential growth, ProAV momentum continues, and A-PHY ecosystem development progresses.\n\nAutomotive revenue grew to $5.9 million, and VA7000 traction in industrial machine vision and medical endoscopy expands the addressable opportunity, though revenue contribution is likely several quarters out.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Valens Semiconductor reports modest 1Q26 results, reiterates FY26 guidance."},"keyFigures":{"revenue":16900000,"guidance":"FY26 revenue $75.0M-$77.0M, reiterating prior guidance","revenueYoy":"0.6%"},"quotedText":"We continue to view 2026 as a year of measured recovery and product-cycle execution, with near-term growth expected to build through the year as CIB returns to sequential growth, ProAV momentum continues, and A-PHY ecosystem development progresses.","namedEntities":{"people":[],"products":["CIB","ProAV","VA7000"],"companies":[{"name":"Valens Semiconductor Ltd.","ticker":"VLN"},{"name":"Stonegate Capital Partners","relationship":"research firm"}],"dollarAmounts":[{"amount":"$16.9M","context":"1Q26 revenue"},{"amount":"$19.4M","context":"4Q25 revenue"},{"amount":"$16.8M","context":"1Q25 revenue"},{"amount":"$75.0M-$77.0M","context":"FY26 revenue guidance"},{"amount":"$5.9M","context":"1Q26 automotive revenue"}]},"materialImpact":{"score":2,"reasoning":"Revenue was slightly down sequentially but better than guided, and gross margin exceeded guidance. Management reiterated full-year guidance, which suggests no significant change in the company's outlook."},"tickerRelevance":{"others":[],"primary":"VLN"},"globalImportance":25,"audienceRelevance":40,"eventTypeSecondary":["guidance_update"],"importanceComponents":{"tickerTier":"mid-cap","eventGravity":"earnings with guidance reiteration","sectorWeight":"Information Technology","householdBrandBoost":"low","marketCapAdjustment":"moderate","retailFavoriteBoost":"low"}},"event_type":"earnings","event_type_secondary":["guidance_update"],"sentiment":"neutral","material_impact_score":2,"narrative":"Valens Semiconductor reported 1Q26 revenue of $16.9 million, a 15% sequential decline from 4Q25 but in line with 1Q25. Gross margin came in at 62.2%, above the guided range of 57.0%-59.0%.\n\nThe company's adjusted EBITDA loss was $5.5 million, better than the guided range of $7.9 million to $7.5 million. Management reiterated FY26 revenue guidance of $75.0 million to $77.0 million.\n\nStonegate Capital Partners views 2026 as a year of measured recovery and product-cycle execution, with near-term growth expected to build through the year as CIB returns to sequential growth, ProAV momentum continues, and A-PHY ecosystem development progresses.\n\nAutomotive revenue grew to $5.9 million, and VA7000 traction in industrial machine vision and medical endoscopy expands the addressable opportunity, though revenue contribution is likely several quarters out.","key_figures":{"revenue":16900000,"guidance":"FY26 revenue $75.0M-$77.0M, reiterating prior guidance","revenueYoy":"0.6%"},"named_entities":{"people":[],"products":["CIB","ProAV","VA7000"],"companies":[{"name":"Valens Semiconductor Ltd.","ticker":"VLN"},{"name":"Stonegate Capital Partners","relationship":"research firm"}],"dollarAmounts":[{"amount":"$16.9M","context":"1Q26 revenue"},{"amount":"$19.4M","context":"4Q25 revenue"},{"amount":"$16.8M","context":"1Q25 revenue"},{"amount":"$75.0M-$77.0M","context":"FY26 revenue guidance"},{"amount":"$5.9M","context":"1Q26 automotive revenue"}]},"model_name":"Qwen/Qwen2.5-72B-Instruct-AWQ","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-05-13T20:24:09.623Z","global_importance":25,"audience_relevance":40,"importance_components":{"tickerTier":"mid-cap","eventGravity":"earnings with guidance reiteration","sectorWeight":"Information Technology","householdBrandBoost":"low","marketCapAdjustment":"moderate","retailFavoriteBoost":"low"}},"durationMs":134447,"modelName":"george-droid-qwen-72b"}}