---
title: "Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) 1Q26 | VLN Stock News"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286312238.md"
description: "Valens Semiconductor Ltd. (NYSE: VLN) reported 1Q26 revenue of $16.9M, down from $19.4M in 4Q25 but slightly up from $16.8M in 1Q25. The GAAP gross margin was 62.2%, exceeding guidance. Adjusted EBITDA loss was $(5.5) M, better than expected. Management reiterated FY26 revenue guidance of $75.0M-$77.0M, anticipating growth in the second half of the year driven by CIB growth and automotive stability. Supply-chain conditions are being monitored, but no risks to full-year targets were noted. Automotive revenue reached $5.9M, with potential growth in adjacent markets."
datetime: "2026-05-13T12:21:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286312238.md)
  - [en](https://longbridge.com/en/news/286312238.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286312238.md)
---

# Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) 1Q26 | VLN Stock News

Dallas, Texas--(Newsfile Corp. - May 13, 2026) - Valens Semiconductor Ltd. (NYSE: VLN): Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (NYSE: VLN). Valens Semiconductor reported 1Q26 revenue of $16.9M, compared with $19.4M in 4Q25 and $16.8M in 1Q25. GAAP gross margin was 62.2%, above guidance of 57.0%-59.0%. Adjusted EBITDA loss was $(5.5) M, better than the guided range of $(7.9) M to $(7.5) M. While revenue stepped down sequentially following a stronger 4Q25, results were modestly ahead of expectations and management reiterated FY26 revenue guidance of $75.0M-$77.0M. 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, automotive remains steady, and A-PHY ecosystem development continues. Management noted that the broader supply-chain conditions remain an area to monitor; importantly, management also stated that it does not see risk to meeting its full-year targets.

To view the full announcement, including downloadable images, bios, and more, click here.

**Key Takeaways:**

-   Execution remains ahead of plan despite a slower 1H setup. VLN delivered 1Q26 revenue of $16.9M, gross margin of 62.2% above guidance, and adjusted EBITDA loss of $(5.5) M, better than guided, while reiterating FY26 revenue guidance of $75.0M-$77.0M.
-   2H26 acceleration is the key thesis variable. Management expects a meaningfully stronger back half, driven by CIB sequential growth, ProAV momentum, and design wins/design-ins converting into customer launches in 3Q26 and 4Q26.
-   Automotive and adjacent VA7000 markets support longer-duration optionality. Automotive revenue grew to $5.9M, while VA7000 traction in industrial machine vision and medical endoscopy expands the addressable opportunity beyond core A-PHY auto applications, though revenue contribution likely remains several quarters out.

_Click image above to view full announcement._

* * *

**About Stonegate  
**Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297373

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