Added to YB: 2026-01-13
Pitch date: 2026-01-09
VLN [bullish]
Valens Semiconductor Ltd.
-6.85%
current return
Author Info
No bio for this author
Company Info
Valens Semiconductor Ltd., together with its subsidiaries, provides semiconductor products for the audio-video and automotive industries.
Market Cap
$253.9M
Pitch Price
$2.48
Price Target
11.50 (+398%)
Dividend
N/A
EV/EBITDA
-6.12
P/E
-8.58
EV/Sales
2.48
Sector
Semiconductors and Semiconductor Equipment
Category
value
I've initiated a position in $VLN ($155M MC).
VLN (new position): AI semi for autonomous cars/robotics artificially suppressed by analyst typo claiming $82M inventory (actual: $11M). $93.5M cash, $0 debt, $155M MC. CES 2026 reveals diversification into higher-margin robotics/medical (69% vs 43% auto margins). Est $70M+ rev, 63-65% blended margins. Risk: heavy warrant dilution at $11.5 strike caps upside at 1000% gain.
Read full article (4 min)