Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (NYSE:VLN) 1Q26

<p class='reportable-dateline'><strong>DALLAS, TX -- MAY 13, 2026</strong></p><p class='reportable-excerpt'>DALLAS, TX -- 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.</p><p>To view the full announcement, including downloadable images, bios, and more, <a href='https://stonegateinc.reportablenews.com/pr/stonegate-capital-partners-updates-coverage-on-valens-semiconductor-ltd-nyse-vln-1q26' class='reportable-link'>click here</a>.</p><div class='reportable-key-takeaways'><h3>Key Takeaways:</h3><ul><li>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.</li><li>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.</li><li>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.</li></ul></div><a href='https://stonegateinc.reportablenews.com/pr/stonegate-capital-partners-updates-coverage-on-valens-semiconductor-ltd-nyse-vln-1q26'><img src='https://cdn.filestackcontent.com/ScjkcVDcR06HFEOjB8X5' class='reportable-featured-image' /><p align='center'><i>Click image above to view full announcement.</i></p></a><hr class='company-boilerplate-rule' style='border: 0; border-top: 1px solid rgba(0,0,0,0.1);'><p class='company-boilerplate'><p><strong>About Stonegate<br></strong>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</p></p><div class='reportable-contacts'><h3>Contacts:</h3><p class='reportable-contact'>Stonegate Capital Partners<br>(214) 987-4121 <br><a href='mailto:info@stonegateinc.com'>info@stonegateinc.com</a></p></div><p>Source: <a href='https://stonegateinc.reportablenews.com/'>Stonegate, Inc.</a></p><p>Distributed by: <a href='https://reportablenews.com'>Reportable, Inc.</a></p>