Valens Semiconductor shares surge 12.5% intraday after Q3 revenue of $17.3M exceeds guidance, strong gross margins, and new CEO appointment.

Valens Semiconductor surged 12.5% intraday following the release of its Q3 2025 financial results, which exceeded revenue and margin guidance. The company reported $17.3 million in revenue, surpassing its $15.1–$15.6 million forecast, with non-GAAP gross margin of 66.7%, above the 60% guidance range. Strategic product launches in medical endoscopy and automotive A-PHY camera solutions, along with the appointment of new CEO Yoram Salinger, reinforced growth prospects. The Cross-Industry Business segment drove 75% of revenue, reflecting strong demand in ProAV and industrial markets. Analysts highlighted the revenue beat, adjusted EBITDA improvement, and positive Q4 guidance ($18.2–$18.9 million revenue), aligning with the stock’s upward move. Institutional confidence and a "buy" rating from analysts further supported the rally.