VLN Valens Semiconductor Ltd. Loading... : Bullish and Bearish Analyst Opinions
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17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
15:25
May 26
May 26
Author endorses @gubloinvestor's past call on VLN which gained 165% but does not state a forward-looking personal view on the stock.
LOW
21:36
May 25
May 25
Avoid VLN due to its inclusion in a promoter's coordinated narrative pump targeting illiquid microcaps with restricted floats.
MED
21:38
May 13
May 13
The author lists a crowd-sourced basket of stocks already up 2-6 times but expresses no personal forward-looking directional view, merely endorsing followers' conviction with a vague "so do I" that lacks a specific trade thesis.
LOW
07:36
Mar 26
Mar 26
The stock is deeply undervalued, trading at an enterprise value of roughly $27M despite being a growing company with 60% gross margins and $70.6M in forward revenue.
HIGH
05:10
Mar 14
Mar 14
Long VLN — speaker states '$VLN I still think it's undervalued' explicitly maintaining bullish undervalued thesis.
HIGH
05:06
Feb 25
Feb 25
The stock is undervalued as its asset base accounts for a large portion of its market capitalization, suggesting the core semiconductor business is being acquired cheaply.
MED
16:16
Jan 24
Jan 24
Long VLN - Buy listing with valuation thesis: $80m fwd revenue at 63-69% gross margins offers considerable re-rating opportunity vs market cap.
HIGH
05:51
Jan 21
Jan 21
VLN still deeply misvalued with low downside risk from cash balance, even after recent move; no longer 1:1 assets/MC but still attractive heading into next earnings.
MED
17:04
Jan 16
Jan 16
VLN sitting on $120m cash off $200m MC doing $80m forward revenue at 63% gross margins; MC should catch up to fundamentals once market makers stop their shenanigans.
HIGH
15:07
Jan 14
Jan 14
Personally bought VLN on -8% drop today amid market fear-driven selloff.
HIGH
06:24
Jan 14
Jan 14
Personal pick up 60%+ — confirming ongoing VLN position amid January rally; needs more 5x ideas for research.
HIGH
13:01
Jan 12
Jan 12
Most institutions modeled VLN wrong but valuebase write-up is correct; thesis will come to fruition in upcoming weeks.
HIGH
06:08
Jan 12
Jan 12
Long VLN — shouldn't trade close to 1:1 with assets/MC; even after Friday it's ~2 EV/revenue while peers trade 14-18, given ~70% gross margins (blended margins skew calcs).
HIGH
05:41
Jan 12
Jan 12
VLN — extremely high margin fabless semi with T1 customers trading at ~2 EV/revenue; $80m fwd revenue, 63% gross margins, 69.1% robotics/industrial vertical (75%+ of revenue growing 40% y/y); bear cases (insider sales, Israeli) ignore financials.
HIGH
10:41
Jan 11
Jan 11
Long VLN — repricing event off the balance sheet of a legitimate semi with Samsung, LG, Mercedes as customers; algorithms/LLMs use contaminated data, retail on X discovered mispricing first.
HIGH
10:32
Jan 11
Jan 11
Long VLN — 0 debt, $93.5M cash, $11M inventory; algos modeled it off contaminated data thinking it goes under in 1 year from $100m costs; mispricing not yet corrected.
HIGH
22:29
Jan 10
Jan 10
Long VLN — defends bull thesis: $93.5M cash, no debt, growing 40% Y/Y in robotics chip vertical, claims liabilities misread as debt.
HIGH
19:54
Jan 10
Jan 10
Long VLN — author personally holding 1Y+ for robotics theme; sees 5-7 EV/rev short-term (~2x current) and 14-18 long-term.
HIGH
18:02
Jan 10
Jan 10
Long VLN — found 'one of the biggest anomalies' via manual cross-check of financial reports vs analyst/scanner reports; mispricing thesis.
MED
17:53
Jan 10
Jan 10
Long VLN — 2.4 EV/rev vs 14-18 for similar fabless semis; re-rating to 10 EV/rev implies 3x+ from current; algorithm hallucination mispricing.
HIGH
16:30
Jan 10
Jan 10
Long VLN — $80M+ forward revenue, 69% gross margins on robotics segment, 1:1 EV/cash; 2.4x EV/rev vs peers at 14-18 looks off.
HIGH
16:23
Jan 10
Jan 10
Long VLN — pivot from low-margin Mercedes auto chips to 69-70% gross margin robotics/medical chipset; without phantom $82M burn would be $10+ stock.
HIGH
15:48
Jan 10
Jan 10
Long VLN — debt-free, NVDA-margin fabless chipmaker with Mercedes/Samsung/Mobileye/Siemens customers, trading at distressed multiples due to ticker-collision reporting error.
HIGH
14:46
Jan 10
Jan 10
Long VLN — VLN at ~2.5 EV/rev vs Lattice/Macom at 14-18x; $80M+ forward revenue at NVDA-like margins, $95M cash, Samsung/Mobileye/Mercedes customers.
HIGH
About VLN Analyst Coverage
Buzzberg tracks VLN (Valens Semiconductor Ltd.) across 5 sources. 51 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (91%). 56 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: __con_, ren_stocks, temple_eight.