VLN Valens Semiconductor Ltd. Loading... : Bullish and Bearish Analyst Opinions
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19:22
Aug 22
Aug 22
The author criticizes a past recommendation to invest in VLN with poor financials.
The author criticizes a past recommendation to invest in VLN with poor financials, marking the end of an easy-money period without stating a current position.
LOW
17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without.
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.
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.
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.
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.
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.
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.
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.
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.
HIGH
05:51
Jan 21
Jan 21
VLN still deeply misvalued with low downside risk from cash balance, even after recent move.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
About VLN Analyst Coverage
Buzzberg tracks VLN (Valens Semiconductor Ltd.) across 6 sources. 51 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (89%). 57 total trade ideas tracked. Latest voices: pequityresearch, __con_, ren_stocks.