Valens Semiconductor Unveils Ambitious 2029 Financial Goals and 2025 Revenue Guidance at Investor Day

VLN
October 08, 2025

Valens Semiconductor hosted its 2024 Investor Day, where management presented an enhanced strategic plan and announced new long-term financial goals. The company targets revenues in the range of $220 million to $300 million by the end of 2029, with gross margins of 50% to 60% and EBITDA margins of 15% to 20%.

The strategic growth plan focuses on leveraging Valens' core technology to serve new markets undergoing digital transformation, diversifying revenue sources, and augmenting organic growth with strategic acquisitions. Key verticals, including Professional Audio-Video, Video Conferencing, Industrial Machine Vision, Automotive, and Medical markets, represent a combined total addressable market of approximately $5.5 billion.

For the full year 2025, Valens Semiconductor provided revenue guidance of $71 million to $76 million, representing a projected year-over-year growth of 25% to 33%. This guidance reflects the company's confidence in its ability to capitalize on opportunities in both existing and new markets.

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