TickerTalks
Browse all tickers →
TickerTalks›$VPG
VPVPG

Vishay Precision Group, Inc.

$VPG·$1.2B·Hardware, Equipment & Parts·Technology
$62.55-5.5%YTD+160.7%1Y+117.5%
Mentions · last 7 days
2026-08-20: 10 posts2026-08-21: 18 posts2026-08-22: 4 posts2026-08-23: 5 posts102-4%
Price updated 2d ago·X counts updated 7d ago
VPVPG
$VPGVishay Precision Group, Inc.
$62.55-5.54%102 posts-4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VPG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Precision-sensor maker up 160% YTD on Tesla Optimus / Figure AI supplier thesis — day -5%, tape digesting.

Vishay Precision Group makes precision measurement, weighing, and sensor products — specialty hardware that ended up on humanoid-robotics investor radar because VPG is one of the identified torque and tactile-sensor suppliers to Tesla's Optimus program and Figure AI, among others. That thesis has driven the stock up 160% year-to-date.

What's actually here:

  • Revenue growth is respectable but not exceptional — Q1 of $84M grew 17.6% YoY, on top of 11%, 5%, -3%; the sign-flip acceleration in recent quarters reflects real underlying business improvement, not just humanoid-robotics narrative.
  • The economics are working through — Q1 operating margin 0.9%, 39% gross margin, and FCF near breakeven; consensus FY26 EPS of $1.01 growing to FY27 $1.81 and FY28 $3.07 implies significant operating leverage assumed as robotics-related volume ramps.
  • Recent EPS surprises are volatile — Q2 of $0.04 vs $0.19 (-79%) and Q1's massive positive surprise reflect noisy quarterly execution; the FY-guide progression carries meaningful confidence-interval risk.
  • The tape is cooling meaningfully — position 28% of the 52-week range, 36% below the 50-day, on 0.45x volume; the run has already given back significant ground, and the humanoid-robotics-thesis premium is being repriced.

The forward path is that Q3 earnings on Nov 3 with any specific commentary on humanoid-robotics-related revenue attribution or Optimus/Figure AI volume ramp is what restarts the setup; without it, the multi-quarter drift continues. The bear case is that the thesis-driven multiple compression continues until VPG posts a quarter where robotics revenue is a visible line item. The '9-10x FY28 EBITDA ex-humanoid' framing bulls cite is only relevant if the underlying business economics support that valuation on its own, which is what the operational data has to prove.

Agrees with X sentimentThe bullish X read on VPG as TSLA Optimus torque sensor supplier and Figure AI tactile/torque supplier is factually grounded on public identifications; the 9-10x FY28 EBITDA ex-humanoid framing is defensible if the underlying economics hold.

What to watch: Q3 earnings on Nov 3 — specifically any humanoid-robotics-related revenue attribution and Q3 EPS versus $0.17 estimate. Also updated FY26 guidance.

On the calendar: 2026-11-03 — Q3 2026 earnings

humanoid robotics thesischart digesting run

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-08-28

Vishay Precision Group posts are decisively bullish framed as one of the most compelling opportunities at $62-63. Bulls cite VPG as TSLA Optimus torque sensor supplier and Figure AI tactile/torque supplier (plus 2 other humanoids), trading at 9-10x FY28 EBITDA excluding humanoid revenue. Skeptics flag one cupofcoffeecap bearish note. Tone dominates bullish.

Read the AI verdict + X sentiment for $VPG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures precision resistors, strain gauges, and force measurement sensors for industrial, medical, and test applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $VPG.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $VPG

Neutral — Designs and manufactures precision resistors, strain gauges, and force measurement sensors for industrial, medical, and test applications; limited read-through from hardware, equipment & parts macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
264.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.04$0.19-78.9%
Q1 2026May 12, 2026$0.07$-0.00+53946.2%
Q4 2025Feb 11, 2026$0.07$0.21-66.7%
Q3 2025Nov 4, 2025$0.26$0.21+23.8%
Next earningsTue, Nov 3·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$84.4M+17.6%39.0%0.9%$-0.02$-3.7M
Q4 FY25$80.6M+10.9%36.8%2.0%$-0.14$1.4M
Q3 FY25$79.7M+5.3%40.3%12.7%$0.59$-3.5M
Q2 FY25$75.2M-2.8%40.7%3.6%$0.02$4.7M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$349.9M$345.0M – $354.7M$1.01$0.93 – $1.082
FY27$371.2M$369.0M – $373.4M$1.81$1.70 – $1.922
FY28$395.9M$390.5M – $401.3M$3.07$2.59 – $3.562

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-35.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.475-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (5 awards) in window

See when $VPG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Vishay Precision Group, Inc. (VPG) filed an 8-K on May 18, 2026 reporting a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). VPG is a Chesterbrook, Pennsylvania-based precision sensors and measurement instruments company listed on the NYSE. The excerpt does not disclose the identity of the departing or incoming officer or vote tallies; an executive change at VPG may be noteworthy depending on the role given the company's size.

+ 12 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vishay Precision Group Inc (VPG) Stock Up 3.4% but GF Value Says Overvalued -- GF Score: 65/100gurufocus.com·3d agoTTDKY or VPG: Which Is the Better Value Stock Right Now?zacks.com·3d agoVishay Precision Group Inc (VPG) Shares Surge 4.5% -- What GF Score of 67 Tells Investorsgurufocus.com·18d agoVishay Precision Group Q2 Earnings Call Highlightsmarketbeat.com·21d agoVPG Q2 Earnings Miss Expectations, Revenues Increase Y/Yzacks.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

More in Hardware, Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$LINK$RIOT$COHR$INFQ$KEYS$GLW$SLNH$FN
Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport