TickerTalks
Browse all tickers →
TickerTalks›$VSH
VSVSH

Vishay Intertechnology, Inc.

$VSH·$6.3B·Semiconductors·Technology
$37.67+3.4%YTD+145.7%1Y+114.2%
Mentions · last 7 days
2026-07-10: 194 posts2026-07-11: 79 posts2026-07-12: 153 posts2026-07-13: 217 posts2026-07-14: 84 posts2026-07-15: 95 posts2026-07-16: 67 posts909+10%
Price updated 10m ago·X counts updated 20h ago
VSVSH
$VSHVishay Intertechnology, Inc.
$37.68+3.39%909 posts+10%
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 $VSH, 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.

Comeback attemptCooling offAI verdict · as of 2026-07-17

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

EV-and-defense-exposed passive-components maker just priced $750M of stock into the strength.

Vishay Intertechnology is one of the largest US-listed makers of discrete semiconductors and passive components — the everyday electronic pieces that go into automotive (increasingly EVs), industrial control, defense, and IoT. The equity has been on a monster t12m run (+114%) as the automotive-EV component cycle re-inflected.

What just happened to the tape:

  • A large equity raise was priced into the run: 15M shares at $50/share on June 30 raised $750M — but the print landed with shares at $56.35 and the stock is now $36 (down 28% since), a real market-cap dilution.
  • Growth is decent but not extraordinary: Q1 revenue up 17.3% YoY, four-quarter stack 3-17% — a real re-acceleration but from a low base.
  • The multiple is very rich on trailing but not on forward: 3,416x trailing earnings (distorted by tiny EPS) with FY27 consensus EPS of $0.74 puts forward P/E at 49x — priced for a lot more operating-leverage recovery than currently visible.
  • The convertible notes are becoming exercisable: the July 6 disclosure that the 2.25% convertible senior notes due 2030 become convertible in Q3 adds another layer of potential dilution.
  • Positioning has capitulated post-offering: shares at 43% of the 52-week range with a beta of 1.8 — the reset is real but the tape hasn't confirmed a base.

The forward view: the August 5 Q2 print is the referee. A beat with automotive-EV revenue commentary that says content-per-vehicle is expanding plus CMMC-related defense-vertical wins restarts the coil upward. What keeps it cooling: another 10-15% growth quarter where operating margin stays sub-3%. What breaks it lower: another equity raise (unlikely near-term given the $750M just closed), or a specific EV-cycle softening headline from Tesla or a major German OEM.

Agrees with X sentimentThe mixed X read on the $750M offering as long-term buying opportunity vs Sniper MA red is genuinely fair — the offering was a real dilution event but the underlying automotive-EV cycle is intact. Our take agrees the multiple has to be earned back with margin.

What to watch: August 5 Q2 earnings, especially automotive-EV content growth and operating margin; another equity raise or a major EV-cycle softening headline would break the cooling into a real reset.

On the calendar: 2026-08-05 — Q2 2026 earnings

X sentiment

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

Mixed sentiment7 posts analyzed · as of 2026-07-07

Vishay Intertechnology priced $750M common stock offering at $50/share (15M shares). VSH shares -6.2% pre-market after announcement. Bulls flag dip below $50 as long-term buying opportunity as growth capital deploy story. VSH Sniper MA turned red with RSI dropping below 50 on daily chart. Some rotated out of VSH into MRAAY on same day.

Read the AI verdict + X sentiment for $VSH

  • 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.

Makes resistors, capacitors, inductors, and discrete semiconductors sold as passive and active components to industrial and automotive OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $VSH.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $VSH

Neutral — Makes resistors, capacitors, inductors, and discrete semiconductors sold as passive and active components to industrial and automotive OEMs; the AI capex and HBM/compute demand cycle does not materially affect this business's near-term earnings.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
3416.1How 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
0.1%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
2.4%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
-1.2%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
2.4Same 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
0.1%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
19.9%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
0.5Total 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
Q1 2026May 13, 2026$0.05$0.02+114.3%
Q4 2025Feb 4, 2026$0.01$0.02-50.0%
Q3 2025Nov 5, 2025$0.04$0.040.0%
Q2 2025Aug 6, 2025$-0.07$0.02-450.0%
Next earningsWed, Aug 5·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$839.2M+17.3%21.0%2.6%$0.05$-47.0M
Q4 FY25$800.9M+12.1%19.6%1.8%$0.01$54.6M
Q3 FY25$790.6M+7.5%19.5%2.4%$-0.06$-24.7M
Q2 FY25$762.3M+2.8%19.5%2.9%$0.01$-73.4M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.6B$3.6B – $3.6B$0.74$0.68 – $0.852
FY27$4.0B$4.0B – $4.0B$1.54$1.12 – $1.842

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.0.9×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.43%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.-25.5%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.+42.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 124.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.785-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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.

+ 12 other (8 awards · 4 inkinds) in window

See when $VSH 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-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Vishay Intertechnology, Inc. (VSH) entered into an underwriting agreement on June 29, 2026 with J.P. Morgan Securities LLC as representative to offer 15,000,000 shares of common stock at $50.00 per share, generating approximately $750 million in gross proceeds. The offering price represented a discount to the prior close of $56.35. Multiple co-managers include Needham, Oppenheimer, Raymond James, TD Cowen, Truist, and others. This is a significant primary offering that is materially dilutive to existing shareholders, likely targeting capex, acquisitions, or debt reduction.

424B5Prospectus supplement (offering)Jun 30424B5
AI summary

Vishay Intertechnology, Inc. (VSH) priced a public offering of 15,000,000 common shares at $50.00 per share — a discount to the prior close of $56.35 — raising approximately $750 million gross ($723.75 million net after the $1.75/share underwriting discount). Lead bookrunner J.P. Morgan joined nine co-managers; underwriters hold a 30-day option for up to 2,250,000 additional shares, with delivery expected on or about July 1, 2026. This is a materially dilutive primary capital raise for the passive electronic components manufacturer.

424B5Prospectus supplement (offering)Jun 29424B5
AI summary

Vishay Intertechnology filed a preliminary 424B5 for an approximately $750M common stock offering at $56.35 per share (prior day's close), with J.P. Morgan as lead underwriter and a $112.5M greenshoe option. Significant dilutive equity raise for this passive electronic components manufacturer; proceeds likely target strategic acquisitions or balance sheet optimization.

S-3ASRAuto-shelf registrationJun 29S-3ASR
AI summary

Vishay Intertechnology filed an automatic shelf registration (Form S-3ASR) concurrently with its $750M common stock offering. Large accelerated filer qualifying for automatic effectiveness; the shelf enables the offering and any future capital markets transactions.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Vishay Intertechnology, Inc. (VSH) held its Annual Meeting on May 18, 2026, at which stockholders approved Amendment No. 1 to the 2023 Long-Term Incentive Plan, doubling available shares from ~6 million to ~12 million, extending the plan term by ~3 years, and clarifying the automatic option exercise feature. Stockholders also elected four directors to serve through 2029, ratified Deloitte & Touche LLP as auditor for 2026, and provided advisory approval of executive compensation. The 6M additional share authorization nearly doubles equity compensation capacity for Vishay. This is a routine governance filing; the plan refresh is mildly dilutive but standard.

8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change
+ 15 other (6 13Gs · 2 routine 8-Ks · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Vishay's Rising EV Exposure: Will it Aid Automotive Revenue Growth?zacks.com·1d agoVishay Achieves CMMC Level 2 Certification for Secure Support of U.S. Defense Programsglobenewswire.com·2d agoVishay Intertechnology Inc (VSH) Stock Down 6.1% but Still Overvalued -- GF Score: 59/100gurufocus.com·4d agoVishay Stock Plunges 23% in a Month: Should You Buy the Dip?zacks.com·8d agoWill Vishay's 3.0 Strategy Deliver Sustainable Margin Expansion?zacks.com·8d ago

In themes

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

AI Power Delivery

More in Semiconductors

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

$NVDA$MU$AMD$AVGO$AAOI$INTC$MRVL$ARM
Voices on X · top 2 · 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