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VSVSH

Vishay Intertechnology, Inc.

$VSH·$5.4B·Semiconductors·Technology
$28.76-0.4%YTD+119.8%1Y+69.5%
Price updated 5h ago·X counts updated 4d ago
VSVSH
$VSHVishay Intertechnology, Inc.
$28.76-0.45%113 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VSH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

113X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VSH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data7 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 what X is saying about $VSH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VSH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Vishay more than doubled YTD on the semi passive-components cycle — now coiling after a $750M dilutive equity raise.

Vishay Intertechnology is the global semiconductor passive-components leader — resistors, capacitors, inductors, and discrete semiconductors for every end market. The stock has 2.2x'd YTD on the chip-cycle recovery, coiling after a dilutive capital raise.

  • Growth is accelerating: Q1 fiscal 2026 revenue of $839M at +17% YoY after +12% in Q4 and +7.5% in Q3 — the passive-components cycle is turning, with 2% operating margins recovering from near zero.
  • EPS beats are compounding: last four prints at +31%, +114%, -50%, 0% — the earnings volatility reflects the cycle recovery off a low base, with Street estimates still catching up.
  • The capital-structure concern is the $750M common-stock offering priced at $50/share (July): 15M-share issuance was dilutive, VSH shares -6.2% pre-market on announcement — the raise supports growth-capital deploy but the dilution math is real at this valuation.

A Nov 4 Q3 print with revenue above $850M plus 2027 book-to-bill confirmed above 1.0 extends the move; a semi-cycle rollover or a passive-component channel miss and the stock gives back a chunk of the 120% YTD.

Agrees with X sentimentX is mixed and reasonably so — bulls on the dip-below-$50 as a long-term buy and the growth-capital deploy story; bears on the daily RSI below 50 and the Sniper MA turning red. Both reads check out: the dilution plus the cycle recovery are both real forces competing for the stock.

What to watch: Nov 4 Q3 earnings — revenue above $850M, book-to-bill above 1.0, operating-margin trend above 2%, and any 2027 guide commentary. A semi-cycle rollover or a passive-component channel miss compresses the hot-momentum valuation.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $VSH

Direct beneficiary — Makes resistors, capacitors, inductors, and discrete semiconductors sold as passive and active components to industrial and automotive OEMs.; AI cluster networking demand is the secondary semi capex wave after GPU silicon.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%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
Q2 2026Aug 5, 2026$0.19$0.15+30.9%
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%
Next earningsWed, Nov 4·consensus EPS $0.28

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

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.6B – $3.7B$0.84$0.79 – $0.924
FY27$4.3B$4.1B – $4.4B$1.79$1.52 – $1.904
FY28$4.8B$4.8B – $4.8B$2.72$2.14 – $3.413

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.1.2×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.29%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.-11.7%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.-8.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 140.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β1.795-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

SellOct 2Raanan ZilbermanDirector16.6K sh$594K

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
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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-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Vishay Intertechnology, Inc. (VSH) reported Q2 2026 financial results on 2026-08-05, reporting EPS of (. Management guidance: Guidance on Earnings Per Share Estimates The Company frequently receives questions from analysts and. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

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.

+ 12 other (5 13Gs · 2 routine 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

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

Vishay Intertechnology Optical Sensors With Photodiode Output Enable High Speed, Wear-Free Optical Data Communicationglobenewswire.com·3d agoVishay Intertechnology Inc (VSH) Stock Down 6.3% but Still Overvalued -- GF Score: 71/100gurufocus.com·7d agoVishay Intertechnology to Showcase Solutions for Next-Generation Battery and EV Systems at The Battery Show 2026globenewswire.com·9d agoVishay Intertechnology To Announce Third Quarter Results on Wednesday, November 4globenewswire.com·9d agoContrasting Bel Fuse (NASDAQ:BELFA) & Vishay Intertechnology (NYSE:VSH)defenseworld.net·12d ago

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Voices on X · last 7 days

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