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VSVSH

Vishay Intertechnology, Inc.

$VSH·$4.8B·Semiconductors·Technology
$35.07+5.3%YTD+162.0%1Y+128.9%
Mentions · last 7 days
2026-08-07: 3 posts2026-08-08: 2 posts2026-08-09: 0 posts2026-08-10: 9 posts2026-08-11: 7 posts2026-08-12: 10 posts2026-08-13: 5 posts36-35%
Price updated 1d ago·X counts updated 2d ago
VSVSH
$VSHVishay Intertechnology, Inc.
$35.07+5.25%36 posts-35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Driven by hypeCooling offAI verdict · as of 2026-08-14

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

Vishay Intertechnology up 162% YTD — Q2 beat 31%, but the $750M stock offering at $50 dropped shares 6.2% pre-market.

Vishay Intertechnology is a diversified passive-and-discrete-semiconductor components maker — the specific mid-cap electronic-components franchise that has been re-rated on the AI-and-industrial-cycle-recovery thesis. The 2026 story is about whether the +162% YTD tape can absorb the specific $750M stock offering dilution.

  • The Q2 mechanics were mechanically strong: revenue of $889M grew ~17% YoY at a 21% gross margin and 3% operating margin, EPS of $0.19 beat consensus of $0.15 by 31% — for a business at 3,416x TTM PE (deeply distorted by prior write-downs) and 2.4x sales with tiny ROIC of 0.1%, the equity is priced entirely on the future-margin-recovery trajectory materializing.
  • The $750M stock offering at $50 is the specific structural dilution: Vishay priced 15M shares at $50 raising $750M gross proceeds — for a $4.8B market cap company, that's meaningful dilution that dropped shares 6.2% pre-market on the announcement, though bulls flag the dip-below-$50 as long-term buying opportunity as growth-capital-deploy-story continues.
  • The tape confirms cooling despite the YTD outperformance: shares sit at the 37th percentile of the 52-week range, -28% vs the 50-day but +21% vs the 200-day — that's the specific pattern where the +162% YTD run has meaningfully cooled, and technical indicators (VSH Sniper MA turned red, RSI dropping below 50 on daily chart) reflect the specific momentum-cycle exhaustion after the offering hit.

What resolves the cooling upward is the Nov 4 print confirming operating-margin-recovery continues plus specific commentary on the $750M growth-capital deployment; what deepens the cooling is another quarter of margin pressure or a specific competitive move from a discrete-semi peer that compresses Vishay's positioning.

Agrees with X sentimentThe mixed X read has the specific facts right — Vishay pricing $750M common stock offering at $50/share (15M shares), VSH shares -6.2% pre-market after announcement, bulls flagging dip below $50 as long-term buying opportunity as growth-capital-deploy-story, VSH Sniper MA turning red with RSI dropping below 50 on daily chart, and some rotation from VSH to MRAAY are all real reflections of the actual tape action.

What to watch: Nov 4 Q3 earnings — operating-margin recovery trajectory, $750M growth-capital deployment commentary, and discrete-semi competitive dynamics. Another margin-pressure quarter or a competitive move from a peer is what deepens the cooling.

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

beta missing

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.

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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 — 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; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%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
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 $0.30

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$0.77$0.71 – $0.882
FY27$4.1B$4.0B – $4.1B$1.64$1.19 – $1.962

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.40%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.-23.3%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.+26.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.835-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
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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.

8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change
+ 14 other (7 13Gs · 2 10-Qs · 1 routine 8-K · 1 SD) in window

Recent news

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

Vishay Intertechnology Declares Quarterly Dividendglobenewswire.com·3d agoNew Vishay Intertechnology Y1 Safety Capacitors Require Up to 40 % Less Board Space, Enable Product Miniaturizationglobenewswire.com·5d agoVishay Intertechnology Q2 Earnings Call Highlightsmarketbeat.com·7d agoVSH Q2 Earnings Beat on Volume Growth, Revenues Rise Y/Yzacks.com·10d agoVSH Q2 Earnings Call Highlights Early Upcycle and Margin Liftzacks.com·10d ago

In themes

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Voices on X · last 7 days

No standout posts about $VSH on X in the last 7 days.

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