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VSVSH

Vishay Intertechnology, Inc.

$VSH·$7.8B·Semiconductors·Technology
$58.96-8.3%YTD+297.6%1Y+283.1%
Mentions · last 7 days
2026-06-16: 32 posts2026-06-17: 19 posts2026-06-18: 84 posts2026-06-19: 11 posts2026-06-20: 13 posts2026-06-21: 19 posts2026-06-22: 24 posts204+3%
Price updated 21h ago·X counts updated 2d ago
VSVSH
$VSHVishay Intertechnology, Inc.
$58.96-8.26%204 posts+3%
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.

Comeback attemptAcceleratingAI verdict · as of 2026-06-23

The move is getting stronger, with heavier trading behind it.

Passives / discretes maker +333% YTD with a +114% Q1 EPS surprise and a $1.6B backlog — trough PE 3,416 reflects the recovery, not the run-rate.

Vishay Intertechnology is a $7.8B passive/discrete components manufacturer — the TTM PE 3,416 reflects the FY24/25 trough that has now reversed sharply. Q1 revenue $839M (+17.3% YoY), Q1 EPS surprise +114%, op margin 2.6% recovering. Stock +333% YTD, +318% T12M, position 88% of 52w range, +170% vs 200d. Forward analyst EPS $0.74 FY26 / $1.54 FY27 — the multiple compresses fast on this recovery curve.

  • A $1.6B backlog flagged by Zacks supports the industrial/auto-electronics recovery thesis; the bull case is that EV, AI-infrastructure, and humanoid robotics all consume passives at multiples of legacy demand.
  • New Gen-7 FRED Pt 1200V SiC-adjacent rectifier launch (June 16) extends the higher-margin power-electronics share — strategic positive for the structural-rerate thesis.
  • The May 18 long-term incentive plan amendment doubled the share pool (6M → 12M) — mildly dilutive but standard for a rerate story; no major insider sales in the bundle.
  • GF Value $20.85 vs price ~$64 is the pure mean-reversion bear case — credible only if the EPS recovery stalls.

Quality turnaround already up huge, with continued forward-EPS upside if the backlog converts. Position-size for the existing run.

Agrees with X sentimentX frames Vishay as a clean bull-flag breakout testing $60 with $70-75 next, stacked EMAs trending, ranked alongside NTAP/SMTC/OUST. The independent read agrees the chart confirms the trajectory; the bear texture is the GF Value $20.85 reading and the doubled equity-comp pool — both real, neither a thesis-breaker yet.

What to watch: Aug 5 Q2 print — backlog conversion pace, end-market mix (industrial, automotive, AI-infra), and gross-margin progression as utilization recovers. Any export-restriction commentary (China/AI chips) is the secondary risk Zacks flagged. New product launches in power electronics.

On the calendar: Q2 earnings 2026-08-05

trough pe recovery

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-19

Vishay Intertechnology is breaking out of a bull flag attempting $60 with a next target of $70-$75. Authors flag a 300 percent move from the lows with all 8, 20, and 50 EMAs stacked and trending, framing it among NTAP, SMTC, and OUST as the strongest semi setups.

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
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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

Hyperscaler AI capex remains the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 validates no capex retreat, keeping NVDA Blackwell allocation tight through 2H26. HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory requirements vs. prior cycles, with Micron's June 24 earnings the week's key data point.

What this means for $VSH

Partial — Vishay's passive and discrete components serve broad semiconductor markets; AI data center demand contributes incrementally but industrial and auto dominate.

Top industry ETF

$SMHVanEck Semiconductor ETF
+68.6%YTD
+137.5%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
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.1.0×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.88%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.+51.5%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.+170.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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.

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.

+ 30 other (16 awards · 14 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
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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-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
8-KMaterial eventJan 98-K — Item 4.01
+ 13 other (5 13Gs · 2 earnings 8-Ks · 1 SD · 1 S-8) in window

Recent news

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

Are Industrial Markets Likely to Drive Strong Growth for VSH in 2026?zacks.com·7d agoVishay Intertechnology Releases New 1 A, 2 A, and 3 A Gen 7 1200 V FRED Pt® Hyperfast Rectifiers in SMPC HV Packageglobenewswire.com·8d agoA Look at Vishay Intertechnology Inc (VSH) After 7.3% Gain -- GF Value $20.85 vs Price $63.72gurufocus.com·9d agoWhy Is Vishay (VSH) Up 54.3% Since Last Earnings Report?zacks.com·12d agoVSH's $1.6B Backlog Sounds Bullish, But Can Export Risks Derail Growth?zacks.com·13d ago

In themes

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

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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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