Vishay Intertechnology jumps 16% after Q1 results and stronger-than-expected Q2 outlook

Vishay Intertechnology, Inc. (VSH) is up 16.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Vishay’s first-quarter earnings report, which showed improving profitability and strong order momentum, alongside a second-quarter revenue outlook that topped typical Street expectations. Investors also seemed to respond to management’s commentary that capacity investments are translating into scaling with customers and positioning the company for an industry upcycle.

Details:

Vishay reported fiscal Q1 2026 revenue of $839.2 million and GAAP EPS of $0.05, with gross margin of 21.0%.

Management guided fiscal Q2 2026 revenue to $875 million–$905 million and gross margin to about 22.0% (plus/minus 50 basis points), signaling sequential improvement.

The company reported a Q1 book-to-bill ratio of 1.34 (higher in semiconductors than passive components) and said quarter-end backlog was 5.7 months.

Management emphasized that its “Vishay 3.0” strategy and capacity expansion in higher-growth, higher-margin products are supporting improved performance and competitiveness.

Sources:

Vishay Intertechnology Investor Relations, Finviz, The Motley Fool

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VSH Hedge Fund Activity

We have seen 134 institutional investors add shares of $VSH stock to their portfolio, and 155 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORGES BANK removed 4,833,185 shares (-90.8%) from their portfolio in Q4 2025, for an estimated $70,032,850
WOODLINE PARTNERS LP added 3,293,257 shares (+48.3%) to their portfolio in Q4 2025, for an estimated $47,719,293
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. removed 1,185,633 shares (-47.8%) from their portfolio in Q4 2025, for an estimated $17,179,822
WELLINGTON MANAGEMENT GROUP LLP added 1,070,866 shares (+123.2%) to their portfolio in Q4 2025, for an estimated $15,516,848
POINT72 ASSET MANAGEMENT, L.P. added 818,659 shares (+2566.3%) to their portfolio in Q4 2025, for an estimated $11,862,368
JAIN GLOBAL LLC added 813,472 shares (+841.5%) to their portfolio in Q4 2025, for an estimated $11,787,209
MOUNTAINEER PARTNERS MANAGEMENT, LLC removed 742,177 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $10,754,144

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$VSH Analyst Ratings

Wall Street analysts have issued reports on $VSH in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Underperform" rating on 01/22/2026

To track analyst ratings and price targets for $VSH, check out Quiver Quantitative's $VSH forecast page.

$VSH Price Targets

Multiple analysts have issued price targets for $VSH recently. We have seen 2 analysts offer price targets for $VSH in the last 6 months, with a median target of $18.0.

Here are some recent targets:

Peter Peng from JP Morgan set a target price of $20.0 on 02/05/2026
Ruplu Bhattacharya from B of A Securities set a target price of $16.0 on 01/22/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.