Vishay Intertechnology jumps as chip rally and improving fundamentals lift shares

Vishay Intertechnology (VSH) is up 11.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a broad semiconductor rally that followed upbeat demand signals from major chip companies, which appears to have pulled VSH higher with the rest of the group. Vishay’s own fundamentals also look supportive: its latest quarter showed improving margins, a book-to-bill ratio above 1, and second-quarter revenue guidance above first-quarter sales, giving investors a reason to favor cyclical semiconductor names tied to an industry upturn.

Details:

Vishay’s first-quarter 2026 results showed revenue of $839.2 million, gross margin of 21.0%, and diluted EPS of $0.05.

The company reported a 1.34 book-to-bill ratio and said backlog stood at 5.7 months at quarter end, both signs of demand strength.

Management guided for second-quarter 2026 revenue of $875 million to $905 million with gross margin around 22.0%, implying sequential improvement.

Vishay also released new automotive and power-component products in June, which may have reinforced investor interest in its exposure to electrification and industrial electronics.

Sources:

Vishay Intertechnology, SEC, Reuters

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 145 institutional investors add shares of $VSH stock to their portfolio, and 159 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WOODLINE PARTNERS LP removed 5,154,627 shares (-51.0%) from their portfolio in Q1 2026, for an estimated $92,783,286
NORGES BANK removed 4,833,185 shares (-90.8%) from their portfolio in Q4 2025, for an estimated $70,032,850
LONGAEVA PARTNERS L.P. added 1,897,211 shares (+inf%) to their portfolio in Q1 2026, for an estimated $34,149,798
TWO SIGMA INVESTMENTS, LP added 1,071,672 shares (+92.1%) to their portfolio in Q1 2026, for an estimated $19,290,096
ALYESKA INVESTMENT GROUP, L.P. removed 1,065,713 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $19,182,834
MARSHALL WACE, LLP added 965,932 shares (+inf%) to their portfolio in Q1 2026, for an estimated $17,386,776
POINT72 ASSET MANAGEMENT, L.P. added 927,665 shares (+109.1%) to their portfolio in Q1 2026, for an estimated $16,697,970

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 $24.0.

Here are some recent targets:

Ruplu Bhattacharya from B of A Securities set a target price of $28.0 on 05/14/2026
Peter Peng from JP Morgan set a target price of $20.0 on 02/05/2026

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.