VSH Vishay Intertechnology, Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:14
Aug 17
Aug 17
VSH and KN: US-listed MLCC names
Long/look at VSH and KN as US-listed MLCC names with smaller market share than Asian peers; they offer domestic exposure to MLCC supply/demand dynamics.
MED
17:21
Aug 15
Aug 15
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
20:45
Aug 14
Aug 14
Watch new reported positions, no ownership.
Watch NBIS, STM, KEEL, VSH, and CBRS: the fund reports them as new positions, but the author gives no personal buy/sell call.
MED
23:43
Aug 12
Aug 12
AI power-semiconductor read-throughs are watch items
Watch AOSL, MPWR, IFX, ON, and VSH as read-through beneficiaries of accelerating AI data-center power-semiconductor demand; research note with no disclosed position, so not an author-owned long.
MED
16:38
Aug 05
Aug 05
Watch VPG and VSH after poor earnings.
Watch VPG and VSH following disappointing earnings prints from both companies on the same day.
MED
16:36
Aug 05
Aug 05
Vishay's Q3 guidance beat estimates with strong Q2 results.
Vishay's Q3 guidance beat estimates with strong Q2 results, but the post is a factual earnings summary without an explicit position.
LOW
13:06
Aug 04
Aug 04
Wall Street analysts issued a broad batch of upgrades, downgrades.
Wall Street analysts issued a broad batch of upgrades, downgrades, and coverage initiations across multiple stocks, with notable price target changes including NKE cut to $40 and REPL raised to $17.
06:22
Jul 20
Jul 20
Watch VSH as a supplier of both chip resistors and tantalum capacitors.
Watch VSH as a supplier of both chip resistors and tantalum capacitors, both categories facing 15-week to 1-year+ lead times; research basket, no author position stated.
MED
20:05
Jul 14
Jul 14
Capacitor stocks are overhyped and commoditized.
Chasing capacitor bottlenecks like MLCCs is a mistake; they are low-end commoditized components that will eventually see supply catch up and price crashes. China can flood the market, and the same pattern played out during the iPhone super cycle. Stocks like Vishay that have run up on this narrative are likely to suffer.
MED
03:05
Jul 01
Jul 01
Author confirms buying $VSH at ~$52, citing bullish EMA stack (5d > 10d > 21d > 50d).
Author confirms buying $VSH at ~$52, citing bullish EMA stack (5d > 10d > 21d > 50d) with the stock holding or testing the 50-day/8-week EMA as a technical entry trigger.
MED
03:04
Jul 01
Jul 01
Author outlines a bullish technical setup where VSH at $52 looks good to buy if it holds key.
Author outlines a bullish technical setup where VSH at $52 looks good to buy if it holds key EMAs, indicating a long bias.
21:09
Jun 18
Jun 18
The author sold all positions in semicap, storage, CRDO, and VSH yesterday.
The author sold all positions in semicap, storage, CRDO, and VSH yesterday, expressing regret for not realizing the need to exit earlier.
LOW
12:52
Jun 09
Jun 09
Speaker mentions VSH as a favorite power semi name alongside STM with bullish market comment.
Speaker mentions VSH as a favorite power semi name alongside STM with bullish market comment; likely rhetorical from known short-side account.
LOW
06:51
Jun 08
Jun 08
Watch this crowdsourced community basket of 800V DC power-related names.
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
MED
06:23
Jun 08
Jun 08
Community-crowdsourced 800V DC power semiconductor watchlist.
Community-crowdsourced 800V DC power semiconductor watchlist. These are power semi names (Infineon, ON Semi, Vicor, Littelfuse, Vishay, Power Integrations, Alpha & Omega) flagged by followers as high-conviction 10x candidates in the NVDA-driven 800VDC shift. Author-compiled, not author-owned.
MED
11:36
Jun 07
Jun 07
Watch VSH as the author provides a detailed research note on Vishay's strategic transformation.
Watch VSH as the author provides a detailed research note on Vishay's strategic transformation, execution risks, and valuation concerns; no explicit position or ownership disclosed.
MED
20:33
Jun 02
Jun 02
Speaker names VSH as a favorite and notes strong performance following a prior piece.
Speaker names VSH as a favorite and notes strong performance following a prior piece, but provides no mechanism or catalyst.
LOW
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC.
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
01:31
May 29
May 29
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers.
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers; speaker note indicates rhetorical ticker lists are watch, not trade ideas.
LOW
16:42
May 26
May 26
Author discusses MLCC shortage and prefers low P/B names with capex invested.
Author discusses MLCC shortage and prefers low P/B names with capex invested, but expresses no explicit forward-looking trade idea.
16:28
May 26
May 26
Speaker recounts an earlier long position in VSH that did not profit.
Speaker recounts an earlier long position in VSH that did not profit; no current directional view or new catalyst.
LOW
15:01
May 26
May 26
Buy these power semiconductor names as the entire sector is expected to rally.
Buy these power semiconductor names as the entire sector is expected to rally, driven by AI data center demand and a favorable re-rating environment, with NVTS serving as the bellwether.
MED
04:36
May 21
May 21
Long Vishay (VSH) — crushing it tonight, up over 20% since entry.
Long Vishay (VSH) — crushing it tonight, up over 20% since entry; speaker confirms holding position from entry.
HIGH
14:52
May 13
May 13
Long Vishay ($VSH) — Q1 2026 double beat, stock surging 9.1% to $36.69.
Long Vishay ($VSH) — Q1 2026 double beat, stock surging 9.1% to $36.69; 48V AI buildout revenue now hitting books.
MED
12:38
May 07
May 07
Long power-management and discrete suppliers benefiting from broadening AI server power.
Long power-management and discrete suppliers benefiting from broadening AI server power delivery content cycle and 48V architecture transition.
HIGH
23:57
May 03
May 03
The tweet is a sarcastic reply urging the user to take risks on WOLF and VSH.
The tweet is a sarcastic reply urging the user to take risks on WOLF and VSH, but lacks a clear forward-looking directional view or trade thesis.
HIGH
22:09
May 03
May 03
Long analog semis in the AI power infrastructure basket as the analog cycle has turned.
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
HIGH
19:12
Apr 22
Apr 22
Long VSH as a beneficiary of the Defense Production Act for domestic infrastructure.
Long VSH as a beneficiary of the Defense Production Act for domestic infrastructure, providing power capacitors and capacitor banks.
HIGH
13:58
Apr 22
Apr 22
Long VSH as a power semiconductor stock expected to surge as part of the sector's strong.
Long VSH as a power semiconductor stock expected to surge as part of the sector's strong momentum and GAI hype trade.
MED
11:33
Apr 21
Apr 21
Long power semiconductor stocks VICR, AOSL, VSH, and POWI as the sector is anticipated.
Long power semiconductor stocks VICR, AOSL, VSH, and POWI as the sector is anticipated to experience a strong upward move, driven by broad industry tailwinds and positive momentum.
MED
About VSH Analyst Coverage
Buzzberg tracks VSH (Vishay Intertechnology, Inc.) across 11 sources. 9 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (26%). 34 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: aleabitoreddit, caesarcapitalz, ParadisLabs.