VPG Vishay Precision Group, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:57
Jul 18
Jul 18
The author humorously envisions a humanoid robot fighting league, listing robotics supply-chain tickers as beneficiaries rather than trade positions.
LOW
17:00
Jul 17
Jul 17
Buy VPG as a humanoid sensor supplier with confirmed design wins in Tesla Optimus and Figure AI for force/torque and tactile sensing, at a $1.35B EV with core business described as performing strongly.
MED
08:16
Jul 17
Jul 17
The author reduced high beta exposure by trimming top runners AXTI, IQE, and VPG, and now monitors tech names like MRVL and NVDA for recovery after a drawdown.
LOW
14:40
Jul 13
Jul 13
Author recommends humanoid robotics component suppliers over direct humanoid robot companies, viewing the supply chain as a better risk/reward; list-style recommendation without confirmed position language per speaker note.
MED
03:43
Jul 13
Jul 13
Physical AI supercycle thesis mentioned as context; ticker listed in a watchlist without directional commitment.
LOW
12:23
Jul 12
Jul 12
The author critiques the cost assumptions in a humanoid robot cost analysis, noting that sensor costs drop significantly at scale, but does not express a personal position.
LOW
16:28
Jul 10
Jul 10
Buy VPG for exposure to humanoid robot production scaling (Figure, Tesla Optimus); noted specific run-rate revenue visibility implies significant upside in Physical AI/Humanoid business.
HIGH
17:16
Jul 09
Jul 09
The author celebrates the robotics theme with a link to Vishay Precision Group, but no explicit position or forward call is stated.
16:25
Jul 09
Jul 09
Buy VPG as a humanoid robotics sensor supplier: Tesla Optimus ramp to 2.5k units/week implies ~$20M annualized revenue exit rate at $150/unit content, scaling to $75M-$150M at 0.5M-1M annual units, with 50% incremental EBITDA flow-through per management guidance.
MED
16:23
Jul 09
Jul 09
Speaker references a conference but provides no directional view or catalyst; "Lock in!" is vague encouragement.
LOW
19:30
Jul 08
Jul 08
Author discloses core long positions held since specific entry prices and frames a new position as worth a look, signaling conviction in a tight book.
20:12
Jul 07
Jul 07
Author expresses positive interest in VPG as a robotics picks-and-shovels name but has not yet initiated a position; entry conditional on cash rotation.
MED
19:53
Jul 07
Jul 07
Named in basket of Western sensor/lidar beneficiaries from potential Hesai regulatory exclusion; connection to lidar supply chain is less direct than pure-play lidar peers.
MED
13:27
Jul 07
Jul 07
Author flags VPG as unattractive at current levels short-term, recommending waiting for Nasdaq stabilization; previously held as a high-asymmetry position with strong returns.
MED
09:23
Jul 07
Jul 07
Buy VPG as a direct humanoid robot beneficiary — Q1 2026 book-to-bill of 1.36 on sensors, $1M in humanoid orders already booked, and a potential major integrator (Figure/Tesla) client confirmation would drive further re-rating; author is positioned since January.
HIGH
00:54
Jul 06
Jul 06
Author references extensive research on VPG and calls it an exciting opportunity, but does not state a current position or new catalyst.
LOW
00:49
Jul 06
Jul 06
Buy VPG for its embedded design wins in humanoid robots (Figure and Optimus) providing $150–250 BOM content per robot, creating a moat the market has not priced in at a fraction of peer valuations.
MED
00:47
Jul 06
Jul 06
Buy VPG as humanoid robotics customers (Optimus/Figure) ramp from hundreds to thousands of units/week; at 0.5-1.0M annual units, humanoid revenue could represent 25-50% of current revenue run rate, with 50% incremental EBITDA flow-through per management's 3-year model.
MED
00:30
Jul 06
Jul 06
Buy VPG as management confirms two top humanoid robot customers entering pre-production in Q3 2026, scaling to thousands of units/week by year-end, with additional design-in wins in co-packaged optics precision resistors — a multi-vector humanoid/AI infrastructure ramp story.
MED
22:39
Jul 03
Jul 03
Author teases very bullish upcoming datapoints on VPG after extensive coverage and interviews but does not state a current position or explicit forward call.
LOW
14:01
Jul 02
Jul 02
Author has been covering VPG throughout 2026 and offers insights but does not state a current position or forward-looking trade call.
LOW
13:55
Jul 02
Jul 02
Buy VPG for asymmetric exposure to humanoid robot scaling, leveraging its near-monopoly in precision sensors, existing profitability, and supply relationships with multiple humanoid makers.
MED
13:22
Jul 02
Jul 02
Buy $VPG on three-segment momentum: 29% sequential bookings growth in sensors (1.36 book-to-bill) and humanoid robotics supply positioning, with all segments growing YoY.
HIGH
07:14
Jul 02
Jul 02
The author reflects on their old VPG thesis as a double-edged sword, noting retail bag-holding risk and premature humanoid robot scaling, without taking a current position.
LOW
23:54
Jul 01
Jul 01
Buy VPG for exposure to humanoid robotics scaling; the stock hasn't run yet and supplies precision sensors to multiple humanoid makers, with structural catalysts from manufacturing recovery and AI data center sensors.
MED
22:30
Jul 01
Jul 01
Long Physical AI basket: author says he is building a Physical AI portfolio, is very interested in owning these names long term, and expects them to take 40-50% of that portfolio.
MED
18:55
Jul 01
Jul 01
The author expresses a conditional bullish view on VPG reaching 2000 but uses speculative language without a clear position or catalyst.
LOW
18:40
Jul 01
Jul 01
Buy VPG as the cleanest NA pure-play on humanoid robot force sensing; precision force measurement and bulk metal foil resistor tech has decades of IP moat, only a handful of global competitors (mostly private, Swiss, German, or Chinese), making it structurally supply-constrained as humanoid scale-up accelerates.
HIGH
18:24
Jul 01
Jul 01
Buy VPG as a pure-play humanoid robotics sensor supplier benefiting from manufacturing recovery, AI data center sensors, and secular humanoid scaling; also technical buy signals align with a historical July rally.
HIGH
16:42
Jul 01
Jul 01
Author names VPG as a supplier to humanoid robotics companies within a thematic robotics basket he states he is buying, preferring enablers over humanoid OEMs.
MED
About VPG Analyst Coverage
Buzzberg tracks VPG (Vishay Precision Group, Inc.) across 13 sources. 160 bullish vs 0 bearish calls from 13 analysts. Sentiment: predominantly bullish (63%). 253 total trade ideas tracked. Past 7 days: 1 bullish, 4 watch. Latest voices: wliang, thematictrader, frenchie_.