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The Bull Case For Vishay Intertechnology (VSH) Could Change Following AI‑Driven Power Demand And Q4 Profit Return – Learn Why

Simply Wall St·02/07/2026 07:06:32
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  • Vishay Intertechnology recently reported fourth-quarter 2025 sales of US$800.92 million, returning to a small profit and guiding first-quarter 2026 revenues to between US$800 million and US$830 million, while highlighting strong demand in industrial power, AI-related, and recovering automotive markets.
  • At the same time, the company expanded its power portfolio with new high-temperature inductors and 1,200 V silicon carbide MOSFET modules, aiming to serve applications from ADAS and engine control units to solar inverters, EV chargers, and grid-scale storage.
  • Next, we’ll examine how Vishay’s combination of better-than-expected revenue and strong AI-related power demand shapes its investment narrative.

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What Is Vishay Intertechnology's Investment Narrative?

To own Vishay Intertechnology, you have to believe in a steady, if unspectacular, power-electronics story where scale, niche components and disciplined capacity matter more than headline growth. The latest quarter nudged the company back into a small profit on US$800.92 million of sales, with management guiding Q1 2026 revenue to US$800 million to US$830 million and pointing to strong order momentum in industrial power, AI-related gear and a healing automotive market. That directly reinforces the near term catalysts: better factory loading, mix improvement and potential confidence that forecasts for a return to profitability over the next few years are still on track. At the same time, the flurry of new high-temperature inductors and 1,200 V SiC modules deepens Vishay’s exposure to EV, solar, storage and ADAS, but it does not yet remove the key risks around thin margins, inconsistent earnings and a dividend that is not fully covered.

However, one issue in particular could catch income-focused shareholders off guard. Vishay Intertechnology's share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

Exploring Other Perspectives

VSH 1-Year Stock Price Chart
VSH 1-Year Stock Price Chart
Three Simply Wall St Community fair value views range from about US$12.38 to US$45.54, underlining how far opinions can diverge. Set that against Vishay’s fragile profitability and margin pressure, and the spread in expectations starts to matter for how you think about its next few years.

Explore 3 other fair value estimates on Vishay Intertechnology - why the stock might be worth over 2x more than the current price!

Build Your Own Vishay Intertechnology Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.