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To own Vishay Intertechnology, you need to believe its heavy capex and broad catalog of “must have” power components will translate into stronger earnings as EVs, industrial power, and grid projects demand more high voltage, high reliability parts. The new 1.5 kV IHDV inductors and related power products support that thesis but do not, by themselves, change the key near term catalyst of improving margins or the main risk around cash flow pressure from capacity build out.
Among the June announcements, the launch of the IHDV high voltage inductors matters most for the current story, because it pushes Vishay further into higher value power content in EV chargers, onboard chargers, and industrial power factor correction. If these parts see solid design adoption, they could help utilization and product mix as new fabs ramp, which is important given the company’s ongoing margin recovery efforts and forecast revenue growth.
Yet in contrast, investors should also be aware that if capacity ramps in Germany and Newport stumble or demand cools, Vishay could be left with underutilized assets and rising...
Read the full narrative on Vishay Intertechnology (it's free!)
Vishay Intertechnology's narrative projects $4.8 billion revenue and $659.1 million earnings by 2029.
Uncover how Vishay Intertechnology's forecasts yield a $34.00 fair value, a 48% downside to its current price.
The most optimistic analysts already expected revenue to reach about US$4.0 billion and earnings near US$413 million by 2029, and the latest high voltage product launches could either reinforce that upbeat view or challenge it if AI power or EV demand does not meet those expectations.
Explore 3 other fair value estimates on Vishay Intertechnology - why the stock might be worth 48% less than the current price!
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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.
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