NYSEInformation TechnologySemiconductorsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Components is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Operating income at least $22.1M in Q1 2026: operating income not reported vs 22.1M USD target.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 41%, softest on free-cash-flow yield.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskVSH's growth depends on its ability to improve operating income and manage debt. The company recently beat earnings expectations, reporting an EPS of 0.05. It trades at 1.5× price-to-sales, while the peer median is 5.2×. This suggests the market expects less growth than VSH can deliver. The risk is that a sharp drop in stock price may signal a change in investor sentiment. Peer multiples imply a price about 54% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. VSH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering VSH (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Components — fair value, gap to price, and forward P/E.
Threatens: Use proceeds from $750M stock offering to accelerate growth and reduce debt
Convertible notes may dilute equity and affect growth plans.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Macroeconomic headwinds could impact revenue growth.
Advances: Increase revenue growth
Acquisition enhances product offerings, supports revenue growth.
Advances: Increase revenue growth
Earnings beat indicates strong revenue performance.
Advances: Increase revenue growth
New product launch supports revenue growth objective.
