Vishay Precision Group looks cheap relative to its growth while robotics is still in its infancy. The upside is huge against medium downside risk; size accordingly. x.com 

Vishay Precision Group is a pick-and-shovel play on humanoid robots, which need large volumes of strain gages and precision torque sensors where VPG is a global technology leader. It is already in the pre-production supply chains of four humanoid developers, and management expects its robot revenue, $4 million in 2025, to compound 50% a year. Its bulk metal foil resistors are essential to AI chip test equipment and server boards, and Q1 brought record defense resistor orders. x.com 

A sharply higher humanoid shipment forecast supports robotics suppliers even as sentiment struggles. JPMorgan now sees 1.8 million units by 2030, about 152% CAGR. Ouster offers broad perception exposure through Rev8, Stereolabs and software; Harmonic Drive makes rotary actuators, Regal Rexnord frameless torque motors and linear actuators, VPG force/torque sensors for joints and grippers, and One Stop Systems rugged edge AI compute for field robots. x.com 

Vishay Precision Group's humanoid robot business is becoming real: its first humanoid customer formally named it production supplier for force and torque sensing after over two years of qualification. That customer plans to ramp from tens of robots a week to thousands by year-end. Q2 bookings were $95.5 million at a 1.14 book-to-bill, with a record 1.44 in sensors. Under $1 billion market cap and about 2.5x forward EV/sales compares with Unitree's IPO at 36x sales. Revenue is a 2027 question. … Show more

Vishay Precision Group looks attractively valued at about $1.5B, or 5x sales, after a pullback, with possible humanoid robot upside. Revenue is $300M and growing 17%, gross margin is 39%, and humanoids are projected to grow at a 50% CAGR to 2028. There has been no public announcement of a large contract with Tesla or Figure AI, only breadcrumbs from announcement timing and investor-call references, so the humanoid story could prove hyperbole. x.com 

Vishay Precision Group has at least 10-15x upside to a $10B market cap if robotics is even half of what Elon Musk and other experts predict. It supplies one of the hardest hardware parts to make, has three customers prototyping, and trades at only about $700M. Low trading volume suggests there are no sellers. x.com 

Vishay Precision Group's DTS unit just won 2026 Supplier of the Year for its crash-testing technology, more evidence the company is positioned to scale on all fronts. That precision measurement category overlaps with humanoid robotics testing, and VPG has 50+ years of IP compounding across three segments: sensors, weighing solutions and measurement systems, all growing year over year. x.com 

Vishay Precision Group and Ouster cover two of a robot's most important parts, grip and vision, making them a combination to hold for a decade or more. Vishay Precision Group addresses hands, fingers and grip, while Ouster addresses eyes and vision. Vishay Precision Group could easily become a $10 billion company once humanoids reach volume production in a couple of years. x.com 

Humanoid production is scaling faster than expected, and the value lies in components robots can't be built without; Figure now makes 24 a day. Vishay Precision Group's Bulk Metal Foil sensing has no real equal in thermal stability and drift. Nabtesco, with ~60% of robot reducers, has the hardest moat, in heavy joints. Harmonic Drive Systems leads strain-wave gears but has slid from ~60% share to 30-40% as Chinese rivals undercut it by 40-60%, though it keeps premium pricing where trust matters. … Show more

Vishay's 48V AI buildout revenue is now hitting its results. Its Q1 2026 report was a significant beat on both revenue and earnings, sending the stock up 9.1% premarket to $36.69. x.com