Stock Track | VGT Soars 5.13% Intraday on Strong Q1 Earnings and AI Demand Optimism

Stock Track05-04

VGT's stock price surged 5.13% during Monday's intraday trading session. The significant upward movement follows the release of the company's robust first-quarter financial results for 2026, which demonstrated substantial growth in both revenue and profitability.

According to the quarterly report, VGT achieved revenue of 5.519 billion yuan, representing a year-on-year increase of 27.99% and a quarter-on-quarter increase of 6.66%. More impressively, net profit attributable to shareholders reached 1.288 billion yuan, surging 39.95% year-on-year and 20.73% quarter-on-quarter. The company's profitability metrics showed marked improvement, with gross margin expanding to 34.46% and net profit margin rising to 23.34%. Analysts attribute this profit growth outpacing revenue growth to further optimization of the company's product mix.

The positive sentiment is further bolstered by strong industry tailwinds. The rapid evolution of global artificial general intelligence technology is driving continuous expansion in AI training and inference needs, creating growing demand for AI computing power and servers. This trend requires large volumes of high-specification printed circuit boards, with AI PCBs representing the most certain growth segment within the PCB industry. Additionally, VGT is actively expanding its production capacity, with construction in progress reaching 5.17 billion yuan as of Q1 2026, indicating the company's preparation to meet anticipated strong downstream demand.

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