Vicor Corporation

VICR is riding AI data-center demand as power density, backlog growth and expanded Fab 1 capacity make power delivery a strategic hardware bottleneck.

zacks.com - 2026-07-16 14:10:41

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

zacks.com - 2026-07-16 14:06:04

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.

zacks.com - 2026-07-16 13:11:13

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

zacks.com - 2026-07-16 11:41:07

VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue growth.

zacks.com - 2026-07-16 11:01:30

Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.

zacks.com - 2026-07-16 11:01:29

Vicor (VICR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-14 11:06:22

I rate Vicor Corporation Strong Buy with a $305 price target, offering 22% upside from the current levels. The main growth drivers are AI/HPC power-density demand, IP licensing and royalties, Advanced Products growth outside core AI, and operating leverage from better capacity utilization. My model estimates about $5.09 of incremental EPS, taking EPS from a 2026 base of about $2.97 to about $8.06, which supports my $305 price target.

seekingalpha.com - 2026-07-14 09:01:08

Vicor's CEO disposed of 700.0 shares at $302.40 per share, resulting in a transaction value of $211,680 on July 6, 2026. The disposal represented 0.0082% of total beneficial equity, which remains at about 8.5 million shares following the transaction.

fool.com - 2026-07-12 18:18:17

VICR's expanding licensing strategy could unlock recurring royalty income as AI power demands grow, adding a scalable revenue stream beyond hardware sales.

zacks.com - 2026-07-09 11:21:25

ANDOVER, Mass., July 07, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) announced today it will hold its second quarter 2026 earnings conference call and webcast on Tuesday, July 21, 2026 at 8:00 a.m. (Eastern). Please note that the Company has changed the time of its earnings conference calls to 8:00 a.m. (Eastern) following release of its financial results at 7:00 a.m. (Eastern).

globenewswire.com - 2026-07-07 13:45:00

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

benzinga.com - 2026-07-07 13:20:32

VICR's AI power delivery momentum, expanding licensing business and capacity growth support its long-term outlook despite its sharp share rally.

zacks.com - 2026-07-07 11:06:07

The consensus price target hints at a 43.6% upside potential for Vicor (VICR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

zacks.com - 2026-07-06 10:56:05

Vicor (VICR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

zacks.com - 2026-06-30 13:21:09

VICR's 621% surge reflects rising AI power demand, proprietary technologies, IP licensing growth and manufacturing leverage supporting long-term gains.

zacks.com - 2026-06-29 12:51:12

On June 23, 2026, Vicor Corp (VICR) shares fell 8.1% to $336.16, a significant drop in the context of a volatile year for the stock. Over the past 52 weeks, VIC

gurufocus.com - 2026-06-23 19:45:00

Does Vicor (VICR) have what it takes to be a top stock pick for momentum investors? Let's find out.

zacks.com - 2026-06-23 13:01:11

Vicor is rated Buy with a $380 price target, offering pure-play exposure to AI datacenter power delivery—a critical, underappreciated bottleneck. VICR's proprietary 48V architecture and Vertical Power Delivery address hyperscaler needs, enabling significant power and cooling savings at rack-level density. Q2 guidance was raised mid-quarter to $142M, with backlog surging to $300.6M; management targets 60–65% gross margins as AI module volumes scale.

seekingalpha.com - 2026-06-22 07:48:29

Vicor earns a Buy rating, leveraging AI-driven demand for advanced power delivery and a robust IP licensing model. Q1 2026 results highlight 20.2% YoY revenue growth, 55.2% gross margin, and a 75% YoY backlog increase to $301M. VICR's strategic focus on 48V power delivery and aerospace/defense markets enhances diversification and long-term growth potential.

seekingalpha.com - 2026-06-20 06:12:15

Since first institutional outlier signal in 2023, Vicor Corporation (VICR) shares up almost 250%.

fxempire.com - 2026-06-05 08:54:37

Vicor: Mid-Quarter Guidance Raise Confirms The IP Thesis (Rating Upgrade)

seekingalpha.com - 2026-05-31 09:06:00

On May 26, 2026, Vicor Corp (VICR) shares rose significantly by 24.3% to a current price of $332.81. Over the past week, the stock has surged 36.8%, and it has

gurufocus.com - 2026-05-26 20:13:00

The AI infrastructure sector received more good news today, which reads well for Aehr Test Systems.

fool.com - 2026-05-26 17:12:32

Power chip stocks rallied on Tuesday after Vicor Corporation (VICR) raised its second-quarter revenue guidance, signaling continued strength in demand tied to artificial intelligence infrastructure and data center power systems. Vicor increased its second-quarter revenue forecast to $142 million from a prior outlook of $126 million.

invezz.com - 2026-05-26 15:49:41

Vicor's raised guidance boosted AI infrastructure stocks, including Navitas. Navitas is pivoting toward high-power AI data center applications.

fool.com - 2026-05-26 15:49:11

Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.

barrons.com - 2026-05-26 09:16:00

On May 18, 2026, Vicor Corp (VICR) shares fell 9.0% to a current price of $248.84, reflecting a significant downturn in price amidst a broader context of volati

gurufocus.com - 2026-05-18 20:09:00

Vicor is transitioning from a power-module manufacturer to an IP-licensing compounder with a high-margin fab, right at the center of the AI infrastructure buildout bottleneck. VICR's licensing segment targets a 50% CAGR at near-100% gross margin, enforced by ITC exclusion orders, and is rapidly transforming the company's valuation profile. Management's FY26 revenue guide of ~$570M excludes new licensing deals; capacity expansion and margin leverage are set to drive EPS and multiple expansion.

seekingalpha.com - 2026-05-12 10:24:52

Vicor (VICR) is experiencing unprecedented demand for its AI power converters, driven by lead customer Cerebras and upcoming hyperscaler engagements. Bookings surged to a record $237M in Q1 with a book-to-bill ratio above 2:1; capacity expansion of 350% to $3.5B is underway. Royalty income is expected to approach 50% of product revenue, with a second-source licensing agreement anticipated to accelerate margin expansion.

seekingalpha.com - 2026-05-12 09:59:51

Micron stands out in a profitability-driven market shift, boasting a 41.5% net margin and massive share gains as investors hunt for strong earnings performers.

zacks.com - 2026-05-04 16:00:22

On April 30, 2026, Vicor Corp (VICR) shares rose 4.9% today, bringing the current price to $269.27. The stock has seen significant performance over the past yea

gurufocus.com - 2026-04-30 18:19:00

Large-cap stocks surged last week, driven by semiconductor strength and earnings-fueled optimism across sectors.

feeds.benzinga.com - 2026-04-26 11:31:26

Vicor beat Wall Street's sales and earnings targets for the first quarter. The company returned to issuing detailed forward guidance.

fool.com - 2026-04-25 13:31:51

Micron Technology stands out with a 41.5% net margin, joining Vicor as a top profitable pick after both stocks delivered massive gains over the past year.

zacks.com - 2026-04-22 16:01:07

Vicor (NASDAQ: VICR) reported first-quarter 2026 results that included higher sequential revenue, a sharp year-over-year improvement in gross margin, and a significant jump in backlog as demand strengthened across high-performance computing, industrial, and aerospace and defense markets. First-quarter revenue rises; advanced products remain the majority Chief Financial Officer James Schmidt said Vicor recorded product and royalty

defenseworld.net - 2026-04-22 04:58:52

Vicor Corporation has surged over 190% since my last upgrade to a buy rating, driven by strong fundamentals. The company is diversified across four main markets, with HPC and Aerospace & Defense offering the most compelling growth opportunities. AI infrastructure expansion and rising geopolitical tensions are creating significant tailwinds for Vicor's HPC and defense segments.

seekingalpha.com - 2026-04-21 23:41:28

It handily beat the consensus analyst estimates for both revenue and profitability. The two line items also rose powerfully during the quarter.

fool.com - 2026-04-21 17:24:48

Vicor Corporation (VICR) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-04-21 14:40:38

Vicor (VICR) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.06 per share a year ago.

zacks.com - 2026-04-21 09:11:08

US stock futures rise, Vicor Corp shares dip 2.2% in pre-market trading after beating earnings and sales estimates. Other stocks also decline.

feeds.benzinga.com - 2026-04-21 08:03:29

Vicor Corporation (NASDAQ: VICR - Get Free Report) CEO Patrizio Vinciarelli sold 50,000 shares of the company's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $193.21, for a total value of $9,660,500.00. Following the completion of the sale, the chief executive officer owned 8,895,090 shares

defenseworld.net - 2026-04-19 04:37:00

Vicor Corporation (NASDAQ: VICR - Get Free Report) CEO Patrizio Vinciarelli sold 40,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $197.64, for a total value of $7,905,600.00. Following the transaction, the chief executive officer directly owned 8,855,090 shares of the company's

defenseworld.net - 2026-04-19 04:36:54

Shares of Vicor Corporation (NASDAQ: VICR - Get Free Report) hit a new 52-week high during mid-day trading on Friday. The company traded as high as $217.00 and last traded at $214.5950, with a volume of 100527 shares changing hands. The stock had previously closed at $203.10. Key Headlines Impacting Vicor Here are the key

defenseworld.net - 2026-04-19 02:16:52