VICR Vicor Corporation

Investing.com -- Vicor Corporation (NASDAQ:VICR) shares climbed over 11% in after-hours trading Wednesday after the company raised its third-quarter 2026 revenue guidance.

Vicor Corporation (NASDAQ:VICR) just delivered one of its sharpest guidance increases in years, doubling its expected sequential revenue growth on the back of new patent-licensing royalties. The increase points to the possibility that its long-running IP strategy is finally generating meaningful returns. However, the company has a documented history of this revenue stream working both […]

The niche components maker dramatically raised its third-quarter guidance.

Vicor (VICR) is back in focus after granting a non-exclusive Vertical Power Delivery license to a new OEM customer, a move that connects its AI power technology directly to multi-source supply chains. Recent trading shows how quickly sentiment around Vicor can shift. The share price has climbed 5.52% in the last day and 45.49% over 30 days, yet it is still down 13.39% over 90 days. At the same time, the year-to-date share price return of 142.31% and a 1-year total shareholder return of...

Key Stats for Vicor StockCurrent Price: $268. 34Model Entry Price: $222.

Companies in The News Are: AZO,THO,MLKN,VICR

Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.

Power electronics company Vicor jumped Tuesday after nearly doubling its sequential revenue growth guidance, driven by royalty fees from a new patent license deal for its artificial-intelligence-power technology. Vicor raised its sequential revenue growth forecast for the fiscal third quarter to more than 20%, up from its previous 10% projection, the company said in press release. Shares have risen 366% this year, according to Dow Jones Market Data.

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

The mean of analysts' price targets for Vicor (VICR) points to a 60.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Vicor (VICR) stock gained 21.2% in the week to Monday, Sep 21, while the S&P 500 rose 1.9%. The spark was a new license for its AI power technology. The company said what that license adds to its sales only after Monday's close, when it raised its revenue outlook. So the shares paid for the deal before Vicor put a number on it.

Vicor Corporation (NASDAQ:VICR) shares rose nearly 9. 9% in premarket trading on Tuesday after the power electronics company raised its revenue outlook for the third quarter of 2026, citing royalty income from its expanding Vertical Power Delivery (VPD) licensing programme.

Vicor Corporation (NASDAQ:VICR) announced on September 16 that it has licensed its Vertical Power Delivery patents to a new manufacturer of AI systems. The customer may buy patented modules from other suppliers and pay Vicor royalties, discounted if it sources the most demanding parts from Vicor. The shares rose about 18% the next day and […]

Vicor shares jumped almost 18% after the company granted a non-exclusive license for its Vertical Power Delivery technology to an unnamed AI equipment maker.

Earlier this month, Vicor Corporation granted a non-exclusive license to a leading AI original equipment manufacturer for its patented Vertical Power Delivery (VPD) technology, allowing the OEM to source VPD modules from both Vicor and unlicensed suppliers. This licensing approach, combined with Vicor’s patented VPD architecture that tackles the “last inch problem” in powering high-performance AI processors, could materially influence how hyperscalers structure their power-delivery supply...

Vicor has turned into one of the market’s bigger movers over the past year, which puts fresh attention on a simple question for investors: Is the current share price, after such a strong run, adequately supported by the cash flows that the business can generate over time? Vicor has delivered a 301.9% return over the past year, which puts a lot of expectation pressure on the cash flows that are meant to justify that kind of move. The recent non exclusive license of its Vertical Power Delivery...

Vicor (VICR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Key Stats for Vicor StockPrice change for Vicor stock in last 1 year: 302%$VICR Stock Price as of Sep. 17: $21652-Week High: $383$VICR Stock Price Target: $386What Happened?Vicor (VICR) stock jumped about 18% on Thursday after the company announced a new licensing deal tied to the booming AI infrastructure market.

Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.

ONON, VICR, and AIPO are drawing attention from options bears

Vicor Corp. (NASDAQ:VICR) stock jumped about 15% Thursday after the company announced a new licensing agreement tied to its Vertical Power Delivery technology. The gain came during a broader risk-on session. The Nasdaq rose 1.58%, while the S&P 500 gained 1.04%. AI Power Technology Vicor granted a non-exclusive license to a new, unnamed OEM for its patented Vertical Power Delivery technology, which helps power high-performance AI and networking processors. The license allows the OEM to buy VPD m

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1.3% and the actively trad

Vicor (NASDAQ:VICR) shares climbed 11% on Thursday morning after the company announced a non-exclusive licensing agreement for its Vertical Power Delivery (VPD) technology with a leading artificial intelligence original equipment manufacturer (OEM). The agreement allows the unnamed manufacturer to purchase VPD modules covered by Vicor’s patents from suppliers that do not hold their own licences.

Vicor’s new original equipment manufacturer (OEM) agreement allows unlicensed suppliers to provide patented vertical power delivery (VPD) modules, broadening its customer base.

Vicor Corporation (NASDAQ:VICR) announced on September 11 that it is purchasing a 334,000-square-foot building on 66 acres in Merrimack, New Hampshire, and another 54 acres in Hooksett. The properties would support planned ChiP Fab-2 and Fab-3 power-component manufacturing facilities with a combined footprint of nearly one million square feet. Management says the existing 320,000-square-foot Fab-1 […]

TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.

A Massachusetts technology company announced Friday it is expanding into New Hampshire with plans to purchase a building and land in Merrimack and Hooksett to increase its manufacturing. Vicor, headquartered in Andover, Mass., designs and manufactures high-density power components and complete power systems for computing systems. Some of the products are used in the aerospace and defense, ...

VICR's $380M backlog and surging ATE demand support growth, but rising pressure from Analog Devices and Texas Instruments clouds the outlook.

MaxLinear has the AI infrastructure edge, backed by strong current revenue growth and multiple product ramps through 2027-2028.

Vicor's Gen 2 VPD targets higher AI power density, while licensing, customer programs and added capacity could expand its data-center opportunity.

The mean of analysts' price targets for Vicor (VICR) points to a 43.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.

Vicor Corporation’s recently reported second-quarter 2026 results showed revenue of US$143.35 million and net income of US$49.77 million, both higher than the same period a year earlier, with basic earnings per share rising to US$1.08 from US$0.92. These stronger earnings, together with higher Wall Street earnings estimates and technical signals pointing to renewed buyer interest, are drawing attention to Vicor’s near-term power in its core markets. With revenue and earnings improving year...

Vicor (VICR) is back on many investors’ screens after its recent second quarter earnings report, which showed higher revenue and net income compared with last year, along with raised Wall Street earnings estimates. See our latest analysis for Vicor. The 13.08% 1 day share price return after the results stands out against a 30 day share price decline of 40.99%. At the same time, the year to date share price return of 76.85% and 1 year total shareholder return of about 4x suggest momentum has...

Vicor has delivered a very large 371.4% return over the past year, yet its valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples still screen as relatively undemanding. Over the last 12 months, Vicor shares are up 371.4%, which puts a lot more focus on whether the current price leaves enough room for error. Future growth in cash flows from Vicor's power solutions can support the current share...

Vicor (VICR) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Vicor beat earnings estimates with backlog up 145% to $380 million, and Needham kept its Buy rating with a $320 target, implying about 50% upside despite the stock's muted reaction.

AI adoption, automation and infrastructure spending are driving demand in electronic components, with nVent Electric among stocks to watch.

VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.

VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.

Moby summary of Vicor Corporation's Q2 2026 earnings call

Revenue surged 26.9% sequentially to $143.4 million on strong advanced products demand.

Vicor Corp (VICR) reports a 26.9% sequential revenue increase and outlines plans for a second fab to support future growth.

Vicor (NASDAQ:VICR) reported a sharp sequential revenue increase for the second quarter of 2026, driven by growth in advanced products and royalty income from a recent licensing agreement, while management pointed to additional capacity, licensing activity and demand for power delivery technology as

Earnings surpass forecasts but shares move lowerVicor Corporation (NASDAQ:VICR) reported second-quarter financial results on Tuesday that came in ahead of Wall Street expectations for both earnings and revenue. Despite the stronger-than-expected performance, the power components manufacturer’s shares declined 6.

Vicor (VICR) delivered earnings and revenue surprises of +67.74% and +3.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the […]

Vicor stock reacts to AI driven growth story and fresh institutional interest Vicor (VICR) has been drawing attention after strong AI focused earnings, raised revenue guidance, and a new disclosure that JPMorgan controls a 6.9% stake in the company’s common stock. See our latest analysis for Vicor. Even after the recent pullback, with the share price down 11.45% over the last day and 28.10% over the past month, Vicor still shows strong momentum. Its 97.17% year to date share price return and...

Vicor stock has delivered a very strong 376.2% return over the past year, yet its valuation setup is conflicted, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the shares as undervalued. Over the past 12 months, Vicor has returned 376.2%, which puts extra attention on whether recent gains already reflect the company’s AI focused growth story. Expectations around Vicor’s role in AI data center power delivery can support a...

Recent updates show Vicor reporting strong demand for its high-density power solutions tied to AI infrastructure, expanding manufacturing capacity, and growing licensing royalties, while investors such as JPMorgan have disclosed meaningful ownership stakes and analysts have reacted positively to the company’s long-term outlook. At the same time, a very large year-to-date stock gain, insider selling in the hundreds of millions of US dollars, and questions about valuation highlight a tension...