Vicor Corporation — News

Vicor Corporation NASDAQ: VICR sits at one of the least glamorous and most critical points in the artificial intelligence supply chain, and almost nobody talks about it. While the market has fixated on the chipmakers, Vicor has been quietly supplying the power modules that keep large AI clusters running.

marketbeat.com - 2026-07-27 08:45:15

On July 23, 2026, Vicor Corp (VICR) shares rose 6.5% to a current price of $231.38. Despite today's positive movement, the stock has seen significant volatility

gurufocus.com - 2026-07-23 18:42:00

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

zacks.com - 2026-07-22 14:26:14

The Zacks Electronics - Miscellaneous Components industry players like NVT, FPS and VICR are benefiting from the solid adoption of AI and the democratization of IoT.

zacks.com - 2026-07-22 14:26:06

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

zacks.com - 2026-07-22 10:31:26

Vicor Corporation is reiterated as a Buy due to accelerating core revenue growth and robust demand in HPC and AI infrastructure. Backlog surged 145% YoY to $380 million, reflecting strengthening demand and industry-leading power density technology. Gross margin expanded 890 bps YoY (adjusted), and operating leverage improved as SG&A expenses fell and overall operating expenses grew slower than revenues.

seekingalpha.com - 2026-07-21 16:25:47

Vicor Corporation (VICR) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-21 14:13:56

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 key factors in its outlook.

marketbeat.com - 2026-07-21 10:07:56

Vicor (VICR) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.91 per share a year ago.

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

ANDOVER, Mass., July 21, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the second quarter ended June 30, 2026. These results will be discussed at 8:00 a.m. Eastern Time, during management's quarterly investor conference call. The details for the call are below.

globenewswire.com - 2026-07-21 07:00:00

Andar Capital Management HK Ltd grew its position in Vicor Corporation (NASDAQ: VICR) by 71.9% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 55,000 shares of the electronics maker's stock after acquiring an additional 23,000 shares during the quarter. Vicor comprises approximately

defenseworld.net - 2026-07-21 03:17:19

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