Vicor Corporation logo VICR - Vicor Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
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0
BUY 6
HOLD 1
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| PRICE TARGET: $387.50 DETAILS
HIGH: $400.00
LOW: $375.00
MEDIAN: $387.50
CONSENSUS: $387.50
UPSIDE: 35.80%

Stock News

Vicor: The AI Power Play Nobody's Watching

Vicor: The AI Power Play Nobody's Watching

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.

Jun 22, 2026 03:48 AM seekingalpha.com
Vicor: An IP Compounder Hiding Inside An Old Semiconductor Stock

Vicor: An IP Compounder Hiding Inside An Old Semiconductor Stock

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.

May 12, 2026 06:24 AM seekingalpha.com
Vicor Is Selling Everything They Can Make!

Vicor Is Selling Everything They Can Make!

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.

May 12, 2026 05:59 AM seekingalpha.com

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