VICR - Vicor Corporation
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.
On August 17, 2026, Vicor Corp (VICR) shares rose 8.0%, closing at $253.50. The stock has shown significant price movement, trading between a 52-week high of $3
VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.
Vicor is positioned for growth as AI infrastructure drives demand for high-power-density energy conversion solutions. VICR's Vertical Power Delivery and Factorized Power Architecture technologies address the complex energy needs of next-generation AI processors. Q2 2026 saw products and licensing revenue reach $143.4 million, with the order portfolio surging 145% to $380 million year-over-year.
Empowered Funds LLC increased its position in Vicor Corporation (NASDAQ: VICR) by 6,794.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,091 shares of the electronics maker's stock after purchasing an additional 50,350 shares during the period.
Vicor Corporation is rated Buy, leveraging differentiated high-density power delivery IP addressing AI compute bottlenecks, with dual revenue streams: products and high-margin licensing. VICR trades at ~65x forward earnings—3x the sector average—making valuation a key risk, but strong backlog and execution potential justify a long-term position. Growth hinges on Fab 1 nearing capacity, Fab 2 execution, and hardware ramp in 2027; licensing upside is a bonus if hyperscalers shift to royalties.
Vicor (VICR) is experiencing a revenue and earnings surge, driven by both product and royalty growth, positioning it as a rising AI supply chain player. Q2'26 revenue jumped 49% YoY to $143.4M, with royalties up 194% and product sales up 32%, reflecting broad-based demand and successful IP enforcement. Backlog soared 145% YoY to $379M, underpinned by robust industrial, aerospace, and high-performance compute demand, with further upside possible from new licensing and VPD products.
Novanta (NASDAQ: NOVT - Get Free Report) and Vicor (NASDAQ: VICR - Get Free Report) are both mid-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, risk, valuation, profitability, institutional ownership and earnings. Analyst Recommendations This is a breakdown of
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 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.
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
VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.
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.
VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.
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.
Vicor Corporation (VICR) Q2 2026 Earnings Call Transcript
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.
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.
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.
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