VICR's raised Q3 revenue outlook, surging AI demand, growing royalties, and robust backlog position the company for strong earnings and sustained growth.
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.
Vicor is positioned as the essential enabler for high-power AI processors, leveraging superior technology and a robust patent portfolio. VICR raised Q3 revenue guidance twice, secured major licensing deals, and announced aggressive capacity expansion with new ChiP Fab sites, signaling strong confidence in future growth. The company targets $2.5B in sales with 70% gross margins and 40% net income, supported by a $380M backlog, high-margin royalty income, and a levered business model.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 20 | $7,335.8 | $3,829.1 | -$3,506.7 | -47.8% |
Curtis Ellergodt Rothschild Investment LLC | 83 | $15,203.14 | $20,364.05 | $5,160.91 | 33.95% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 10,353 | $3.93M | $2.54M | -$1.39M | -35.4% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 1,675 | $183,580 | $335,519.25 | $151,939.25 | 82.76% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,134 | $2.61M | $1.75M | -$859,923.21 | -32.94% |
| Automobile Components Industry | Consumer Discretionary Sector | Patrizio Vinciarelli CEO | NASDAQ (NGS) Exchange | 925815102 CUSIP |
| US Country | 1,092 Employees | 5 Aug 2011 Last Dividend | 19 Sep 1995 Last Split | 27 Nov 1991 IPO Date |
Vicor Corporation, along with its subsidiaries, specializes in the design, development, manufacture, and marketing of modular power components and power systems. These products are crucial for converting electrical power across multiple regions including the United States, Europe, the Asia Pacific, and other international areas. Established in 1981 and headquartered in Andover, Massachusetts, Vicor Corporation caters to a diverse clientele. This includes independent manufacturers of electronic devices, original equipment manufacturers (OEMs), and their contract manufacturers. The company’s product applications span across various industries such as aerospace and aviation, defense electronics, industrial automation and equipment, instrumentation, test equipment, solid state lighting, telecommunications and networking infrastructure, and vehicles and transportation.
Vicor’s brick-format DC-DC converters are designed to meet a wide variety of power conversion needs across different voltage and power ranges. These converters are integral to providing efficient, reliable power conversion in a standardized footprint for easy integration into a wide range of electronic devices and systems.
The company provides a range of complementary components that work alongside their DC-DC converters. These components are essential for enhancing performance, enabling more complex power systems solutions, and meeting the specific needs of various applications and industries.
Vicor offers products that cater to specific input and output voltage requirements. This allows for tailored power supply solutions that match the electrical characteristics of different devices, ensuring optimal performance and compatibility.
These products are focused on delivering specific output power levels to meet the demands of various electronic devices and systems. Vicor's range of output power products ensures that customers can find a power solution that matches their requirements, whether for low-power or high-power applications.
To support the integration and operation of its power systems, Vicor offers a variety of electrical and mechanical accessories. These accessories facilitate easy installation, enhance functionality, and help in achieving an optimal setup for the specific needs of the customer’s application.
Apart from its standard products, Vicor also provides custom power systems solutions tailored to the unique requirements of its customers. These bespoke solutions leverage Vicor's extensive expertise in power system design to meet the specific needs of applications in various industries, addressing challenges such as unique voltage or power specifications, form factor constraints, or environmental conditions.