Vicor Corporation (VICR) Q4 2025 Earnings Call Transcript
Vicor Corporation (VICR) Q4 2025 Earnings Call Transcript
Vicor: Powering The Next Generation Of AI Clusters
Vicor Corporation is rated a buy for growth investors, driven by its unique positioning in next-gen data center power delivery. VICR's Gen 5 chipsets and vertical power delivery systems offer a strong technological moat, targeting surging AI-driven power demands. Despite recent revenue volatility from a patent settlement, VICR demonstrates robust margin expansion, resilient cash flows, and a debt-free balance sheet.
Vicor: The Narrative Has Changed (Rating Upgrade)
Vicor Corporation is upgraded to a buy as Q3 results show accelerating revenue, expanding margins, and robust cash flow. VICR's licensing business is thriving, the backlog is growing, and profitability is on a strong upward trajectory, signaling a successful turnaround. Despite a premium to sector P/E, VICR trades below its five-year average, suggesting potential for multiple expansion as fundamentals improve.
Vicor: The Qualcomm Of AI Power Converters
Vicor's business model has drastically changed to look a lot like Qualcomm's in that Vicor now considers licensing a significant part of their comprehensive business model. Vicor is positioned for significant growth, driven by its new US-based ChipFab factory, strong balance sheet, aggressive share buybacks, and growing royalty income support a bullish investment thesis. Vicor targets a $1B revenue run rate and potential of $6 EPS. I have a $100 price target. Expected clarity on bookings and royalty income will result in a higher target.
Vicor Corporation (VICR) Q3 2025 Earnings Call Transcript
Vicor Corporation (NASDAQ:VICR ) Q3 2025 Earnings Call October 21, 2025 5:00 PM EDT Company Participants James Schmidt - Corporate VP, CFO, Treasurer, Corporate Secretary & Director Philip Davies - Corporate VP of Global Sales & Marketing and Director Patrizio Vinciarelli - Founder, Chairman, CEO & President Conference Call Participants Jonathan Tanwanteng - CJS Securities, Inc. Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Quinn Bolton - Needham & Company, LLC, Research Division Presentation Operator Good day, everyone, and welcome to Vicor Third Quarter 2025 Earnings Conference Call. [Operator Instructions].
Vicor Corporation (VICR) Q2 2025 Earnings Call Transcript
Vicor Corporation (NASDAQ:VICR ) Q2 2025 Earnings Conference Call July 22, 2025 5:00 PM ET Company Participants James F. Schmidt - Corporate VP, CFO, Treasurer, Corporate Secretary & Director Patrizio Vinciarelli - Founder, Chairman, CEO & President Philip D.
Vicor: Finally, Signs Of Life
Vicor's Q1 earnings report was another relatively weak performance, with revenue and net income declining sequentially, but a positive book-to-bill ratio and increased backlog. The company's valuation remains high despite slow growth and management's inability to capitalize on AI data center and EV markets. Tariff surcharges and legal costs are concerns, but the balance sheet is strong, with $296 million in cash and minimal debt.
Why Vicor Stock Is Skyrocketing Today
Vicor (VICR 19.40%) stock is seeing explosive gains in Friday's trading. The power-module specialist's share price was up 18.6% as of 2:40 p.m.
Vicor Corporation (VICR) Q4 2024 Earnings Call Transcript
Vicor Corporation (NASDAQ:VICR ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 PM ET Company Participants James Schmidt - Chief Financial Officer Philip Davies - Corporate Vice President, Global Sales and Marketing Patrizio Vinciarelli - President and Chief Executive Officer Conference Call Participants Jonathan Tanwanteng - CJS Securities Quinn Bolton - Needham & Company, LLC Richard Shannon - Craig-Hallum Capital Group LLC Donald McKenna - D.B. McKenna & Co. Operator Ladies and gentlemen, thank you for standing by.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Vicor Corporation (VICR) and Encourages Shareholders to Learn More About the Investigation
NEW YORK CITY, NY / ACCESSWIRE / January 14, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Vicor Corporation ("Vicor" or "the Company") (NASDAQ:VICR). Investors who purchased Vicor securities prior to April 26, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/VICR.
Vicor Corporation (VICR) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation
NEW YORK CITY, NY / ACCESSWIRE / January 13, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Vicor Corporation ("Vicor" or "the Company") (NASDAQ:VICR). Investors who purchased Vicor securities prior to April 26, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/VICR.
Bronstein, Gewirtz & Grossman, LLC Encourages Vicor Corporation (VICR) Shareholders to Inquire about Securities Investigation
NEW YORK CITY, NY / ACCESSWIRE / January 12, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Vicor Corporation ("Vicor" or "the Company") (NASDAQ:VICR). Investors who purchased Vicor securities prior to April 26, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/VICR.
