Vicor Corporation (VICR)
Vicor: Mid-Quarter Guidance Raise Confirms The IP Thesis (Rating Upgrade)
Vicor: Mid-Quarter Guidance Raise Confirms The IP Thesis (Rating Upgrade)
Vicor stock surges as AI power chip demand lifts revenue outlook
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.
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.
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.
Vicor Q1 Earnings Call Highlights
Vicor (NASDAQ: VICR) reported first-quarter 2026 results that included higher sequential revenue, a sharp year-over-year improvement in gross margin, and a significant jump in backlog as demand strengthened across high-performance computing, industrial, and aerospace and defense markets. First-quarter revenue rises; advanced products remain the majority Chief Financial Officer James Schmidt said Vicor recorded product and royalty
Vicor: The Soaring Backlog Speaks Volumes
Vicor Corporation has surged over 190% since my last upgrade to a buy rating, driven by strong fundamentals. The company is diversified across four main markets, with HPC and Aerospace & Defense offering the most compelling growth opportunities. AI infrastructure expansion and rising geopolitical tensions are creating significant tailwinds for Vicor's HPC and defense segments.
Why Vicor Stock Triumphed on Tuesday
It handily beat the consensus analyst estimates for both revenue and profitability. The two line items also rose powerfully during the quarter.
Vicor Corporation (VICR) Q1 2026 Earnings Call Transcript
Vicor Corporation (VICR) Q1 2026 Earnings Call Transcript
Vicor (NASDAQ:VICR) Director Sells $6,493,034.49 in Stock
Vicor Corporation (NASDAQ: VICR - Get Free Report) Director Estia Eichten sold 38,587 shares of Vicor stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $168.27, for a total value of $6,493,034.49. Following the sale, the director directly owned 190,838 shares in the company, valued at $32,112,310.26. The
Vicor (NASDAQ:VICR) CEO Sells $8,373,000.00 in Stock
Vicor Corporation (NASDAQ: VICR - Get Free Report) CEO Patrizio Vinciarelli sold 50,000 shares of the business's stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $167.46, for a total transaction of $8,373,000.00. Following the sale, the chief executive officer owned 9,358,163 shares of the company's
Vicor Corporation (NASDAQ:VICR) Short Interest Update
Vicor Corporation (NASDAQ: VICR - Get Free Report) saw a large increase in short interest in February. As of February 27th, there was short interest totaling 1,712,123 shares, an increase of 18.3% from the February 12th total of 1,446,788 shares. Approximately 5.6% of the shares of the company are short sold. Based on an average trading
Vicor: A Promising AI Story Priced For Success
Vicor is gaining traction in artificial intelligence infrastructure through advanced power modules, royalties, and expanding hyperscaler adoption. Higher fab utilization and richer licensing mix could drive earnings much faster than revenue over time. The opportunity is real, but today's valuation leaves little room for delays, margin misses, or softer demand.
