Vicor Corporation (VICR)
Gen 2 VPD Boosts VICR's Power Management Prospects Against TXN & ADI
Vicor's Gen 2 VPD targets higher AI power density, while licensing, customer programs and added capacity could expand its data-center opportunity.
Can Vicor (VICR) Climb 43.43% to Reach the Level Wall Street Analysts Expect?
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.
Vicor Stock Is Overvalued at 21.88X EV/Sales: Should You Still Buy It?
VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.
Vicor: Rapid AI Growth Could Justify The Premium Valuation
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.
Vicor: The Dip Is Not The Opportunity - The Evidence Is
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: From Miles To A Few Millimeters Away From AI Accelerators
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.
Vicor (VICR) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
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.
This Tiny AI Supplier Could Be More Important Than the Chipmakers
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.
Vicor Q2 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Rise
VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.
Vicor Q2 Earnings Call Highlights AI Power and Fab Push
VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.
Vicor Corporation (VICR) Q2 2026 Earnings Call Transcript
Vicor Corporation (VICR) Q2 2026 Earnings Call Transcript
Vicor Q2 Earnings Call Highlights
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.
