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Earlier this month, Vicor Corporation granted a non-exclusive license to a leading AI original equipment manufacturer for its patented Vertical Power Delivery (VPD) technology, allowing the OEM to source VPD modules from both Vicor and unlicensed suppliers. This licensing approach, combined with Vicor’s patented VPD architecture that tackles the “last inch problem” in powering high-performance AI processors, could materially influence how hyperscalers structure their power-delivery supply...

Vicor has turned into one of the market’s bigger movers over the past year, which puts fresh attention on a simple question for investors: Is the current share price, after such a strong run, adequately supported by the cash flows that the business can generate over time? Vicor has delivered a 301.9% return over the past year, which puts a lot of expectation pressure on the cash flows that are meant to justify that kind of move. The recent non exclusive license of its Vertical Power Delivery...

Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.

ONON, VICR, and AIPO are drawing attention from options bears

Vicor Corp. (NASDAQ:VICR) stock jumped about 15% Thursday after the company announced a new licensing agreement tied to its Vertical Power Delivery technology. The gain came during a broader risk-on session. The Nasdaq rose 1.58%, while the S&P 500 gained 1.04%. AI Power Technology Vicor granted a non-exclusive license to a new, unnamed OEM for its patented Vertical Power Delivery technology, which helps power high-performance AI and networking processors. The license allows the OEM to buy VPD m

The S&P 500 Index ($SPX ) (SPY ) is up by +0.91% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.31%. E-mini S&P futures (ESU26 ) are up +0.91%, and September E-mini Nasdaq...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1.3% and the actively trad

Vicor (NASDAQ:VICR) shares climbed 11% on Thursday morning after the company announced a non-exclusive licensing agreement for its Vertical Power Delivery (VPD) technology with a leading artificial intelligence original equipment manufacturer (OEM). The agreement allows the unnamed manufacturer to purchase VPD modules covered by Vicor’s patents from suppliers that do not hold their own licences.

Vicor Corporation (NASDAQ:VICR) announced on September 11 that it is purchasing a 334,000-square-foot building on 66 acres in Merrimack, New Hampshire, and another 54 acres in Hooksett. The properties would support planned ChiP Fab-2 and Fab-3 power-component manufacturing facilities with a combined footprint of nearly one million square feet. Management says the existing 320,000-square-foot Fab-1 […]

A Massachusetts technology company announced Friday it is expanding into New Hampshire with plans to purchase a building and land in Merrimack and Hooksett to increase its manufacturing. Vicor, headquartered in Andover, Mass., designs and manufactures high-density power components and complete power systems for computing systems. Some of the products are used in the aerospace and defense, ...

MaxLinear has the AI infrastructure edge, backed by strong current revenue growth and multiple product ramps through 2027-2028.

Vicor's Gen 2 VPD targets higher AI power density, while licensing, customer programs and added capacity could expand its data-center opportunity.

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 (VICR) is back on many investors’ screens after its recent second quarter earnings report, which showed higher revenue and net income compared with last year, along with raised Wall Street earnings estimates. See our latest analysis for Vicor. The 13.08% 1 day share price return after the results stands out against a 30 day share price decline of 40.99%. At the same time, the year to date share price return of 76.85% and 1 year total shareholder return of about 4x suggest momentum has...

Vicor has delivered a very large 371.4% return over the past year, yet its valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples still screen as relatively undemanding. Over the last 12 months, Vicor shares are up 371.4%, which puts a lot more focus on whether the current price leaves enough room for error. Future growth in cash flows from Vicor's power solutions can support the current share...

Vicor beat earnings estimates with backlog up 145% to $380 million, and Needham kept its Buy rating with a $320 target, implying about 50% upside despite the stock's muted reaction.

AI adoption, automation and infrastructure spending are driving demand in electronic components, with nVent Electric among stocks to watch.

VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.

Moby summary of Vicor Corporation's Q2 2026 earnings call

Revenue surged 26.9% sequentially to $143.4 million on strong advanced products demand.

Vicor Corp (VICR) reports a 26.9% sequential revenue increase and outlines plans for a second fab to support future growth.

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

Vicor (VICR) delivered earnings and revenue surprises of +67.74% and +3.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the […]

Vicor stock reacts to AI driven growth story and fresh institutional interest Vicor (VICR) has been drawing attention after strong AI focused earnings, raised revenue guidance, and a new disclosure that JPMorgan controls a 6.9% stake in the company’s common stock. See our latest analysis for Vicor. Even after the recent pullback, with the share price down 11.45% over the last day and 28.10% over the past month, Vicor still shows strong momentum. Its 97.17% year to date share price return and...

Vicor stock has delivered a very strong 376.2% return over the past year, yet its valuation setup is conflicted, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the shares as undervalued. Over the past 12 months, Vicor has returned 376.2%, which puts extra attention on whether recent gains already reflect the company’s AI focused growth story. Expectations around Vicor’s role in AI data center power delivery can support a...

Vicor (NasdaqGS:VICR) is rapidly expanding capacity to meet rising power delivery demand from AI data centers. Recent updates highlight advanced product revenues tied to AI workloads and a growing backlog of orders. Upgrades at Vicor's Fab 1 facility are aimed at addressing near term AI infrastructure needs as capacity is largely committed. Vicor sits directly in the path of AI data center build outs as power delivery becomes a key hardware constraint. The stock trades around $260.2, with a...

With a short percentage of shares outstanding at 3.26%, Vicor Corporation (NASDAQ:VICR) is among the 7 Best Electrical Equipment Stocks to Buy. On June 22, Craig-Hallum raised its price target on Vicor Corporation (NASDAQ:VICR) to $450 from $400 while maintaining a Buy rating on the shares. The firm cited a highly encouraging annual shareholder meeting, which reinforced […]

VICR is riding AI data-center demand as power density, backlog growth and expanded Fab 1 capacity make power delivery a strategic hardware bottleneck.

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.