Vicor Corporation’s recently reported second-quarter 2026 results showed revenue of US$143.35 million and net income of US$49.77 million, both higher than the same period a year earlier, with basic earnings per share rising to US$1.08 from US$0.92. These stronger earnings, together with higher Wall Street earnings estimates and technical signals pointing to renewed buyer interest, are drawing attention to Vicor’s near-term power in its core markets. With revenue and earnings improving year...
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 (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.
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 earnings and revenues beat estimates as Advanced Products and royalty income surged.
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
Earnings surpass forecasts but shares move lowerVicor Corporation (NASDAQ:VICR) reported second-quarter financial results on Tuesday that came in ahead of Wall Street expectations for both earnings and revenue. Despite the stronger-than-expected performance, the power components manufacturer’s shares declined 6.
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...
Recent updates show Vicor reporting strong demand for its high-density power solutions tied to AI infrastructure, expanding manufacturing capacity, and growing licensing royalties, while investors such as JPMorgan have disclosed meaningful ownership stakes and analysts have reacted positively to the company’s long-term outlook. At the same time, a very large year-to-date stock gain, insider selling in the hundreds of millions of US dollars, and questions about valuation highlight a tension...
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.
Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.
VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.
VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.
Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.
VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue 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.
Scheduled under a Rule 10b5-1 plan, the transaction occurred amid Vicor's 500% one-year stock surge.
VICR's expanding licensing strategy could unlock recurring royalty income as AI power demands grow, adding a scalable revenue stream beyond hardware sales.
VICR's AI power delivery momentum, expanding licensing business and capacity growth support its long-term outlook despite its sharp share rally.