Vicor Corporation Aktie News

Vicor is rated Buy with a $380 price target, offering pure-play exposure to AI datacenter power delivery—a critical, underappreciated bottleneck. VICR's proprietary 48V architecture and Vertical Power Delivery address hyperscaler needs, enabling significant power and cooling savings at rack-level density. Q2 guidance was raised mid-quarter to $142M, with backlog surging to $300.6M; management t...

Vicor earns a Buy rating, leveraging AI-driven demand for advanced power delivery and a robust IP licensing model. Q1 2026 results highlight 20.2% YoY revenue growth, 55.2% gross margin, and a 75% YoY backlog increase to $301M. VICR's strategic focus on 48V power delivery and aerospace/defense markets enhances diversification and long-term growth potential.

AI-fueled earnings growth helped drive Nasdaq to record highs in 2026, despite valuation concerns, macro headwinds, and geopolitical tensions. Nasdaq-100 earnings grew 46% YoY in Q1, led by AI hyperscalers, but contributions broadened beyond big tech. Earnings remain the ultimate driver of long-term equity performance, according to Nasdaq economists, with the index significantly outperforming t...

Lasers that can shoot down drones. Data center infrastructure powering artificial intelligence.

I am upgrading Vicor to Strong Buy after a rare mid-quarter guidance raise confirmed the IP licensing thesis from my prior coverage. Vicor lifted Q2 revenue guidance 12.7% to $142M, driven by fab product sales and a new all-inclusive OEM license at near-100% margin.

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 unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.

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 ...