GlobeNewsWire·Sep 16, 2026
Vicor licenses VPD to a leading AI OEMVicor has granted a license to a leading OEM to procure patented Vertical Power Delivery modules that enable breakthrough performance for AI applications.
Vicor's revenue rebound to $143.4M in 2026Q2, up 1.6% sequentially, underscores accelerating demand in high-performance compute, with gross margins expanding to 58.0% from 47.2% in 2025Q1, reflecting pricing power and operating leverage. The fortress balance s...
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Revenue surged to $143.4M in 2026Q2 with gross margin expanding to 58.0%, up from 47.2% in 2025Q1, while operating margin jumped to 24.3% from 14.9% sequentially, indicating strong operating leverage.
A bullish thesis on Vicor Corporation was highlighted on X.com by @TheValueist, suggesting positive sentiment among investors.
Vicor Corporation's trailing and forward P/E ratios of 90.12 and 82.64 indicate high growth expectations from the market.
Vicor operates in the Technology — Electronic Components sector, which is often associated with innovation and growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 21, 2026 | $1.04+59.5% vs $0.65 | $143M+3.6% vs $138M |
Q2 2026 Apr 21, 2026 | $0.44+17.7% vs $0.37 | $113M+3.3% vs $109M |
Q1 2026 Feb 19, 2026 | $1.01+165.8% vs $0.38 | $107M-0.5% vs $108M |
Q4 2025 Oct 21, 2025 | $0.63+32.2% vs $0.48 | $110M+2.5% vs $108M |
Vicor has granted a license to a leading OEM to procure patented Vertical Power Delivery modules that enable breakthrough performance for AI applications.
Vicor Corporation offers a unique, patented vertical power delivery solution critical for next-gen GPUs, positioning it as a potential industry standard. VICR's investment case is an asymmetric call option on its technology becoming indispensable as GPU power demands exceed 1.5–2 kW, with potential for manifold revenue growth. Patent protection forms a robust moat, but ongoing litigation and alternative chip architectures are existential risks to the hyper-growth scenario.
Vicor Corp (NASDAQ:VICR) , a power technology company, shares jumped on Friday after the company unveiled plans to expand its U.S. manufacturing capacity.
Vicor announces the purchase of two new properties to build-out ChiP fabs to expand manufacturing capacity in support of AI demand for OEMs & hyperscalers
Benchmark VICR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Vicor Corporation (VICR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $268.34 | $12.16B | 102.81 | 13.55% | 29.08% | 18.49% | — | |
| $1380.62 | $67.83B | 108.28 | 26.43% | 24.41% | 21.78% | — | |
| $51.46 | $2.87B | 131.95 | 5.85% | 5.58% | 3.72% | — | |
| $271.41 | $247.86B | 49.80 | 13.05% | 31.11% | 35.77% | — | |
| $390.37 | $190.14B | 85.61 | 16.89% | 29.79% | 12.26% | — | |
| $75.82 | $41.17B | 291.62 | 7.08% | 8.8% | 6.9% | — |
Vicor Corporation (VICR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Vicor Corporation (VICR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 21, 2026·SEC
Jun 23, 2026·SEC
Apr 21, 2026·SEC
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Vicor Corporation (VICR) stock FAQ — growth, dividends, profitability & financials explained
Vicor Corporation (VICR) reported $474.0M in revenue for fiscal year 2025. This represents a 227% increase from $145.0M in 1996.
Vicor Corporation (VICR) grew revenue by 13.5% over the past year. This is steady growth.
Yes, Vicor Corporation (VICR) is profitable, generating $145.3M in net income for fiscal year 2025 (29.1% net margin).
Vicor Corporation (VICR) has a return on equity (ROE) of 18.5%. This is reasonable for most industries.
Vicor Corporation (VICR) generated $51.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
