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Vicor (VICR) is back in focus after granting a non-exclusive Vertical Power Delivery license to a new OEM customer, a move that connects its AI power technology directly to multi-source supply chains. Recent trading shows how quickly sentiment around Vicor can shift. The share price has climbed 5.52% in the last day and 45.49% over 30 days, yet it is still down 13.39% over 90 days. At the same time, the year-to-date share price return of 142.31% and a 1-year total shareholder return of...

Companies in The News Are: AZO,THO,MLKN,VICR

Vicor (VICR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.09% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...

The mean of analysts' price targets for Vicor (VICR) points to a 60.6% 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.

Power electronics company Vicor jumped Tuesday after nearly doubling its sequential revenue growth guidance, driven by royalty fees from a new patent license deal for its artificial-intelligence-power technology. Vicor raised its sequential revenue growth forecast for the fiscal third quarter to more than 20%, up from its previous 10% projection, the company said in press release. Vinciarelli added that the clients approached Vicor after realizing that using unlicensed power delivery components put their AI computing systems at risk of import bans from the U.S. International Trade Commission and patent infringement litigation.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

Vicor shares jumped almost 18% after the company granted a non-exclusive license for its Vertical Power Delivery technology to an unnamed AI equipment maker.

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