Lavie Zmira sold $227K of VICR

Vicor (VICR) and TTM Technologies (TTMI) shares rose 11% and 10% respectively after Meta (META) announced a $95 billion stock raise for AI infrastructure. Vicor's Q3 revenue grew 78.5% to $197.1 million, with analysts expecting revenue to more than double by 2027. Meta's spending plans are seen as positive for hardware suppliers.

Vicor Corp (VICR) reported Q3 2026 revenue of $197.1M, up 78.5% YoY, driven by product sales and royalty revenue. Gross margin increased to 68.3%. The company has a strong order backlog of $406M but faces valuation concerns and customer concentration risks. It has growth opportunities in EVs and renewable energy. VICR's GF Score is 82/100, with high growth and profitability ratings but low valuation.

Vicor Corporation (VICR) stock rose 12.95% after reporting Q3 2026 revenue of $197.1M, up 78.5% YoY, with gross margin at 68.3%. The company's backlog and operating cash flow increased, driven by AI and high-performance systems demand. VICR is expanding capacity and faces an ITC investigation. Analysts raised price targets to $350-$360.

Vicor reported Q3 2026 revenue of $197.1M, up 78.5% YoY, with net income of $63.3M and EPS of $1.33. Growth driven by Advanced Products (up 112%) and Brick Products (up 29.7%), with backlog at $406M. The company is investing in manufacturing to support growth.

Argus lowered its price target for Vicor Corporation (VICR) to $245.00. The company produces modular power components and systems for electrical power conversion.

Vicor Corporation (VICR) stock rose 2.6% in morning trading, extending gains after its Q3 2026 earnings beat expectations. Revenue was $197.1M, up 78.5% YoY, with adjusted EPS of $1.33. Gross margin expanded to 68.3%, and the order backlog grew 166% YoY to $406M. Analysts maintained Buy ratings with price targets of $350 and $375. The stock traded at $209.36, above its 52-week low of $79 but below its high of $382.65.