Davies Philip D sold $546K of VICR

MaxLinear (MXL) and Vicor (VICR) are positioned to benefit from AI infrastructure growth. MXL reported 55% revenue growth in Q2 2026, driven by optical and electrical interconnects. Vicor focuses on power delivery for AI processors. MXL's AI products, like Keystone and Rushmore, are in high demand, with new products expected to launch in 2027 and 2028.

Vicor (NASDAQ:VICR) reported Q2 results ahead of expectations. Adjusted EPS was $1.04 vs $0.65 expected, and revenue rose to $143.4 million vs $138.4 million expected. Backlog increased to $380 million, up 145% year over year. Shares fell about 6% premarket despite higher earnings and revenue.

Vicor’s Q2 2026 earnings call reported product and royalty revenue of $143.4M, up 26.9% sequentially and 1.6% year over year. Advanced products revenue rose to $94.2M. Net income was $49.8M, GAAP diluted EPS $1.40, and cash was $453.6M. The company guided for nearly 10% Q3 revenue growth and over $600M 2026 revenue, citing capacity increases and licensing assumptions.

Vicor Corp said a new license agreement will bring $5 million quarterly payments in year one and $10 million in year two, with $15 million contributing to Q2 revenue and additional revenue recognition expected in Q3 and subsequent quarters. Management also discussed fab capacity expansion to support a $2.5 billion revenue goal and said backlog growth stems mainly from existing customer demand.

VICOR CORP (VICR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d115827dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 NEWS RELEASE FINANCIAL NEWS BRIEF July 21, 2026 For Immediate Release Vicor Corporation Reports Results for the Second Quarter Ended June 30, 2026 Andover, Mass., July 21, 2026 (GLOBE NEWSWIRE) — Vicor Corporation (NASDAQ:

VINCIARELLI PATRIZIO (Chairman and CEO) sold 1,863 shares of VICOR CORP (VICR) at $310.47 ($0.58M total) on 2026-06-04 under a Rule 10b5-1 trading plan.