Roth Capital reiterates Buy rating on Vicor, $375 price target

Vicor Corp (VICR) raised its Q3 2026 revenue growth outlook to over 20% from nearly 10%, driven by royalties from new VPD technology licenses. Shares surged 11.2% in pre-market trading to $249.00, following a 12.93% after-hours gain on Monday. The company secured licenses from four leading OEMs and hyperscalers, with CEO Patrizio Vinciarelli noting increased interest due to import bans on infringing systems.

Vicor Corporation (VICR) shares rose 6.17% after raising Q3 2026 revenue growth guidance to over 20%, driven by AI-related royalty income. The company signed a non-exclusive license deal with a major AI OEM, boosting investor optimism. VICR's stock has surged from $176 to $283 in recent weeks, with strong trading volume and high margins.

Vicor (VICR) raised its Q3 revenue growth outlook to over 20%, driven by royalty income from a new AI hardware licensing deal. The company expects high-margin revenue earlier than anticipated, shifting to a dual-revenue model. Long-term growth is supported by advanced power products, but investors should monitor cash generation and operational risks.

Vicor Corporation (VICR) stock rose 4.74% on September 23, 2026, driven by strong AI power-chip demand. The company raised Q3 2026 revenue growth guidance to over 20% due to royalties from its Vertical Power Delivery technology. VICR is expanding capacity with new fabrication plants in New Hampshire, signaling confidence in sustained AI demand. The stock trades at a high valuation but shows strong margins and a clean balance sheet.

Vicor Corporation (VICR) stock rose 4.74% on September 23, 2026, driven by strong demand for its advanced power solutions and AI-related growth. The company raised its Q3 2026 revenue growth outlook to over 20%, citing increased royalty income from its Vertical Power Delivery (VPD) platform. VICR's revenue is around $452.7M, with a 56.6% gross margin and a P/E ratio above 70. The company is expanding manufacturing capacity with new fab facilities in New Hampshire.

Vicor (VICR) raised its Q3 sequential growth target to over 20% from nearly 10%, citing royalties from a new non-exclusive license for its Vertical Power Delivery (VPD) technology. The company has licensed four leading AI hardware makers and expects more. Vicor's stock surged 21% on the week. The company is expanding manufacturing and collecting royalties, but risks include legal challenges and AI capex fluctuations.