Vicor Q3 Net Income, Revenue Increase

Needham reiterated a Buy rating on Vicor with a $350 price target, implying 83.6% upside. The company reported 3Q26 revenue growth of 37.5% quarter-over-quarter and 78.5% year-over-year, exceeding expectations. Vicor plans to expand manufacturing capacity fivefold with new facilities.

Vicor (VICR) reported Q3 earnings with EPS exceeding forecasts, revenue up 78.5% YoY to $197.1M. Product revenue rose 47.1% YoY, royalty revenue surged 3x YoY. Gross margin improved to 68.3%. Q4 guidance expects 10% product revenue growth and $43M in royalties. Shares volatile but strong demand and licensing agreements signal growth potential.

Vicor Corp (VICR) reported Q3 2026 results with $197.1M revenue, up 37.5% sequentially and 78.5% YoY. Royalty revenue surged 119.1% to $66.6M. Gross margin improved to 68.3%. The company plans capacity expansion and legal actions against patent infringements. GuruFocus values VICR at $72.49, indicating 177.5% overvaluation at $201.15. Insiders sold $424.1M shares over 12 months.

Vicor (VICR) reported Q3 2026 revenue of $197M, up 37.5% sequentially and 78.5% YoY. Advanced Products revenue rose 47.5% to $139M, while Brick Products increased 18.4% to $58.3M. Royalty revenue surged 119.1% to $66.6M. Gross margin improved to 68.3%. Net income was $63.3M, or $1.33 per diluted share. The company expects Q4 product revenue to grow 10% and royalty revenue to reach at least $43M.

Vicor (VICR) reported Q3 2026 revenue of $197.1M, up 37.5% sequentially and 78.5% year-over-year. The company expects 10% Q4 product revenue growth and at least $43M in royalty revenue, with Fab-2 equipment deployment targeted for Q2 2027.

Vicor reported Q3 2026 revenue of $197.1M, up 78.5% YoY, driven by $66.6M in royalty income. Gross margin expanded to 68.3%. Management expects recurring royalty income and is expanding manufacturing capacity. Q4 guidance includes a 10% sequential increase in product revenue and at least $43M in royalties.