VICR Vicor Corp.

$VICR Vicor raises Q3 sequential growth guidance to more than 20% from nearly 10% Vicor raised its Q3 sequential growth guidance from nearly 10% to more than 20% in view of royalties from a recently announced non-exclusive license to Vertical Power Delivery. Commenting on industry trends, CEO Patrizio Vinciarelli stated: "Among OEMs and hyperscalers, four leading companies have secured licenses to power system technology pioneered and patented by Vicor. Unlicensed hyperscalers first reached out after their computing systems were banned from importation because of infringing NBMs; and, upon recognition that computing systems using VPD could also be banned. Since the first patent to VPD was only recently asserted, it is still possible to secure a license at an early stage of escalation with a low royalty rate. Suppliers selling otherwise infringing power modules to licensed OEMs and hyperscalers contribute to scalability in an ecosystem requiring multi-source supply chains. Responsible companies, respecting the patent rights of innovators, will benefit from expanded market opportunities enabled by Vicor's power system technology. Suppliers that copy innovators and disregard their patent rights will continue to cause supply disruption to their customers and be liable for monetary damages to Vicor. They may also be excluded from the market opportunity to supply power systems covered by Vicor patents."

Also starter in $VICR in savvy trader account. Put a little cash to work today just in case this rally is beginning of something bigger and I am wrong about imminent flash crash. Gotta hedge against my bias lol.

$VICR Page 1 from a Roth analyst report regarding VICR issued yesterday. BUY rating and $375 price target.

$VICR From CJS Securities: Vicor Corp. (VICR: $186.91) MO Rating, Price Target $400 (48X FY28E GAAP EPS) Shares are trading up in the premarket after the Company issued a press release last night disclosing that it had granted a VPD (Vertical Power Delivery) license to a “leading AI OEM.” The license will enable the OEM to purchase 3rd party VPD modules to power next gen AI processors, from unlicensed suppliers that may be infringing on Vicor’s VPD patents (including vertical IVRs or integrated voltage regulators). The license effectively demonstrates that at least one company believes VICR’s patents are strong enough on a standalone basis to not risk litigation (the prior license was a combined NBM and VPD license), enhancing the outlook for a 2nd growth vector for high margin royalty income, while navigating current production capacity limitations.

$VICR really surprised there's no attention for this considering the price action after hours.

Vicor raised its Q3 2026 revenue outlook, increasing expected sequential growth to more than 20% from nearly 10%, driven by royalties from a recently announced non-exclusive license for its Vertical Power Delivery (VPD) technology. CEO Patrizio Vinciarelli said four leading OEMs and hyperscalers have licensed Vicor’s patented power-system technology. He said unlicensed hyperscalers initially approached the company after import restrictions related to NBM patent infringement raised concerns that systems using VPD could also face restrictions. With the first VPD patent only recently asserted, Vicor said early licensing remains possible at reduced royalty rates. Vinciarelli added that licensed suppliers selling power modules to OEMs and hyperscalers can support a scalable, multisource supply chain as demand for advanced power systems grows. $VICR

$VICR — Thesis Update Our original entry was $185 based on the asymmetric opportunity around Vicor’s Vertical Power Delivery (VPD) technology and AI power density. At ~$250, the valuation is obviously less compelling — but importantly, the thesis has strengthened faster than the share price. Since our original DD: • Q2 revenue +49% YoY • Backlog ~$380M • Q3 sequential growth guidance raised from ~10% to >20%, helped by royalties • 4 leading OEM/hyperscalers now license Vicor power-system technology • VPD licensing introduces a potentially high-margin revenue stream alongside physical modules • Fab expansion signals management preparing for materially greater scale • Long-term management model: $2.5B revenue / 70% GM / 40% operating margin We've therefore revised our valuation framework: 🐻 Bear: $150–190 📈 Base: $275–325 🚀 Bull: $375–450 🌌 Blue-sky: $500.X+ if VICR establishes a credible path toward management's long-term model.

$VICR Simply Wall Street says the fair value for this stock is well over $300 so hold on while we get there

Vicor announced the acquisition of two sites in New Hampshire to build two new chip manufacturing facilities, a major capacity expansion that signals confidence in long-term demand for its power modules. The company is acquiring a 334,000-square-foot building on 66 acres in Merrimack and a separate 54-acre site in Hooksett, with the locations set to house ChiP Fab-2 and Fab-3 and provide nearly 1 million square feet of combined manufacturing capacity. The expansion comes as Vicor's existing 320,000-square-foot ChiP Fab-1 facility in Andover approaches its utilization limits. The new fabs are intended to provide the scalability needed to serve major OEM customers and hyperscale data-center operators, particularly as AI computing drives demand for more advanced power-delivery architectures. Vicor's proprietary Vertical Power Delivery technology is designed to address power-conversion bottlenecks in high-performance AI systems. $VICR

$VICR This AI meme shit is exactly like the clean energy meme shit of 2021. Charts look identical.

$VICR Incredible raise on guidance AHs and going long since the $240 level. Current trailing stop loss is $227.50. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.

$VICR stopped out on some @ 215, 22% take from 9/2. Only problem with tight trailing stops is that it can bump one out of good positions, but I made the decision to protect gains and will live with it. Now to watch and wait for favorable technicals to re add.

$VICR So the licensee can contract with 3rd parties to manufacture the VPD modules. Nice

$VICR $207.84 +23.93 Holding long position at zero cost related to PARTIAL SELLS IN REDUCE ORIGINAL INVESTMENT COST - last transaction https://stocktwits.com/G101SPM/message/645894275 UPDATE: Vicor Corporation (VICR) experienced a significant boost with a 10% overnight increase in stock value following a licensing agreement with an unnamed AI OEM. This deal enhances sourcing options for Vicor's patented Vertical Power Delivery (VPD) modules, further solidifying its position in the expanding AI power-delivery market. Recent Licensing Deal: Vicor's licensing agreement allows an unnamed AI OEM to procure VPD modules from various suppliers, which is expected to significantly enhance supply chain flexibility. Expansion of Manufacturing Capacity: With the acquisition of substantial land in New Hampshire, Vicor aims to build two new fabs to support growing production needs, reflecting confidence in future demand.

Wow, Big traders calling MLEC for a squeeze! Looks like he is right again, Loads of bulls shifting to MLEC now! 🚀 The next parabolic low float runner? All eyes on MLEC breaking out :: $VICR $IMMP $CISS AA

$VICR how the market has forgotten about this one. Pretty wild. The earnings just didn’t excite the market enough. This management needs to get it in gear. Hurry up and buy the next building and continue expanding. Unless something has changed

$VICR another down day. All this stock has. Gonna be 135 with price targets at 450. Amazing

$VICR Expected downward move between now and Sept 18 is 170. Thinking about selling the 165 puts. Really nice premium.