VICR Vicor Corp.

$VICR $VICR CFO on the call: “It’s better for the audience and the analysts to think about the royalty stream as recurring now and not a non-recurring activity. The nature of the agreements are recurring.” $43M/qtr floor even with no new deals. Long. 🟩🟩🟩

$VICR Basically cut in half. I suppose it could go to $150, at which point it would be 24.5x FY 27, and 17.7x FY 28 consensus. Ffs, the fwd P/E for the Dow is roughly 19.78 and they don’t have close to this kind of growth. If you add at $150, I’m guessing a double within 18 months.

$VICR crazy what has happened to this after the multiple revenue guide raises recently. All of it given back and then some.

$VICR 🟢 Rev $197M vs $187M est 🟢 Product +16% QoQ, margin +550bps 🟢 Royalties “recurring now”, $43M/qtr floor 🟢 $100M booked in first 2 weeks of Q4 🟢 $513M cash, Fab-2 equipment Q2'27 🟢 Closed $240 last Wednesday. Same company, better numbers.

$VICR Clearly this moron hasn’t done any research on this company. In the last 8 ERs we were up for 6 times and down for twice and the median was +16.8%

$VICR i really want to buy calls into earnings here (rarely do that). i will instead watch vicr crush earning, and watch the calls i didn't buy go up 200-300% into next weekend.

$VICR Proof is in the pudding. Analysts say it is 51% undervalued. Highest price target is $448

$VICR price target raised to $448 and here we are. The investigation is on behalf of VICR and they will gain from proving their patent was infringed. This is not a negative. They will have more control on the chip design pipeline

$VICR fear in the market caused the drop. Vicor has an actual meaningful product that they own the rights to. Royalties alone will maintain profit for years to come with this company.

$VICR Low volume drop today keeping up with the rest of the market. Smart people are holding and not letting go

$VICR Allmost 8% of float sold short according to fintel!!! This could be fun watching short rats flee

$VICR For anyone still confused, here’s CFO Jim Schmidt on the call, verbatim: “It’s better to think about the royalty revenue as 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴!. It’s a licensing practice that is now up and running. It’s generating royalty revenue... really think about this as 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗻𝗼𝘄. It’s in the P&L.” And earlier: “The nature of the agreements are 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴.” $43M/qtr floor, no new deals assumed, second PO from the new licensee already in Q4. Long. 🟩🟩🟩

$VICR Let’s see how much importance is being given to the GAAP EPS miss. Waiting for the guidance too. Vicor GAAP EPS of $1.33 misses by $0.04, revenue of $197.11M beats by $10.08M good but will buy not here

$VICR atleast 10 percent in either side but history say it drops after earnings the next day or soon after earnings

$VICR Page 1 from Craig Hallum's analyst report from today attached. BUY rating - $450 price target.

$VICR Weekly volume matched last weeks already. Assuming my TradingView is accurate 🤷🏻‍♂️ Should be highest weekly volume ever by close of the week.

$VICR VICR is jumping, near 204.67, up about 7.46 percent, after a blowout Q3. Revenue hit 197.1 million, up 37.5 percent from Q2 and up 78.5 percent from a year ago. Gross margin jumped to 68.3 percent, helped by royalty revenue of 66.6 million, and net income was 63.3 million, or 1.33 per share. The outlook matters too. Vicor expects about 10 percent product revenue growth in Q4 plus at least 43 million in royalties, and says that royalty figure assumes no new license deals. It also reported 100 million in bookings in just the first two weeks of the quarter, and backlog is 406 million. To keep up with AI demand it bought two sites for new chip fabs, says it can fund them without raising capital, and ended the quarter with 513 million in cash. One caution. The royalty line includes some one time catch up payments, and the licensing push depends on an ongoing ITC case. Follow me for more on the AI power names.

$VICR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.33 up 111.11% YoY • Reported revenue of $197.11M up 78.51% YoY

$VICR great numbers just waiting to hear the guidance this should pop but my need to wait to the phone call

$VICR Let them sell. This is one business i am happy to accumulate. Their recurring IP royalty & license revenues are increasing to 30% of sales at near 100% gross margin. Each license is$60m guaranteed for the first 2 yrs. On top of that $60 million baseline, Vicor recently signed a fourth major non-exclusive license for its Vertical Power Delivery (VPD) technology with a leading AI equipment manufacturer.