Vicor Corp Upgraded Q2 Revenue Guidance Drives Share Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: seekingalpha
Vicor Corp shares surged 14.27% as the stock crossed above its 5-day SMA, reflecting strong investor interest.
The company raised its Q2 revenue forecast from $126 million to $142 million, exceeding market expectations, and secured a comprehensive licensing agreement with an OEM that covers all of Vicor's patents. This positive news indicates robust growth potential and a competitive edge in the power systems market, contributing to the stock's significant rise.
The upgraded guidance and new licensing deal are likely to enhance Vicor's financial performance, attracting more investor attention and solidifying its position in the semiconductor sector.
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Analyst Views on VICR
Wall Street analysts forecast VICR stock price to fall
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 267.990
Low
90.00
Averages
102.50
High
115.00
Current: 267.990
Low
90.00
Averages
102.50
High
115.00
About VICR
Vicor Corporation designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices. It offers a range of alternating current (AC) and direct current (DC) power conversion products. It also offers products addressing other DC voltage standards. It categorizes its product portfolio as either Advanced Products or Brick Products. The Advanced Products category consists of its products, which are used to implement its proprietary Factorized Power Architecture (FPA), a power distribution architecture enabling flexible, rapid power system design using individual components optimized to perform a specific conversion function. Brick-format converters provide the integrated transformation, rectification, isolation, regulation, filtering, and/or input protection necessary to power and protect loads, across a range of conventional power architectures. It offers a range of brick-format DC-DC converters.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vicor Shares Surge 10% on Upgraded Q2 Revenue Guidance
- Revenue Guidance Upgrade: Vicor raised its Q2 revenue forecast from $126 million to $142 million, surpassing the market consensus of $125.48 million, indicating strong growth in product revenues and royalties, which is expected to enhance the company's financial performance.
- New Licensing Agreement: The newly secured license encompasses all of Vicor's patents, including power converter topologies, control systems, power components, and distribution architectures, demonstrating the company's robust competitive edge in intellectual property that may provide ongoing support for future revenue growth.
- OEM Partnership: The all-inclusive license was secured with an original equipment manufacturer (OEM), showcasing the widespread applicability of Vicor's technology within the industry, which is expected to drive further penetration in the power systems market.
- Positive Market Reaction: Vicor's shares surged 10% in pre-market trading, reflecting investor optimism regarding the company's future growth prospects, which may attract more investor attention to its performance in the semiconductor sector.
See More
Vicor Corporation Q1 2026 Earnings Highlights
- Significant Revenue Growth: Vicor Corporation reported product and royalty revenue of $113 million for Q1, a 5.3% sequential increase from 2025's total, indicating strong demand in high-performance computing and industrial markets, which is expected to enhance future market share.
- Robust Gross Margin: The Q1 gross margin stood at 55.2%, reflecting a 20-basis-point decrease from the previous quarter but an 800-basis-point increase year-over-year, demonstrating effective cost control and pricing strategies.
- Strong Orders and Backlog: The Q1 book-to-bill ratio exceeded 2, with backlog increasing 70% quarter-over-quarter to $300.6 million, highlighting robust demand for Vicor's products and the sustainability of future revenues.
- Optimistic Future Outlook: The company anticipates Q2 revenues nearing $126 million and a total revenue target of $570 million for 2026, based on conservative assumptions, showcasing Vicor's confidence in technological innovation and market expansion.
See More
Vicor (VICR) Q1 2026 Earnings Transcript
See More
Vicor Corp. Shares Surge 25.4% Following Stellar Earnings Report
- Significant Earnings Growth: Vicor Corp. reported a staggering 713% year-over-year increase in net income for Q1, reaching $20.66 million, primarily driven by a $27.3 million tax benefit, showcasing the company's robust profitability and financial health.
- Revenue Surge: The company experienced a 39% year-over-year increase in net revenues, totaling $112.97 million, with product revenues rising 18% to $98 million, reflecting strong market demand and enhanced product competitiveness.
- Backlog Increase: CEO Patrizio Vinciarelli noted a 70% sequential increase in backlog, indicating rising demand across high-performance computing, automatic test equipment, and industrial, aerospace, and defense applications, setting the stage for future revenue growth.
- Capacity Expansion Plans: Vicor is expanding capacity at its first CHiP fab while planning a second fab to ensure OEMs and hyperscalers have redundant access to VPD power system technology, thereby enhancing its competitive position in the market.
See More
Vicor Exceeds Q1 Sales and Earnings Expectations
- Earnings Beat: Vicor reported earnings per share of $0.44 and sales of $113 million in Q1, surpassing analyst expectations by $0.11 and exceeding sales forecasts by $3.65 million, indicating robust market performance.
- Year-over-Year Growth: The company's revenue surged approximately 20% year-over-year, with an order backlog of $301 million at the end of the quarter, representing a 75% increase from the previous year, highlighting strong market demand and significant growth potential.
- Forward Guidance Resumed: Vicor has resumed providing clear forward guidance, anticipating Q2 revenue to approach $126 million and projecting full-year sales of nearly $570 million, demonstrating confidence in future performance.
- Positive Market Reaction: Following strong earnings and forward guidance, Vicor's stock price surged 25.4% during the week, reflecting investor optimism about the company's future growth prospects.
See More
Vicor Surges 25.4% After Strong Q1 Earnings Beat Expectations
- Earnings Beat: Vicor reported Q1 earnings per share of $0.44 on sales of $113 million, exceeding analyst expectations by $0.11, with sales surpassing forecasts by $3.65 million, indicating strong profitability and market demand.
- Significant Revenue Growth: The company's revenue surged approximately 20% year-over-year, and the reported order backlog of $301 million at quarter-end, up 75% year-over-year, suggests enhanced future sales potential and market confidence.
- Positive Market Reaction: Vicor's stock surged 25.4% on Friday, reflecting investor optimism regarding the company's strong performance and outlook, in line with the broader tech sector's gains as the S&P 500 and Nasdaq Composite also rose.
- Clear Forward Guidance: Vicor anticipates Q2 revenue to approach $126 million, with full-year sales projected at nearly $570 million, demonstrating the company's ability to provide clear guidance even amid geopolitical uncertainties, thereby boosting shareholder confidence.
See More
Vicor Shares Surge 10% on Upgraded Q2 Revenue Guidance
- Revenue Guidance Upgrade: Vicor raised its Q2 revenue forecast from $126 million to $142 million, surpassing the market consensus of $125.48 million, indicating strong growth in product revenues and royalties, which is expected to enhance the company's financial performance.
- New Licensing Agreement: The newly secured license encompasses all of Vicor's patents, including power converter topologies, control systems, power components, and distribution architectures, demonstrating the company's robust competitive edge in intellectual property that may provide ongoing support for future revenue growth.
- OEM Partnership: The all-inclusive license was secured with an original equipment manufacturer (OEM), showcasing the widespread applicability of Vicor's technology within the industry, which is expected to drive further penetration in the power systems market.
- Positive Market Reaction: Vicor's shares surged 10% in pre-market trading, reflecting investor optimism regarding the company's future growth prospects, which may attract more investor attention to its performance in the semiconductor sector.
See More
Vicor Corporation Q1 2026 Earnings Highlights
- Significant Revenue Growth: Vicor Corporation reported product and royalty revenue of $113 million for Q1, a 5.3% sequential increase from 2025's total, indicating strong demand in high-performance computing and industrial markets, which is expected to enhance future market share.
- Robust Gross Margin: The Q1 gross margin stood at 55.2%, reflecting a 20-basis-point decrease from the previous quarter but an 800-basis-point increase year-over-year, demonstrating effective cost control and pricing strategies.
- Strong Orders and Backlog: The Q1 book-to-bill ratio exceeded 2, with backlog increasing 70% quarter-over-quarter to $300.6 million, highlighting robust demand for Vicor's products and the sustainability of future revenues.
- Optimistic Future Outlook: The company anticipates Q2 revenues nearing $126 million and a total revenue target of $570 million for 2026, based on conservative assumptions, showcasing Vicor's confidence in technological innovation and market expansion.
See More
Vicor (VICR) Q1 2026 Earnings Transcript
See More
Vicor Corp. Shares Surge 25.4% Following Stellar Earnings Report
- Significant Earnings Growth: Vicor Corp. reported a staggering 713% year-over-year increase in net income for Q1, reaching $20.66 million, primarily driven by a $27.3 million tax benefit, showcasing the company's robust profitability and financial health.
- Revenue Surge: The company experienced a 39% year-over-year increase in net revenues, totaling $112.97 million, with product revenues rising 18% to $98 million, reflecting strong market demand and enhanced product competitiveness.
- Backlog Increase: CEO Patrizio Vinciarelli noted a 70% sequential increase in backlog, indicating rising demand across high-performance computing, automatic test equipment, and industrial, aerospace, and defense applications, setting the stage for future revenue growth.
- Capacity Expansion Plans: Vicor is expanding capacity at its first CHiP fab while planning a second fab to ensure OEMs and hyperscalers have redundant access to VPD power system technology, thereby enhancing its competitive position in the market.
See More
Vicor Exceeds Q1 Sales and Earnings Expectations
- Earnings Beat: Vicor reported earnings per share of $0.44 and sales of $113 million in Q1, surpassing analyst expectations by $0.11 and exceeding sales forecasts by $3.65 million, indicating robust market performance.
- Year-over-Year Growth: The company's revenue surged approximately 20% year-over-year, with an order backlog of $301 million at the end of the quarter, representing a 75% increase from the previous year, highlighting strong market demand and significant growth potential.
- Forward Guidance Resumed: Vicor has resumed providing clear forward guidance, anticipating Q2 revenue to approach $126 million and projecting full-year sales of nearly $570 million, demonstrating confidence in future performance.
- Positive Market Reaction: Following strong earnings and forward guidance, Vicor's stock price surged 25.4% during the week, reflecting investor optimism about the company's future growth prospects.
See More
Vicor Surges 25.4% After Strong Q1 Earnings Beat Expectations
- Earnings Beat: Vicor reported Q1 earnings per share of $0.44 on sales of $113 million, exceeding analyst expectations by $0.11, with sales surpassing forecasts by $3.65 million, indicating strong profitability and market demand.
- Significant Revenue Growth: The company's revenue surged approximately 20% year-over-year, and the reported order backlog of $301 million at quarter-end, up 75% year-over-year, suggests enhanced future sales potential and market confidence.
- Positive Market Reaction: Vicor's stock surged 25.4% on Friday, reflecting investor optimism regarding the company's strong performance and outlook, in line with the broader tech sector's gains as the S&P 500 and Nasdaq Composite also rose.
- Clear Forward Guidance: Vicor anticipates Q2 revenue to approach $126 million, with full-year sales projected at nearly $570 million, demonstrating the company's ability to provide clear guidance even amid geopolitical uncertainties, thereby boosting shareholder confidence.
See More
