Corporate Vice President Offloads $1.8 Million in Shares of AI Infrastructure Firm Vicor (Nasdaq: VICR)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Source: NASDAQ.COM
Insider Stock Transactions: Claudio Tuozzolo, Corporate VP at Vicor, exercised 20,145 stock options and sold the shares, maintaining his direct ownership at 33,622 shares post-transaction, reflecting a liquidity event rather than a discretionary sale.
Vicor's Financial Performance: Vicor reported a significant Q3 performance with an 18.5% year-over-year revenue increase and per-share earnings of $0.63, far exceeding analyst expectations of $0.12, largely driven by demand for high-density power systems in AI data centers.
Market Reaction: Following the impressive earnings report, Vicor's stock surged over 55%, increasing its market cap from $2.2 billion to over $4 billion within a month, prompting other executives to exercise stock options as well.
Company Overview: Vicor specializes in advanced power conversion components and systems, catering to high-reliability markets such as aerospace and telecommunications, and generates revenue by supplying power solutions to OEMs and contract manufacturers globally.
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Analyst Views on VICR
Wall Street analysts forecast VICR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for VICR is 102.50 USD with a low forecast of 90.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 171.530
Low
90.00
Averages
102.50
High
115.00
Current: 171.530
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 provides products addressing other DC voltage standards. It categorizes its offerings as Advanced products and Brick products. Its Advanced products category consists of products, which are used to implement its proprietary Factorized Power Architecture (FPA), an advanced power distribution architecture enabling flexible, rapid power system design using individual components optimized to perform a specific conversion function. The 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 VP Tuozzolo Sells 5,508 Shares for ~$498K Following Strong Earnings
- Transaction Overview: On October 24, 2025, Vicor's VP Claudio Tuozzolo exercised options and immediately sold 5,508 shares for approximately $498,863, indicating routine management of executive equity compensation.
- Ownership Change: This transaction reduced Tuozzolo's direct holdings by 14.08%, leaving him with 33,622 shares, which equates to 0.0747% of the company's outstanding shares, reflecting executive confidence in the company's outlook.
- Performance Drivers: Vicor reported third-quarter product and licensing revenues of $110.4 million, an 18.5% year-over-year increase, with net income soaring to $28.3 million, driving the stock price up 160% over the past year, significantly outperforming the S&P 500's 17% gain.
- Market Outlook: With management expecting IP settlements and licensing revenues to approach $300 million by 2026, Vicor's technological leadership in AI and electric vehicle power systems presents potential opportunities for growth investors.
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Vicor VP Tuozzolo Sells 5,508 Shares for $498,862 Amid Strong Earnings
- Executive Transaction: On October 24, 2025, Vicor's Corporate VP Claudio Tuozzolo exercised and sold 5,508 shares of common stock for approximately $498,862, reflecting executive confidence in the company's stock.
- Holding Reduction: This transaction reduced Tuozzolo's direct holdings by 14.08%, from 39,130 to 33,622 shares, indicating a routine practice in equity management among executives.
- Strong Performance: Vicor reported third-quarter product and licensing revenues of $110.4 million, an 18.5% year-over-year increase, with net income soaring to $28.3 million, showcasing robust growth in high-density power technologies.
- Market Outlook: The company anticipates nearly $300 million in IP settlements and licenses by 2026, highlighting its technological leadership in AI and electric vehicle power systems, which may attract growth investors seeking exposure in these sectors.
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