Roth Capital raised the firm's price target on Vicor to $245 from $225 and keeps a Buy rating on the shares. The stock has continued to move higher heading into Q1 results, reflecting increasing optimism around AI infrastructure demand, the analyst tells investors in a research note. Roth further notes that it has greater confidence in Vicor's utilization ramp amid sustained positive AI demand signals, adding that as utilization improves toward optimal levels, the firm sees a path to structurally higher profitability.
