Vicor Corporation (VICR)

In the past six months, Vicor Corp. stock has experienced significant positive movements. In October 2025, the stock surged following a robust Q3 2025 earnings report that significantly exceeded analyst expectations. Analysts upgraded Vicor's stock from "Hold" to "Buy," raising their price targets, citing an optimistic outlook. The company's Q3 2025 diluted EPS was $0.63, and revenue reached $110.4 million. Gross margins also expanded, and operating cash flow increased year-over-year. Insider trading activity in October 2025 included the sale of shares by Quentin A. Fendelet and Andrew D'Amico, along with the exercise of options to acquire shares.

While specific details on the demand seasonality for Vicor Corp.'s products and services are not extensively detailed, tools are available to explore VICR's stock seasonality and compare current and historical year-over-year price and market cap data to identify trends and patterns for Vicor stock. This suggests that there might be observable seasonal patterns in the stock's performance, which could indirectly reflect underlying demand trends. However, direct information on seasonal fluctuations in customer orders or product usage was not found.

Vicor Corporation specializes in designing, developing, and manufacturing high-density power conversion solutions, including modular power components and systems for converting electrical power. The company operates within the Electronics & Appliances sector, specifically in the Industrial Goods and Machinery and Electrical Components & Equipment industries. Vicor's product portfolio includes modular power components and power systems for converting electrical power, offering a range of alternating current (AC) and direct current (DC) power conversion products. Its offerings are categorized into "Advanced products," which implement its proprietary Factorized Power Architecture (FPA) for flexible and rapid power system design, and "Brick products," which are brick-format converters providing integrated transformation, rectification, isolation, regulation, filtering, and input protection. These products are utilized in various applications, including high-performance computing, aerospace and defense, industrial automation, instrumentation, test equipment, solid-state lighting, telecommunications, networking infrastructure, and electric vehicles.

Headquartered in Andover, Massachusetts, USA, Vicor Corporation has a global presence with additional locations in Santa Clara, CA; Lombard, IL; Lincoln, RI; Cedar Park (Austin), TX; Milwaukie (Portland), OR; Beijing, China; Hong Kong, China; Shanghai, China; Shenzhen, China; Munich, Germany; Bangalore, India; New Delhi, India; Milan, Italy; Tokyo, Japan; Seoul, South Korea; and Taipei, Taiwan (Republic of China). The company serves customers across Europe, Asia, and North America. Vicor distributes its products worldwide through a direct sales force, a network of independent sales representative organizations in North America, independent authorized distributors in Asia, and four globally franchised authorized stocking distributors.

In the past year, Vicor Corporation's brand reputation has seen a positive shift, particularly in late 2025, driven by strong financial performance and strategic advancements. The company is increasingly recognized as a key player in providing power conversion solutions for the artificial intelligence (AI) and data center markets. A significant patent infringement settlement and growing IP licensing revenue have also bolstered its financial health and market perception. Analyst upgrades to "Buy" ratings reflect increased confidence in Vicor's future prospects and technology. While there was a "sell" rating in early May 2025, the narrative has since changed to a more bullish outlook.

Vicor Corporation's ownership structure includes a significant portion held by individuals, accounting for approximately 49.2% to 66.17% of shares. Major institutional owners include JPMorgan Chase & Co., BlackRock, Inc., Vanguard Group Inc, State Street Corp, Needham Investment Management LLC, Geode Capital Management, Llc, Dimensional Fund Advisors Lp, AWM Investment Company, Inc., Morgan Stanley, and Pinnacle Associates Ltd. As of 2022, Patrizio Vinciarelli serves as the chairman of the board, president, and chief executive officer.