Vicor Corporation (VICR)

Vicor Corp.'s stock has experienced significant volatility and growth over the past six months. The stock price increased significantly over the last 12 months, three months, and past month. Key events impacting the stock include the Q3 2025 earnings report where Vicor reported $0.63 EPS, significantly beating estimates, and revenue of $110.4 million, surpassing estimates. Q2 2025 revenues benefited from a $45 million patent litigation settlement. Several analysts have issued or updated ratings and price targets, with Roth Capital initiating coverage with a "Buy" rating and a $115.00 price target. CEO Patrizio Vinciarelli sold shares in late December 2025, and insiders collectively sold shares in the last quarter. The stock saw a significant gain on January 5, 2026, following Roth Capital's positive outlook, but traded down on January 12, 2026. Concerns have been raised about a declining trend in the company's backlog.

Information explicitly detailing the demand seasonality for Vicor Corp.'s products and services is not readily available. The company serves diverse industries, which might help mitigate strong seasonal fluctuations in overall demand, but specific patterns for its product categories are not specified.

Vicor Corporation is a U.S.-based manufacturer specializing in modular power components and power systems, operating within the Electrical Components & Equipment sector and the broader Electronics industry. The company's product portfolio includes AC and DC power conversion products, categorized into "Advanced products" using Factorized Power Architecture (FPA) and "Brick products," which are conventional DC-DC converters. Vicor's products serve high-performance, high-power market segments, including high-performance computing, AI applications, aerospace and defense electronics, satellites, industrial automation, instrumentation, test equipment, transportation, telecommunications, and networking infrastructure.

Vicor Corporation is headquartered in Andover, Massachusetts, USA, and maintains a significant global presence. In the United States, it has additional locations in Santa Clara, CA; Lombard, IL; Lincoln, RI; Cedar Park (Austin), TX; and Milwaukie (Portland), OR. Internationally, Vicor has offices and subsidiaries across Europe and Asia, including locations in China, Germany, India, Italy, Japan, South Korea, Taiwan, France, the UK, and the Netherlands. The company sells its products worldwide, serving customers in North and South America, Europe, and the Asia Pacific region through a direct sales force, independent sales representative organizations, and authorized distributors.

Vicor Corporation maintains a strong brand reputation, particularly for its high-performance power management solutions and innovative power conversion technology. The company is recognized as a leader in its field, with its products being well-regarded in demanding sectors such as automotive, industrial, aerospace, and defense. Vicor is seen as a key player in addressing the power demands of next-generation AI processors and data centers. There have been no widely reported events negatively impacting Vicor's brand reputation in the past year.

Vicor Corporation has a significant institutional ownership base, including major holders such as JPMorgan Chase & Co, BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Individual investors also hold a substantial portion of the company's shares. Company insiders collectively own 31.3% of the stock.