VICR

In September 2026, Vicor raised its Q3 2026 sequential revenue growth guidance to over 20% due to anticipated royalties from a new non-exclusive license for its Vertical Power Delivery (VPD) technology, leading to a significant stock surge. The company granted this non-exclusive license for its patented VPD modules to a leading AI equipment manufacturer, allowing the customer to purchase from unlicensed suppliers while paying royalties to Vicor. Vicor also announced the acquisition of sites for additional ChiP fabs in Merrimack and Hooksett, New Hampshire, to expand manufacturing capacity, while its board rewrote rules on removing directors, and reports of insider selling by an executive and a director emerged, alongside JPMorgan Chase & Co reporting a passive stake. In August 2026, Vicor approved an open-ended share buyback plan, and a director added shares via option exercise before selling some. In July 2026, Vicor reported Q2 2026 earnings with EPS of $1.04, exceeding analyst estimates, and revenue of $143.35 million, surpassing expectations. The company revised its Q2 2026 revenue guidance in May 2026, reported Q1 2026 earnings in April 2026, and Q4 and full-year 2025 earnings in February 2026. Overall, Vicor's stock has shown strong performance, with a 35.99% increase in the past month, a 148.83% year-to-date return, and a 406.73% increase over the last 12 months as of September 23, 2026.