VICR

Vicor Corp.'s stock price has seen significant growth, increasing by 42.09% in the past six months and 499.83% over the last 12 months, reaching $288.94 on September 30, 2026, from $49.31 on October 1, 2025. Key events include a surge in stock due to non-exclusive licensing agreements for its Vertical Power Delivery (VPD) technology with major AI OEMs and hyperscalers, which are becoming a critical earnings driver. The company twice raised its Q3 2026 sequential revenue growth guidance from approximately 10% to over 20% due to VPD royalty income, leading to premarket stock jumps. Vicor plans to nearly triple its ChiP manufacturing footprint with new Fab-2 and Fab-3 sites in New Hampshire, anticipating sustained demand as its Andover Fab-1 nears full utilization. Strong Q2 2026 financial performance showed 49% underlying revenue growth, a 145% year-over-year backlog increase, 58% gross margin, and $1.04 EPS, exceeding analyst estimates. The stock has received 'Strong Buy' and 'Buy' ratings from analysts, with price targets up to $450.00, and a 'golden cross' technical signal was observed. However, insiders have sold approximately $424.1 million worth of shares over the past 12 months, with no reported insider buying, including CEO Patrizio Vinciarelli selling 20,000 shares in October 2026. The stock has also experienced volatility due to broader semiconductor sector movements and concerns about inflation and tariffs.