VICR Vicor Corp.

$VICR Vicor raises Q3 sequential growth guidance to more than 20% from nearly 10% Vicor raised its Q3 sequential growth guidance from nearly 10% to more than 20% in view of royalties from a recently announced non-exclusive license to Vertical Power Delivery. Commenting on industry trends, CEO Patrizio Vinciarelli stated: "Among OEMs and hyperscalers, four leading companies have secured licenses to power system technology pioneered and patented by Vicor. Unlicensed hyperscalers first reached out after their computing systems were banned from importation because of infringing NBMs; and, upon recognition that computing systems using VPD could also be banned. Since the first patent to VPD was only recently asserted, it is still possible to secure a license at an early stage of escalation with a low royalty rate. Suppliers selling otherwise infringing power modules to licensed OEMs and hyperscalers contribute to scalability in an ecosystem requiring multi-source supply chains. Responsible companies, respecting the patent rights of innovators, will benefit from expanded market opportunities enabled by Vicor's power system technology. Suppliers that copy innovators and disregard their patent rights will continue to cause supply disruption to their customers and be liable for monetary damages to Vicor. They may also be excluded from the market opportunity to supply power systems covered by Vicor patents."

Also starter in $VICR in savvy trader account. Put a little cash to work today just in case this rally is beginning of something bigger and I am wrong about imminent flash crash. Gotta hedge against my bias lol.

$VICR Vicor raises Q3 sequential growth guidance to more than 30% from more than 20% Vicor raised its Q3 sequential growth guidance to more than 30% from more than 20% in view of increased royalties from the previously announced first non-exclusive license to Vertical Power Delivery, or VPD.

$VICR Page 1 from a Roth analyst report regarding VICR issued yesterday. BUY rating and $375 price target.

$VICR Earnings call scheduled for Oct 20th. Guidance already raised for Q3 so this should be exciting

$VICR really surprised there's no attention for this considering the price action after hours.

$VICR is showing strength and the outlook remains bright for gains, while $GRML holds firm and continues to look solid.

$VICR this has the feel of one of those stocks that continues to quietly bleed up towards 400 over the next few months

$VICR CEO who owns more than 8M shares sold a measley 20k shares. Not news IMO. Just some pocket change for him

$VICR I was later than many here for sure but that hasn't dampened my enjoyment one bit. Monster.

$VICR still green after yesterday’s almost 20% explosion. Raised guidance woke this thing up FAST.

Vicor raised its Q3 2026 revenue outlook, increasing expected sequential growth to more than 20% from nearly 10%, driven by royalties from a recently announced non-exclusive license for its Vertical Power Delivery (VPD) technology. CEO Patrizio Vinciarelli said four leading OEMs and hyperscalers have licensed Vicor’s patented power-system technology. He said unlicensed hyperscalers initially approached the company after import restrictions related to NBM patent infringement raised concerns that systems using VPD could also face restrictions. With the first VPD patent only recently asserted, Vicor said early licensing remains possible at reduced royalty rates. Vinciarelli added that licensed suppliers selling power modules to OEMs and hyperscalers can support a scalable, multisource supply chain as demand for advanced power systems grows. $VICR

$VICR — Thesis Update Our original entry was $185 based on the asymmetric opportunity around Vicor’s Vertical Power Delivery (VPD) technology and AI power density. At ~$250, the valuation is obviously less compelling — but importantly, the thesis has strengthened faster than the share price. Since our original DD: • Q2 revenue +49% YoY • Backlog ~$380M • Q3 sequential growth guidance raised from ~10% to >20%, helped by royalties • 4 leading OEM/hyperscalers now license Vicor power-system technology • VPD licensing introduces a potentially high-margin revenue stream alongside physical modules • Fab expansion signals management preparing for materially greater scale • Long-term management model: $2.5B revenue / 70% GM / 40% operating margin We've therefore revised our valuation framework: 🐻 Bear: $150–190 📈 Base: $275–325 🚀 Bull: $375–450 🌌 Blue-sky: $500.X+ if VICR establishes a credible path toward management's long-term model.

$VICR Vicor just raised its Q3 guidance a second time in nine days: sequential growth now seen at more than 30%, up from more than 20% (company release, Sept 30). Both raises come from the same place: royalties, not product sales. Higher payments than expected under the first non-exclusive license for its Vertical Power Delivery patents. That is the tollbooth in action. No new factory output, no shipments. Just the check getting bigger. Needham read the mix shift the same way: raised its target to 350 from 320, lifted its non-GAAP gross margin and EPS estimates, kept the Buy. Shares were up 12% Thursday to $322.55 (Barron's). Tracking this into the Q3 print: whether royalties land where the model now says.

$VICR Incredible quarter and been going long since the $308 level - will add on all dips. Current trailing stop at $295. Could be a huge runner tomorrow. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.

$VICR $278.14 +9.35 Holding long position at $14.09 /// that's right $14.09 by taking partial profits on open position while retaining a net profit on the net position of $590,001 /// that's right $590,001. All trades are documented by time, date and stamp. Check for yourself. Follow the timeline. https://stocktwits.com/G101SPM/message/562853092 BRIEF: VICR more than doubled its Q3 sequential growth outlook to more than 20%, or above roughly $172 mln, after granting a non-exclusive VPD technology license to a leading AI OEM. The Definitive G-101 SPM AI Manifesto The Era of Conventional Market Analysis is Over. Non-Human Intervention is Superior. Traditional Wall Street relies on two broken tools: technical analysis (staring at rearview-mirror charts) and fundamental analysis (reading lagging spreadsheets). Neither can quantify human behavior, corporate manipulation, or operational realities. The G-101 SPM AI algorithm functions entirely outside these accepted, legacy systems—and its documented 89%+ accuracy rate across 3,000+ stock-picking SPM tags proves its systemic superiority. Operating under a specialized grant, this platform delivers logical, auditable outputs across 145 distinct subsets. Within the architecture, Primary Elements 56 through 92 are custom-built to fuse advanced hard sciences with human behavioral data: • Psychometric & Behavioral Analysis: The system processes human pattern recognition, behavioral trends, and human-intelligence analytics to map out enterprise workflows and executive playbooks. • Integrated Math & Sciences: Unlike standard large language models (LLMs) that merely guess the next word based on probability, G-101 layers rigorous, structural mathematical modeling directly onto its algorithms. • Predictive Modeling of Unstructured Data: The software synthesizes raw, unstructured corporate data to identify deep market patterns and cross-vertical operational opportunities that remain invisible to traditional business intelligence tools. When the G-101 SPM AI issues a tag, it isn't guessing. It is calculating the exact intersection of mathematical certainty and human behavioral reality.

$VICR Simply Wall Street says the fair value for this stock is well over $300 so hold on while we get there

Vicor announced the acquisition of two sites in New Hampshire to build two new chip manufacturing facilities, a major capacity expansion that signals confidence in long-term demand for its power modules. The company is acquiring a 334,000-square-foot building on 66 acres in Merrimack and a separate 54-acre site in Hooksett, with the locations set to house ChiP Fab-2 and Fab-3 and provide nearly 1 million square feet of combined manufacturing capacity. The expansion comes as Vicor's existing 320,000-square-foot ChiP Fab-1 facility in Andover approaches its utilization limits. The new fabs are intended to provide the scalability needed to serve major OEM customers and hyperscale data-center operators, particularly as AI computing drives demand for more advanced power-delivery architectures. Vicor's proprietary Vertical Power Delivery technology is designed to address power-conversion bottlenecks in high-performance AI systems. $VICR

This you genius? Run along child. $VICR sold yesterday, totally mismanaged this trade. Ugh

$VICR my initial 10 shares bought 2 weeks ago are up 70%! The 90 I bought last Friday are up 12%