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NASDAQ · US · Electronic Components

VICR Vicor

High-density power modules

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$193.4
+9.84% today
1W
+1.4%
1M
−31.4%
3M
+0.7%
YTD
+76.4%
1Y
+113.8%
Off 52w high
−49.1%
Next earnings (est.): 2026-10-20
Market cap$8.12B
P/E (trailing)46.0Forward 29.0
EV / sales13.9×EV/EBITDA 46.9×
Revenue (TTM)$561MGrowth 78.5% y/y
Margins60.6%gross · op 36.6%
Free cash flow—Cash $513M · debt $7.16M
Analyst target$390.0+101.7% upside · 4 analysts · strong buy
Riskβ 2.38Short 11.5% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

VICR · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-20EarningsBeat / raise

    Reported EPS 1.33 vs 1.24 expected (+7.3% surprise).

  2. 7
    2026-07-21EarningsBeat / raise

    Reported EPS 1.13 vs 0.66 expected (+72.2% surprise).

  3. 6
    2026-04-21EarningsBeat / raise

    Reported EPS 0.52 vs 0.41 expected (+26.5% surprise).

  4. 5
    2026-02-19EarningsBeat / raise

    Reported EPS 1.1 vs 0.48 expected (+130.6% surprise).

  5. 4
    2025-10-21EarningsBeat / raise

    Reported EPS 0.73 vs 0.2 expected (+263.4% surprise).

  6. 3
    2025-07-22EarningsBeat / raise

    Reported EPS 1 vs 0.18 expected (+453.4% surprise).

  7. 2
    2025-04-29EarningsMiss / cut

    Reported EPS 0.14 vs 0.29 expected (-52.5% surprise).

  8. 1
    2025-02-20EarningsBeat / raise

    Reported EPS 0.3 vs 0.21 expected (+48.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-201.241.33+7.3%
2026-07-210.661.13+72.2%
2026-04-210.410.52+26.5%
2026-02-190.481.1+130.6%
2025-10-210.20.73+263.4%
2025-07-220.181.0+453.4%
2025-04-290.290.14−52.5%
2025-02-200.210.3+48.4%
2024-10-220.140.35+146.4%
2024-07-230.110.1−3.7%
2024-05-010.150.15−2.5%
2024-02-220.360.31−12.7%
2023-10-240.340.37+8.8%
2023-07-250.230.45+94.7%
2023-04-250.250.31+27.8%
2023-02-230.250.23−6.1%
2022-10-250.260.33+28.2%
2022-07-210.130.29+135.6%
2022-04-210.260.16−39.0%
2022-02-240.50.24−51.7%
2021-10-210.50.34−32.1%
2021-07-220.370.47+26.4%
2021-04-220.280.37+32.1%
2021-02-250.220.22+1.8%

About Vicor

Website ↗

Vicor Corporation, together with its subsidiaries, designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally. The company offers a range of brick-format DC-DC converters; complementary components that provide AC line rectification, input filtering, power factor correction, and transient protection; and input and output voltage, and output power products, as well as sells electrical and mechanical accessories. It also designs, sells, and services custom power system solutions. It serves independent manufacturers of electronic devices, original equipment manufacturers, original design manufacturers, and their contract manufacturers in the aerospace and aviation, defense electronics, satellites, factory automation, instrume…

1,092 employees · Andover, United States

100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.

Power semis→PSU / shelf→Busbar→Rack

What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2308.TW
Delta Electronics
Power shelves and thermal for AI racks NT$1,560.00.00%−16.8%+62.8%
MPWR
Monolithic Power Systems
Voltage regulation for accelerators $1,171.6+2.77%−14.2%+29.9%
IFX.DE
Infineon Technologies
SiC/GaN power semis for 800V DC racks €50.20+3.14%−11.5%+34.1%
NVTS
Navitas Semiconductor
GaN power ICs for AI power supplies $8.52+1.61%−30.2%+19.3%
ON
onsemi
SiC power and image sensors $74.15+2.63%−4.0%+36.9%
2301.TW
Lite-On Technology
AI server power supplies and shelves NT$255.50.00%−11.4%+60.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.