VICR

Vicor (VICR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The mean of analysts' price targets for Vicor (VICR) points to a 60.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Vicor earns a renewed Buy rating at $223, reflecting stronger fundamentals, a growing backlog, and robust licensing momentum after a significant price correction. Q2 results highlight 49% underlying revenue growth, a 145% YoY backlog increase, and a pivotal new VPD licensing deal with a major AI OEM. Royalties and IP licensing are becoming a critical earnings driver, but product gross margin slipped sequentially while total gross margin was buoyed by royalties.

With U.S. stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:

Vicor is rated 'Buy' with a $846/share 2033 target, reflecting confidence in regaining AI power module leadership. VICR's advanced Vertical Power Delivery (VPD) technology offers significant energy savings and is architecturally aligned with next-gen AI data center needs. Early innings of its VPD potential into copackaged optics. It will be a critical catalyst as it aims to nearly 5x its revenue of $470 million.

Vicor Corporation (VICR) is rated a Strong Buy due to surging demand for its high-efficiency power modules in AI data centers. Recent AI licensing deals and capacity expansions are driving margin improvement, with gross margins rising to 58% and royalty revenues up 122% YoY. VICR's second-generation vertical power delivery solution offers market-leading current density, enabling substantial energy and cost savings for data center operators.

ANDOVER, Mass., Sept. 21, 2026 (GLOBE NEWSWIRE) -- On September 21, 2026, 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 (VPD).

Vicor (VICR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Vicor has granted a license to a leading OEM to procure patented Vertical Power Delivery modules that enable breakthrough performance for AI applications.

Vicor Corporation offers a unique, patented vertical power delivery solution critical for next-gen GPUs, positioning it as a potential industry standard. VICR's investment case is an asymmetric call option on its technology becoming indispensable as GPU power demands exceed 1.5–2 kW, with potential for manifold revenue growth. Patent protection forms a robust moat, but ongoing litigation and alternative chip architectures are existential risks to the hyper-growth scenario.