Vicor Corporation (VICR)

Sep 25, 2026

State Street Corp reduced its stake in Vicor Corporation by 10.5%, selling 85,596 shares but still holding 726,021 shares valued at approximately $275.7 million. Despite this, other institutional investors like BlackRock and Andar Capital increased their positions. Vicor reported stronger-than-expected quarterly earnings and revenue, and analysts generally maintain a "Moderate Buy" rating for the stock.

Sep 23, 2026

Bank of America Corp DE has acquired 88,249 shares of Vicor Corporation (NASDAQ:VICR) valued at approximately $33.5 million, representing a 0.19% stake. This comes as Vicor has raised its third-quarter 2026 revenue-growth outlook and is expanding manufacturing capacity due to demand from AI and advanced computing. Despite a "Moderate Buy" consensus from analysts, the stock's high valuation (86 times earnings) and significant insider selling pose potential risks.

Sep 22, 2026

Vicor Corp (VICR) saw its shares rise by 19.9% to $268.34, marking a 390.4% increase over the past year. Despite a strong GF Score of 81/100, GuruFocus's GF Value indicates the stock is significantly overvalued by 293.2%, with a GF Value estimate of $68.25. Insider selling of $410.6 million over the last 12 months, without any buying activity, raises concerns about internal confidence and suggests potential risks for investors due to the high valuation.

Sep 22, 2026

U.S. stock indexes closed mixed on Tuesday, with the NASDAQ Composite Index gaining 0.45%, the S&P 500 Index remaining flat, and the Dow falling 0.36%. The article highlights Vicor as a leading performer and LPL Financial Holdings as lagging, contributing to the mixed market results.

Sep 22, 2026

Vicor Corporation (NASDAQ: VICR) stock surged over 12% following announcements of major AI deals and expansion plans. The company is licensing its Vertical Power Delivery (VPD) technology to a large AI OEM, allowing for royalties while still selling its own modules, and is significantly expanding its manufacturing footprint with two new fabs in New Hampshire to meet growing AI and hyperscaler demand. This strategic move, coupled with a $150M share repurchase plan, signals strong confidence in Vicor's role in the AI power delivery market, despite its high valuation.

Sep 19, 2026

Vicor Corporation (NASDAQ:VICR) has received a "Moderate Buy" consensus rating from five brokerages, with an average 12-month price target of $381.67. The company recently reported strong quarterly earnings, beating EPS and revenue estimates. However, the article highlights risks such as high valuation, recent insider selling totaling $46.2 million, and questions regarding manufacturing expansion plans, despite a positive AI power-delivery licensing agreement.

Sep 19, 2026

Vicor, a designer and manufacturer of modular power components, has acquired 120 acres in Merrimack and Hooksett, New Hampshire, to expand its ChiP Fab facilities. This expansion, including ChiP Fab-2 and Fab-3, aims to increase total capacity beyond Fab-1 to support advanced AI applications and strengthen the U.S. supply chain for OEMs and hyperscalers. The company is also intensifying its intellectual property protection efforts and licensing practices for its vertical power delivery technology, which has generated significant revenue through settlements and agreements.

Sep 18, 2026

Vicor Corp. is expanding its manufacturing operations into New Hampshire, with plans for nearly 1 million square feet of space across Merrimack and Hooksett to meet surging demand for its ChiP products. While the company announced the purchase of a 334,000-square-foot building in Merrimack and 54 acres in Hooksett, the exact locations remain undisclosed. This expansion, dubbed ChiP Fab 2 and 3, aims to provide scalability, with the Merrimack plant expected to be operational within a year.

Sep 17, 2026

Vicor Corp (VICR) saw its shares rise 17.7% to $216.39, marking a 314.5% increase over the past year. However, GuruFocus's GF Value™ indicates the stock is significantly overvalued by 235.0% at $64.59. Despite a strong GF Score™ of 81/100, driven by excellent growth and financial strength, the valuation rank is very low at 1/10, compounded by substantial insider selling and no buying activity over the last 12 months.