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VICR's $380M backlog and surging ATE demand support growth, but rising pressure from Analog Devices and Texas Instruments clouds the outlook.
MaxLinear has the AI infrastructure edge, backed by strong current revenue growth and multiple product ramps through 2027-2028.
Vicor's Gen 2 VPD targets higher AI power density, while licensing, customer programs and added capacity could expand its data-center opportunity.
The mean of analysts' price targets for Vicor (VICR) points to a 43.4% 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.
On August 17, 2026, Vicor Corp (VICR) shares rose 8.0%, closing at $253.50. The stock has shown significant price movement, trading between a 52-week high of $3
VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.
Vicor is positioned for growth as AI infrastructure drives demand for high-power-density energy conversion solutions. VICR's Vertical Power Delivery and Factorized Power Architecture technologies address the complex energy needs of next-generation AI processors. Q2 2026 saw products and licensing revenue reach $143.4 million, with the order portfolio surging 145% to $380 million year-over-year.
Empowered Funds LLC increased its position in Vicor Corporation (NASDAQ: VICR) by 6,794.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,091 shares of the electronics maker's stock after purchasing an additional 50,350 shares during the period.