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 crazy what has happened to this after the multiple revenue guide raises recently. All of it given back and then some.

$VICR price target raised to $448 and here we are. The investigation is on behalf of VICR and they will gain from proving their patent was infringed. This is not a negative. They will have more control on the chip design pipeline

$VICR Let them sell. This is one business i am happy to accumulate. Their recurring IP royalty & license revenues are increasing to 30% of sales at near 100% gross margin. Each license is$60m guaranteed for the first 2 yrs. On top of that $60 million baseline, Vicor recently signed a fourth major non-exclusive license for its Vertical Power Delivery (VPD) technology with a leading AI equipment manufacturer.

$VICR Page 1 from Craig Hallum's analyst report from today attached. BUY rating - $450 price target.

$VICR Vicor (VICR) – Potential Stock Price Scenarios After Q3 Earnings (October 20, 2026) Reference price: ~$192 | Short-term outlook: 1–4 weeks after earnings Scenario Key earnings outcome Potential stock price Change Bull case Revenue above $200M, EPS above $1.70, strong VPD royalties and positive Q4 guidance $250–290 +30–51% Base case Revenue $190–200M, EPS $1.40–1.70, stable royalty outlook $205–240 +7–25% Bear case Revenue below expectations, weak Q4 guidance or disappointing recurring royalties $145–175 −9–24%

$VICR I repeat. $448 Price target, raised revenue guidance by 30% and price 30% lower than in got to this last month. Earnings call in 3 days. Golden opportunity IMO

$VICR Earnings call on Tuesday morning coming up. Best price target $448 right now. Being held back for some. Take advantage of these discounts

$VICR This stock graduated to Russell 1000 late June. This rebalance leads to higher volatility until things settle. Focus on the future performance not just what is happening today (although frustrating at times). GLTA!

$VICR watch this take off end of day people here want cheaper shares before earnings is my take 🚀🚀🚀🚀

$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 Looks like a great discount and interesting play before earnings, same price as before many catalysts and 2 increased guidances, having in mind raised analysts targets

$VICR Pristine financial condition stocks. Fortress-like balance sheet & virtually zero debt risk. Interest rates and cost of credit u go for debt free companies and those that perform. $VICR $P $ALAB

$VICR 50 week in blue ~$200, right on this diagonal trend. Hasn’t closed below it since last October

$VICR commision No. Vicor is the complainant, not a respondent, in the new VPD investigation. The U.S. International Trade Commission formally instituted investigation 337-TA-1526 on October 9, 2026, based on Vicor's complaint alleging that 20 companies infringe its vertical power-delivery patent. United States International Trade Commission +1 Vicor's role: Plaintiff/complainant seeking enforcement of its patent rights. Respondents: Companies including Monolithic Power Systems, Infineon, Delta Electronics, Foxconn and others. United States International Trade Commission Current status: The investigation is pending before an administrative law judge. The ITC has not determined whether infringement occurred. USITC Investigations Investor takeaway: This case is an enforcement action by Vicor, not an ITC investigation against Vicor. Vicor's own exposure is that it must establish the alleged infringement and satisfy the applicable legal requirements to obtain the requested remedies.

$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.