Vicor’s (VICR) “Buy” Rating Reaffirmed at Needham & Company LLC

Vicor (NASDAQ:VICR)‘s stock had its “buy” rating restated by research analysts at Needham & Company LLC in a research report issued on Tuesday, Benzinga reports. They presently have a $350.00 price objective on the electronics maker’s stock. Needham & Company LLC’s target price suggests a potential upside of 71.40% from the company’s previous close.

A number of other equities analysts also recently commented on the stock. Wall Street Zen upgraded shares of Vicor from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Weiss Ratings downgraded shares of Vicor from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, September 18th. Craig Hallum lifted their price target on Vicor to $450.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Zacks Research raised Vicor from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 1st. Finally, Roth Capital reiterated a “buy” rating and issued a $375.00 price objective on shares of Vicor in a report on Tuesday, September 22nd. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $391.67.

Vicor Stock Performance

NASDAQ:VICR traded up $13.52 during trading hours on Tuesday, hitting $204.20. The stock had a trading volume of 1,667,267 shares, compared to its average volume of 874,341. Vicor has a one year low of $60.95 and a one year high of $382.65. The business’s 50 day moving average is $228.90 and its 200-day moving average is $250.24. The company has a market cap of $9.42 billion, a price-to-earnings ratio of 65.45 and a beta of 2.37.

Vicor (NASDAQ:VICR) last posted its earnings results on Tuesday, October 20th. The electronics maker reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.01. Vicor had a return on equity of 19.83% and a net margin of 30.65%. The firm had revenue of $197.11 million during the quarter, compared to analysts’ expectations of $187.03 million. During the same period in the previous year, the firm earned $0.63 earnings per share. The company’s revenue was up 78.5% on a year-over-year basis. On average, sell-side analysts anticipate that Vicor will post 4.07 EPS for the current fiscal year.

Insider Activity

In other Vicor news, Director Zmira Lavie sold 908 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $250.00, for a total value of $227,000.00. Following the transaction, the director directly owned 908 shares of the company’s stock, valued at approximately $227,000. This trade represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Philip Davies sold 3,073 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $177.70, for a total transaction of $546,072.10. Following the transaction, the vice president directly owned 1,920 shares in the company, valued at $341,184. The trade was a 61.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 27,053 shares of company stock worth $7,745,984 in the last quarter. 28.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Vicor

Several hedge funds have recently bought and sold shares of VICR. Fortitude Family Office LLC raised its holdings in shares of Vicor by 1,244.4% during the 3rd quarter. Fortitude Family Office LLC now owns 121 shares of the electronics maker’s stock worth $35,000 after acquiring an additional 112 shares in the last quarter. Blue Trust Inc. grew its position in Vicor by 1,814.3% in the first quarter. Blue Trust Inc. now owns 268 shares of the electronics maker’s stock worth $43,000 after acquiring an additional 254 shares in the last quarter. ROSS JOHNSON & Associates LLC increased its stake in Vicor by 13,750.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 277 shares of the electronics maker’s stock worth $45,000 after acquiring an additional 275 shares during the last quarter. Meeder Asset Management Inc. lifted its stake in shares of Vicor by 189.4% in the 1st quarter. Meeder Asset Management Inc. now owns 301 shares of the electronics maker’s stock valued at $48,000 after purchasing an additional 197 shares during the last quarter. Finally, GK Wealth Management LLC purchased a new position in Vicor during the third quarter worth $52,000. 47.45% of the stock is currently owned by institutional investors.

Key Stories Impacting Vicor

Here are the key news stories impacting Vicor this week:

• Positive Sentiment: Revenue and backlog surged: Third-quarter revenue reached $197.1 million, up 78.5% year over year and 37.5% sequentially. Backlog rose 166% year over year to $406 million, supporting expectations for continued demand. Vicor Corporation Reports Results for the Third Quarter Ended September 30, 2026
• Positive Sentiment: Profitability improved significantly: Diluted EPS was $1.33 versus $0.63 a year earlier, while gross margin expanded to 68.3% from 57.5%. Net income increased to $63.3 million, and operating cash flow rose to $69.7 million. Cash ended the quarter at approximately $513.1 million. Vicor Q3 Revenue Jumps 79% to $197.1 Million
• Positive Sentiment: AI opportunity is expanding: Vicor said royalty revenue reached $66.6 million and that it granted its first VPD technology license to an AI OEM. Management also reported positive interest from OEMs and hyperscalers in its second-generation power-delivery technology. Vicor Q3 2026: Royalty Revenue Triples as AI Licensing Kicks In
• Positive Sentiment: Capacity expansion and analyst support: Vicor purchased two additional sites near its Andover facilities, potentially increasing capacity nearly fivefold. Needham reaffirmed its “Buy” rating and set a $350 price target, implying substantial upside from recent trading levels. Vicor: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: EPS estimates were mixed: Vicor’s $1.33 diluted EPS exceeded one consensus estimate of $1.32, but fell short of other published estimates of $1.37 to $1.39. Revenue nevertheless surpassed expectations. Vicor GAAP EPS and Revenue Report
• Negative Sentiment: Costs and risks remain: Operating expenses rose to $62.5 million, partly due to patent-enforcement fees, while ongoing litigation and an ITC investigation could create additional costs or execution uncertainty. Reported insider activity also showed sales without purchases over the past six months.

About Vicor

Vicor Corporation (NASDAQ: VICR) designs, develops, manufactures and markets modular power components and systems. The company’s products convert, regulate and distribute electrical power for electronic equipment, with an emphasis on high-performance, compact and efficient power solutions.

Its portfolio includes AC-to-DC and DC-to-DC converters, regulators, power modules, power distribution components and complete power systems. Vicor’s technologies include its Factorized Power Architecture and high-density ChiP packaging, which are designed to help engineers manage power more efficiently while reducing the size and complexity of electronic systems.

Vicor serves customers in industries such as data centers and computing, telecommunications, automotive, aerospace and defense, industrial equipment, and consumer electronics.