Added to YB: 2026-10-15
Pitch date: 2026-10-13
VICR [bullish]
Vicor Corporation
-4.94%
current return
Author Info
No bio for this author
Company Info
Vicor Corporation, together with its subsidiaries, designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.
Market Cap
$12.0B
Pitch Price
$258.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
98.32
P/E
83.29
EV/Sales
24.29
Sector
Electrical Equipment
Category
special_situation
Vicor Update, Part Two
VICR (monitor): Vicor’s ITC-led licensing model may solve its longstanding distribution problem: a partly lost first case carried management-referenced return expectations of as much as $400M through end-2026, while a September license lifted Q3 sequential-growth guidance from ~10% to >30%. The new case targets nine AI supply-chain groups, but Foxconn’s purchase-order license defense, undisclosed legal-fee sharing and capacity constraints remain material uncertainties.
Read full article (18 min)