On September 22, Vicor rose 12.66% in pre-market trading, trading at $252.25/share, with Turnover of $434,300. The sharp move came after the company announced it was raising its third-quarter sequential growth guidance to more than 20%, up significantly from the prior estimate of approximately 10%.
The upward revision was primarily driven by royalty income from a recently announced non-exclusive license of Vicor's proprietary Vertical Power Delivery (VPD) technology to a leading AI OEM. The license permits the OEM to procure VPD modules protected by Vicor patents, marking a significant milestone in the commercialization of the company's core AI power delivery technology. The licensing deal underscores growing industry adoption of Vicor's power architecture in high-performance AI computing applications.
The guidance raise follows an already strong second quarter in which Vicor reported EPS of $1.04, substantially exceeding the consensus estimate of $0.64, with revenue of $143.4 million and backlog surging 145% year-over-year, reflecting robust demand momentum in AI computing power delivery.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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