On September 24, Vicor rose 5.11% in regular trading, trading at $282.05/share, with turnover of $315 million, extending recent strong momentum following a sharp rally earlier in the week.
On the news front, Vicor announced on September 22 that it was raising its third-quarter sequential revenue growth guidance from approximately 10% to more than 20%, effectively doubling its prior forecast. The upward revision was driven by royalty income from a recently signed non-exclusive license agreement for its Vertical Power Delivery (VPD) technology with a leading AI OEM. The license permits the OEM to procure VPD modules protected by Vicor patents, marking a significant step forward in the commercialization of the company's core AI power delivery technology.
The guidance raise builds on an already strong second quarter, in which Vicor reported EPS of $1.04, well above the market consensus of $0.64, on revenue of $143.4 million. Backlog surged 145% year-over-year, underscoring robust demand driven by AI compute power infrastructure buildout. The combination of accelerating product revenue and a new patent monetization channel has reinforced investor confidence in the company's growth trajectory.
(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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