On September 22, Vicor rose 9.42% in regular trading, trading at $240.313/share, with turnover of approximately $20.34 million. The sharp rally was driven by the company raising its third-quarter sequential revenue growth guidance from approximately 10% to more than 20%.
The upward revision stems from royalty income generated by a recently announced non-exclusive license of its Vertical Power Delivery (VPD) technology to a leading AI OEM. The agreement grants the licensee the right to procure VPD modules protected by Vicor patents, marking a significant milestone in the commercialization of the company's core AI power delivery technology. This licensing model has boosted market confidence in the monetization potential of Vicor's power infrastructure patent portfolio.
The guidance raise follows an already strong second quarter, in which Vicor reported EPS of $1.04 — well above the consensus estimate of $0.64 — on revenue of $143.4 million, with backlog surging 145% year-over-year. As a specialist in high-density power modules for AI servers and high-performance computing, Vicor continues to benefit from the global buildout of AI compute infrastructure.
(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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