Movement Alert｜Vicor Overnight Rise 12.55%, Raises Q3 Guidance After Licensing VPD Technology to Leading AI OEM

Market Focus09-22 08:03

On September 22, Vicor surged 12.55% overnight, trading at $252.0 per share, with turnover of $2,268. The rally was driven by the company raising its third-quarter sequential growth guidance to more than 20%, up from approximately 10%, citing royalties from a recently announced non-exclusive license of its Vertical Power Delivery (VPD) technology to a leading AI OEM.

The license, disclosed on September 16, grants the OEM 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. The guidance upgrade underscores the near-term revenue contribution from licensing royalties layered on top of already robust product demand.

The momentum builds on a strong second quarter in which Vicor reported EPS of $1.04, beating the consensus estimate of $0.64 by 62.5%, while revenue of $143.4 million also topped expectations. Backlog surged 145% year-over-year, reflecting sustained AI compute power demand. Additionally, the company recently approved a $150 million share buyback program and acquired properties in New Hampshire for nearly one million square feet of new fabrication capacity to scale production.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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