Professional
Added to YB: 2026-01-14
Pitch date: 2026-01-11
VICR [bullish]
Vicor Corporation
-1.93%
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.
Market Cap
$6.4B
Pitch Price
$141.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
57.26
P/E
78.66
EV/Sales
13.59
Sector
Electrical Equipment
Category
growth
Kathmandu Capital Portfolio Holding: Vicor Corporation
VICR (new position): Gold standard in 48V-to-sub-1V power delivery for AI; qualified w/ lead customer (likely Nvidia) for H2 2025, Google expected to follow. $200M IP licensing run rate by 2027-28 vs $90M current. Mgmt targets $1B rev + 65% margins vs conservative street consensus. Multi-bagger opportunity.
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