Added to YB: 2026-07-24
Pitch date: 2026-07-22
VICR [bearish]
Vicor Corporation
-7.78%
current return
Author Info
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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 in the United States, Europe, the Asia Pacific, and internationally.
Market Cap
$9.8B
Pitch Price
$214.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
79.82
P/E
68.94
EV/Sales
19.71
Sector
Electrical Equipment
Category
N/A
VICOR CORP - VICR
VICR (short): Q2'26 rev $143M beat $126M guide, but $15M royalties (falling to $5M) inflated it; product GM fell to 46.7% from 48.4%. Fully-taxed EPS ~$0.70 vs reported $1.04; ~$220 stock rich vs sub-$2.50 EPS. Backlog $379.7M still below 4yrs ago. $200M insider sales (mostly CEO), Cerebras concentration risk. Down 45% from June peak.
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