Added to YB: 2025-10-24
Pitch date: 2025-10-22
VICR [bullish]
Vicor Corporation
+10.22%
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
$3.0B
Pitch Price
$84.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.52
P/E
36.37
EV/Sales
6.56
Sector
Electrical Equipment
Category
growth
Vicor (VICR): Founder-Led Power Technology Pioneer Poised for Takeoff and Takeover?
VICR: $360M cash, no debt, $1B US mfg capacity. Hyperscaler deal (likely Google) ramping Q1, 2 OEMs Q3. High-margin licensing at $90M run rate targeting $200M in 2yrs. 98% yields fixed, underutilized factory filling. $2B EV on $500M rev vs peers. 22M free float (78yr CEO owns ~50%) creates squeeze potential. Strong M&A target.
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