Added to YB: 2026-04-23
Pitch date: 2026-04-21
VICR [bullish]
Vicor Corporation
+1.3%
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 in the United States, Europe, the Asia Pacific, and internationally.
Market Cap
$10.0B
Pitch Price
$261.60
Price Target
1.0K (+277%)
Dividend
N/A
EV/EBITDA
117.82
P/E
75.48
EV/Sales
22.60
Sector
Electrical Equipment
Category
growth
$VICR here's why I think this is going to 400 this year. And eventually $1,000+ if not acquired.
VICR: Fab 1 capacity expanded to $1.5B revenue (from $1B) via 2nd building for manufacturing steps. CEO confirmed capacity to service major OEM + hyperscaler alongside Cerebras. Author deduces customers are AMD & GOOG (not NVDA/AMZN). Fab 2 + 3rd party licensing deal in works. PT $400 near-term, $1,000+ long-term or acquired at $600-$800.
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