Added to YB: 2026-09-11
Pitch date: 2026-09-10
VICR [bullish]
Vicor Corporation
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
$8.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.58
P/E
59.04
EV/Sales
16.94
Sector
Electrical Equipment
Category
growth
Vicor Deep Dive
VICR (deep dive): Vicor’s DC-transformer architecture addresses the escalating current-delivery problem in AI systems with structural advantages beyond power density; competitors have now matched only its former density lead. Technical validation includes a 2017 computing-efficiency world record, but commercialization remains unresolved. Revenue guidance exceeds $600M versus $407.7M last year, first-half bookings were roughly twice shipments, and high-margin licensing offers another payoff, while another factory delay, weak standards-body positioning and trade-secret litigation could again prevent early technology leadership from being paid.
Read full article (38 min)