Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.5B
46M shares
52-week range
$47.56 – $382.65
41% from low
Sector
ELECTRONIC COMPONENTS, NEC
Exchange
NASDAQ
CS
P/S (TTM)
18.5
EV / FCF (TTM)
162
Vicor Corp manufactures and markets modular power components and complete power systems for converting electrical power. It provides modular power converters and configurable products, power component products and integrated circuits, and related products. Its products include Converters, Power Systems, Filters, Custom Power Systems, Input Modules, and others. The principal markets for the Company's power converters and systems are large original equipment manufacturers (OEMs), original design manufacturers (ODMs) and their contract manufacturers, and smaller, lower volume users, which are broadly distributed across several market areas.
www.vicorpower.comNo one on the platform currently holds VICR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 47,300 | $7.6M |
| Bridgewater Associatesas of 2026-03-31 | 33,207 | $5.3M |
No one on the platform has traded VICR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 14.4% | 12.0% | — | — | — | |
| Rev. Growth % | 13.5% | 6.6% | ||||
| Profit Margin % | 29.1% | 13.2% | 8.5% | |||
| Free Cash Flow Margin % | 29.2% | 7.7% | 4.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +26.7% on the P/E track.
At today's price, your expected annual return is +35.6% on the P/E track.
At today's price, your expected annual return is +43.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $603M | +33.1% | $3.44 | $3.18–$3.68 | 53.5× | 2 |
| 2027 | $939M | +55.6% | $5.95 | $5.43–$6.47 | 30.9× | 2 |
| 2028 | $1.1B | +22.2% | $7.92 | $7.45–$8.15 | 23.2× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-21 | $0.65 | $1.04 | +59.5% |
| 2026-04-21 | $0.37 | $0.44 | +17.7% |
| 2026-02-19 | $0.38 | $1.01 | +165.8% |
| 2025-10-21 | $0.48 | $0.63 | +32.2% |
| 2025-07-22 | $0.20 | $0.91 | +355.0% |
| 2025-04-29 | $0.29 | $0.06 | -79.3% |
| 2025-02-20 | $0.18 | $0.23 | +27.8% |
| 2024-10-22 | $0.14 | $0.26 | +85.7% |
| $6.7B |
| — |
| ITRIItron, Inc. | $92.30 | +0.45% | $4.0B | — |
| NOVTNovanta Inc. | $138.23 | -1.30% | $4.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VICR Added 177.62 fully expecting to get gut punched some more 😂
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$VICR "INFAC enables 48V automotive zonal architectures using Vicor high density power conversion technology" https://www.vicorpower.com/press-room/2026/infac?utm_source=chatgpt.com
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This week's blog post is now ready. Includes detailed breakdown on the macro events from last week, bear/bull thesis on Amodei's weekend scare and upcoming week's macro thesis. Let me know of your thoughts... $ORCL $MU $VICR $BCRX $RARE https://net0trader.substack.com/p/amodei-hits-the-brakes-central-banks?r=8cs7pu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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$VICR https://patentlitigator.com/analysis/vicor-power-campaign/
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$VICR loaded up last week. Good stocks bounce, VICR just did it.
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Vicor announced the acquisition of two sites in New Hampshire to build two new chip manufacturing facilities, a major capacity expansion that signals confidence in long-term demand for its power modules. The company is acquiring a 334,000-square-foot building on 66 acres in Merrimack and a separate 54-acre site in Hooksett, with the locations set to house ChiP Fab-2 and Fab-3 and provide nearly 1 million square feet of combined manufacturing capacity. The expansion comes as Vicor's existing 320,000-square-foot ChiP Fab-1 facility in Andover approaches its utilization limits. The new fabs are intended to provide the scalability needed to serve major OEM customers and hyperscale data-center operators, particularly as AI computing drives demand for more advanced power-delivery architectures. Vicor's proprietary Vertical Power Delivery technology is designed to address power-conversion bottlenecks in high-performance AI systems. $VICR
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$VICR For anyone who has been following my posts, this is big news:
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