Back to top

Vicor rises as investors react to Q2 beat and surging backlog

Vicor Corporation (VICR) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a favorable reaction to Vicor’s second-quarter results released this week, which showed better-than-expected earnings, sequential revenue growth, and a much larger backlog. Investors also appear to be focusing on management’s outlook for additional revenue growth in the third quarter and for full-year 2026.

Details:

  • Vicor released second-quarter 2026 results on July 21, showing product and royalty revenue of about $143 million, up sharply from the prior quarter.
  • Management indicated one-year backlog climbed to roughly $380 million, with book-to-bill above 1, signaling demand remained ahead of shipments.
  • The company discussed expectations for nearly 10% sequential revenue growth in the third quarter and more than $600 million of revenue for full-year 2026.
  • Vicor also disclosed that it received a CHIPS Act investment tax credit refund after quarter-end, adding to positive sentiment around liquidity and manufacturing investment.

    • Sources:

    Vicor Corporation, Fidelity, MarketBeat

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $VICR Insider Trading Activity

    VICR Insider Trades

    $VICR insiders have traded $VICR stock on the open market 466 times in the past 6 months. Of those trades, 0 have been purchases and 466 have been sales.

    Here’s a breakdown of recent trading of $VICR stock by insiders over the last 6 months:

    • PATRIZIO VINCIARELLI (Chairman & CEO) has made 0 purchases and 402 sales selling 903,879 shares for an estimated $204,414,616.
    • ESTIA J EICHTEN has made 0 purchases and 12 sales selling 40,587 shares for an estimated $6,841,102.
    • JAMES F SCHMIDT (CFO, Treasurer, Secretary) has made 0 purchases and 29 sales selling 19,709 shares for an estimated $4,203,628.
    • MICHAEL MCNAMARA (General Manager Mfg. Ops.) has made 0 purchases and 2 sales selling 7,174 shares for an estimated $1,363,561.
    • PHILIP D DAVIES (Corp. VP-Global Sales & Mktg.) has made 0 purchases and 11 sales selling 3,073 shares for an estimated $1,096,967.
    • ANDREW D'AMICO has made 0 purchases and 10 sales selling 2,501 shares for an estimated $860,650.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $VICR Hedge Fund Activity

    We have seen 221 institutional investors add shares of $VICR stock to their portfolio, and 130 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $VICR Price Targets

    Multiple analysts have issued price targets for $VICR recently. We have seen 3 analysts offer price targets for $VICR in the last 6 months, with a median target of $400.0.

    Here are some recent targets:

    • N. Quinn Bolton from Needham set a target price of $400.0 on 06/22/2026
    • Richard Shannon from Craig-Hallum set a target price of $450.0 on 06/22/2026
    • Justin Clare from Roth Capital set a target price of $375.0 on 06/22/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

    Read full article here »

    In-Depth Zacks Research for the Tickers Above

    Normally $25 each - click below to receive one report FREE:

    Vicor Corporation (VICR)