Vicor Corporation (VICR) is up 5.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued follow-through from Vicor’s strong second-quarter update, which showed sharp sequential growth, improving profitability, and a much larger backlog. With no obvious fresh company-specific filing on August 12, the move also looks tied to broader strength in AI-linked infrastructure and semiconductor names, which could be amplifying interest in Vicor’s data-center power technology.
Details:
Vicor’s July 21 earnings release showed second-quarter product and royalty revenue of $143.4 million, up 26.9% from the prior quarter, while diluted EPS reached $1.04.The same release showed backlog rose to $380 million at June 30, up 26% sequentially and 145% from a year earlier, suggesting demand remained strong after the quarter closed.Management said demand was rising across high-performance compute and highlighted power-delivery opportunities tied to AI OEMs, hyperscalers, GPUs, and related architectures.Earlier in the quarter, Vicor raised Q2 revenue guidance to $142 million after citing rising product revenue and royalties from an additional licensee of its patented power-system technology.Sources:
Vicor Corporation, SEC, AP
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 insiders have traded $VICR stock on the open market 476 times in the past 6 months. Of those trades, 0 have been purchases and 476 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.
- PHILIP D DAVIES (Corp. VP-Global Sales & Mktg.) has made 0 purchases and 20 sales selling 6,145 shares for an estimated $1,747,275.
- MICHAEL MCNAMARA (General Manager Mfg. Ops.) has made 0 purchases and 2 sales selling 7,174 shares for an estimated $1,363,561.
- ANDREW D'AMICO has made 0 purchases and 10 sales selling 2,501 shares for an estimated $860,650.
- ZMIRA LAVIE sold 1,216 shares for an estimated $273,259
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$VICR Hedge Fund Activity
We have seen 285 institutional investors add shares of $VICR stock to their portfolio, and 157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,370,220 shares (+inf%) to their portfolio in Q2 2026, for an estimated $900,162,151
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,448,626 shares (+329.4%) to their portfolio in Q1 2026, for an estimated $233,228,786
- BLACKROCK, INC. removed 423,446 shares (-14.7%) from their portfolio in Q2 2026, for an estimated $160,816,321
- JANE STREET GROUP, LLC added 327,715 shares (+inf%) to their portfolio in Q1 2026, for an estimated $52,762,115
- GOLDMAN SACHS GROUP INC added 242,783 shares (+165.2%) to their portfolio in Q1 2026, for an estimated $39,088,063
- ASHFORD CAPITAL MANAGEMENT INC removed 240,321 shares (-67.9%) from their portfolio in Q1 2026, for an estimated $38,691,681
- MILLENNIUM MANAGEMENT LLC added 218,678 shares (+6857.3%) to their portfolio in Q1 2026, for an estimated $35,207,158
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.
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Vicor climbs as investors continue to lean into its AI power and licensing story
Vicor Corporation (VICR) is up 5.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued follow-through from Vicor’s strong second-quarter update, which showed sharp sequential growth, improving profitability, and a much larger backlog. With no obvious fresh company-specific filing on August 12, the move also looks tied to broader strength in AI-linked infrastructure and semiconductor names, which could be amplifying interest in Vicor’s data-center power technology.
Details:
Sources:
Vicor Corporation, SEC, AP
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 insiders have traded $VICR stock on the open market 476 times in the past 6 months. Of those trades, 0 have been purchases and 476 have been sales.
Here’s a breakdown of recent trading of $VICR stock by insiders over the last 6 months:
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 285 institutional investors add shares of $VICR stock to their portfolio, and 157 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:
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 »