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Compute Stack AI Platforms Power Buildout Robotics
VICR Power, Analog & Electrification

Vicor

High-density power delivery

Detail page

Vicor is a higher-beta bet on advanced power delivery for demanding AI systems.

Price $164.54
1D change -13.46%
Market cap $7.47B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric VICR
Price $164.54
1D Change -13.46%
Market Cap $7.47B
Enterprise Value $7.07B
Trailing P/E 63.0
Forward P/E 39.2
Price / Sales 18.3
EV / Revenue 17.3
Revenue Growth 11.5%
Earnings Growth 345.6%
Gross Margin 52.6%
Operating Margin 15.1%
Net Margin 29.1%
ROE 18.5%
Free Cash Flow $49.3M
FCF Margin 12.1%
Debt / Equity 1.01x
Current Ratio 8.99x
Dividend Yield —
Next Earnings Apr 28, 2026
Quarterly Revenue $107.3M
Revenue QoQ -2.9%
Quarterly Net Income $46.5M
Net Income QoQ +64.5%

VICR thesis lens

High-density power delivery

Why it could benefit

  • Vicor is a higher-beta bet on advanced power delivery for demanding AI systems.
  • If next-gen accelerators need more sophisticated power architectures, Vicor can be a leveraged winner.
  • It offers more torque than diversified peers, though with more risk.

Moat / edge

  • Specialized high-density power-conversion expertise.
  • Strong intellectual property around advanced power modules.
  • Niche positioning where performance matters more than catalog breadth.

What to watch

  • AI customer adoption, backlog, and licensing progress.
  • Operating leverage as revenue scales.
  • Whether new platforms standardize around Vicor architectures.

Key risks

  • Smaller scale makes revenue more volatile.
  • If customers choose alternative architectures, upside can fade quickly.