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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 $264.20
1D change +8.53%
Market cap $12.04B
Sector Technology

Shared metric table

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Metric VICR
Price $264.20
1D Change +8.53%
Market Cap $12.04B
Enterprise Value $11.65B
Trailing P/E 88.4
Forward P/E 50.3
Price / Sales 28.2
EV / Revenue 27.3
Revenue Growth 20.2%
Earnings Growth 701.4%
Gross Margin 54.5%
Operating Margin 14.9%
Net Margin 32.0%
ROE 20.5%
Free Cash Flow $9.0M
FCF Margin 2.1%
Debt / Equity 0.95x
Current Ratio 0.14x
Dividend Yield —
Next Earnings Jul 21, 2026
Quarterly Revenue $113.0M
Revenue QoQ +5.3%
Quarterly Net Income $20.7M
Net Income QoQ -55.6%

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.