Vicor (NASDAQ:VICR) Stock Keeps “Buy” Rating at Needham & Company LLC

Vicor (NASDAQ:VICR)‘s stock had its “buy” rating reissued by analysts at Needham & Company LLC in a report issued on Tuesday, Benzinga reports. They currently have a $350.00 price target on the electronics maker’s stock. Needham & Company LLC‘s price target would suggest a potential upside of 71.45% from the stock’s previous close.

VICR has been the topic of several other research reports. Weiss Ratings downgraded shares of Vicor from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, September 18th. Wall Street Zen raised shares of Vicor from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Roth Capital reiterated a “buy” rating and issued a $375.00 price target on shares of Vicor in a report on Tuesday, September 22nd. Craig Hallum increased their price objective on shares of Vicor to $450.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Finally, Zacks Research raised shares of Vicor from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 1st. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $391.67.

Vicor Stock Up 7.1%

VICR traded up $13.46 during trading on Tuesday, hitting $204.14. The company’s stock had a trading volume of 1,976,509 shares, compared to its average volume of 876,213. The business’s 50 day simple moving average is $228.90 and its 200-day simple moving average is $250.24. The firm has a market cap of $9.41 billion, a PE ratio of 65.43 and a beta of 2.37. Vicor has a one year low of $60.95 and a one year high of $382.65.

Vicor (NASDAQ:VICR) last announced its quarterly earnings data on Tuesday, October 20th. The electronics maker reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.01. The company had revenue of $197.11 million during the quarter, compared to the consensus estimate of $187.03 million. Vicor had a return on equity of 19.83% and a net margin of 30.65%. The firm’s revenue was up 78.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.63 EPS. Equities research analysts expect that Vicor will post 4.07 EPS for the current fiscal year.

Insider Transactions at Vicor

In other Vicor news, Director Zmira Lavie sold 908 shares of Vicor stock in a transaction on Monday, August 17th. The stock was sold at an average price of $250.00, for a total transaction of $227,000.00. Following the completion of the sale, the director directly owned 908 shares of the company’s stock, valued at $227,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Philip D. Davies sold 3,073 shares of Vicor stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $177.70, for a total value of $546,072.10. Following the completion of the sale, the vice president owned 1,920 shares of the company’s stock, valued at $341,184. The trade was a 61.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 27,053 shares of company stock worth $7,745,984. 28.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Vicor

A number of institutional investors have recently added to or reduced their stakes in VICR. BlackRock Inc. purchased a new position in shares of Vicor in the 2nd quarter valued at $934,612,000. Jupiter Topco LLC purchased a new stake in Vicor in the second quarter valued at $3,934,000. Maxi Investments CY Ltd purchased a new stake in Vicor in the second quarter valued at $2,089,000. Bank of America Corp DE acquired a new position in Vicor in the second quarter valued at $33,515,000. Finally, Hsbc Holdings PLC boosted its stake in Vicor by 796.8% in the second quarter. Hsbc Holdings PLC now owns 70,523 shares of the electronics maker’s stock valued at $26,366,000 after acquiring an additional 62,659 shares in the last quarter. Institutional investors own 47.45% of the company’s stock.

More Vicor News

Here are the key news stories impacting Vicor this week:

• Positive Sentiment: Vicor reported third-quarter revenue of $197.1 million, up 78.5% year over year and 37.5% sequentially, beating the consensus estimate of $187.0 million. Product revenue was $130.5 million, while royalty revenue more than tripled year over year to $66.6 million. Vicor Corporation Reports Results for the Third Quarter Ended September 30, 2026
• Positive Sentiment: Profitability strengthened: diluted EPS rose to $1.33 from $0.63 a year earlier, net income reached $63.3 million, and gross margin expanded to 68.3% from 57.5%. Operating cash flow increased to $69.7 million, with cash rising to approximately $513.1 million.
• Positive Sentiment: Backlog climbed 166% year over year to $406 million, supporting expectations for continued demand for Vicor’s high-performance power systems used in artificial intelligence and high-performance computing. Vicor Reports Third-Quarter 2026 Financial Results, Revenue and Backlog Rise Sharply
• Positive Sentiment: Management purchased two nearby sites that could enable nearly a fivefold capacity increase relative to Fab-1. Vicor also granted its first VPD technology license to an AI OEM, creating a potential recurring royalty stream and reinforcing the company’s AI opportunity.
• Positive Sentiment: Needham reaffirmed its Buy rating and set a $350 price target, implying substantial upside from the referenced trading level.
• Neutral Sentiment: EPS exceeded one consensus estimate of $1.32 by $0.01, but missed other published estimates of $1.37 and $1.39. This may temper the reaction despite the significant revenue and backlog outperformance. Vicor Lags Q3 Earnings Estimates
• Negative Sentiment: Operating expenses increased to $62.5 million, partly reflecting patent-enforcement fees. Ongoing patent litigation and an ITC investigation remain risks to costs and execution.
• Negative Sentiment: Reported insider activity shows substantial selling and no open-market purchases over the past six months, including sales by the CEO and other executives. This could weigh on investor sentiment.

About Vicor

Vicor Corporation (NASDAQ: VICR) designs, develops, manufactures and markets modular power components and systems. The company’s products convert, regulate and distribute electrical power for electronic equipment, with an emphasis on high-performance, compact and efficient power solutions.

Its portfolio includes AC-to-DC and DC-to-DC converters, regulators, power modules, power distribution components and complete power systems. Vicor’s technologies include its Factorized Power Architecture and high-density ChiP packaging, which are designed to help engineers manage power more efficiently while reducing the size and complexity of electronic systems.

Vicor serves customers in industries such as data centers and computing, telecommunications, automotive, aerospace and defense, industrial equipment, and consumer electronics.