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

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

Other research analysts have also issued reports about the stock. Weiss Ratings lowered shares of Vicor from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, September 18th. Craig Hallum lifted their price objective on shares of Vicor to $450.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Wall Street Zen upgraded shares of Vicor from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Zacks Research raised shares of Vicor from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 1st. Finally, Roth Capital reaffirmed a “buy” rating and issued a $375.00 price objective on shares of Vicor in a report on Tuesday, September 22nd. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $391.67.

Vicor Price Performance

NASDAQ:VICR traded up $13.46 on Tuesday, reaching $204.14. The stock had a trading volume of 1,976,509 shares, compared to its average volume of 876,213. The company has a market cap of $9.41 billion, a price-to-earnings ratio of 65.43 and a beta of 2.37. The firm’s fifty day moving average is $228.90 and its two-hundred day moving average is $250.24. Vicor has a 12-month low of $60.95 and a 12-month high of $382.65.

Vicor (NASDAQ:VICR) last released its earnings results 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 for the quarter, compared to analyst estimates of $187.03 million. Vicor had a net margin of 30.65% and a return on equity of 19.83%. The firm’s quarterly revenue was up 78.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.63 EPS. As a group, research analysts forecast that Vicor will post 4.07 earnings per share for the current fiscal year.

Insider Activity at Vicor

In related news, CEO Patrizio Vinciarelli sold 20,000 shares of Vicor stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $316.13, for a total transaction of $6,322,600.00. Following the sale, the chief executive officer directly owned 8,307,390 shares in the company, valued at $2,626,215,200.70. The trade was a 0.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Zmira Lavie sold 908 shares of Vicor stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $250.00, for a total transaction of $227,000.00. Following the sale, the director owned 908 shares in the company, valued at approximately $227,000. This represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 27,053 shares of company stock worth $7,745,984 over the last ninety days. 28.30% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Vicor

Institutional investors have recently bought and sold shares of the stock. Andar Capital Management HK Ltd acquired a new stake in shares of Vicor during the 2nd quarter valued at about $101,100,000. BlackRock Inc. acquired a new position in shares of Vicor during the second quarter worth approximately $934,612,000. The Manufacturers Life Insurance Company lifted its holdings in shares of Vicor by 39.6% during the 1st quarter. The Manufacturers Life Insurance Company now owns 603,364 shares of the electronics maker’s stock worth $97,142,000 after acquiring an additional 171,175 shares during the period. Arrowstreet Capital Limited Partnership raised its position in Vicor by 43.4% in the first quarter. Arrowstreet Capital Limited Partnership now owns 536,274 shares of the electronics maker’s stock worth $86,340,000 after purchasing an additional 162,186 shares in the last quarter. Finally, First Trust Advisors LP raised its stake in Vicor by 23.5% during the first quarter. First Trust Advisors LP now owns 163,953 shares of the electronics maker’s stock worth $26,396,000 after acquiring an additional 31,184 shares in the last quarter. Hedge funds and other 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: Q3 revenue rose 78.5% year over year to $197.1 million, exceeding the roughly $187.0 million consensus estimate. Product revenue reached $130.5 million, while royalty revenue more than tripled year over year to $66.6 million, reflecting growing AI licensing activity. Why Vicor Shares Are Soaring Today
• Positive Sentiment: Profitability improved substantially: diluted EPS was $1.33 versus $0.63 a year earlier, net income increased to $63.3 million, and gross margin expanded to 68.3% from 57.5%. Operating cash flow also rose to $69.7 million. Vicor Corporation Reports Third-Quarter Results
• Positive Sentiment: Backlog increased 166% year over year to $406 million, and Vicor purchased two nearby sites that management expects will support nearly a fivefold capacity increase across three fabs. The company also granted its first VPD license to an AI OEM, potentially creating a higher-margin royalty stream. Vicor: Three Key Takeaways for Long-Term Investors
• Positive Sentiment: Needham reaffirmed its Buy rating and assigned a $350 price target, implying substantial potential upside from the reported trading level. Needham Reaffirms Vicor Buy Rating
• Neutral Sentiment: EPS of $1.33 slightly exceeded one consensus measure of $1.32, but missed FactSet’s $1.37 and Zacks’ $1.39 estimates. This mixed earnings comparison may limit enthusiasm despite the strong revenue beat. Vicor Lags Q3 Earnings Estimates
• Negative Sentiment: Operating expenses increased to $62.5 million, partly due to patent-enforcement fees, while the company continues to face patent litigation and an ITC investigation related to VPD technology. These costs and legal uncertainties could pressure future margins. Vicor Reports Third-Quarter 2026 Financial Results
• Negative Sentiment: Reported insider-trading data shows substantial selling by executives over the past six months and no open-market purchases, a potential confidence signal for investors to monitor.

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.