Vicor Corporation (VICR) Q4 2025 Earnings Call Transcript

Vicor Corporation (VICR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 20, 2026

This $38.8 Million Vicor Bet Is Getting Bigger Amid a 200% Stock Surge

Ashford Capital increased its stake in Vicor by 128,664 shares during the fourth quarter; the estimated trade size was $10.94 million based on quarterly average prices. Meanwhile, the quarter-end position value rose by $27.59 million, reflecting both trading and price appreciation.

The Motley Fool • Feb 17, 2026

Vicor Corporation to Hold Fourth Quarter Earnings Conference Call and Webcast on February 19, 2026

ANDOVER, Mass., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) announced today it will hold its fourth quarter 2025 earnings conference call and webcast on Thursday, February 19, 2026 at 5:00 p.m. (Eastern). Prepared remarks regarding the company's financial and operational results for the three and twelve months ended December 31, 2025 will be followed by a question and answer period with Patrizio Vinciarelli, Chief Executive Officer, Jim Schmidt, Chief Financial Officer, and Phil Davies, Corporate Vice President, Global Sales and Marketing.

GlobeNewsWire • Feb 5, 2026

Vicor: Powering The Next Generation Of AI Clusters

Vicor Corporation is rated a buy for growth investors, driven by its unique positioning in next-gen data center power delivery. VICR's Gen 5 chipsets and vertical power delivery systems offer a strong technological moat, targeting surging AI-driven power demands. Despite recent revenue volatility from a patent settlement, VICR demonstrates robust margin expansion, resilient cash flows, and a debt-free balance sheet.

Seeking Alpha • Jan 8, 2026

Vicor Executive Cashes In Options for $499,000 as Modular Power Stock Crushes the Market

5,508 shares were exercised and sold on Oct. 24, 2025, generating a transaction value of $498,862 at a price of $90.57 per share. The sale reduced Tuozzolo's direct holdings by 14.08%, from 39,130 to 33,622 shares, representing 0.0747% of total shares outstanding post-transaction.

The Motley Fool • Jan 6, 2026

Corporate Veep Sells $1.8 Million in Shares of AI Infrastructure Company Vicor (Nasdaq: VICR)

On October 23 and 24, 2025, Claudio Tuozzolo, Corporate Vice President at Vicor (VICR +0.21%), exercised a total of 20,145 stock options and immediately sold the resulting shares, as detailed in this SEC Form 4 filing and others.

The Motley Fool • Nov 11, 2025

Vicor: The Narrative Has Changed (Rating Upgrade)

Vicor Corporation is upgraded to a buy as Q3 results show accelerating revenue, expanding margins, and robust cash flow. VICR's licensing business is thriving, the backlog is growing, and profitability is on a strong upward trajectory, signaling a successful turnaround. Despite a premium to sector P/E, VICR trades below its five-year average, suggesting potential for multiple expansion as fundamentals improve.

Seeking Alpha • Oct 23, 2025

Vicor: The Qualcomm Of AI Power Converters

Vicor's business model has drastically changed to look a lot like Qualcomm's in that Vicor now considers licensing a significant part of their comprehensive business model. Vicor is positioned for significant growth, driven by its new US-based ChipFab factory, strong balance sheet, aggressive share buybacks, and growing royalty income support a bullish investment thesis. Vicor targets a $1B revenue run rate and potential of $6 EPS. I have a $100 price target. Expected clarity on bookings and royalty income will result in a higher target.

Seeking Alpha • Oct 23, 2025

Why Vicor Stock Skyrocketed Today

Vicor's sales and earnings performance in Q3 crushed Wall Street's expectations. An increase in royalty revenues helped power big sales and earnings beats.

The Motley Fool • Oct 22, 2025

Vicor stock surge 27% after robust Q3 performance on strong licensing demand

Vicor Corporation (NASDAQ: VICR) stock surged 27% on Wednesday after the provider of power conversion and control solutions reported third-quarter fiscal 2025 results that significantly exceeded analysts' expectations. Revenue for the quarter rose 18.5% year-on-year to $110.4 million, surpassing the consensus forecast of $95.4 million.

Invezz • Oct 22, 2025