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Vicor CorporationInforme acción NasdaqGS:VICR

Capitalización bursátil US$12.5b
Precio de las acciones
US$273.67
US$282.5
3.1% infravalorado descuento intrínseco
1Y531.0%
7D6.7%
Valor de la cartera
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Vicor Corporation

Informe acción NasdaqGS:VICR

Capitalización de mercado: US$12.5b

Vicor (VICR) Resumen de Acciones

Vicor Corporation, junto con sus filiales, diseña, desarrolla, fabrica y comercializa componentes de potencia modulares y sistemas de potencia para la conversión de energía eléctrica para su uso en dispositivos accionados eléctricamente en Estados Unidos, Europa, Asia-Pacífico e internacionalmente. Saber más

Análisis fundamental de VICR
Puntuación del snowflake
Valoración0/6
Crecimiento futuro6/6
Rendimiento pasado4/6
Salud financiera6/6
Dividendos0/6

VICR Community Fair Values

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See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Vicor Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Vicor
Precios históricos de las acciones
Precio actual de la acciónUS$273.67
Máximo en las últimas 52 semanasUS$316.82
Mínimo de 52 semanasUS$40.54
Beta2.34
Cambio en 1 mes25.51%
Variación en 3 meses75.47%
Cambio de 1 año531.01%
Variación en 3 años464.73%
Variación en 5 años217.23%
Variación desde la OPV5,661.47%

Noticias y actualizaciones recientes

Seeking Alpha May 12

Vicor Is Selling Everything They Can Make!

Summary Vicor (VICR) is experiencing unprecedented demand for its AI power converters, driven by lead customer Cerebras and upcoming hyperscaler engagements. Bookings surged to a record $237M in Q1 with a book-to-bill ratio above 2:1; capacity expansion of 350% to $3.5B is underway. Royalty income is expected to approach 50% of product revenue, with a second-source licensing agreement anticipated to accelerate margin expansion. I reiterate a Buy rating with a new one-year price target of $360, citing proprietary technology, robust backlog, and significant upside potential despite volatility. Read the full article on Seeking Alpha
Actualización de narrativa Apr 24

VICR: Higher P/E Assumptions And Index Shift Will Shape Balanced Outlook

Analysts have raised their price target for Vicor from $208.75 to $282.50, citing updated assumptions for revenue growth, profitability, and long-term P/E multiples that are consistent with the latest Street research. Analyst Commentary Recent Street research includes a reported US$40 increase in the Vicor price target, which reflects updated assumptions around revenue growth, profitability, and long term P/E multiples.

Recent updates

Seeking Alpha May 12

Vicor Is Selling Everything They Can Make!

Summary Vicor (VICR) is experiencing unprecedented demand for its AI power converters, driven by lead customer Cerebras and upcoming hyperscaler engagements. Bookings surged to a record $237M in Q1 with a book-to-bill ratio above 2:1; capacity expansion of 350% to $3.5B is underway. Royalty income is expected to approach 50% of product revenue, with a second-source licensing agreement anticipated to accelerate margin expansion. I reiterate a Buy rating with a new one-year price target of $360, citing proprietary technology, robust backlog, and significant upside potential despite volatility. Read the full article on Seeking Alpha
Actualización de narrativa Apr 24

VICR: Higher P/E Assumptions And Index Shift Will Shape Balanced Outlook

Analysts have raised their price target for Vicor from $208.75 to $282.50, citing updated assumptions for revenue growth, profitability, and long-term P/E multiples that are consistent with the latest Street research. Analyst Commentary Recent Street research includes a reported US$40 increase in the Vicor price target, which reflects updated assumptions around revenue growth, profitability, and long term P/E multiples.
Actualización de narrativa Apr 09

VICR: Lower Discount Rate And Index Shift Will Support Bullish View

Analysts have raised their price target on Vicor by $60 to $208.75, citing updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target of $208.75 as better aligned with updated assumptions on long term revenue growth and profit margins, which they see as important drivers of earnings power over time.
Actualización de narrativa Mar 26

VICR: Higher P/E Assumptions And Index Shift Will Support Bullish View

Analysts have raised their Vicor price target by $60. They cite updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that together support a refreshed view of the stock's potential value.
Actualización de narrativa Mar 12

VICR: Higher P/E Assumptions And Buybacks Will Support Bullish Outlook

Analysts have raised their price target on Vicor from $196.25 to $208.75, citing updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E that are consistent with recent Street research commentary. Analyst Commentary Recent Street research has focused on how updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E feed into the higher price target for Vicor.
Actualización de narrativa Feb 25

VICR: Higher Margin Assumptions And Buybacks Will Test Fair Value Outlook

Analysts have raised their Vicor price target by $60 to $196.25, citing updated assumptions on revenue growth, profit margins, and a lower future P/E multiple as the key drivers of the revision. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$196.25 price target as reflecting updated assumptions on revenue growth that they view as better aligned with the company’s current opportunities.
Nueva narrativa Feb 24

Vicor Corporation (VICR) The Power of AI Precision: Reclaiming the Vertical Throne

Vicor Corporation (VICR) has staged an explosive comeback, with shares closing at $190.30 on February 24, 2026, following a massive post-earnings rally. The stock’s recent 10.7% single-day surge was fueled by a blockbuster Q4 2025 earnings report where the company posted an EPS of $1.01 , more than doubling the consensus estimate of $0.44.
Actualización de narrativa Feb 11

VICR: Raised Price Assumptions Will Eventually Reveal Demanding Margin Expectations

Analysts have lifted their price target on Vicor by $60, citing updated assumptions on discount rate, revenue, profit margins, and future P/E that support a fair value estimate of $136.25. Analyst Commentary Analysts lifting their fair value estimate for Vicor to US$136.25 are updating their models around discount rate, revenue, margins, and future P/E.
Actualización de narrativa Jan 27

VICR: Higher Assumed P/E Will Eventually Expose Fragile Execution Assumptions

Analysts have raised their price target on Vicor from US$93.75 to US$136.25, citing updated fair value analysis that incorporates a higher assumed future P/E multiple along with modest adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Analysts updating their models around the new US$136.25 price target are focusing on how Vicor can justify a higher assumed P/E multiple through execution on its growth plans and profitability goals, while also acknowledging valuation and forecasting risks.
Actualización de narrativa Jan 12

VICR: Rich P/E Will Outrun Limited Share Buyback Support

Narrative Update on Vicor Analysts have kept their Vicor fair value estimate steady at US$93.75, with only slight tweaks to discount rate, margin, growth, and future P/E assumptions. This signals a broadly unchanged view of the stock's long-term potential.
Artículo de análisis Dec 23

Vicor Corporation's (NASDAQ:VICR) 32% Share Price Surge Not Quite Adding Up

Despite an already strong run, Vicor Corporation ( NASDAQ:VICR ) shares have been powering on, with a gain of 32% in...
Actualización de narrativa Dec 21

VICR: Future Returns Will Lag As Rich Multiple Outruns Modest Buybacks

Analysts have modestly raised their Vicor price target from approximately 86.67 dollars to 93.75 dollars, reflecting slightly improved expectations for revenue growth, profitability, and future valuation multiples. What's in the News Completed the repurchase of 762,524 shares, representing 1.69 percent of outstanding shares, under the buyback program announced on July 31, 2024, for a total cost of 33.81 million dollars (Key Developments) Repurchased 336,001 shares, or 0.75 percent of outstanding shares, between July 1, 2025 and September 30, 2025, for 15.59 million dollars as part of the same buyback program (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from about $86.67 to $93.75 per share, implying modestly higher intrinsic valuation.
Actualización de narrativa Dec 07

VICR: Future Returns Will Lag As Modest Buybacks Fail To Offset Risk

Narrative Update on Vicor Analysts have modestly raised their price target on Vicor to 86.67 dollars from 86.67 dollars. This reflects unchanged fair value expectations, along with slightly higher discount rate and future P/E assumptions that fine tune their longer term risk and valuation outlook.
Actualización de narrativa Nov 23

VICR: Shares Will Remain Fairly Valued As Buybacks Offset Rising Discount Rate

Analysts have maintained their price target for Vicor at $86.67 per share, citing stable growth and profitability projections despite minor shifts in key financial metrics. What's in the News Vicor repurchased 336,001 shares between July 1 and September 30, 2025.
Actualización de narrativa Nov 06

VICR: Shares Will Remain Fairly Valued As Buybacks Offset Rising Discount Rate

Analysts have maintained their fair value estimate for Vicor at $86.67. They note that adjustments in revenue growth expectations and profit margins have balanced out recent changes in the company's risk profile.
Actualización de narrativa Oct 22

Analysts Boost Vicor Price Target After Strong Margins and Space Industry Advancements

Analysts have raised their price target for Vicor from $52.50 to $86.67, citing improved profit margins and stronger projected revenue growth as key drivers behind the more optimistic outlook. What's in the News The company completed a share repurchase of 747,124 shares for $33.82 million under the buyback announced July 31, 2024, with recent tranches finalized between April and September 2025 (Key Developments).
Artículo de análisis Jul 18

Is There Now An Opportunity In Vicor Corporation (NASDAQ:VICR)?

Vicor Corporation ( NASDAQ:VICR ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Jun 16

Returns At Vicor (NASDAQ:VICR) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis May 31

Vicor Corporation (NASDAQ:VICR) Not Flying Under The Radar

Vicor Corporation's ( NASDAQ:VICR ) price-to-sales (or "P/S") ratio of 5.3x may look like a poor investment opportunity...
Seeking Alpha Nov 12

Vicor's High Potential, Higher Price, Why I'm Waiting For A Better Entry Point

Summary Vicor Corporation's stock surged 60% due to a tech and AI rally, surpassing analyst targets and prompting a closer look at Q3 highlights and challenges. Despite strong revenue growth and promising products like Brick and Gen 5 VPD solutions, Vicor's sky-high valuations suggest the stock is priced for perfection. Near-term challenges include a 13.6% YoY revenue drop and a book-to-bill ratio below one, indicating potential demand softness ahead. Current recommendation: Hold. The stock's valuation is high, but it could become a buy again if growth stabilizes and prices settle. Read the full article on Seeking Alpha
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Nueva narrativa Sep 24

Diversifying Beyond HPC Into Aerospace And EV Sectors Promises Revenue Stability And Growth

Expansion into industrial, aerospace, defense, and automotive markets with advanced products signals a strategic diversification to enhance revenue stability and growth.
Seeking Alpha Aug 26

Vicor Is Poised To Reenter The AI Market With $1B In Capacity And Enabling Technology

Summary Insider buying and a new $100,000,000 share buyback program show management's confidence in Vicor's future. Upcoming 5th-gen products are game changers for AI power delivery. Revenue capacity exceeds $1B with new vertically integrated US-based ChiP Fab, lowering manufacturing costs. Significant increase in royalty income confirms strength of patent portfolio. Vicor estimates billions of dollars of energy savings if all AI processors used their Vertical Power Delivery. Read the full article on Seeking Alpha
Seeking Alpha Aug 07

Vicor Corporation: A Promising Stock That I Don't Own Yet

Summary Vicor shows long-term growth potential, but the 78% sell-off since Dec. 2021, and lack of significant insider buying, lead to my skepticism in the current share price. Recent 19.6% YoY revenue drop highlights market volatility, especially in the HPC sector. Growth drivers include Gen 5 chipset technology, advanced packaging, and FPA architecture, with potential opportunities in automotive sector. Ongoing IP litigation with Delta Electronics may positively impact share price, if resolved favorably in October 2024. Absence of share buybacks, and insider purchases suggest management's lack of confidence in the current share price. Therefore, my Hold rating in this stock. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

VICRUS ElectricalMercado US
7D6.7%1.2%-0.3%
1Y531.0%89.5%24.0%

Rentabilidad vs. Industria: VICR superó a la industria US Electrical, que obtuvo un rendimiento del 89.5% el año pasado.

Rentabilidad vs. Mercado: VICR superó al mercado US, que obtuvo un rendimiento del 24% el año pasado.

Volatilidad de los precios

Is VICR's price volatile compared to industry and market?
VICR volatility
VICR Average Weekly Movement14.8%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de VICR ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de VICR(15%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19811,092Patrizio Vinciarelliwww.vicorpower.com

Vicor Corporation, junto con sus filiales, diseña, desarrolla, fabrica y comercializa componentes de potencia modulares y sistemas de potencia para la conversión de energía eléctrica para su uso en dispositivos alimentados eléctricamente en Estados Unidos, Europa, Asia-Pacífico e internacionalmente. La empresa ofrece una gama de convertidores CC-CC en formato ladrillo; componentes complementarios que proporcionan rectificación de la línea de CA, filtrado de entrada, corrección del factor de potencia y protección contra transitorios; y productos de tensión de entrada y salida, y potencia de salida, además de vender accesorios eléctricos y mecánicos. También diseña, vende y presta servicios de soluciones de sistemas de alimentación personalizados.

Resumen de fundamentos de Vicor Corporation

¿Cómo se comparan los beneficios e ingresos de Vicor con su capitalización de mercado?
Estadísticas fundamentales de VICR
Capitalización bursátilUS$12.47b
Beneficios(TTM)US$136.68m
Ingresos (TTM)US$426.70m
91.3x
Ratio precio-beneficio (PE)
29.2x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de VICR
IngresosUS$426.70m
Coste de los ingresosUS$194.27m
Beneficio brutoUS$232.43m
Otros gastosUS$95.75m
BeneficiosUS$136.68m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.00
Margen bruto54.47%
Margen de beneficio neto32.03%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado VICR a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/17 07:28
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Vicor Corporation está cubierta por 5 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jonathan TanwantengCJS Securities, Inc.
Richard ShannonCraig-Hallum Capital Group LLC
Nathaniel Quinn BoltonNeedham & Company