Vicor (VICR) Aperçu de l'action
La société Vicor et ses filiales conçoivent, développent, fabriquent et commercialisent aux États-Unis, en Europe, en Asie-Pacifique et dans le monde entier des composants de puissance modulaires et des systèmes de puissance destinés à convertir l'énergie électrique en vue de son utilisation dans des appareils alimentés par l'électricité. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 6/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
VICR Community Fair Values
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Analyst Price Targets
Vicor Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$273.67 |
| Plus haut sur 52 semaines | US$316.82 |
| Plus bas sur 52 semaines | US$40.54 |
| Bêta | 2.34 |
| Variation sur 1 mois | 25.51% |
| Variation sur 3 mois | 75.47% |
| Variation sur 1 an | 531.01% |
| Variation sur 3 ans | 464.73% |
| Variation sur 5 ans | 217.23% |
| Évolution depuis l'introduction en bourse | 5,661.47% |
Nouvelles et mises à jour récentes
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
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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 AlphaSeeking 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 AlphaRendement pour les actionnaires
| VICR | US Electrical | US Marché | |
|---|---|---|---|
| 7D | 6.7% | 1.2% | -0.3% |
| 1Y | 531.0% | 89.5% | 24.0% |
Rendement vs Industrie: VICR a dépassé le secteur US Electrical qui a rapporté 89.5 % au cours de l'année écoulée.
Rendement vs marché: VICR a dépassé le marché US qui a rapporté 24 % au cours de l'année écoulée.
Volatilité des prix
| VICR volatility | |
|---|---|
| VICR Average Weekly Movement | 14.8% |
| Electrical Industry Average Movement | 12.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de VICR a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de VICR ( 15% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1981 | 1,092 | Patrizio Vinciarelli | www.vicorpower.com |
Vicor Corporation, avec ses filiales, conçoit, développe, fabrique et commercialise aux États-Unis, en Europe, dans la région Asie-Pacifique et à l'échelle internationale des composants de puissance modulaires et des systèmes de puissance destinés à convertir l'énergie électrique en vue de son utilisation dans des appareils alimentés par l'électricité. La société propose une gamme de convertisseurs DC-DC au format brique, des composants complémentaires qui assurent le redressement de la ligne AC, le filtrage de l'entrée, la correction du facteur de puissance et la protection contre les transitoires, ainsi que des produits de tension d'entrée et de sortie et de puissance de sortie, et vend des accessoires électriques et mécaniques. Elle conçoit, vend et entretient également des solutions personnalisées de systèmes d'alimentation.
Vicor Corporation Résumé des fondamentaux
| VICR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$12.47b |
| Bénéfices(TTM) | US$136.68m |
| Recettes(TTM) | US$426.70m |
91.3x
Ratio P/E29.2x
Ratio P/SLe site VICR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VICR compte de résultat (TTM) | |
|---|---|
| Recettes | US$426.70m |
| Coût des recettes | US$194.27m |
| Marge brute | US$232.43m |
| Autres dépenses | US$95.75m |
| Les revenus | US$136.68m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.00 |
| Marge brute | 54.47% |
| Marge bénéficiaire nette | 32.03% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de VICR?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/17 10:33 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Vicor Corporation est couverte par 5 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Nathaniel Quinn Bolton | Needham & Company |