Vicor Corporation

NasdaqGS:VICR Rapport sur les actions

Capitalisation boursière : US$12.4b

Vicor Gestion

Gestion contrôle des critères 4/4

Le PDG Vicor est Patrizio Vinciarelli, nommé en Jan1981, a un mandat de 45.42 ans. La rémunération annuelle totale est $ 702.20K, composée du salaire de 68.3% et des bonus 31.7%, y compris les actions et options de la société. détient directement 43.74% des actions de la société, d'une valeur de $ 5.40B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 11 ans et 7 ans.

Informations clés

Patrizio Vinciarelli

Directeur général

US$702.2k

Rémunération totale

Pourcentage du salaire du PDG68.25%
Durée du mandat du directeur général45.4yrs
Propriété du PDG43.7%
Durée moyenne d'occupation des postes de direction11yrs
Durée moyenne du mandat des membres du conseil d'administration7yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 02

VICR: Raised Revenue Guidance And Licensing Shift Will Shape Future Balanced Outlook

Analysts lifted their price target on Vicor by $41.25 to $323.75, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E multiples that align with recent Street research. What's in the News Vicor raised its Q2 2026 revenue guidance from US$126 million to US$142 million, supported by product revenues and royalties from a new OEM licensee for its patented power system technologies.
Seeking Alpha May 31

Vicor: Mid-Quarter Guidance Raise Confirms The IP Thesis (Rating Upgrade)

Summary I am upgrading Vicor to Strong Buy after a rare mid-quarter guidance raise confirmed the IP licensing thesis from my prior coverage. Vicor lifted Q2 revenue guidance 12.7% to $142M, driven by fab product sales and a new all-inclusive OEM license at near-100% margin. The licensing engine now has clearer visibility and faster margin accretion, supporting higher FY27 EPS estimates and multiple expansion. The upgrade reflects higher conviction more than higher numbers: the guidance raise de-risked the execution and licensing lumpiness scenarios. 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.
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.
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...
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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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 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

Analyse de la rémunération des PDG

Comment la rémunération de Patrizio Vinciarelli a-t-elle évolué par rapport aux bénéfices de Vicor?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$137m

Dec 31 2025US$702kUS$479k

US$119m

Sep 30 2025n/an/a

US$82m

Jun 30 2025n/an/a

US$66m

Mar 31 2025n/an/a

US$23m

Dec 31 2024US$719kUS$460k

US$6m

Sep 30 2024n/an/a

US$5m

Jun 30 2024n/an/a

US$10m

Mar 31 2024n/an/a

US$28m

Dec 31 2023US$821kUS$442k

US$54m

Sep 30 2023n/an/a

US$53m

Jun 30 2023n/an/a

US$38m

Mar 31 2023n/an/a

US$32m

Dec 31 2022US$657kUS$425k

US$25m

Sep 30 2022n/an/a

US$26m

Jun 30 2022n/an/a

US$38m

Mar 31 2022n/an/a

US$47m

Dec 31 2021US$464kUS$408k

US$57m

Sep 30 2021n/an/a

US$59m

Jun 30 2021n/an/a

US$51m

Mar 31 2021n/an/a

US$35m

Dec 31 2020US$143kUS$123k

US$18m

Sep 30 2020n/an/a

US$8m

Jun 30 2020n/an/a

US$8m

Mar 31 2020n/an/a

US$8m

Dec 31 2019US$451kUS$397k

US$14m

Rémunération vs marché: La rémunération totale de Patrizio ($USD 702.20K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.78M ).

Rémunération et revenus: La rémunération de Patrizio a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Patrizio Vinciarelli (79 yo)

45.4yrs
Titularisation
US$702,202
Compensation

Dr. Patrizio Vinciarelli, Ph.D. founded Vicor Corporation in 1981 and has been its Chairman, Chief Executive Officer, President and Director since 1981. Prior thereto, Dr. Vinciarelli was a Fellow from 197...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Patrizio Vinciarelli
Founder45.4yrsUS$702.20k43.74%
$ 5.4b
James Schmidt
Corporate VP5yrsUS$670.17k0%
$ 0
Michael McNamara
Corporate VP11yrsUS$853.86k0.040%
$ 4.9m
Philip Davies
Corporate VP of Global Sales & Marketing and Director15.3yrsUS$1.55m0.0042%
$ 520.1k
Claudio Tuozzolo
Corporate VP & Directorno dataUS$1.13m0.029%
$ 3.6m
Quentin Fendelet
Corporate VP & Chief Accounting Officer4.3yrspas de donnéespas de données
Alvaro Doyle
Corporate VP & Chief Information Officer5.8yrspas de données0.000090%
$ 11.1k
Stephen Germino
Director of Media Relations & PRno datapas de donnéespas de données
Nancy Grava
Corporate Vice President of Human Resources10.9yrspas de donnéespas de données
Kemble Morrison
VP & Corporate Controller18.8yrspas de donnéespas de données
11.0yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de VICR est chevronnée et expérimentée (11 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Patrizio Vinciarelli
Founder45.4yrsUS$702.20k43.74%
$ 5.4b
James Schmidt
Corporate VP5yrsUS$670.17k0%
$ 0
Michael McNamara
Corporate VP7yrsUS$853.86k0.040%
$ 4.9m
Philip Davies
Corporate VP of Global Sales & Marketing and Director7yrsUS$1.55m0.0042%
$ 520.1k
Claudio Tuozzolo
Corporate VP & Director19.4yrsUS$1.13m0.029%
$ 3.6m
Samuel Anderson
Director25.4yrsUS$137.22k0.013%
$ 1.7m
Jason Carlson
Independent Director17.8yrsUS$137.22kpas de données
Estia Eichten
Independent Director45.4yrsUS$137.22k1.93%
$ 238.4m
Zmira Shternfeld-Lavie
Independent Director4yrsUS$137.22kpas de données
Andrew D'Amico
Non-Independent Director5.7yrsUS$107.22kpas de données
John Shen
Independent Director4yrsUS$137.22k0%
$ 0
7.0yrs
Durée moyenne de l'emploi
65yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de VICR sont considérés comme expérimentés (ancienneté moyenne 7 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/07 02:59
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

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