Vicor Gestione
Criteri Gestione verificati 4/4
Vicor Il CEO è Patrizio Vinciarelli, nominato in Jan1981, e ha un mandato di 45.33 anni. la retribuzione annua totale è $ 702.20K, composta da 68.3% di stipendio e 31.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 43.96% delle azioni della società, per un valore di $ 5.29B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 10.9 anni e 6.9 anni.
Informazioni chiave
Patrizio Vinciarelli
Amministratore delegato
US$702.2k
Compenso totale
| Percentuale dello stipendio del CEO | 68.25% |
| Mandato del CEO | 45.3yrs |
| Proprietà del CEO | 44.0% |
| Durata media del management | 10.9yrs |
| Durata media del Consiglio di amministrazione | 6.9yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$137m |
| Dec 31 2025 | US$702k | US$479k | US$119m |
| Sep 30 2025 | n/a | n/a | US$82m |
| Jun 30 2025 | n/a | n/a | US$66m |
| Mar 31 2025 | n/a | n/a | US$23m |
| Dec 31 2024 | US$719k | US$460k | US$6m |
| Sep 30 2024 | n/a | n/a | US$5m |
| Jun 30 2024 | n/a | n/a | US$10m |
| Mar 31 2024 | n/a | n/a | US$28m |
| Dec 31 2023 | US$821k | US$442k | US$54m |
| Sep 30 2023 | n/a | n/a | US$53m |
| Jun 30 2023 | n/a | n/a | US$38m |
| Mar 31 2023 | n/a | n/a | US$32m |
| Dec 31 2022 | US$657k | US$425k | US$25m |
| Sep 30 2022 | n/a | n/a | US$26m |
| Jun 30 2022 | n/a | n/a | US$38m |
| Mar 31 2022 | n/a | n/a | US$47m |
| Dec 31 2021 | US$464k | US$408k | US$57m |
| Sep 30 2021 | n/a | n/a | US$59m |
| Jun 30 2021 | n/a | n/a | US$51m |
| Mar 31 2021 | n/a | n/a | US$35m |
| Dec 31 2020 | US$143k | US$123k | US$18m |
| Sep 30 2020 | n/a | n/a | US$8m |
| Jun 30 2020 | n/a | n/a | US$8m |
| Mar 31 2020 | n/a | n/a | US$8m |
| Dec 31 2019 | US$451k | US$397k | US$14m |
Compensazione vs Mercato: La retribuzione totale di Patrizio ($USD 702.20K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Patrizio è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Patrizio Vinciarelli (78 yo)
45.3yrs
Mandato
US$702,202
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 45.3yrs | US$702.20k | 43.96% $ 5.3b | |
| Corporate VP | 4.9yrs | US$670.17k | 0% $ 0 | |
| Corporate VP | 10.9yrs | US$853.86k | 0.040% $ 4.8m | |
| Corporate VP of Global Sales & Marketing and Director | 15.3yrs | US$1.55m | 0.0042% $ 507.0k | |
| Corporate VP & Director | no data | US$1.13m | 0.029% $ 3.5m | |
| Corporate VP & Chief Accounting Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Corporate VP & Chief Information Officer | 5.7yrs | Nessun dato | 0.000090% $ 10.8k | |
| Director of Media Relations & PR | no data | Nessun dato | Nessun dato | |
| Corporate Vice President of Human Resources | 10.8yrs | Nessun dato | Nessun dato | |
| VP & Corporate Controller | 18.8yrs | Nessun dato | Nessun dato |
10.9yrs
Durata media
63yo
Età media
Gestione esperta: Il team dirigenziale di VICR è esperto e expertise (durata media dell'incarico 10.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 45.3yrs | US$702.20k | 43.96% $ 5.3b | |
| Corporate VP | 4.9yrs | US$670.17k | 0% $ 0 | |
| Corporate VP | 6.9yrs | US$853.86k | 0.040% $ 4.8m | |
| Corporate VP of Global Sales & Marketing and Director | 6.9yrs | US$1.55m | 0.0042% $ 507.0k | |
| Corporate VP & Director | 19.3yrs | US$1.13m | 0.029% $ 3.5m | |
| Director | 25.3yrs | US$137.22k | 0.013% $ 1.6m | |
| Independent Director | 17.8yrs | US$137.22k | Nessun dato | |
| Independent Director | 45.3yrs | US$137.22k | 1.93% $ 232.4m | |
| Independent Director | 3.9yrs | US$137.22k | Nessun dato | |
| Non-Independent Director | 5.6yrs | US$107.22k | Nessun dato | |
| Independent Director | 3.9yrs | US$137.22k | 0% $ 0 |
6.9yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VICR sono considerati esperti (durata media dell'incarico 6.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 23:35 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Vicor Corporation è coperta da 5 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Nathaniel Quinn Bolton | Needham & Company |