Vicor Corporation

NasdaqGS:VICR 株式レポート

時価総額：US$9.8b

Vicor 過去の業績

過去 基準チェック /46

Vicorは、平均年間22.8%の収益成長を遂げていますが、 Electrical業界の収益は、年間 成長しています。収益は、平均年間17.4% 2.9%収益成長率で 成長しています。 Vicorの自己資本利益率は17.4%であり、純利益率は30.6%です。

主要情報

22.75%

収益成長率

21.62%

EPS成長率

Electrical 業界の成長9.91%
収益成長率2.89%
株主資本利益率17.41%
ネット・マージン30.65%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Jul 23

VICR: AI Licensing And Backlog Strength Will Drive Future Upside

The analyst price target for Vicor has been reset from $375 to $320 as analysts factor in updated fair value, slightly lower revenue growth assumptions of 37.29% versus 41.62%, a modestly higher profit margin outlook of 32.63% versus 32.33%, and a lower future P/E of 50.86 versus 58.58 following recent shareholder meeting insights. Analyst Commentary Recent research on Vicor reflects a mix of optimism about long-term potential and a more restrained view when it comes to valuation, execution risks, and the timing of growth tied to its financial targets and AI related opportunities.
Seeking Alpha • Jul 21

Vicor: Dip Buyers, This Is Your Chance

Summary Vicor Corporation is reiterated as a Buy due to accelerating core revenue growth and robust demand in HPC and AI infrastructure. Backlog surged 145% YoY to $380 million, reflecting strengthening demand and industry-leading power density technology. Gross margin expanded 890 bps YoY (adjusted), and operating leverage improved as SG&A expenses fell and overall operating expenses grew slower than revenues. VICR valuation has moderated with a forward P/E of 75.24; reaffirmed plans for a second ChiP fab support long-term growth despite potential near-term FCF impact. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 09

VICR: AI Licensing Momentum And New Financial Model Will Drive Upside

Vicor's analyst price targets have shifted sharply higher, with one framework now pointing to $375. This is backed by analysts citing materially higher financial objectives, accelerating licensing activity, and better visibility into AI related growth drivers following the recent shareholder meeting.
ナラティブ更新 • Jun 25

VICR: AI Licensing Momentum Will Shape Future Earnings Power Outlook

Vicor's analyst price target has been revised higher from $323.75 to $406.25, reflecting analysts' updated views after the shareholder meeting, including raised long term financial objectives, higher assumed revenue growth and profit margins, and increased visibility into licensing and AI related drivers discussed in recent research updates from Craig-Hallum, Roth Capital, and Needham. Analyst Commentary Recent research updates reflect a more constructive tone around Vicor, with bullish analysts pointing to higher long term financial objectives and AI related opportunities when explaining their revised price targets.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).

収支内訳

Vicor の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:VICR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 264741459083
31 Mar 264271379081
31 Dec 254081199279
30 Sep 25397829975
30 Jun 253796610072
31 Mar 25369239570
31 Dec 2435969669
30 Sep 2435659569
30 Jun 24370109470
31 Mar 24391289170
31 Dec 23405548668
30 Sep 23418538867
30 Jun 23413388864
31 Mar 23409328862
31 Dec 22399258661
30 Sep 22384268058
30 Jun 22366387557
31 Mar 22359477154
31 Dec 21359576953
30 Sep 21353596753
30 Jun 21347516551
31 Mar 21322356451
31 Dec 20297186351
30 Sep 2027586350
30 Jun 2026886450
31 Mar 2026186349
31 Dec 19263146347
30 Sep 19274206245
30 Jun 19281276145
31 Mar 19292326244
31 Dec 18291326244
30 Sep 18276266145
30 Jun 18255136045
31 Mar 1823955945
31 Dec 1722805845
30 Sep 17217-45744
30 Jun 17213-25643
31 Mar 17209-25642
31 Dec 16200-65642
30 Sep 16204-55742
30 Jun 16199-55742
31 Mar 16202-45742
31 Dec 1522055841
30 Sep 1523075941

質の高い収益: VICR 非現金収入 のレベルが高いです。

利益率の向上: VICRの現在の純利益率 (30.6%)は、昨年(17.3%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: VICRの収益は過去 5 年間で年間22.8%増加しました。

成長の加速: VICRの過去 1 年間の収益成長率 ( 121.7% ) は、5 年間の平均 ( 年間22.8%を上回っています。

収益対業界: VICRの過去 1 年間の収益成長率 ( 121.7% ) はElectrical業界23.1%を上回りました。

株主資本利益率

高いROE: VICRの 自己資本利益率 ( 17.4% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/04 08:00
終値2026/08/03 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vicor Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5

アナリスト機関
Jonathan TanwantengCJS Securities, Inc.
Richard ShannonCraig-Hallum Capital Group LLC
Nathaniel Quinn BoltonNeedham & Company