Vicor Posts $1.33 Q3 EPS as Revenue Jumps 37.5% Sequentially
VICR has more than doubled off its 52-week low of $57 on elevated volume (2.4× avg).
Summary
Vicor reported Q3 EPS of $1.33 on revenue of $197.1M, up 37.5% from Q2's $143.4M, and net income of USD 63.3 million. That clears the guidance the company raised twice in September, first to more than 20% sequential growth and then to more than 30%. The beat is driven by the AI power-delivery demand that already lifted Q2 revenue 49% year over year and pushed backlog to $379.7M, plus royalties from the VPD licensing deal signed in mid-September. At roughly $8.8B market cap, this is a material confirmation that the ramp is real and accelerating, not just guidance optimism. Watch whether the company extends the streak with Q4 guidance and how the two New Hampshire ChiP fabs announced September 11 factor into capacity commentary.
At the time of this announcement, VICR was trading at $197.26 on NASDAQ in the Technology sector, with a market capitalization of approximately $8.8B. The 52-week trading range was $57.00 to $382.65. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Dow Jones Newswires.