Vicor Q2 Revenue Jumps 49% on AI Demand; CEO Adopts 10b5-1 Plan to Sell Up to 1M Shares
VICR has more than doubled off its 52-week low of $41.76 on light trading volume (0.2× avg).
Summary
Vicor's Q2 revenue soared 49% to $143.4M, net income hit $49.8M, and backlog ballooned to $379.7M on AI demand. CEO Vinciarelli adopted a 10b5-1 plan to sell up to 1M shares starting September 2026.
Key Events · Earnings and Guidance · VICR
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Revenue Surges 49% to $143.4M
Q2 2026 total net revenues hit $143.4 million, up from $96.0 million a year ago, driven by a 55.5% increase in Advanced Products including royalty revenue.
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Net Income Reaches $49.8M
Net income attributable to Vicor was $49.8 million, or $1.04 per diluted share, compared to $41.2 million, or $0.91 per share, in Q2 2025.
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Backlog Balloons to $379.7M
Backlog at quarter-end stood at $379.7 million, up from $300.6 million at the end of Q1 2026, reflecting strong AI-related demand.
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CEO Adopts 10b5-1 Plan to Sell 1M Shares
CEO Patrizio Vinciarelli adopted a Rule 10b5-1 trading plan on June 8, 2026, to sell up to 1,000,000 shares at $404–$800 per share, starting September 7, 2026.
Analysis · VICR · Manufacturing
Vicor delivered a blowout quarter, with revenue surging 49% year-over-year to $143.4 million and net income reaching $49.8 million, or $1.04 per diluted share. The growth was fueled by a 55.5% jump in Advanced Products revenue, including a near-tripling of royalty income to $30.4 million from a new license deal. Backlog swelled to $379.7 million, signaling sustained AI-driven demand. Offsetting the bullish numbers, CEO Patrizio Vinciarelli adopted a 10b5-1 trading plan to sell up to 1 million shares at prices between $404 and $800, starting in September 2026 — a potential overhang on the stock. The combination of exceptional operating momentum and a large planned insider sale creates a mixed but highly material signal for investors.
How filings like this one have moved
In the 30 days to Sep 13, 2026, 35.6% of the 1216 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, VICR was trading at $183.24 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $8.4B. The 52-week trading range was $41.76 to $382.65. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.