Key Highlights

  • Shares are trading at $247.00 in pre-market activity, up 10.32% from Monday's close of $223.90.
  • Vicor raised its third-quarter 2026 sequential Revenue growth guidance from nearly 10% to more than 20%, citing Royalty income from a new Vertical Power Delivery license.
  • The upgraded outlook builds on last week's 18% jump following a separate VPD licensing announcement and plans to add new ChiP fabrication capacity.
  • CEO Patrizio Vinciarelli said four leading OEMs and hyperscalers have now secured licenses to Vicor's power delivery technology.

Raised Guidance on VPD Royalties Extends the Rally

Vicor (NASDAQ:VICR) shares surged further in pre-market trading Tuesday after the company announced it raised its third-quarter 2026 sequential revenue growth guidance from nearly 10% to more than 20%, citing royalty income from a newly disclosed non-exclusive Vertical Power Delivery license granted to an AI original equipment manufacturer customer.

Upgrade Builds on Last Week's Licensing News and Fab Expansion Plans

The upgraded outlook builds on last week's roughly 18% jump following a separate VPD licensing announcement, along with plans to acquire new ChiP fabrication facilities as existing capacity approaches full utilization, reinforcing investor optimism about Vicor's expanding role as a licensor and supplier of high-density power delivery technology for AI data centers.

CEO Says Four Leading OEMs Have Now Secured Licenses

Chief Executive Officer Patrizio Vinciarelli said four leading OEMs and hyperscalers have now secured licenses to Vicor's patented power system technology, noting that unlicensed companies risk having their computing systems banned from importation over Patent infringement, while those that respect Vicor's patent rights stand to benefit from expanded market opportunities as the ecosystem scales.

Broader Chip Sector Rally Adds Context, Not the Core Driver

The move also coincided with a broad risk-on rally across AI and semiconductor names, including AMD (NASDAQ:AMD), Intel (NASDAQ:INTC), Arm (NASDAQ:ARM), and Micron (NASDAQ:MU), as falling oil prices and easing Treasury yields lifted technology sentiment market-wide, though Vicor's gain was driven primarily by company-specific licensing news rather than the broader sector move.