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$VICRVicor Corporation · Hardware, Equipment & Parts · $9.1B

Street Buy · PT $347.5 (+0.7%)

$200.54

-3.4%

Event thread

Key events, in time order

6 items

2026-07-21 → 07-22Earnings
Vicor Reports Q2 2026 Financial Results
Revenue $143.4M (+49.3% YoY), EPS $1.04, backlog $380M (+26% QoQ)
D1 -7.1% · +5d -10.5%
3 waves of this story
- 2026-07-21 Company released Q2 results premarket July 21, with conference call at 8:00 a.m. ET.
- 2026-07-22 Revenue $143.4M beat, EPS $1.04 beat, but GM down 730bps YoY, shares hit 3-mo low
- 2026-07-22 Revenue $143.4M (+49.3% YoY), EPS $1.04, backlog $380M (+26% QoQ)
2026-07-21CapitalBull
Andar Capital Lifts VICR Stake by 71.9%
HK firm's SEC filing shows big increase, signaling institutional confidence
D1 -7.1% · +5d -10.5%
2 waves of this story
- 2026-07-21 Institutional investor increased position significantly in latest quarter, per SEC filing.
- 2026-07-21 HK firm's SEC filing shows big increase, signaling institutional confidence

4 earlier events

2026-07-21Earnings
Earnings report
D1 -7.1% · +5d -10.5%
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 -7.1% · +5d -10.5%
2026-07-16Company
VICR AI Demand and Backlog Support, but Valuation and Capacity Risks Loom
Multiple Zacks reports highlight AI-driven demand, $300.6M backlog, and Fab 1 expansion, but premium valuation and execution risks cap upside.
D1 -11.4% · +5d +0.4%
2026-07-15AnalystBull
VICR Gets Strong Buy Rating and AI Power Density Growth Outlook
Seeking Alpha sets $305 PT, citing AI/HPC power-density demand and IP licensing as growth drivers
D1 -1.6% · +5d -16.5%

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AI synthesis + sources

The user highlights historical examples of generational wealth creation through early investment in disruptive themes, suggesting new opportunities are emerging in areas like photonics and robotics.

Main discussion

Disruptive themes like photonics and robotics are forming the next opportunities for generational wealth.

View 1 source posts· AI-organized · For reference only, not investment advice

@futurist_lens· 28.7K followers
The pattern behind generational wealth rarely changes. $NVDA rewarded early believers. $TSLA rewarded early believers. $PLTR rewarded early believers. The next disruptive themes are already forming. Bookmark this: • Photonics → $LITE $MRVL $AAOI • Robotics → $TSLA $VPG $OUST $IND

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

6 items

2026-07-21 → 07-22Earnings
Vicor Reports Q2 2026 Financial Results
Revenue $143.4M (+49.3% YoY), EPS $1.04, backlog $380M (+26% QoQ)
D1 -7.1% · +5d -10.5%
3 waves of this story
- 2026-07-21 Company released Q2 results premarket July 21, with conference call at 8:00 a.m. ET.
- 2026-07-22 Revenue $143.4M beat, EPS $1.04 beat, but GM down 730bps YoY, shares hit 3-mo low
- 2026-07-22 Revenue $143.4M (+49.3% YoY), EPS $1.04, backlog $380M (+26% QoQ)
2026-07-21CapitalBull
Andar Capital Lifts VICR Stake by 71.9%
HK firm's SEC filing shows big increase, signaling institutional confidence
D1 -7.1% · +5d -10.5%
2 waves of this story
- 2026-07-21 Institutional investor increased position significantly in latest quarter, per SEC filing.
- 2026-07-21 HK firm's SEC filing shows big increase, signaling institutional confidence
2026-07-21Earnings
Earnings report
D1 -7.1% · +5d -10.5%
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 -7.1% · +5d -10.5%
2026-07-16Company
VICR AI Demand and Backlog Support, but Valuation and Capacity Risks Loom
Multiple Zacks reports highlight AI-driven demand, $300.6M backlog, and Fab 1 expansion, but premium valuation and execution risks cap upside.
D1 -11.4% · +5d +0.4%

1 earlier events

2026-07-15AnalystBull
VICR Gets Strong Buy Rating and AI Power Density Growth Outlook
Seeking Alpha sets $305 PT, citing AI/HPC power-density demand and IP licensing as growth drivers
D1 -1.6% · +5d -16.5%

Vicor Reports Q2 2026 Financial Results

Andar Capital Lifts VICR Stake by 71.9%

Earnings report

8-K: Item 2.02, Item 9.01

VICR AI Demand and Backlog Support, but Valuation and Capacity Risks Loom

VICR Gets Strong Buy Rating and AI Power Density Growth Outlook