Vicor is benefiting significantly from the AI data center boom by supplying advanced power modules critical for hyperscale infrastructure. The company is shifting from uneven industrial and defense sales to rapid growth, with projected 2026 revenue of $633 million, a 55% increase year-over-year. Gross margins have improved to nearly 70%, supported by growing high-margin royalties, which enhance operating leverage. Despite some legal and execution risks, Vicor's strong growth prospects, patented technology, and attractive buy-the-dip opportunity make it a Buy recommendation.
As of Oct 23, 2026 17:11 WIB, Vicor Corporation (VICR) trades at USD 183.38 on Pluang, showing a 1.88% increase in the last day. The stock has a market cap of $8.31 billion and an enterprise value of $7.80 billion. Despite the strong buy recommendation in the article, Pluang order activity currently leans heavily toward selling, with 86% of orders as Sell and only 14% as Buy.
