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Vicor gains Buy rating at $223 on strong Q2 growth and new AI licensing deal

Analyst Insights
22 Sep 2026
Seeking Alpha
View Source
Bullish
Vicor gains Buy rating at $223 on strong Q2 growth and new AI licensing deal

Vicor received a renewed Buy rating at $223 due to strong fundamentals, including 49% revenue growth in Q2 and a 145% year-over-year backlog increase. A key new licensing deal with a major AI original equipment manufacturer (OEM) is driving momentum in royalties and intellectual property licensing, which are becoming critical earnings sources. Despite a slight dip in product gross margin, total gross margin was supported by royalties. The company is expanding capacity with new fabrication facilities, aiming for long-term targets of $2.5 billion in revenue, 70% gross margin, and 40% operating margin, though execution risks remain.

Vicor's recent developments are presented here with Pluang's Technology sector market snapshot as of Sep 22, 2026 18:45 WIB: Among 150 priced US Technology stocks tradable on Pluang, 92 advanced and 55 declined. Notable movers include HubSpot Inc (HUBS) at USD 220.00 with a 1-day change of +2.87% and 100% buy order activity, ServiceNow Inc (NOW) at USD 141.46 with a +2.75% change but 78% sell order activity, and Nokia Corp (NOK) at USD 10.69 down by -2.33% with 66% sell order activity. The highest buy interest was for HUBS.

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