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Vicor raises Q2 revenue guidance 12.7%, prompting upgrade to Strong Buy on licensing growth and margin gains

Analyst Insights
31 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Vicor increased its Q2 revenue guidance by 12.7% to $142 million, driven by strong fab product sales and a new high-margin OEM license. This boost confirms the company's IP licensing strategy and reduces risks related to execution and revenue variability. The upgrade to Strong Buy reflects increased confidence in Vicor's future earnings growth and valuation expansion, supported by clearer visibility into its licensing business and faster margin improvement.

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