VICOR CORP — Form 8-K
Filed October 20, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Vicor reported Q3 2026 revenues of $197.1M (78.5% YoY growth, 37.5% sequential), with gross margin expanding to 68.3% and net income of $63.3M ($1.33 diluted EPS). Backlog reached $406M (up 166% YoY from $153M). CEO announced purchase of two additional manufacturing sites near ChiP Fab-1 for ~5X capacity expansion, granted first VPD license to AI OEM at Stage-2 royalty rates, and noted ITC investigation into VPD infringement prompting competitor license inquiries. Cash increased to $513.1M; nine-month 2026 revenues reached $453.4M.
Why this rating
Strong YoY revenue growth (78.5%), margin expansion, and backlog surge (166% YoY) are material for ~$1B company. Capacity expansion and IP licensing inflection represent multi-year growth drivers, offsetting normal operating leverage gains.
Price action (we called it positive)
before filing · preread $205.00 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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