Vicor Corp.

Vicor is buying two parcels in Merrimack and Hooksett (about 120 hectares total) to build ChiP Fab-2 and Fab-3 with nearly one million square feet of production space. The expansion is intended to eliminate bottlenecks at the existing ChiP Fab-1 and create capacity for OEM and hyperscaler customers as demand for AI applications rises. The stock jumped sharply (around 10.6%) after the announcement, supported by strong quarterly results (EPS roughly 68% above estimates) and an order backlog that grew by about 145%; analysts are maintaining buy ratings. » More on de.investing.com

Vicor beat market expectations in the most recent quarter with a profit increase of 1,385% year over year. The company raised its revenue forecast for 2026 to more than $600 million, driven by sharply rising demand for efficient power delivery. As a supplier to AI data centers and a specialist in 48‑volt architectures, Vicor is increasingly coming into focus for institutional investors. » More on finanzen.net

Chairman and CEO Patrizio Vinciarelli sold 700 shares at $302.40 apiece under a Rule 10b5-1 plan, retaining over 8.3 million shares after the transaction. Vicor reported TTM revenue of $471.7 million and net income of $136.7 million, with Q1 revenue up 20% as its power modules gained traction in AI accelerators and a one-year backlog surged 70% to $301 million. Management guides to about $570 million revenue for 2026 and plans a second fab to address capacity constraints; a paused high-margin licensing business awaits 2027 litigation outcomes. » More on finance.yahoo.com