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Vicor Jumps on Q1 Beat as Backlog Surges and Guidance Returns

Fresh guidance signals rising demand across AI, industrial, and aerospace power markets.

Overview

  • Vicor shares rose about 25% for the week after a better-than-expected quarterly report.
  • The company posted Q1 revenue of $113.0 million and earnings of $0.44 per share that beat analyst estimates.
  • Management restored its outlook, targeting roughly $126 million in second-quarter sales and about $570 million for 2026.
  • The order backlog reached $301 million on rising demand in high-performance computing, industrial, and aerospace markets.
  • Vicor is adding equipment to its current fab and planning a second plant to boost supply of its high-current power modules.