Vicor stock weighs strong Q3 growth against capacity expansion

Published on 11/03/2026 at 13:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Vicor stock remains in focus after third-quarter revenue climbed 78.5 percent year over year. Management also outlined a nearly fivefold capacity expansion.

Strong quarter, expanding production footprint

Vicor reported third-quarter revenue of 197.1 million US dollars, up 78.5 percent year over year.
The company said two additional sites could support nearly five times the capacity of its first fabrication facility.

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Vicor reported strong third-quarter growth on October 20, with revenue and profitability lifted by product sales and royalty income. The company said demand trends in high-performance computing and related markets support a major expansion of manufacturing capacity.

Vicor stock traded at 161.65 euros on Lang & Schwarz at 1:44 p.m. CET on Tuesday, November 3, 2026. The real-time quote of Vicor stock is available through the company snapshot.

Revenue and margin accelerate

In its third-quarter results release, Vicor reported total net revenue of 197.1 million US dollars for the period ended September 30, 2026. Revenue rose 37.5 percent from the second quarter and 78.5 percent from the year-earlier quarter.

Gross margin reached 68.3 percent, compared with 58.0 percent in the second quarter and 57.5 percent a year earlier. Net income attributable to Vicor was 63.3 million US dollars, or 1.33 US dollars per diluted share, versus 28.3 million US dollars and 0.63 US dollars in the prior-year quarter.

Capacity and licensing shape outlook

Backlog stood at 406 million US dollars at the end of the third quarter, up 7 percent sequentially and 166 percent year over year. Royalty revenue contributed 66.6 million US dollars of the quarterly total, compared with 21.7 million US dollars a year earlier.

Chief Executive Officer Patrizio Vinciarelli said Vicor had purchased two additional sites near its Andover, Massachusetts, facility. The company expects the three-facility footprint to provide nearly five times the capacity of its first fabrication facility. Vicor also said it granted its first vertical power delivery license to an artificial intelligence original equipment manufacturer.