Vicor Corporation raised its third-quarter 2026 revenue guidance, sending its shares up over 11% in after-hours trading Wednesday. The power component manufacturer increased its third-quarter sequential growth guidance from more than 20% to more than 30%, citing higher royalties from its first non-exclusive license for Vertical Power Delivery technology. The guidance update, announced on September 30, follows Vicor's September 17 announcement that it granted a non-exclusive license to a new AI OEM licensee, allowing that OEM to procure VPD modules covered by Vicor patents from unlicensed suppliers. VPD is an advanced power architecture that mounts current multipliers directly underneath high-performance processors, designed to eliminate power loss and maximize data center efficiency for AI applications. Vicor, headquartered in Andover, Massachusetts, designs and manufactures modular power components and complete power systems used in high-performance computing, industrial, transportation, aerospace and defense applications.
Vicor CorporationVicor raised Q3 2026 revenue guidance to over 30% sequential growth on higher VPD licensing royalties, sending shares up 11%.
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