Vicor shares surge 14% after company raises Q3 growth guidance

Sep 21, 2026 20:53 (34d ago)

Vicor raised third-quarter sequential revenue-growth guidance to more than 20% from nearly 10%, citing royalties from a Vertical Power Delivery license.
Vicor shares rose 11.2% to $249.01 in after-hours trading, were reported up 9% premarket in a separate update and later surged 14% midday.
The non-exclusive license covers an AI-related OEM’s procurement of patented modules, while Vicor warned that infringement could create legal and supply-chain consequences.

Vicor Corp. raised its third-quarter sequential revenue-growth guidance from nearly 10% to more than 20%, attributing the increase to royalties from a non-exclusive license for its patented Vertical Power Delivery technology. Shares surged 14% in midday trading after rising 11.2% to $249.01 in after-hours trading and being reported up 9% premarket in separate updates. Vicor had previously disclosed an AI-related original equipment manufacturer licensee with rights to procure covered modules, while CEO Patrizio Vinciarelli said licensed suppliers could support customers seeking multi-source supply chains. The move was part of a broader market session that also featured gains in On Holding, Lennar, Grab Holdings, Capri, Shopify, Amgen, SoFi Technologies and GameStop, while Quest Diagnostics and Labcorp Holdings declined after a Medicare laboratory-payments report.