Andover, Mass. — Vicor Corporation, a specialist in high-performance power conversion components critical for artificial intelligence infrastructure, has delivered strong results and raised guidance in 2026, fueling a sharp rally in its shares even as analysts debate whether current valuations leave room for further upside.

Vicor (NASDAQ: VICR) shares have surged dramatically, recently trading near $330–$345 after multiple upward revisions, reflecting robust demand for its advanced power delivery solutions in AI servers and high-performance computing. The stock has posted triple-digit percentage gains over the past year, propelled by the global buildout of data centers requiring efficient, high-density power systems.

Strong Q1 Results and Upward Guidance Revision

Vicor reported first-quarter 2026 revenue of $113 million, up 20.2% from the year-ago period and 5.3% sequentially. Gross margin expanded significantly to 55.2%, and net income reached $20.7 million, or $0.44 per diluted share, comfortably beating expectations.

On May 26, the company raised its second-quarter revenue guidance from $126 million to $142 million, citing stronger product sales and a new licensing agreement covering its patented power system technologies, including Factorized Power Architecture and Vertical Power........

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