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Vicor is transitioning from a power-module manufacturer to an IP-licensing compounder with a high-margin fab, right at the center of the AI infrastructure buildout bottleneck. VICR's licensing segment targets a 50% CAGR at near-100% gross margin, enforced by ITC exclusion orders, and is rapidly transforming the company's valuation profile. Management's FY26 revenue guide of ~$570M excludes new licensing deals; capacity expansion and margin leverage are set to drive EPS and multiple expansion.

Vicor (VICR) is experiencing unprecedented demand for its AI power converters, driven by lead customer Cerebras and upcoming hyperscaler engagements. Bookings surged to a record $237M in Q1 with a book-to-bill ratio above 2:1; capacity expansion of 350% to $3.5B is underway. Royalty income is expected to approach 50% of product revenue, with a second-source licensing agreement anticipated to accelerate margin expansion.

Micron stands out in a profitability-driven market shift, boasting a 41.5% net margin and massive share gains as investors hunt for strong earnings performers.

Vicor beat Wall Street's sales and earnings targets for the first quarter. The company returned to issuing detailed forward guidance.

Micron Technology stands out with a 41.5% net margin, joining Vicor as a top profitable pick after both stocks delivered massive gains over the past year.

Vicor Corporation has surged over 190% since my last upgrade to a buy rating, driven by strong fundamentals. The company is diversified across four main markets, with HPC and Aerospace & Defense offering the most compelling growth opportunities. AI infrastructure expansion and rising geopolitical tensions are creating significant tailwinds for Vicor's HPC and defense segments.

It handily beat the consensus analyst estimates for both revenue and profitability. The two line items also rose powerfully during the quarter.