# Vicor Prepares for Q3 Earnings Following Raised Revenue Guidance and AI Power Demand Growth

- URL: https://stocks.freetheai.org/news/vicor-prepares-for-q3-earnings-following-raised-revenue-guidance-and-ai-power-de25bc
- Published: 2026-10-15T16:28:00Z
- Category: earnings; sentiment: bullish; impact: medium
- Symbols: [NASDAQ:VICR](https://stocks.freetheai.org/symbols/NASDAQ-VICR)
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Vicor Corporation (VICR) is set to report its third-quarter 2026 financial results on Oct. 20, following an upward revision to its sales outlook. On Sept. 30, the power module manufacturer raised its sequential revenue growth guidance to more than 30%, up from a previous projection of over 20%. Consensus estimates place third-quarter revenue at $187.20 million, representing a 69.53% increase compared to the prior-year period, while earnings per share are projected at $1.39, up 95.77% year-over-year.

The anticipated performance is supported by expanding artificial intelligence infrastructure investments and rising demand for high-density power delivery systems. Sales from the company's Advanced Products division rose 45% sequentially in the second quarter to $94.2 million, forming 65.7% of total sales. Revenue is further bolstered by intellectual property licensing, with the business expecting $5 million in third-quarter royalty revenues from its Vertical Power Delivery licensing agreement. In addition, its one-year backlog increased 26% sequentially to $379.7 million during the second quarter.

Investors will focus on whether Vicor can sustain momentum across high-performance computing, aerospace, industrial, and defense end markets while expanding production equipment at its Andover facility. Management expects higher capacity utilization to help expand product gross margins. Shares of Vicor traded at $211.70, down 13.73% on the day, though the stock remains up 123.8% year-to-date.

## Key points

- Vicor Corporation (VICR) raised its third-quarter sequential revenue growth projection to more than 30% on Sept. 30.
- Consensus projections call for third-quarter revenue of $187.20 million and earnings per share of $1.39.
- Growth is driven by AI data center demand, Vertical Power Delivery technology licensing, and an expanding product backlog.
- Vicor is expanding manufacturing capacity at its Andover facility to meet rising customer demand.

## Questions and answers

### When will Vicor Corporation report its Q3 2026 earnings?

Vicor Corporation is scheduled to release its third-quarter 2026 financial results on Oct. 20.

### What is Vicor's revenue growth guidance for Q3 2026?

Vicor raised its sequential revenue growth guidance for the third quarter from more than 20% to over 30%.

### What are analysts expecting for Vicor's Q3 2026 revenue and EPS?

Consensus estimates project Q3 revenue of $187.20 million and earnings per share of $1.39.