What is Vicor Corporation's DCF fair value?

Vicor Corporation (VICR) base-case DCF fair value: $55.55 per share. Discounted at 13% WACC with 4% terminal growth. Implied downside vs. current price: -83.6%.

What was Vicor Corporation's latest quarter revenue?

Vicor Corporation reported $113M in revenue for Q1 2026, up 20.2% YoY.

Vicor Corporation

Q: What is the bull case for Vicor Corporation?

Vicor Corporation (VICR) bull case: PoPP multi-hyperscaler adoption with sustained gross margin expansion and full fab utilization would position Vicor as the dominant AI GPU power architecture.

Q: What is the bear case for Vicor Corporation?

Vicor Corporation (VICR) bear case: PoPP pricing erodes as competition intensifies, gross margins compress, and the second fab remains underutilized as revenue growth disappoints.

VICR

NASDAQFree primer · Steps 1–3 of 21Updated June 1, 2026Coverage as of 2026-Q2

DCF Fair Value

$55.55-83.6%

Latest Q Revenue

$113M+20.2% YoYQ1 2026

Bull Case

PoPP multi-hyperscaler adoption with sustained gross margin expansion and full fab utilization would position Vicor as the dominant AI GPU power architecture.

Bear Case

PoPP pricing erodes as competition intensifies, gross margins compress, and the second fab remains underutilized as revenue growth disappoints.

Full Research Available

This primer covers steps 1–3 of 21. The full deep dive includes moat analysis, DCF valuation, bull/bear scenarios, management quality, earnings transcript analysis, competitive positioning, returns on capital, institutional/insider activity, and an investment memo.

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