IP Licensing Boost: Recent chatter on X has been buzzing about Vicor Corporation’s announcement of expanded intellectual property licensing, projecting nearly $300 million in revenue through 2026 from settlements with major players. This news has driven a notable 13-14% surge in the stock price in recent trading sessions. Many users are highlighting the potential for this to strengthen Vicor’s position in AI, automotive, and industrial markets.
Earnings Anticipation: With Vicor’s Q3 2025 earnings report scheduled for release after market close on October 21st, X discussions are rife with speculation about bookings and backlog figures. Some are optimistic, pointing to the company’s history of innovation in power technology as a potential catalyst for positive surprises. Others remain cautious, noting past concerns over sales pipelines and margin pressures.
Market Sentiment: Posts on X also reflect curiosity about Vicor’s long-term strategy, especially regarding potential re-entry into key tech ecosystems. There’s a sense of intrigue around the stock being under the radar, with some suggesting it has significant upside if upcoming results impress. The overall tone leans toward hopeful speculation amidst lingering uncertainties.
Note: This discussion summary was generated from an AI condensation of post data.
Vicor Corporation Hedge Fund Activity
We have seen 95 institutional investors add shares of Vicor Corporation stock to their portfolio, and 109 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROWN CAPITAL MANAGEMENT LLC removed 737,043 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $33,432,270
- NEW YORK STATE COMMON RETIREMENT FUND removed 206,569 shares (-96.8%) from their portfolio in Q2 2025, for an estimated $9,369,969
- CITADEL ADVISORS LLC added 100,679 shares (+152.8%) to their portfolio in Q2 2025, for an estimated $4,566,799
- FEDERATED HERMES, INC. removed 91,936 shares (-79.8%) from their portfolio in Q2 2025, for an estimated $4,170,216
- BLACKROCK, INC. removed 87,384 shares (-2.5%) from their portfolio in Q2 2025, for an estimated $3,963,738
- PINNACLE ASSOCIATES LTD removed 84,607 shares (-23.8%) from their portfolio in Q2 2025, for an estimated $3,837,773
- NEEDHAM INVESTMENT MANAGEMENT LLC removed 68,500 shares (-8.9%) from their portfolio in Q2 2025, for an estimated $3,107,160
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Vicor Corporation Government Contracts
We have seen $19,600 of award payments to $VICR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- POWER SUPPLY, BADGE: $19,600
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
