Vicor Corporation (VICR) reported third-quarter 2026 total net revenue of $197.1 million, up 37.5% sequentially and 78.5% from the prior-year quarter. Consolidated net income was $63.3 million, while diluted earnings per share were $1.33.
Gross margin reached $134.7 million, or 68.3% of revenue, and cash and cash equivalents totaled approximately $513.1 million at September 30, 2026.
- Product revenue was $130.5 million and royalty revenue was $66.6 million.
- Basic EPS was $1.37; diluted EPS was $1.33.
- Cash flow from operations totaled $69.7 million, while capital expenditures were $16.1 million.
- Third-quarter backlog was $406 million, up 7% sequentially and 166% from a year earlier.
- Vicor said it granted its first VPD license to an AI OEM at Stage-2 unit royalty rates.
$VICR Insider Trading Activity
$VICR insiders have traded $VICR stock on the open market 351 times in the past 6 months. Of those trades, 0 have been purchases and 351 have been sales.
Here’s a breakdown of recent trading of $VICR stock by insiders over the last 6 months:
- PATRIZIO VINCIARELLI (Chairman & CEO) has made 0 purchases and 283 sales selling 320,700 shares for an estimated $105,894,834.
- PHILIP D DAVIES (Corp. VP-Global Sales & Mktg.) has made 0 purchases and 35 sales selling 12,290 shares for an estimated $3,265,241.
- JAMES F SCHMIDT (CFO, Treasurer, Secretary) has made 0 purchases and 21 sales selling 4,209 shares for an estimated $1,457,258.
- ANDREW D'AMICO has made 0 purchases and 10 sales selling 2,501 shares for an estimated $860,650.
- ZMIRA LAVIE has made 0 purchases and 2 sales selling 2,124 shares for an estimated $500,259.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$VICR Hedge Fund Activity
We have seen 328 institutional investors add shares of $VICR stock to their portfolio, and 182 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,370,220 shares (+inf%) to their portfolio in Q2 2026, for an estimated $900,162,151
- PRICE T ROWE ASSOCIATES INC /MD/ added 479,920 shares (+25.4%) to their portfolio in Q2 2026, for an estimated $182,264,017
- BLACKROCK, INC. removed 423,446 shares (-14.7%) from their portfolio in Q2 2026, for an estimated $160,816,321
- DRIEHAUS CAPITAL MANAGEMENT LLC added 307,044 shares (+162.1%) to their portfolio in Q2 2026, for an estimated $116,609,170
- AQR CAPITAL MANAGEMENT LLC added 301,220 shares (+203.1%) to their portfolio in Q2 2026, for an estimated $114,397,331
- JANE STREET GROUP, LLC added 211,454 shares (+64.5%) to their portfolio in Q2 2026, for an estimated $80,306,000
- MILLENNIUM MANAGEMENT LLC removed 159,087 shares (-71.7%) from their portfolio in Q2 2026, for an estimated $60,418,060
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
