Vicor is trading 10.2% up now at $246.75 after raising its third-quarter 2026 sequential revenue-growth guidance from nearly 10% to more than 20%, citing royalties from a recently announced non-exclusive Vertical Power Delivery licensing agreement.
- Four major OEMs and hyperscale computing operators now hold VPD licenses.
- The AI-power licensing catalyst is driving the move alongside broader strength in semiconductor stocks.