NASDAQ:VICR Vicor Corporation

ISIN: US9258151029
TechnologyModular Power ComponentsSemiconductors / HardwareHigh Beta 2.34
NASDAQ Global Select · Andover, MA · modular power components · mkt cap ~$12.3B · beta 2.34 · 52wk $41.76–$382.65 Analysis Status: Donatien Pick
$272.05
-1.9%
12 Jul 2026 · Signal v6
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.

Vicor Corporation

Vicor designs and manufactures modular power components — high-density "brick" DC-DC converters and vertical-power-delivery modules that step electrical power down efficiently right at the point of use. Its core business is converting bulk 48V or 800V rack power into the low, high-current voltages that processors, GPUs and defence electronics demand, and it does so at a power density and efficiency that few rivals match. What sets Vicor apart is a deep, self-manufactured IP estate in factorised power architecture — an edge that an International Trade Commission exclusion order has now turned into a licensing business, forcing certain competitors and their contract manufacturers to license Vicor's 48V/vertical-power patents or stop importing infringing parts. For a reader, think of it as a small, US-based, vertically-integrated power-electronics specialist whose technology sits between the data-centre bus bar and the AI chip — high-margin, cyclical, and now collecting royalties on its own inventions.

HorizonSignalComposite ScoreConfidenceKey Driver
Short-term (1–3 mo)HOLD4240%Expensive band + earnings in 9 days; tape rolling over
Medium-term (6–12 mo)HOLD5045%Great business, wrong price — valuation ceiling caps it
Long-term (3–5 yr)HOLD5855%High quality, but entry price embeds a flawless AI-power future
Next update: 2026-07-22 — Q2 2026 earnings 2026-07-21 +1 trading day
Table of Contents
1Five-Pillar Scorecard2Hard Gates & Do-Not-Buy Status3Pillar Detail: Business Quality4Pillar Detail: Valuation Attractiveness5Pillar Detail: Underlying Drivers6Pillar Detail: Economic Alignment7Pillar Detail: Entry/Exit Timing8Economic Event Risk9Multi-Timeframe Technical Analysis10Price Chart (6-Month Daily)11Scenario Summary12Entry / Exit Rules13Position Sizing Context14Calibration Snapshot15Data Sources & Methodology
1

Five-Pillar Scorecard

Five independent scores — each 0–100 with its own confidence. The three fundamental pillars (Quality / Valuation / Timing) set the base BUY/HOLD/SELL via the Decision Matrix; the two context pillars (Underlying Drivers, Economic Alignment) then amplify a BUY to STRONG BUY or a SELL to STRONG SELL when both corroborate.

Business Quality

78
strong
conf 75%

Valuation Attractiveness

30
expensive
conf 70%

Entry/Exit Timing

42
mixed / rolling over
conf 40%

Underlying Drivers

72
Tailwind
conf 65%

Economic Alignment

65
Trend-Following
conf 60%
2

Hard Gates & Do-Not-Buy Status

Binary safety checks — any TRIGGERED gate is a hard cap regardless of the scores above; CAUTION gates are sizing notes.
Gate 1 · Financial Distress
No leverage risk. Net cash ~$400M, debt/equity ~0.01, current ratio 14.3×, interest coverage n/a (no debt). Fortress balance sheet.
Gate 2 · Earnings Event Risk
⚠️ Q2 2026 earnings on 21 Jul 2026 (9 days out). VICR has a history of >10% post-print/news moves (+11.2% on the backlog beat, +22.6% on the IP-settlement news). Timing confidence capped at 40%. Binary event — do not chase into the print.
Gate 3 · Valuation Ceiling
⚠️ Actual multiple (46× FY27 clean EPS, 89× FY26 reported, ~145× clean-TTM) sits far above the 20.9× warranted multiple AND above the 28× semiconductor guardrail line — Expensive band. Caps the signal at HOLD on all horizons regardless of momentum or driver tailwind.
⚠️
Gate 4 · Accounting / Dilution
No SBC/dilution problem (share count flat ~45–47M). BUT reported earnings are inflated by non-operating items — a +$27.3M tax benefit (Q4'25) and +$12.4M other income (Q3'25) — so the reported P/E understates how rich the core multiple is. Scored on clean/forward earnings (see §4/§7b). Not a hard cap; flagged.
Gate 5 · Regulatory / Binary
No pending binary regulatory decision. The ITC exclusion order is already granted and works IN Vicor's favour (see Embedded Optionality).
Severe Driver Collapse
Driver score 72 (Tailwind) — nowhere near the ≤15 collapse threshold. AI-power backlog +70% QoQ.
Two gates live — both cap at HOLD, neither is a Do-Not-Buy. Gate 3 (Valuation Ceiling) is the binding one: the price embeds a flawless future for a cyclical, licensing-boosted earnings base. Gate 2 (earnings in 9 days) adds binary event risk on top. We reviewed Do-Not-Buy Trigger 2 arm (b) — “Expensive AND a live de-rating catalyst” — and it does NOT fire: VICR is not the mega-cap, AI-equity-mark-to-market-inflated index heavyweight the armed systemic tail targets; its earnings distortion is licensing/tax/interest, not AI-stake markups; and the ITC order strengthens rather than threatens the business (no Trigger 5). We do, however, carry the AI-capex de-rating leg in the §11 Bear.
3

Pillar Detail: Business Quality

A deep dive into the Quality score: business economics, moat, ROIC and the industry benchmark.
Business Quality — Pillar Score
High-quality, fortress-balance-sheet power specialist — cyclical, recovering hard
78
conf 75%

Lifecycle: Growth (cyclical). Vicor is a profitable hardware/semiconductor-adjacent name at a sharp cyclical recovery inflection. It went through a genuine rough patch — Q2 2024 was loss-making (−$1.2M net; operating income just $0.2M) and Q1 2025 near-breakeven ($93.97M rev, operating income −$0.15M). It has since accelerated: revenue $94.0M → $141.0M → $110.4M → $107.3M → $113.0M across the last five quarters (Q2'25 was boosted by a licensing catch-up), with FY26 consensus ~$596M (+26% YoY) — note management's own guide is nearer ~$570M including royalties, so the Street sits a touch above the company; the gap is licensing-timing, not a demand disagreement. Score metrics against BOTH trough and peak, per the cyclical rule.

Sub-signalValueReadScore
Gross margin (TTM)58.8%Healthy for hardware; below the >60% fabless-semi “strong” line but rising off a ~50% trough. Licensing revenue carries ~100% margin and lifts the blend.75
Operating margin (TTM, clean)~21%Recovered from ~0% at the 2024 trough to ~21% — real operating leverage as volume returns. Semis “strong” is >30% (mid-cycle).72
Cash generationFCF ~$90M/yr, P/FCF 140×Positive and growing, but capex is rising to fund the AI ramp; FCF yield thin (0.7%) purely a function of the rich price, not weak cash.62
Balance sheetNet cash ~$400M, D/E 0.01, current 14.3×Fortress. No debt, ~$8.9/sh cash. Zero solvency risk through any downturn.95
ROE / ROA (FMP)ROE 4/5, ROA 5/5Top-tier capital efficiency; FMP overall rating B (3/5), dragged only by P/E 1/5 and P/B 1/5 — i.e. valuation, not quality.80
INDUSTRY BENCHMARK: Semis — Gross Margin + Capacity/Demand. GM 58.8% (healthy 50–60%) · demand red-hot (book-to-bill >2.0, 1-yr backlog +70% QoQ to $300.6M) · utilisation ramping. Rating: STRONG on the demand leg, HEALTHY on margin. Benchmark score: 78/100. Context: the cycle is early-mid, not peak — margins have headroom, but so does the risk if AI capex rolls over.

Competitive Moat Scorecard

Pricing power
78
Premium power-density parts command a premium; but MPWR/Infineon undercut in mid-tier where density matters less.
Network effects
50
N/A for a component maker — neutral.
Switching costs
72
Deep design-in: once a power module is qualified into a GPU board it is painful to swap. Set from the Competitive Environment read — real but eroding at the mid-tier.
Cost advantage
48
Vertically integrated but sub-scale vs TI/Infineon; MPWR/Renesas offer lower-cost silicon-integrated rivals. No structural cost edge.
Intangible assets
85
The crown jewel: factorised-power patents now ITC-validated (Limited Exclusion Order bars infringing bus converters). This is the real moat.

Moat average ≈ 67 — anchored by a genuinely strong, now-litigated IP estate, offset by a lack of scale/cost advantage.

Competitive Environment (named rivals + share trajectory — feeds Switching Costs & Cost Advantage above). Vicor competes directly with Monolithic Power Systems (MPWR) — its most dangerous rival, pioneer of 48V distribution, taking mid-tier AI-datacenter share with integrated, lower-cost solutions — plus Infineon, Texas Instruments, Analog Devices, Renesas and Delta Electronics. The top-5 (TI, Renesas, Infineon, MPWR, ADI) held ~55–60% of the market in 2025. Share trajectory is two-sided: Vicor is losing mid-tier share to MPWR/Infineon on price, but gaining defensible ground at the high-density top end AND has flipped its IP into a toll — the ITC exclusion order forces certain rivals and their contract manufacturers to license Vicor's 48V/vertical-power patents. A short thesis (Razor's Edge) argues MPWR standardisation caps Vicor's product TAM; the counter is that the LEO converts that competitive pressure into royalty income. Net: the product moat is contested, the IP moat is strengthening.

ROIC & Capital Allocation

ROIC is strongly positive and rising off the trough (net cash means invested capital is low; NOPAT recovering). Capital allocation is conservative-to-a-fault: no dividend, minimal buybacks, cash hoarded to self-fund the Andover “ChiP” fab and the AI ramp. Founder-CEO Patrizio Vinciarelli has meaningful ownership (alignment positive). Insider selling — stated loudly: in early July 2026 the CEO sold roughly $13.7M of stock across three days — ~$7.1M on 1 Jul, ~$6.38M on 2 Jul, and $211,680 on 6 Jul (the smallest slice; the earlier reports understated it by pointing only at that line). We assess Trigger 4 against the full ~$13.7M, not the headline sliver. The disposals were made under a Rule 10b5-1 trading plan adopted 26 Feb 2026 (a pre-arranged, MNPI-insulating schedule), and after them Vinciarelli still directly holds ~8.35M shares — so the alignment stays intact and the trigger, on balance, still does not fire. It is nonetheless a real, sizeable sale into strength and we flag it as a live watch-item: a Trigger-4 concern would harden if further large, off-plan or accelerating sales follow the print.

4

Pillar Detail: Valuation Attractiveness

Sector-appropriate multiples, FCF yield, reverse-DCF implied growth, embedded optionality, and the analyst-consensus cross-check.
Valuation Attractiveness — Pillar Score
Expensive on every clean lens — the price embeds a flawless AI-power future
30
conf 70%

Valuation is the whole story here, and it is the reason the signal is capped. Vicor is a great business at a demanding price. The reported P/E of ~90× already looks rich — and it understates the true multiple, because reported earnings are inflated (see the earnings-quality decomposition below).

THE ANCHOR — Warranted-Multiple Valuation.
Risk-free = UST10Y 4.54% (macro report, 2026-07-09). ERP = 4.5% (fixed). Risk add-on = +2.0% (beta 2.34 > 1.6) → discount rate r ≈ 11.0%.
g_near = 15% (secular-growth cap; consensus 26% haircut-25%'d = 19.5% but capped at 15% AND we deliberately do NOT extrapolate the finite licensing windfall). g_term = 3%.
Two-stage WarrantedPE ≈ 20.9× (below the 28× semiconductor guardrail line, so 20.9× stands).

Actual clean multiple: on FY27 consensus EPS $5.96 → 46×; on FY26 reported EPS $3.04 → 89×; on FY28 EPS $7.89 → 34×; on clean-TTM EPS ~$1.87 → ~145×.
Actual ÷ warranted = 46 ÷ 20.9 ≈ 2.2× (even the far-out FY28 read is 1.6×). Both are deep in the Expensive band (≥1.40×), AND the actual multiple sits above the 28× sector guardrail line on every measure → Valuation score 30, Gate 3 fires, signal capped at HOLD with no growth exception.

Implied-growth read (narrative colour): at $272 the market is pricing roughly 30–35%+ sustained 5-yr earnings growth off a licensing-boosted base — well above our disciplined 15% estimate. The price embeds more growth than a cyclical, competitively-contested power-component core can durably support once the ~$300M ITC-settlement licensing windfall (booked through 2026) normalises.

LensReadingWeightScore
Warranted-multiple anchor46× vs 20.9× warranted = 2.2× → Expensive; above 28× guardrail40%18
Sector median (Semis fwd P/E ~28–32×)89× reported / 46× FY27 both above median20%25
Own-history decileNear/at the top of its 5-yr multiple range after a ~5× run (off the ~$42 52-week low) — decile 9–1015%15
FCF yield~0.7% (P/FCF 140×) — <1% = very expensive10
Analyst consensus target$387.5 median (+42%); 6 Buy / 1 Hold. Momentum-driven, targets chasing the licensing print — note contrarian caution at extreme bullishness.15%78
Embedded Optionality / Free Upside — the durable licensing stream. The base case treats the ITC-settlement licensing (~$300M booked through 2026) as a finite windfall — which is why we cap g_near at 15% and do not let it inflate the warranted multiple. But there is genuine, under-priced call-option upside if the royalty stream proves durable and recurring rather than one-off: the Limited Exclusion Order forces infringing 48V/vertical-power parts out of the US market, management is pursuing “additional actions against infringing contract manufacturers and power-module makers,” and Q3'25 licensing revenue already exceeded quarterly R&D spend. If this becomes a standing ~100%-margin royalty base rather than a settlement catch-up, the earnings base re-rates. Rough size: a durable ~$50–100M/yr royalty at a software-like multiple could add materially to fair value — unquantified but real. Framing (disciplined): this is a tilt of +5 to the score and a reason to keep watching, NOT a valuation rescue — the in-production core is expensive on its own, and optionality cannot pull an Expensive name into Fair on hope. You are paying for an option; size accordingly. (Score reflects the +5 tilt already: 25 core → 30.)
5

Pillar Detail: Underlying Drivers

The dominant external force the stock is tethered to, scored 0–100. A context pillar: it does not change the base signal — it feeds amplification (tailwind ≥65 can lift BUY→STRONG BUY; headwind ≤35 can push SELL→STRONG SELL).
Primary Driver
AI / data-centre power capex cycle (+ secondary: IP-licensing royalties)
72
Tailwind (amplification blocked by valuation)

Vicor's fortunes ride the AI & data-centre power-delivery capex cycle — the same GPU-power demand that lifts the whole 48V/vertical-power supply chain — with a secondary driver in its IP-licensing royalties. Both are currently favourable.

HorizonAssessmentRead
Historical (12–24mo)Demand inflected from a 2024 trough to a red-hot 2025–26; book-to-bill flipped >2.0Improving hard
Current state1-yr backlog +70% QoQ to $300.6M; Q2'26 guide raised to $142M (from $126M) on product + royalty income; solid AI-datacenter/EV/defence demandStrong
Forward (6–12mo)Hyperscaler AI capex still climbing; but licensing catch-up normalises through 2026 and MPWR/Infineon contest the mid-tierFavourable, with a finite-windfall caveat

Driver score 72 = Tailwind, amplification-eligible — but amplification is BLOCKED. A base BUY with a ≥65 tailwind and a Tailwind economy would normally amplify to STRONG BUY. Here the base signal is already HOLD (valuation ceiling), and HOLD never amplifies. Separately, the hard rule bars STRONG BUY for any name in the Full/Expensive valuation band regardless of driver strength. So the strong driver raises conviction in the business, not the signal. The driver does not change the three fundamental pillar scores.

6

Pillar Detail: Economic Alignment

How the current economic climate sits relative to this stock, read from the latest Macro-Economic report. Classifies the macro pressure (Tailwind / Neutral / Headwind) — the second amplification input — and frames a long entry as Trend-Following or Contrarian with a 0–100 conviction.
Stance · Pressure
Trend-Following · Tailwind
65
conviction

Regime: Higher-for-Longer / Stagflation-lite. XLK (Technology) reads short Neutral / medium Outperform / long Outperform — supportive at the medium/long horizons that matter for a quality compounder, neutral near-term. Semis are medium macro-sensitivity. IMPORTANT: the macro report carries an ARMED systemic tail — “S&P 500 concentration / AI earnings-quality unwind.” VICR is a BORDERLINE cohort member: it is genuinely levered to the AI-capex trade (the ~5× run off the 52-week low, the backlog), so we carry the tail as a LIVE §11 Bear leg — but it is NOT the index-heavyweight-on-AI-stake-markups archetype the tail specifically targets, so it does not fire the Do-Not-Buy. Higher-for-longer rates (4.54% 10Y) also directly pressure a long-duration, high-multiple name via the discount rate.

Source: Macro-Economic report 2026-07-09 (sector map) · Macro report 2026-07-09

7

Pillar Detail: Entry/Exit Timing

The risk-reward framework, relative strength vs SPY and the sector ETF, the macro overlay, news-derived sentiment, and the catalyst cluster.
Entry/Exit Timing — Pillar Score
Higher timeframes still up, but the daily tape is rolling over into an earnings print
42
conf 40% (Gate 2 cap)

The multi-timeframe picture is a textbook higher-TF-uptrend / lower-TF-pullback — but with the near-term tape breaking down into a binary earnings event, which is exactly when not to chase. Monthly and weekly remain in powerful uptrends (a ~5× run off the 52-week low), yet the daily has turned weakening with a support breakdown, negative MACD, and RSI 43. The stock is $110 (−29%) below its $382.65 high.

Risk-reward is unfavourable for a fresh entry: price is extended off a huge run, stops are wide (daily ATR ~$30, ~11% of price), and there is no tested support bounce yet. The daily support cluster is $203–$246; a logical stop below the $203 swing low is >2.5 ATR away. Relative strength is enormous on 6–12mo but negative over the last month as the name pulled back. Gate 2 caps timing confidence at 40% — Q2 earnings 21 Jul is 9 days out and VICR moves double-digits on prints.

short_entry_confirmed = false: neither the Technical (daily below SMA20/50, MACD negative, no volume reclaim) nor Catalyst (no post-earnings confirmation — the print is ahead, not behind) entry group is met. This independently supports the short HOLD (“buy on confirmation”), on top of the valuation ceiling.

8

Economic Event Risk

High-impact macro releases in the next 14 days that could swing this stock, plus the last 7 days of surprises.

Upcoming events (next 30 days)

DateEventImpactForecastPreviousRelevant?Why
2026-07-21Vicor Q2 2026 EarningsHighRev ~$142M (guided)Q1 $113.0M✅ YesCompany-specific binary event; the single most important near-term catalyst — licensing durability + backlog conversion in focus
2026-07-29FOMC Rate DecisionMediumHoldHold⚠️ MediumHigher-for-longer rates set the discount rate on a long-duration, high-multiple name
2026-08ISM Manufacturing / PMILow⚠️ LowSemis demand signal, but AI-capex demand is idiosyncratic right now

Recent surprises (last 7 days)

DateEventActualForecastSurpriseImpact
2026-05-03AI backlog +70% to $300.6M, book-to-bill >2.0 (Q1 2026 print)BeatPositivePositive: +11.2% on the day
2026-06Q2 guide raised to $142M from $126MRaise$126MPositivePositive: product + royalty income

One high-impact, company-specific binary event dominates the window: Q2 earnings on 21 Jul (9 days out). This both triggers Gate 2 (timing confidence capped) and anchors the next-update date (22 Jul, earnings +1 trading day). Do not position ahead of the print; let it clear.

9

Multi-Timeframe Technical Analysis

Trend, RSI and breakout status across monthly / weekly / daily / hourly / 15-minute, with a confluence verdict.
TimeframeTrendDirectionRSIMACDKey S/RBreakoutVol
MonthlyUptrendBullish ↑65+, risingS: $40.7 R: $164.8Resistance breakout0.5x
WeeklyUptrendBullish ↑58+, flatteningS: $126 R: $294Resistance breakout0.8x
DailyWeakeningBearish →43−, fallingS: $203–246 R: $340+Support breakdown0.4x
HourlyRecoveringNeutral49−, flatS: $247 R: $290low
15-minDowntrendBearish ↓47flatS: $265 R: $288Support breakdownlow
Confluence: Mixed / Transitioning — secular uptrend, near-term pullback · MTF Score 62

The big picture is unambiguously bullish — monthly and weekly are in strong, breakout uptrends after a ~5× run off the 52-week low. But the daily and intraday have rolled over into a support breakdown on light volume, consistent with a pullback within a larger uptrend, not (yet) a trend break. Blended MTF trend score ~62, but the risk-reward and the imminent earnings print pull the overall timing pillar down to 42. The level to watch is the $203–$246 daily support shelf; a tested higher-low bounce there (post-earnings) would be the reachable entry — chasing here, into the print and above support, is not.

10

Price Chart (6-Month Daily)

A 6-month daily close line with SMA50 and key support/resistance — the visual companion to the MTF table.

VICR pulled back ~29% from its $382.65 high to $272; daily below a falling SMA50. Higher timeframes remain in a secular uptrend. Support shelf $203–$246.

11

Scenario Summary

Bull / Base / Bear 12-month price paths with triggers and probability weights.

Bull $400 (25%)

The AI-power backlog ($300.6M, book-to-bill >2.0) converts cleanly, Q2 beats and guides up again, AND the ITC-driven licensing proves DURABLE (a standing ~100%-margin royalty base, not a one-off). The market keeps paying a premium multiple; price reclaims the highs. This requires both the demand cycle and the licensing stream to hold — the consensus $387.5 target sits here.

Base $300 (50%)

Demand and backlog stay strong through 2026, but the ~$300M licensing windfall normalises and the multiple compresses toward the mid-cycle range as the market re-anchors on the recurring core (46× → ~30–35× FY27). Earnings grow into the price rather than the price re-rating higher — a roughly flat-to-modestly-higher year with high volatility around the print. “Great business, wrong-ish price, growing into it.”

Bear $175 (25%)

The armed systemic AI-capex de-rating leg fires: hyperscaler capex guidance softens, the licensing windfall rolls off without a durable follow-on, AND MPWR/Infineon accelerate mid-tier share gains. A high-beta (2.34), 46×-FY27 name mean-reverts toward ~25–30× on the recurring core — a 35–50% drawdown is a normal move for this multiple, not a tail. The 42→383→272 range shows the volatility is real. Falsification: breadth broadens (RSP catches SPY) and backlog keeps compounding.

Probability-weighted 12-month price target ≈ 0.25×$400 + 0.50×$300 + 0.25×$175 = ~$294 — about 8% ABOVE the current $272. Read it for what it is: this is a price-path blend (it reflects momentum and multiple persistence over the coming year), not intrinsic support. On the warranted-multiple anchor VICR is Expensive (~46× vs ~20.9× warranted = 2.2×; Gate 3 fired, intrinsic fair value ≈ $125 — well below spot). So the scenario blend sitting modestly above spot does not make the name fairly valued — the HOLD rests on that valuation ceiling plus the imminent 21 Jul earnings event. The skew is symmetric-to-slightly-negative: the upside needs two things to go right (demand AND durable licensing), the downside needs only one to go wrong on a rich multiple. Above intrinsic value, into a binary print — the arithmetic and the anchor both say HOLD.

12

Entry / Exit Rules

Three independent entry paths (Fundamental · Technical · Catalyst) and three exit triggers (Stop-Loss · Thesis · Profit-Target). Any one entry path is a valid entry — the more that agree, the larger the position the conviction ladder suggests. Exits are graded by severity, not count.

How to read this — the Conviction Ladder

The three entry groups are alternative paths to a buy, not a checklist. A group counts only when all its sub-conditions hold. How many groups are satisfied sets the suggested size — it does not gate whether you may enter: 1 group = Half-Size (a valid starter/scale-in), 2 = Full-Size, 3 = Over-Size (highest conviction); 0 = Wait (no path open yet). A strong overall signal can still read Wait here when the stock is well above its entry zones — that flags "good business, no entry edge right now," not a contradiction. Exits are graded by severity of what is live, not by a count: a hard stop is an Exit on its own.
Entry conviction: Wait0 of 3 groups met — no entry path open

Fundamental — not MET

Price is far above the warranted (intrinsic) fair value — the cheap-entry path is closed.
⛔ Price $272 is ABOVE the warranted-multiple fair value ≈ $125 (20.9× × FY27 clean EPS $5.96) → the 'cheap' path FAILS (Expensive). Note: the ~$294 scenario blend is a 12-mo price-path, not intrinsic support.
✅ No earnings within 7 days — PASSES (Q2 on 21 Jul is 9 days out, >7)
✅ Underlying-Driver score ≥ 50 (72)

Technical — not MET

Daily rolling over below a falling SMA50; preferred entry is a post-earnings tested bounce off $203–$246 support.
⛔ Daily close > SMA50 ($290) on >1.5× volume
⛔ OR a tested higher-low bounce off $203–$246 support
✅ RSI 35–65 (43)

Catalyst — not MET

The catalyst (Q2 earnings) is ahead, not behind — no post-event confirmation yet.
· Post-earnings move within 24h > +5% with guidance raised
· Volume > 2× the 20-day average on the confirmation

Forecast: All three entry groups UNMET → Conviction = WAIT (no entry edge now). The reachable path is the Technical group post-earnings: a tested higher-low bounce off the $203–$246 daily support shelf, OR a daily reclaim of the $290 SMA50 on >1.5× volume — forecast 2–6 weeks and CATALYST-DEPENDENT on the 21 Jul print. The Fundamental group will not open without either a deep pullback toward the ~$125 warranted range OR a durable-licensing re-rating of fair value. Confidence: Moderate — the earnings print is the fork; a beat-and-hold-above-support flips Technical, a miss opens Fundamental.

Exit action: Holdno exit trigger is live — hold the position

Stop-Loss — not LIVE

⛔ Two daily closes below $203 (the daily swing-low shelf)

Thesis Invalidation — not LIVE

⛔ Full-year guidance cut OR backlog/book-to-bill rolls below 1.0
⛔ Licensing stream confirmed one-off with no durable follow-on AND MPWR takes material top-end share
⛔ AI-capex driver flips to headwind (hyperscaler capex guided down)

Profit-Target — not LIVE

⛔ Price into $387.5 (consensus) with RSI > 70 and no durable-licensing confirmation

Forecast: No exit trigger live (this is a HOLD, not an owned-position exit). For a holder: the stop at $203 is ~25% below spot and below the support shelf — a breach would require a bad print or the AI-capex de-rating leg firing; watch the 21 Jul earnings as the nearest trigger for both the stop and thesis-invalidation lines.

Imagine you act at the current price of $272.05 · as of 12 Jul 2026

What if you bought now?

Chasing here means paying ~46× FY27 clean earnings into a binary print, above support, with symmetric-to-negative skew. Not the spot to add.

What if you sold now?

For an existing holder: this is a HOLD, not a sell — the business is excellent and the driver is a live tailwind. Trim into $387.5 strength if the durable-licensing case doesn't confirm; hard stop $203.
13

Position Sizing Context

Illustrative portfolio math (not advice) translating conviction into an allocation given risk-per-share and volatility.

Position sizing not computed — specify your portfolio allocation and role for sizing guidance.

14

Calibration Snapshot

Machine-readable snapshot of every score, level and signal, saved alongside the HTML so the next run can compute deltas.
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  "analysis_status": "donatien-pick",
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  "sector": "Technology / modular power components",
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  "signal_short": "HOLD",
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  "short_entry_confirmed": false,
  "short_cap_reason": "Both Technical and Catalyst entry groups unmet (daily rolling over, earnings ahead) AND Gate 3 valuation ceiling \u2014 short capped at HOLD ('buy on confirmation'). Valuation ceiling caps all three horizons regardless.",
  "quality_score": 78,
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    "moat_score": 67,
    "gross_margin_ttm": 0.588,
    "operating_margin_ttm_clean": 0.21,
    "balance_sheet": "net cash ~$400M, D/E 0.01"
  },
  "valuation_score": 30,
  "val_band": "expensive",
  "val_multiple_basis": "clean/forward P/E (FY27 consensus EPS $5.96)",
  "actual_multiple": 46.0,
  "warranted_multiple": 20.9,
  "warranted_ratio": 2.2,
  "discount_rate_r": 0.11,
  "risk_free_10y": 0.0454,
  "g_near": 0.15,
  "g_term": 0.03,
  "sector_guardrail_line": 28.0,
  "reported_pe": 89.8,
  "fcf_yield": 0.007,
  "earnings_quality_note": "Reported TTM NI $136.7M inflated: +$27.3M tax benefit (Q4'25) + $12.4M other income (Q3'25) + ~$13M/yr recurring interest income. Clean TTM NI ~$88M / EPS ~$1.87. P/E/PEG/margins scored on clean+forward, not reported.",
  "timing_score": 42,
  "timing_detail": {
    "mtf_confluence": 62,
    "risk_reward_score": 35,
    "rsi_daily": 43,
    "daily_trend": "weakening/support-breakdown",
    "relative_strength_note": "huge 6-12mo, negative 1mo"
  },
  "driver_score": 72,
  "driver_name": "AI/data-centre power capex cycle (+ IP-licensing)",
  "driver_label": "Tailwind",
  "driver_amplification": "eligible but blocked (base HOLD never amplifies; Expensive band bars STRONG BUY)",
  "econ_stance": "Trend-Following",
  "econ_pressure": "Tailwind",
  "econ_conviction": 65,
  "competitive_rivals": [
    "Monolithic Power Systems (MPWR)",
    "Infineon",
    "Texas Instruments",
    "Analog Devices",
    "Renesas",
    "Delta Electronics"
  ],
  "competitive_share_trajectory": "Two-sided: losing mid-tier share to MPWR/Infineon on price; gaining/defending high-density top end; ITC exclusion order converts IP into a royalty toll",
  "embedded_optionality": "Durable IP-licensing royalty stream (ITC LEO forces competitors to license 48V/vertical-power patents); tilt +5, reason to watch, cannot rescue Expensive",
  "ai_tail_bear_leg_applied": true,
  "ai_tail_dnb_fired": false,
  "ai_tail_reasoning": "Borderline AI cohort: genuinely levered to AI-capex trade (carry bear de-rating leg) BUT not the index-heavyweight / AI-stake-mark-to-market-inflated archetype the armed tail targets; earnings distortion is licensing/tax/interest not AI markups; ITC order strengthens (no Trigger 5). DNB Trigger 2 arm (b) does NOT fire.",
  "overall_confidence": 40,
  "fair_value_est": 125,
  "fair_value_basis": "warranted-multiple intrinsic: 20.9\u00d7 \u00d7 FY27 clean EPS $5.96 \u2248 $125 (cross-check spot $272 \u00f7 2.2\u00d7 actual/warranted = $124); below spot, consistent with the Expensive verdict",
  "stop_loss": 203,
  "target_price": 300,
  "scenario_bull_target": 400,
  "scenario_base_target": 300,
  "scenario_bear_target": 175,
  "scenario_weighted_fv": 294,
  "scenario_probs": {
    "bull": 0.25,
    "base": 0.5,
    "bear": 0.25
  },
  "entry_groups_met": 0,
  "entry_conviction": "Wait",
  "exit_groups_live": 0,
  "exit_action": "Hold",
  "gates_triggered": [
    "Gate 2 \u2014 Earnings Event Risk (21 Jul, timing conf capped 40%)",
    "Gate 3 \u2014 Valuation Ceiling (Expensive, caps at HOLD)"
  ],
  "gates_caution": [
    "Gate 4 \u2014 earnings-quality distortion (non-operating income), scored on clean earnings"
  ],
  "do_not_buy_triggers": [],
  "next_update_date": "2026-07-22",
  "next_update_basis": "Q2 2026 earnings 2026-07-21 +1 trading day"
}

VICR is a genuinely excellent, fortress-balance-sheet power-electronics business riding a real AI-datacenter tailwind (+70% backlog, book-to-bill >2.0) and holding an ITC-validated IP estate that is now a licensing toll. But at $272 — 46× FY27 clean earnings, 2.2× the 20.9× warranted multiple, above the 28× semiconductor guardrail — the price embeds a flawless, licensing-boosted future. The Valuation Ceiling gate caps all three horizons at HOLD; an earnings print in 9 days caps timing confidence. Great business, demanding price: HOLD, watch the $203–$246 support shelf post-earnings for a reachable entry.

15

Data Sources & Methodology

Audit trail of every data source: fully available (✓), fallback (⚠), or failed (✗), plus provenance-based confidence haircuts.
Data Source Status
get_company_profile Price $272.05, mkt cap $12.27B, beta 2.34, ISIN US9258151029, sector Technology / modular power components
get_income_statement (10q) TTM rev $471.7M, operating income $98.9M (~21% margin); reported NI $136.7M inflated by +$27.3M tax benefit (Q4'25) + $12.4M other income (Q3'25) — decomposed in §4/§7b
get_financial_ratios GM 58.8% TTM, reported P/E 89.8×, P/FCF 140.5×, D/E 0.01, current ratio 14.3×, FCF/sh $1.92
get_analyst_estimates FY26 EPS $3.04 / rev $596M; FY27 EPS $5.96 / rev $931M; FY28 EPS $7.89 / rev $1.14B — used for forward multiples
get_price_target_consensus / summary Median $387.5 (+42%), high $400, low $375; last-month count 2, all-time avg $176.92 (targets chasing the run)
get_grades_consensus / get_stock_grades 6 Buy / 1 Hold; recent actions all maintain-Buy (Craig-Hallum, Roth, Needham 22 Jun); Needham upgraded Hold→Buy Oct'25
get_ratings_snapshot FMP overall B (3/5); ROE 4/5, ROA 5/5, D/E 4/5 strong; P/E 1/5 + P/B 1/5 weak — valuation, not quality, is the drag
get_multi_timeframe_analysis Monthly/weekly uptrend + breakout; daily weakening/support-breakdown, MACD negative, RSI 43; confluence bullish on higher TFs
get_earnings_calendar Returned empty; Q2 2026 earnings date confirmed via web = 21 Jul 2026 (company press release, 7 Jul). Anchors Gate 2 + next-update.
get_risk_factors Returned empty text bodies; risk factors sourced from filings summary + web instead
get_related_tickers Errored; competitor set (MPWR, Infineon, TI, ADI, Renesas, Delta) sourced via web — SemiAnalysis, MatrixBCG
Web research ITC Limited Exclusion Order + ~$300M licensing through 2026 (Investing.com, Vicor PR, GlobeNewswire); backlog +70%/$300.6M (Sahm Capital); Q2 guide $142M (CryptoBriefing); competitors + MPWR short thesis (SemiAnalysis, Razor's Edge); earnings 21 Jul (StockTitan/GlobeNewswire)
Macro report 2026-07-09 UST10Y 4.54% (risk-free for r); Higher-for-Longer regime; XLK short N / med O / long O; armed systemic tail ‘AI earnings-quality unwind’ (carried in §11 Bear, does not fire DNB)
Impact on scores: High data confidence. Two MCP endpoints failed (risk_factors bodies empty, related_tickers) but both were fully covered by web research. The earnings-calendar gap was closed with a dated company press release. The one genuine judgement call — whether VICR inherits the armed AI-tail as a Do-Not-Buy — is resolved as NO (carried in the bear scenario instead) and stated transparently in §2 and §6.
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.