On October 1, Vicor rose 9.01% overnight, trading at $314.98 per share, with turnover of $2,829.36.

On the news front, Vicor announced on September 30 a second upward revision to its third-quarter revenue guidance, raising sequential growth expectations from more than 20% to more than 30%. The core driver is increasing royalty income from the first non-exclusive license agreement for its Vertical Power Delivery (VPD) technology with a leading AI OEM. This marks the second guidance raise in under two weeks — the company had previously lifted the same metric from nearly 10% to over 20% on September 22, which at the time sent shares up over 10%.

The consecutive guidance upgrades signal that VPD patent monetization is materially outpacing management expectations. Vicor has also been investing aggressively in capacity, announcing the acquisition of properties in New Hampshire for nearly one million square feet of new chip fabrication facilities, while its board approved a $150 million share buyback program. Collectively, these developments underscore growing confidence in the commercial scalability of Vicor's high-value power delivery IP portfolio amid surging AI infrastructure demand.

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