Power module maker crushes by 425%. Vicor Corporation (VICR) delivered Q4 2025 EPS of $0.63, obliterating the $0.12 consensus estimate by 425%. Revenue hit $141.2M for the quarter, capping a fiscal year that saw full-year revenue reach $441.6M—up 18.5% year-over-year. The stock climbed 2.0% to $162.94 in regular trading, adding another 1.2% to $161.75 after hours.
Sequential acceleration tells the story. Q4 revenue of $141.2M represents a sharp 27.8% jump from Q3’s $110.4M, marking the strongest quarterly result of fiscal 2025. Net income exploded to $28.3M in Q3 (the most recent XBRL filing available), translating to that $0.63 per share—a dramatic reversal from Q1 2025’s anemic $0.06 and Q2’s $0.91. Operating margin expanded to 19.3% for the full year, with profit margin reaching 18.6%, underscoring Vicor’s ability to convert revenue growth into bottom-line performance.
The rally started in January. Shares have more than doubled from $109.60 at year-end 2025 to current levels, with a massive January 5 surge that saw the stock rocket from $116.86 to $133.64 on volume of 2.1 million shares—nearly 10x normal turnover. The stock briefly touched $177 on February 3 before profit-taking set in. At $162.94, VICR trades 22% above the $136.25 analyst target price, suggesting the market is pricing in sustained momentum that Wall Street hasn’t fully recognized.
Valuation reflects optimism, not excess. The trailing P/E of 89.5x looks rich at first glance, but the forward multiple of 75.6x implies analysts expect $2.16 in fiscal 2026 EPS—a 19% increase from the $1.82 trailing figure. With Q1 2026 estimates at $1.45, Vicor needs to deliver roughly $0.54 per quarter to hit that target. Given the company just printed $0.63 in Q4 and showed accelerating sequential revenue growth, that bar looks achievable. The strong buy consensus rating and 18.5% revenue growth trajectory suggest analysts see room for multiple expansion, particularly if AI infrastructure and data center power demand continues to drive the company’s high-density power module business.
Margin expansion is the unlock. Net income of $82.3M for fiscal 2025 (based on available quarterly data through Q3 plus Q4 estimate) represents an 18.6% margin on $441.6M revenue. Compare that to 2024’s struggles—Q1 2024 saw a $14.5M loss, and the company burned through most of that year rebuilding profitability. Stockholders’ equity climbed from $570M at year-end 2024 to $630M by Q3 2025, reflecting the earnings inflection. Total assets reached $710M, giving Vicor a fortress balance sheet to fund capacity expansion without dilution.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.
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