Vicor Corporation (NASDAQ:VICR) is one of the best electrical equipment stocks to buy according to **** ysts.
On June 22, Needham maintained a Buy rating on the stock and raised its price target to $400 from $350 after Vicor's 2026 annual meeting. The note pointed to a larger long-term financial model, with management lifting its revenue target to $2.5 billion from a prior $1.0 billion, alongside 70% gross margin and 40% operating income targets. The rating is relevant to the electrical equipment theme because Vicor's growth case is tied to high-density power conversion, a bottleneck area as AI systems and advanced computing platforms draw more power at the rack and board level.
Needham also highlighted an improved second-generation VPD solution expected to sample to Cerebras in the first quarter of 2027, as well as possible second-generation VPD design wins with existing licensees that could ramp in late 2027, upside to licensing and royalty revenue, and progress toward a second ChiP fab.
Vicor Corporation (NASDAQ:VICR) designs and manufactures modular power components and power systems used in computing, communications, industrial, automotive, aerospace, and defense electronics.
While we acknowledge the potential of VICR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On June 22, Needham maintained a Buy rating on the stock and raised its price target to $400 from $350 after Vicor's 2026 annual meeting. The note pointed to a larger long-term financial model, with management lifting its revenue target to $2.5 billion from a prior $1.0 billion, alongside 70% gross margin and 40% operating income targets. The rating is relevant to the electrical equipment theme because Vicor's growth case is tied to high-density power conversion, a bottleneck area as AI systems and advanced computing platforms draw more power at the rack and board level.
Needham also highlighted an improved second-generation VPD solution expected to sample to Cerebras in the first quarter of 2027, as well as possible second-generation VPD design wins with existing licensees that could ramp in late 2027, upside to licensing and royalty revenue, and progress toward a second ChiP fab.
Vicor Corporation (NASDAQ:VICR) designs and manufactures modular power components and power systems used in computing, communications, industrial, automotive, aerospace, and defense electronics.
While we acknowledge the potential of VICR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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