On October 1, Vicor rose 14.43% in regular trading, trading at $328.32/share, with Turnover of $29.27 million.

On the news front, Vicor on September 30 raised its third-quarter sequential revenue growth guidance for the second time in less than two weeks, lifting the target from more than 20% to more than 30%. The core driver behind the upgrade is increased royalties from the company's first non-exclusive license agreement for its Vertical Power Delivery (VPD) technology, granted to a leading AI OEM. Vicor had already raised the same quarter's guidance on September 22 from nearly 10% to more than 20%, which triggered a gain of over 10% at that time. The consecutive upward revisions indicate that VPD licensing revenue has significantly exceeded management's initial expectations, reinforcing market confidence in Vicor's ability to monetize its high-value patent portfolio across power delivery infrastructure for AI and high-performance computing applications.

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