Quality Momentum

QM · rank #3 · 2026-05-29

VICR

NASDAQ · $12.22B

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1
Return from 12 months ago to 1 month ago.
+394.51%
ROE TTM
Return on equity, trailing 12 months.
+20.5%
Profit margin
Net profit margin, trailing 12 months.
+32.0%
Market cap
Size filter: > $500M required.
$12.22B
Anchor (recent)
Close on 2026-04-29
$256.70
Anchor (far)
Close on 2025-04-29
$51.91

The AI research card

Independent qualitative review of each pick before the order is placed.

Summary

Vicor Corporation designs, develops, manufactures, and markets modular power components and complete power systems for converting electrical power, serving industries like data centers, automotive, aerospace, and industrial applications.

Rationale

VICR exhibits strong momentum and profitability metrics (momentum_12_1: 3.9451, roe_ttm: 0.2049, profit_margin: 0.3203), suggesting a quality momentum strategy could be valid given its recent strong financial performance and increased revenue guidance.

Material risks

  • 1Vicor is highly dependent on a few key customers for a significant portion of its revenue, making it vulnerable to changes in these relationships.
  • 2The company faces intense competition from established semiconductor giants and specialized power component manufacturers, which could lead to pricing pressure and market share loss.

Verdict reasoning

Strong recent financial performance and positive guidance, coupled with robust profitability, align with the quality momentum strategy.