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ZEEKR Intelligent Technology: Strategic Initiatives and Financial Improvements Drive Buy Rating

Morgan Stanley analyst Tim Hsiao maintained a Buy rating on ZEEKR Intelligent Technology Holding Limited Sponsored ADR (ZKResearch Report) today and set a price target of $36.00.

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Tim Hsiao has given his Buy rating due to a combination of factors that highlight ZEEKR Intelligent Technology Holding Limited’s improving financial performance and strategic positioning. The company reported a significant reduction in its GAAP net loss for the first quarter of 2025 compared to the previous year, indicating a positive trend in financial health. Additionally, despite a seasonal decline in vehicle revenue, the company managed to achieve a year-over-year increase, showcasing resilience in a challenging market.
Another key factor supporting the Buy rating is the improvement in vehicle gross margin, which increased both year-over-year and quarter-over-quarter, reflecting enhanced operational efficiency. The reduction in operating expenses, particularly in research and development and selling, general, and administrative expenses, further underscores the company’s efforts to streamline operations. Moreover, upcoming strategic initiatives, such as Geely’s proposed privatization of Zeekr and the anticipated super-hybrid strategy, are expected to bolster the company’s market position and financial performance in the future.

Hsiao covers the Consumer Cyclical sector, focusing on stocks such as BYD Co, Geely Automobile Holdings, and Nio. According to TipRanks, Hsiao has an average return of -1.6% and a 37.61% success rate on recommended stocks.

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