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ECARX Holdings (ECX)
NASDAQ:ECX
US Market
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ECARX Holdings (ECX) Price & Analysis

86 Followers

ECX Stock Chart & Stats

$1.00
$0.08(8.01%)
At close: 4:00 PM EDT
$1.00
$0.08(8.01%)

Bulls Say, Bears Say

Bulls Say
Higher‑value Product MixA durable shift toward ECARX‑architected, higher‑ASP platforms (Antora, Pikes) increases revenue quality and supports structurally higher gross margins. Sustained design wins for proprietary hardware/software combos make per-vehicle economics less cyclical and deepen OEM stickiness over model lifecycles.
Integrated Silicon-to-software MoatMaterial funding for SiEngine strengthens ECARX’s vertical integration, aligning custom SoC roadmaps with software stacks. Owning silicon and software reduces supplier risk, raises switching costs for OEMs, and supports differentiated performance for ADAS/AI features—advantages that persist across multiple vehicle generations.
Proprietary OS And Software ConsolidationAcquiring Flyme centralizes core OS IP, teams and customer contracts, enabling ECARX to capture more software licensing and integration value. Controlling a profitable, established platform supports recurring revenue, faster feature rollouts, and stronger OEM differentiation—structural drivers of margin and customer retention.
Bears Say
Weak Balance SheetPersistently negative equity and elevated leverage limit financial flexibility to fund R&D, capex, and strategic M&A without external financing. Over a multi‑quarter horizon this raises refinancing, covenant and dilution risk, constraining the company's ability to execute long‑term product roadmaps during industry cycles.
Poor Cash GenerationChronic negative operating and free cash flow indicate ongoing reliance on external capital to support operations and growth. This structural cash burn increases execution risk for multi‑year programs (chips, LiDAR, OS integration) and can force tradeoffs between investment, margin preservation, and shareholder dilution.
Revenue Volatility And Recent Sharp DeclineLarge top‑line swings and a pronounced 2025 contraction reflect concentration on program timing and lumpy OEM bookings. Structural volatility complicates capacity planning and operating‑leverage realization, and means sustainable margin improvement depends on consistent multi‑model design wins rather than one‑off pass‑throughs or cyclical product ramps.

ECARX Holdings News

ECX FAQ

What was ECARX Holdings’s price range in the past 12 months?
ECARX Holdings lowest stock price was $0.88 and its highest was $2.70 in the past 12 months.
    What is ECARX Holdings’s market cap?
    ECARX Holdings’s market cap is $381.72M.
      When is ECARX Holdings’s upcoming earnings report date?
      ECARX Holdings’s upcoming earnings report date is Nov 05, 2026 which is in 80 days.
        How were ECARX Holdings’s earnings last quarter?
        ECARX Holdings released its earnings results on Aug 11, 2026. The company reported -$0.03 earnings per share for the quarter, beating the consensus estimate of -$0.03 by <$0.001.
          Is ECARX Holdings overvalued?
          According to Wall Street analysts ECARX Holdings’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does ECARX Holdings pay dividends?
            ECARX Holdings does not currently pay dividends.
            What is ECARX Holdings’s EPS estimate?
            ECARX Holdings’s EPS estimate is 0.01.
              How many shares outstanding does ECARX Holdings have?
              ECARX Holdings has 310,785,220 shares outstanding.
                What happened to ECARX Holdings’s price movement after its last earnings report?
                ECARX Holdings reported an EPS of -$0.03 in its last earnings report, beating expectations of -$0.03. Following the earnings report the stock price went down -0.952%.
                  Which hedge fund is a major shareholder of ECARX Holdings?
                  Currently, no hedge funds are holding shares in ECX
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    ECARX Holdings Stock Smart Score

                    Company Description

                    ECARX Holdings

                    ECARX Holdings, Inc., established in 2017, specializes in the conceptualization, engineering, and provision of cutting-edge automotive technology solutions. The company's primary offerings encompass a range of advanced products, including integrated infotainment systems, sophisticated digital dashboards, purpose-built vehicle chipsets, and a complete ecosystem of operating system and software layers. Headquartered in Shanghai, China, the firm also maintains an operational presence with an office in Europe.

                    ECARX Holdings (ECX) Earnings & Revenues

                    ECX Company Deck

                    ECX Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a largely positive operational and financial momentum: strong sequential and year-over-year revenue growth, improved gross margin, significant uptake of high-end products (Antora and Pikes), operating cost reductions, global expansion and strategic asset additions (Flyme, ORCA LiDAR partnership, Qualcomm tie-up). Offsetting risks include declining software revenue today, potential margin pressure from rising memory costs (and related pass-through dynamics), a sequential dip in adjusted EBITDA driven by non-recurring items in the prior quarter, and lingering China market softness. On balance, highlights materially outweigh the lowlights, but key margin and software revenue dynamics warrant monitoring.View all ECX earnings summaries
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                    Ownership Overview

                    0.07%0.39%99.35%
                    Insiders
                    0.39% Other Institutional Investors
                    99.35% Public Companies and
                    Individual Investors
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