Latest news with #MVST
Yahoo
16 hours ago
- Automotive
- Yahoo
Microvast vs. Arm Holdings: Which Tech Growth Stock is the Better Bet?
Both Microvast MVST and Arm Holdings ARM are innovators in the cutting-edge technology space. MVST focuses on innovative and reliable lithium-ion batteries equipped with advanced technologies, while Arm's core business involves licensing its processor designs to semiconductor companies and original equipment manufacturers. Both companies surf in major tech-waves, including electrification, AI and semiconductors. Those willing to invest in growth-driven leading technologies will benefit from this comparative analysis. It will help them make an informed decision about which stock is a better choice now. The Case for Microvast MVST is a frontrunner of the electrification revolution, establishing itself as a major innovator of lithium-ion batteries. From the MV-I battery to its True All-Solid-State Battery (ASSB), the company has embarked on the journey to leave its footprint in the evolving battery space. The MV-I battery, which has an energy density of 180 Wh/kg, stands out in the electric boat market. Recognizing its potential, Evoy has partnered with the company to include MV-I in the leisure boat product line, serving new opportunities for MVST in the $7.7 billion electric boat market. In 2024, revenues increased 23.9% year over year, mainly driven by a 41.6% rise in sales volume from 1,139.6 MWh in 2023 to 1,613.6 MWh in 2024. Moving into the boat market, which offers the company a chance to meet the rising demand for fast-charging solutions for cargo transport, will likely increase sales volume. Therefore, expecting rapid growth in revenues is quite realistic. Microvast True ASSB technology is instrumental in improving safety, energy density and efficiency for data center backup power systems and electric school buses, while setting the stage for robotics and EVs in the future. These innovations not only address the vital needs of the industry but also establish MVST as a major player, enabling it to capture a greater share of the battery market, which is anticipated to expand, seeing a CAGR of 16.6% between 2025 and 2034. Meanwhile, the market in which MVST operates is cut-throat. The battery market is dominated by tech-giants including Tesla, Samsung SDI and BYD. These established names have the advantage of significant resources, brand value and an extensive supply chain, making it challenging for MVST to gain or retain market share. To capture a larger piece of the market, the company will have to make hefty investments, distorting its ability to grow while remaining profitable. The Case for Arm Holdings Arm Holdings is a quintessential innovator, acting as an architectural backbone for digital services. Its power-efficient chip structure has been vital for its dominance in the mobile computing space. The company is well-known for its sleek and energy-efficient designs in Apple and Samsung devices. Within the realm of AI and the Internet of Things, ARM is turning out to be an eminent name. Apple's M-series chips are based on ARM's architecture, while Samsung incorporates ARM's designs across mobile and consumer electronics, testifying to its growing needs. Now, the question of why these tech-giants are so hip about ARM's architecture lies within its ability to deliver high performance with minimal power consumption. These characteristics are extremely important to serve the world as it becomes more connected and intelligent. Recently, Arm Holdings disclosed that the number of customers that use ARM-based chips in data centers has increased 14X to 70,000 since 2021. This data captures the growing need for an efficient chip architecture that ARM provides to its customers. Having said that, Arm registered record revenues crossing the $1-billion quarterly mark in the first quarter of 2025. The rising deployment of Armv9 CPUs and Compute Subsystems in chips for both smartphones and data centers fueled this growth. However, the company has not been able to show promising growth in China, its second-largest market. The rising adoption of RISC-V, an open-source chip architecture, is one of the main reasons behind this sluggishness. The China government is keen on issuing formal guidelines aimed at promoting the widespread use of RISC-V, which will weaken ARM's position in China. How Do Estimates Compare for MVST & ARM? The Zacks Consensus Estimate for Microvast's 2025 sales is set at $466.7 million, indicating 22.9% year-over-year growth. The consensus estimate for earnings is pegged at 13 cents per share compared with the preceding year's actual loss of 27 cents per share. There has been no change in analyst estimates or revisions lately. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Arm Holdings' 2025 sales is pegged at $4.7 billion, indicating 17.1% year-over-year growth. The consensus estimate for earnings is $1.72 per share, suggesting a 5.5% year-over-year rise. There has been no change in analyst estimates or revisions lately. Image Source: Zacks Investment Research MVST Trades Cheaper Than ARM Microvast is currently trading at a forward 12-month P/E ratio of 16.44X, which is below the 12-month median of 26.78X. Arm is trading at 81.13X, lower than the 12-month median of 121.96X. Although both stocks are trading at a discount compared with their historical valuations, MVST appears way cheaper than ARM. Image Source: Zacks Investment Research Verdict Both Microvast and Arm Holdings' deals with leading technologies often grab investors' attention. Currently, MVST is finding itself at the threshold of multiple opportunities stemming from efficient battery technology, enabling it to navigate through the challenging market. Arm Holdings, which has a strong growth narrative, can be affected by the large-scale adoption of RISC-V, threatening its position in the China market. Despite both stocks being fundamentally strong, MVST is a better choice for investors since it is significantly cheaper than ARM, offering investors growth opportunities. MVST and ARM currently have a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
10-07-2025
- Automotive
- Yahoo
Microvast Holdings (MVST) Showcased High-Performance Battery Products at 17th China International Battery Fair
Microvast Holdings, Inc. (NASDAQ:MVST) is one of the 11 Hot Penny Stocks to Buy Right Now. On May 19, Microvast Holdings, Inc. (NASDAQ:MVST) showcased a broad range of its high-performance battery products at the 17th China International Battery Fair in Shenzhen. The company's products target various sectors, including Battery Energy Storage Systems (BESS), commercial vehicles, construction machinery, and specialized vehicles. One of the key highlights of the company's offering was its fast-charging battery series called the HpTO, MpCO, and HpCO. These batteries can reach 80% charge in just 15 to 20 minutes under standard power conditions. The batteries can reach 80% charge in just 15 to 20 minutes under standard power conditions. A row of electric vehicles all powered by the company's advanced battery systems. In addition, Microvast Holdings, Inc. (NASDAQ:MVST) also introduced batteries with high energy density and long endurance. For instance, the HnSO 70Ah battery delivers 300 Wh/kg and lasts up to 4,000 cycles, ideal for long-range battery electric vehicles. Moreover, the HnCO 120Ah battery offers 265 Wh/kg with up to 5,000 cycles, designed for high-utilization scenarios requiring enhanced safety. Microvast Holdings, Inc. (NASDAQ:MVST) specializes in advanced battery technologies, focusing on battery solutions for electric vehicles and energy storage systems. The company serves three main sectors, including electric commercial vehicles, energy storage systems (ESS), and battery components. While we acknowledge the potential of MVST 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. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
09-07-2025
- Business
- Yahoo
Can MVST's Dive Into Electric Boats Create Waves in Its Top Line?
Microvast Holdings MVST diversifies into the electric boat market, partnering with Evoy. This has positioned the company to tap into a burgeoning yet nascent market, enabling MVST to hop into the transportation electrification trend. The electric boat market is currently anticipated to grow, seeing a CAGR of 10.5% from 2025 to 2030, driven by increasing emphasis on carbon emission reduction and promoting sustainable marine transport. The collaboration with Evoy is MVST's debut in the electric boat segment and marks the expansion of Evoy's battery options. Microvast's MV-I high-power battery, with its energy density up to 180 Wh/kg, is the standout product that will be integrated by Evoy into its leisure boat product line. The MV-I battery offers an array of environmental and technical advantages that sit well with the factors driving the current expanding electric boat market. The partnership has enabled the company to mark its footprint within the leisure boats segment, thereby entering the European marine segment. Furthermore, MVST has exposed itself to the commercial vessel segment, a $160-billion market, wherein the need for fast-charging solutions can be extremely advantageous for cargo transport operations. The expansion into the electric boat market aligns well with the company's recent robust performance. Microvast's revenues increased 23.9% year over year in 2024, primarily fueled by a 41.6% rise in sales volume from 1,139.6 MWh in 2023 to 1613.6 MWh in 2024. This ability to boost sales volume, coupled with huge potential within the marine electrification market, indicates that the company's strategic entry into the electric boat segment will act as a catalyst for continued and exponential revenue growth in the future. Microvast has skyrocketed 770.6% in the past year, significantly outperforming AirJoule Technologies Corporation AIRJ and Yext YEXT, and the industry as a whole. The industry has rallied 45.8%. AirJoule Technologies has declined 55.5%, while Yext has gained 66.7%. Image Source: Zacks Investment Research Even in the six-month time frame, the MVST stock gained 48.9% surpassing the industry's 8.8% rise. AirJoule Technologies Corporation declined 38.6% while Yext gained 24.5%. From a valuation standpoint, MVST trades at a forward price-to-earnings ratio of 18.93, below the industry's 23.15. Microvast has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for MVST's earnings is pegged at 13 cents per share, whereas it incurred a year-ago loss of 27 cents. Image Source: Zacks Investment Research Microvast flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Yext (YEXT) : Free Stock Analysis Report Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report AirJoule Technologies Corporation (AIRJ) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Microvast Soars 850% in a Year: Should Investors be Onboard Now?
Microvast Holdings MVST shares have skyrocketed 849.7% in a year, outperforming the 38.3% rise of its industry and 12.9% growth in the Zacks S&P 500 Composite. MVST has outperformed its industry peers, AppLovin APP and Dave DAVE. AppLovin and Dave shares have soared 286.4% and 785.3% in a year. Image Source: Zacks Investment Research We have analyzed Microvast stock's rally and recommend whether investors should jump on the bandwagon or stay away from it. In 2024, Microvast entered a partnership with Evoy, a Norwegian specialist in high-output electric motor systems for boats. This marked MVST's market diversification, drawing a vivid picture of its versatile and robust battery technology. The electric boat and ship market is anticipated to grow, seeing a CAGR of 12.7% from 2025 to 2030, fueled by tech advancements in battery systems and propulsion technology. Evoy's integration of MVST's MV-I battery due to its improved safety and reliability in boat applications has demonstrated the company's ability to productize its core battery expertise beyond traditional commercial vehicles. This accomplishment validates their technological capabilities for high-performance applications, opening spaces to other specialized electric sectors such as aviation, defense and construction equipment. The company reached a milestone in the development of its True All-Solid-State Battery ('ASSB') technology in January 2025. This advancement is a cornerstone in enhancing safety, energy density, and efficiency for data center backup power systems and electric school buses, while paving the way for future innovations in robotics and electric vehicles. Microvast's ASSB uses a bipolar stacking architecture that supports internal series connections within a single battery cell. The company has also eliminated liquid electrolyte, allowing a single cell to gain dozens of volts or higher. The success of this technological advancement has positioned the company well as a transformative innovation within the battery market, which is anticipated to flourish, witnessing a CAGR of 16.4% from 2025 to 2030. Management's optimism for year-over-year revenue growth of 18-25% to $450-$475 million in 2025 gives a whiff of confidence in scaling production. MVST trades at a forward price-to-earnings ratio lower than AppLovin and Dave, and the industry as a whole. Microvastis is priced at 19.4X, lower than the industry's 22.03X. APP and DAVE currently trade at 32.77X and 26.59X, respectively. If you are a value-oriented investor, then the MVST stock should be appealing. Image Source: Zacks Investment Research In terms of liquidity, we find it to be significantly impressive, given that the current ratio during the March quarter has increased 28.2% from the year-ago quarter to 1.32. While the metric lags the industry average of 1.84, there is no denying the fact that a current ratio of more than 1 means that MVST can cover short-term obligations easily. Image Source: Zacks Investment Research The Zacks Consensus Estimate for the company's 2025 revenues is $466.7 million, implying 22.9% year-over-year growth. For 2026, the top line is pegged at $601.3 million, indicating a 28.8% year-over-year increase. The consensus estimate for MVST's 2025 earnings per share stands at 13 cents, suggesting a 148.2% year-over-year upsurge. For 2026, the bottom line is projected at 24 cents per share, representing an 88.5% year-over-year increase. Over the past 60 days, two EPS estimates for 2025 and one for 2026 have been revised upward with no downward revisions. The Zacks Consensus Estimate for 2025 earnings increased to 13 cents from a loss of a penny. For 2026, earnings estimates skyrocketed 242%. These upward revisions reflect analysts' growing confidence in MVST's ability to improve its financial performance, supported by its strong business model and solid growth potential. Microvast, which is a global leader in advanced battery technologies, is well-positioned to expand its market share within the battery market by leveraging its new AASB technology and entry into the electric boat segment. We expect strengthening in scalability from management's optimistic top-line outlook. MVST is a fundamentally strong stock that presents an attractive proposition to investors due to its discounted valuation and solid liquidity. Given these positive factors, we recommend that investors add this stock to their portfolio now to capitalize on the continued rally. Microvast flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dave Inc. (DAVE) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Entrepreneur
04-06-2025
- Business
- Entrepreneur
3 Penny Stocks Analysts Believe Are Headed Higher
These three penny stocks have seen significant moves higher recently, but each has significant catalysts backed by analyst sentiment to move them higher This story originally appeared on MarketBeat The idea behind trading penny stocks is simple enough. Traders can buy a meaningful amount of shares without committing too much capital. If the stock moves just a few cents in their direction, they can generate significant profit. However, penny stocks carry significant risk. Most of these companies are small-cap or even micro-cap companies. Many are not profitable and may have little to no revenue. One way for penny stock traders to mitigate that risk is to look at stocks that analysts are behind. Some of these stocks don't get broad analyst coverage, so when they do, that can be a bullish signal. That's the case with these three penny stocks, which have seen significant moves higher recently but may have room to move even higher. Now Profitable, Microvast May Charge Higher [content-module:Forecast|NASDAQ:MVST] It hasn't been easy being a green energy company in the United States in 2025. But when a significant part of your revenue comes from international markets, it may not matter. That's the case with Microvast Holdings Inc. (NASDAQ: MVST). The company is a leader in battery technologies for electric vehicles and energy storage solutions. It has over 800 patents granted or pending. MVST stock is up sharply after its last earnings report. The company beat on the top and bottom lines and maintained its full-year revenue guidance for revenue growth between 18% and 25%. More significantly for investors, the company now appears solidly profitable and is starting to generate positive free cash flow. Skeptics will point to the short interest in MVST stock, which likely contributed to the stock's 80% rise in the last 30 days. However, Microvast was recently added to the Russell 3000 index, which may increase institutional interest in Microvast stock, which is currently around 20%. Like many stocks under $5, Microvast doesn't have significant analyst coverage. Nevertheless, two of the three analysts offering a rating give MVST stock a Strong Buy rating, with the highest price target coming in at $5. This Company Will Play a Key Supporting Role in the AI Trade [content-module:Forecast|NASDAQ:RBBN] The artificial intelligence (AI) trade is still in its early innings, which makes the case for companies involved in AI infrastructure. One such company is Ribbon Communications Inc. (NASDAQ: RBBN). The company is a key player in the telecommunications infrastructure that large language models (LLMs) require to operate at scale. That makes it a foundational part of an AI stack. Ribbon derives a significant percentage of its growth from government contracts, which use the company's products to ensure secure, resilient and scalable networks. RBBN stock is up more than 20% after its latest earnings report in April. One highlight from that report was that Ribbon maintained its full-year revenue guidance between $870 million and $890 million. The low end of that guidance is 4% higher than analysts' forecasts. The company has also announced a $50 million share repurchase program. The Ribbon Communications analysts' forecasts on MarketBeat are bullish on RBBN stock. Four analysts have a consensus Buy rating on the stock with a price target of $5.88, which is 49.8% higher than the stock's price on June 3. Analysts Believe This Company Can Be a Niche Player in Cybersecurity [content-module:Forecast|NYSE:IDN] Cybersecurity goes hand in hand with AI in terms of investable themes among technology stocks for the rest of this decade and beyond. For many investors, that means looking at the large-cap names like Palo Alto Networks Inc. (NASDAQ: PANW), but if you're willing to speculate on a smaller name, Intellicheck Inc. (NYSE: IDN) is one to consider. The company is specifically focused in the identity verification and fraud detection niche. This continues to be a fast-growing segment within the broader category of cybersecurity. In that sense, the company is more like Okta Inc. (NASDAQ: OKTA) but with a narrower focus. The company is known for its proprietary, real-time technology that reads data directly from IDs (e.g., a driver's license) without relying on large databases. Intellicheck is a small software-as-a-service (SaaS) company. However, in its most recent quarter, the company cited 100% renewal rates and gross margins with annual contract values exceeding $10 million that come with 90% gross margins. At $5.61 as of this writing, IDN stock may be due for a pullback. However, analysts have a consensus price target of $5.83 on the stock, which means that speculative investors should use any meaningful move lower as an opportunity to add shares. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here
