ECARX Holdings (ECX) Stock Overview
Through its subsidiaries, provides automotive computing platforms in China and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
ECX Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ECARX Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$1.03 |
| 52 Week High | US$2.70 |
| 52 Week Low | US$0.88 |
| Beta | 1.0 |
| 1 Month Change | -5.50% |
| 3 Month Change | -2.83% |
| 1 Year Change | -51.42% |
| 3 Year Change | -70.57% |
| 5 Year Change | -89.37% |
| Change since IPO | -89.49% |
Recent News & Updates
Software-Defined Vehicles And Integrated Stacks Will Reshape This Auto Technology Supplier
Catalysts About ECARX Holdings ECARX Holdings develops and supplies automotive intelligence platforms that combine hardware, software and services for global automakers. What are the underlying business or industry changes driving this perspective?
ECX: Autonomous Ride Hail Supply Agreements Will Underpin Future Upside Potential
The latest Narrative Update on ECARX Holdings reflects a lower analyst price target, with fair value moving from $2.70 to $2.40 as analysts now apply a higher discount rate, factor in more moderate revenue growth of 20.94% and a slimmer profit margin of 3.06%, and assume a higher future P/E of 33.00x. What's in the News for ECARX Holdings ECARX Holdings entered a business cooperation agreement with TPK Holding to co-develop the ORCA LiDAR platform for global markets, with mass production planned at TPK's Thailand facility starting in 2028.
ECX: Future Autonomy Contracts Will Drive Upside Despite Going Concern Risk
Analysts have adjusted their fair value estimate for ECARX Holdings to $4.11 from $5.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current risk and earnings outlook. What’s in the News for ECARX Holdings ECARX Holdings signed a binding memorandum of business cooperation with TPK Holding to jointly develop the ORCA LiDAR platform for global markets, with mass production scheduled to start in 2028 at TPK’s facility in Thailand.Recent updates
Software-Defined Vehicles And Integrated Stacks Will Reshape This Auto Technology Supplier
Catalysts About ECARX Holdings ECARX Holdings develops and supplies automotive intelligence platforms that combine hardware, software and services for global automakers. What are the underlying business or industry changes driving this perspective?ECX: Autonomous Ride Hail Supply Agreements Will Underpin Future Upside Potential
The latest Narrative Update on ECARX Holdings reflects a lower analyst price target, with fair value moving from $2.70 to $2.40 as analysts now apply a higher discount rate, factor in more moderate revenue growth of 20.94% and a slimmer profit margin of 3.06%, and assume a higher future P/E of 33.00x. What's in the News for ECARX Holdings ECARX Holdings entered a business cooperation agreement with TPK Holding to co-develop the ORCA LiDAR platform for global markets, with mass production planned at TPK's Thailand facility starting in 2028.ECX: Future Autonomy Contracts Will Drive Upside Despite Going Concern Risk
Analysts have adjusted their fair value estimate for ECARX Holdings to $4.11 from $5.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current risk and earnings outlook. What’s in the News for ECARX Holdings ECARX Holdings signed a binding memorandum of business cooperation with TPK Holding to jointly develop the ORCA LiDAR platform for global markets, with mass production scheduled to start in 2028 at TPK’s facility in Thailand.ECARX Holdings: A Bull On Recent Acquisition And Partnerships
Summary I initiate ECARX Holdings Inc. with a 'Buy' rating, citing value-accretive M&A and strategic alliances. The Flyme acquisition enhances ECX’s vertical integration, margin profile, and OEM win potential. Partnerships with TPK and May Mobility position ECX to capitalize on the expanding robotaxi and LiDAR markets. Read the full article on Seeking AlphaECARX Holdings: A Next-Gen Automotive Tech Play With A Bargain Price Tag
Summary ECARX specializes in advanced digital cockpit and computing platforms, positioning itself as a key player in software-defined vehicles. The company's Q3 revenue grew by 31% YoY, driven by high demand for its Cloudpeak and Polestar OS technologies in popular EV models. Collaborations with 17 OEMs, including Volvo and Polestar, and over 40 upcoming vehicle models highlight its strong ecosystem and market potential. With an EV/Sales ratio of just 1.27 and stellar growth projections, ECARX offers a compelling value opportunity compared to industry peers. Despite challenges in Chinese EV exports, its global presence and innovation roadmap ensure strong positioning and potential for profitability. Read the full article on Seeking AlphaShareholder Returns
| ECX | US Auto Components | US Market | |
|---|---|---|---|
| 7D | -2.8% | -3.7% | -1.1% |
| 1Y | -51.4% | -22.2% | 11.7% |
Return vs Industry: ECX underperformed the US Auto Components industry which returned -22.2% over the past year.
Return vs Market: ECX underperformed the US Market which returned 11.7% over the past year.
Price Volatility
| ECX volatility | |
|---|---|
| ECX Average Weekly Movement | 8.3% |
| Auto Components Industry Average Movement | 6.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: ECX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ECX's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2017 | 1,400 | Ziyu Shen | www.ecarxgroup.com |
ECARX Holdings Inc., through its subsidiaries, provides automotive computing platforms in China and internationally. The company offers intelligent cockpit, intelligent driving, and fusion platforms, as well as System-on-a-Chip and Cloudpeak software. It also provides infotainment head units, digital cockpits, autonomous driving control units, vehicle chip-set solutions, core operating systems, and integrated software stacks; automotive electronic components, including resistor, capacitor, and circuit board; and services, such as automotive computing platform design and development, connectivity, and technical consulting services.
ECARX Holdings Inc. Fundamentals Summary
| ECX fundamental statistics | |
|---|---|
| Market cap | US$396.30m |
| Earnings (TTM) | -US$19.84m |
| Revenue (TTM) | US$881.26m |
Is ECX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ECX income statement (TTM) | |
|---|---|
| Revenue | US$881.26m |
| Cost of Revenue | US$697.30m |
| Gross Profit | US$183.96m |
| Other Expenses | US$203.81m |
| Earnings | -US$19.84m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.052 |
| Gross Margin | 20.87% |
| Net Profit Margin | -2.25% |
| Debt/Equity Ratio | -272.0% |
How did ECX perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/17 20:46 |
| End of Day Share Price | 2026/09/16 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ECARX Holdings Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Derek Soderberg | Cantor Fitzgerald & Co. |
| null null | China International Capital Corporation Limited |
| Huijun Pang | DBS Bank Ltd |