Is Record Monthly Deliveries at ZEEKR (ZK) Altering the Investment Case for the EV Maker?

• ZEEKR Intelligent Technology Holding Limited announced that in October 2025, it delivered a total of 61,636 vehicles across its Zeekr and Lynk & Co brands, representing increases of 9.8% year-over-year and 20.5% month-over-month, with Zeekr accounting for 21,423 units and Lynk & Co contributing 40,213 units.
• This achievement highlights strong momentum in both brands and suggests growing demand for ZEEKR's diverse portfolio as the company expands its market presence.
• We'll explore how this strong monthly delivery growth may reinforce ZEEKR's near-term revenue expectations and evolving investment narrative.

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ZEEKR Intelligent Technology Holding Investment Narrative Recap

To own shares in ZEEKR Intelligent Technology Holding, it's important to believe in the company's ability to sustain double-digit sales growth and execute its international expansion, despite fierce competition and exposure to global trade barriers. The October 2025 delivery numbers underscore short-term momentum and could boost near-term revenue expectations, yet any positive effect on ZEEKR's path to profitability is limited if operating costs remain high, a key risk that continues to weigh on sentiment.

Among the recent announcements, the August launch of ZEEKR’s super hybrid technologies stands out for its direct relevance to delivery growth. By rolling out advanced features on the new Zeekr 9X, the company is highlighting its focus on premium innovation to drive sales, which remains a core catalyst for expanding market share in both domestic and international segments.

However, while rising deliveries impress, investors should remember that heightened spending to support model launches and expansion could mean...

Read the full narrative on ZEEKR Intelligent Technology Holding (it's free!)

ZEEKR Intelligent Technology Holding's outlook envisions CN¥220.5 billion in revenue and CN¥5.7 billion in earnings by 2028. This scenario assumes a 42.7% annual revenue growth rate and an earnings improvement of CN¥15.9 billion from the current CN¥-10.2 billion.

Uncover how ZEEKR Intelligent Technology Holding's forecasts yield a $37.52 fair value, a 34% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community members placed fair value estimates for ZEEKR between CN¥10.45 and CN¥98.70. Some see strong innovation and international growth potential, while others point to persistent net losses as a key hurdle, see how your view compares.

Explore 5 other fair value estimates on ZEEKR Intelligent Technology Holding - why the stock might be worth over 3x more than the current price!

Build Your Own ZEEKR Intelligent Technology Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ZEEKR Intelligent Technology Holding research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free ZEEKR Intelligent Technology Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ZEEKR Intelligent Technology Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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