Microvast Holdings, Inc.

NasdaqCM:MVST Stok Raporu

Piyasa değeri: US$654.1m

Microvast Holdings Yönetim

Yönetim kriter kontrolleri 3/4

Microvast Holdings CEO'su Yang Wu, Oct2006 tarihinde atandı, in görev süresi 19.58 yıldır. in toplam yıllık tazminatı $ 3.78M olup, şirket hissesi ve opsiyonları dahil olmak üzere 15.3% maaş ve 84.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 25.93% ine doğrudan sahiptir ve bu hisseler $ 169.61M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.6 yıl ve 4.8 yıldır.

Anahtar bilgiler

Yang Wu

İcra Kurulu Başkanı

US$3.8m

Toplam tazminat

CEO maaş yüzdesi15.34%
CEO görev süresi19.6yrs
CEO sahipliği25.9%
Yönetim ortalama görev süresi2.6yrs
Yönetim Kurulu ortalama görev süresi4.8yrs

Son yönetim güncellemeleri

Recent updates

MVST: European Commercial Vehicle Battery Partnership Will Support Long Term Upside

Analysts have adjusted their price target on Microvast Holdings to $6.00 from $6, citing updated assumptions around a slightly lower discount rate, steady revenue growth of 13.31%, a stable profit margin of 16.75% and a modestly lower future P/E estimate of 26.82x. What's in the News Microvast Holdings and Iveco Group reaffirm and expand their long-running partnership focused on electric battery solutions across Europe, covering projects for IVECO eDaily, IVECO BUS platforms and the IVECO S-eWay Rigid heavy duty truck platform (Key Developments).

MVST: Expanded European Fleet Partnership Will Drive Long Term Upside Potential

Analysts have nudged their price target on Microvast Holdings slightly higher to $6.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates.

MVST: Expanded European Partnership Will Support Future Upside Potential

Analysts have trimmed their price target on Microvast Holdings to $6.00 from $6.50, citing a slightly higher discount rate, more moderate revenue growth assumptions at 13.31%, and a lower future P/E of 26.92x, partly balanced by a higher projected profit margin of 16.75%. What's in the News Microvast Holdings and Iveco Group reaffirm and expand their long-running partnership focused on electric battery solutions across Europe, with Microvast supplying MV I Gen 1 and Gen 2 battery packs for IVECO BUS and IVECO S eWay Rigid truck platforms, and planning further battery generations for European commercial vehicles (company announcement).

MVST: Confident Outlook As Permanent CFO Appointment Will Support Future Upside

Analysts have kept their price target for Microvast Holdings steady at $6.50, citing largely unchanged assumptions around the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their view. What's in the News Microvast Holdings appointed Rodney Worthen as Chief Financial Officer, effective January 7, 2026, moving him from his interim CFO role into the permanent position (Key Developments).

MVST: Stable Outlook And New CFO Appointment Will Support Future Upside

Analysts have trimmed their price target on Microvast Holdings to $6.50 from $6.50, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E, without a material shift in their overall view. What's in the News Microvast Holdings appointed Rodney Worthen as Chief Financial Officer, effective January 7, 2026, moving him from his prior role as Interim CFO and Vice President of Corporate Strategy (Key Developments).

Microvast Holdings, Inc. (NASDAQ:MVST) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Feb 08
Microvast Holdings, Inc. (NASDAQ:MVST) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

MVST: Rising Margin Outlook And New CFO Will Support Higher P/E

Analysts have adjusted their price target on Microvast Holdings to reflect updated assumptions around discount rates, revenue growth of 21.12%, a profit margin of 11.80%, and a future P/E of 28.47. This has led to a revised valuation that is expressed in line with these refreshed inputs.

MVST: Future Index Inclusion Will Benefit From Stable Outlook And New CFO

Analysts have maintained their fair value estimate for Microvast Holdings. A slightly higher discount rate and a marginally higher assumed future P/E indicate a more cautious stance in their updated price target rationale.

MVST: Higher Margin Outlook Will Support Stronger Earnings Multiple In Coming Years

Analysts have raised their price target range for Microvast Holdings, citing updated fair value assumptions, a higher discount rate, stronger projected revenue growth, improved profit margin expectations, and a richer future P/E multiple as key factors behind the change. What's in the News Microvast Holdings maintained earnings guidance for 2025 and kept its target revenue growth range at 18% to 25% year over year (Key Developments).

MVST: Future Index Inclusion Will Drive Long Term Upside Potential

Analysts have modestly raised their price target on Microvast Holdings by approximately 0.3 percent to about $6.50 per share, citing slightly higher long term discount rate and valuation assumptions, while keeping growth and margin expectations largely unchanged. What's in the News Maintained 2025 earnings guidance, reaffirming a revenue growth target of 18% to 25% year over year and a revenue range of $450 million to $475 million (company guidance) Recorded an impairment loss on long-lived assets of $36,000 for the quarter ended September 30, 2025, up from $12,000 in the prior-year period (company filings) Filed a follow-on equity offering of up to $137.6 million in common stock, structured as an at-the-market offering (regulatory filing) Valuation Changes Fair Value: Unchanged at approximately $6.50 per share, indicating no material revision to intrinsic value estimates.

MVST: Future Index Inclusion Will Drive Upward Momentum

Analysts have nudged their price target on Microvast Holdings slightly higher to reflect modestly improved valuation assumptions, citing a marginally higher future earnings multiple and a steady outlook for long term revenue growth and profitability. What's in the News Maintained 2025 guidance for revenue growth of 18% to 25% year over year, with revenue expected between $450 million and $475 million (corporate guidance) Recorded an impairment loss on long lived assets of $36,000 for the quarter ended September 30, 2025, up from $12,000 a year earlier (financial filing) Filed a $137.6 million at the market follow-on equity offering of common stock to support funding needs (capital markets filing) Set to showcase fast charging, high performance battery solutions and new MVB and MVC packs for heavy duty and construction applications at BICES 2025 in Beijing (company product announcement) Added to the S&P Global BMI Index, increasing potential visibility among index and passive investors (index provider update) Valuation Changes Fair Value: unchanged at 6.5, reflecting a stable intrinsic value assessment.

What You Can Learn From Microvast Holdings, Inc.'s (NASDAQ:MVST) P/S After Its 28% Share Price Crash

Dec 09
What You Can Learn From Microvast Holdings, Inc.'s (NASDAQ:MVST) P/S After Its 28% Share Price Crash

MVST: Future Earnings Guidance And Index Inclusion Will Drive Upward Momentum

Analysts have maintained their price target for Microvast Holdings at $6.50 per share. They cite steady estimates for the company's fair value and profit outlook, despite a modest uptick in discount rate assumptions.

Earnings Miss: Microvast Holdings, Inc. Missed EPS And Analysts Are Revising Their Forecasts

Nov 13
Earnings Miss: Microvast Holdings, Inc. Missed EPS And Analysts Are Revising Their Forecasts

Microvast: Q3 Shows What Happens When Potential Meets Execution

Nov 13

MVST: Future Profit Margins Will Drive Optimism Following Follow-On Equity Offering

Analysts have raised their price target for Microvast Holdings from $5.50 to $6.50, citing improvements in projected profit margins and a slightly lower discount rate, along with modest adjustments to revenue growth expectations. What's in the News Microvast Holdings filed a Follow-on Equity Offering totaling $137.6 million, issuing additional common stock through an at the market offering (Key Developments).

After Leaping 77% Microvast Holdings, Inc. (NASDAQ:MVST) Shares Are Not Flying Under The Radar

Oct 04
After Leaping 77% Microvast Holdings, Inc. (NASDAQ:MVST) Shares Are Not Flying Under The Radar

Advanced Battery Technologies Will Drive Global Electrification Demand

A significant increase in Microvast Holdings' future P/E and net profit margin suggests improved growth and profitability expectations, supporting the consensus Analyst Price Target revision upward from $4.00 to $5.50. What's in the News Microvast Holdings reaffirmed its 2025 earnings guidance, maintaining a target revenue growth of 18% to 25% and revenue guidance of $450 million to $475 million (Key Developments).

With A 33% Price Drop For Microvast Holdings, Inc. (NASDAQ:MVST) You'll Still Get What You Pay For

Jul 17
With A 33% Price Drop For Microvast Holdings, Inc. (NASDAQ:MVST) You'll Still Get What You Pay For

Is Microvast Holdings (NASDAQ:MVST) Using Too Much Debt?

Apr 06
Is Microvast Holdings (NASDAQ:MVST) Using Too Much Debt?
User avatar

ME6 ESS And Silicon-Enhanced Cells Will Open Global Markets

Microvast's focus on innovation and strategic partnerships aims to drive significant revenue growth and enhance market share across key sectors.

Slammed 25% Microvast Holdings, Inc. (NASDAQ:MVST) Screens Well Here But There Might Be A Catch

Mar 15
Slammed 25% Microvast Holdings, Inc. (NASDAQ:MVST) Screens Well Here But There Might Be A Catch

Investors Still Aren't Entirely Convinced By Microvast Holdings, Inc.'s (NASDAQ:MVST) Revenues Despite 61% Price Jump

Jan 09
Investors Still Aren't Entirely Convinced By Microvast Holdings, Inc.'s (NASDAQ:MVST) Revenues Despite 61% Price Jump

Microvast Holdings: Sell The Rally On Persistent Funding Needs

Dec 04

Investors Give Microvast Holdings, Inc. (NASDAQ:MVST) Shares A 27% Hiding

Oct 30
Investors Give Microvast Holdings, Inc. (NASDAQ:MVST) Shares A 27% Hiding

Positive Sentiment Still Eludes Microvast Holdings, Inc. (NASDAQ:MVST) Following 29% Share Price Slump

Sep 14
Positive Sentiment Still Eludes Microvast Holdings, Inc. (NASDAQ:MVST) Following 29% Share Price Slump

Microvast Holdings, Inc. (NASDAQ:MVST) Doing What It Can To Lift Shares

Jul 31
Microvast Holdings, Inc. (NASDAQ:MVST) Doing What It Can To Lift Shares

CEO Tazminat Analizi

Yang Wu'un ücretlendirmesi Microvast Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$4mUS$580k

-US$29m

Sep 30 2025n/an/a

-US$128m

Jun 30 2025n/an/a

-US$113m

Mar 31 2025n/an/a

-US$109m

Dec 31 2024US$1mUS$564k

-US$195m

Sep 30 2024n/an/a

-US$138m

Jun 30 2024n/an/a

-US$177m

Mar 31 2024n/an/a

-US$102m

Dec 31 2023US$649kUS$550k

-US$106m

Sep 30 2023n/an/a

-US$115m

Jun 30 2023n/an/a

-US$126m

Mar 31 2023n/an/a

-US$144m

Dec 31 2022US$983kUS$543k

-US$158m

Sep 30 2022n/an/a

-US$171m

Jun 30 2022n/an/a

-US$255m

Mar 31 2022n/an/a

-US$250m

Dec 31 2021US$664kUS$221k

-US$234m

Sep 30 2021n/an/a

-US$204m

Jun 30 2021n/an/a

-US$106m

Mar 31 2021n/an/a

-US$86m

Dec 31 2020US$7kn/a

-US$81m

Tazminat ve Piyasa: Yang 'ın toplam tazminatı ($USD 3.78M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 3.69M ).

Tazminat ve Kazançlar: Yang şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Yang Wu (59 yo)

19.6yrs
Görev süresi
US$3,781,901
Tazminat

Mr. Yang Wu is the Founder of Microvast Holdings, Inc. and has been Chairman, Chief Executive Officer and Director since inception in October 2006 and was its President since February 5, 2024 and was its P...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Yang Wu
Founder19.6yrsUS$3.78m25.93%
$ 169.6m
Isida Tushe
President3.2yrsUS$1.21m0.015%
$ 96.7k
Shengxian Wu
Chief Operating Officer2.1yrsUS$1.16m0.071%
$ 462.9k
Rodney Worthen
Chief Financial Officerless than a yearVeri yok0.0011%
$ 7.5k
Eric Garcia
Chief Accounting Officerless than a yearVeri yokVeri yok
Wenjuan Mattis
Chief Technology Officer8.3yrsUS$4.73m0.30%
$ 1.9m
2.6yrs
Ortalama Görev Süresi
42yo
Ortalama Yaş

Deneyimli Yönetim: MVST 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Yang Wu
Founder19.6yrsUS$3.78m25.93%
$ 169.6m
Isida Tushe
President1.6yrsUS$1.21m0.015%
$ 96.7k
Wei Ying
Independent Director4.8yrsUS$190.78k0.093%
$ 610.8k
Yixin Pan
Independent Director1.6yrsUS$223.57k0.040%
$ 258.9k
Lap Tat Wong
Independent Director4.8yrsUS$213.57k0.054%
$ 356.3k
4.8yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MVST 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/04 19:54
Gün Sonu Hisse Fiyatı2026/05/04 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Microvast Holdings, Inc. 4 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Derek SoderbergCantor Fitzgerald & Co.
Adam JonasMorgan Stanley
Colin RuschOppenheimer & Co. Inc.