Xos, Inc.

NasdaqCM:XOS Stok Raporu

Piyasa değeri: US$63.1m

Xos Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Dakota Semler

İcra Kurulu Başkanı

US$2.5m

Toplam tazminat

CEO maaş yüzdesi10.64%
CEO görev süresi5yrs
CEO sahipliği11.3%
Yönetim ortalama görev süresi4.8yrs
Yönetim Kurulu ortalama görev süresi4.7yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • Aug 16

Earnings Update: Xos, Inc. (NASDAQ:XOS) Just Reported And Analysts Are Trimming Their Forecasts

Xos, Inc. ( NASDAQ:XOS ) just released its latest quarterly report and things are not looking great. It looks to have...
Anlatı Güncellemesi • Jun 23

XOS: Lower Price View Will Highlight Energy Storage Execution Opportunity

Analysts trimmed their 12 month price target on Xos by $2, reflecting updated views on the company after recent research that reassessed risk and growth assumptions. What’s in the News for Xos Xos maintained 2026 revenue guidance in the range of US$40.0 million to US$50.0 million, reiterating its outlook for the year.
Anlatı Güncellemesi • Jun 07

XOS: Lowered Outlook Will Pressure Vehicle To Grid Execution Story

Analysts have lowered their price target on Xos by $2 to reflect updated views on long term revenue growth, profitability assumptions, and a revised discount rate in their models. What's in the News Xos filed a follow-on equity offering of US$6.000005 million, covering 1,090,910 common shares at a price of US$5.50 per share, via a registered direct offering.
Anlatı Güncellemesi • Apr 27

XOS: Rebased Expectations Will Highlight Vehicle To Grid Execution Potential

Analysts have lowered their price target on Xos by $2 to reflect updated assumptions around discount rates, profitability, and future P/E expectations, while keeping the $4.00 fair value estimate unchanged. Analyst Commentary Analysts recently lowered their price target on Xos by $2, while keeping the $4.00 fair value estimate unchanged.
Anlatı Güncellemesi • Apr 10

XOS: Rebased Expectations Will Highlight Upcoming Electric Fleet Execution Potential

Analysts have reduced their price target on Xos by $2 to $4.0, citing updated views on fair value, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$4.0 target as better aligned with current expectations for revenue growth and profitability, which they view as helpful for setting more realistic execution milestones.
Analiz Makalesi • Jan 27

Here's Why Xos (NASDAQ:XOS) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi • Nov 21

Xos, Inc. (NASDAQ:XOS) Might Not Be As Mispriced As It Looks After Plunging 26%

To the annoyance of some shareholders, Xos, Inc. ( NASDAQ:XOS ) shares are down a considerable 26% in the last month...
Analiz Makalesi • Sep 13

Take Care Before Jumping Onto Xos, Inc. (NASDAQ:XOS) Even Though It's 31% Cheaper

Xos, Inc. ( NASDAQ:XOS ) shares have had a horrible month, losing 31% after a relatively good period beforehand...
Anlatı Güncellemesi • Aug 16

Electric Fleet Adoption And ESG Trends Will Expand Global Markets

The upward revision in Xos’ price target reflects improved valuation multiples alongside a modestly lower discount rate, indicating stronger future confidence and resulting in a new consensus target of $6.50. What's in the News Xos filed a follow-on equity offering of $5.37 million via an at-the-market common stock issuance.
Analiz Makalesi • Jul 30

Xos, Inc.'s (NASDAQ:XOS) Subdued P/S Might Signal An Opportunity

Xos, Inc.'s ( NASDAQ:XOS ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to...
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Yeni Anlatı • Apr 15

Blue Bird And Winnebago Partnerships Will Optimize Operational Efficiency

Strategic partnerships and expansion in powertrain and utility applications could drive revenue growth and enhance margins.
Analiz Makalesi • May 14

Xos, Inc. (NASDAQ:XOS) Analysts Are Cutting Their Estimates: Here's What You Need To Know

Xos, Inc. ( NASDAQ:XOS ) just released its latest first-quarter report and things are not looking great. It was not a...
Analiz Makalesi • May 12

Analyst Forecasts Just Became More Bearish On Xos, Inc. (NASDAQ:XOS)

The latest analyst coverage could presage a bad day for Xos, Inc. ( NASDAQ:XOS ), with the analysts making...
Seeking Alpha • Oct 05

Xos delivers 88 units in Q3

Xos (NASDAQ:XOS) has announced a total of 88 units delivery to customers during Q3. Xos (XOS) had previously provided a second half of 2022 guidance range of 150 to 200 units delivered and is on track for its deliveries to fall within that range. The third quarter unit deliveries represent a 21% sequential quarter over quarter increase from the second quarter of 2022, during which Xos delivered 73 units. The company earlier reported 65 vehicles deliveries to merchants fleet in Q3 2022. Source: Press Release
Seeking Alpha • Sep 28

Xos: Secular Growth Catalyst With Huge Potential Upside

Summary Governments are aggressively setting targets to phase out the use of fossil fuels and control GHG emissions, benefiting battery-electric vehicle manufacturer Xos, Inc. Xos has entered into a strategic partnership with NationaLease. After comparing the forward P/E ratio of 8.54x with the sector median of 14.52x, we can say that Xos, Inc. is undervalued. Investment Thesis Xos, Inc. (XOS) mainly deals in the manufacturing of electric battery commercial vehicles. The company is expanding rapidly due to the enormous end-market demand and governmental efforts to phase out fossil fuel use. The company has entered into a strategic partnership with NationaLease to grow its network and geographic footprints. About XOS Xos, Inc is a mobility solutions company that focuses on the production of Class 5 to 8 battery-electric commercial vehicles. The company helps fleets switch from internal combustion engine cars to zero-emission vehicles with patented technology adapted to commercial use. The company also provides a wide range of services, including vehicle maintenance, charging infrastructure, financing, and service. It also manufactures the X-pack (battery system) and the X-platform, primarily for the medium and heavy-duty commercial vehicle segment. These two products are available for purchase as a part of Xos vehicles. The company also offers powertrain technology to the original equipment manufacturers ((OEM)) targeting the commercial, off-highway, and industrial markets. The company's revenue is primarily attributable to dealer relationships (stepvans) and longstanding customer relationships (powertrains). The product revenue of powertrains is 42.6% of the total revenue, while the revenue of stepvans contributes 54.2% of total revenue. The remaining 3.2% of the total revenue is classified as Ancillary revenue. The company has seen sequential growth in unit deliveries compared to the previous quarters, and I believe this growth can remain constant due to increased consumer preference for electric vehicles ("EVs") as a sustainable option to reduce greenhouse emissions. The company expects to broaden its customer base and expand into new markets by leveraging strategic partnerships with distributors, including Thompson Truck Centers, Yancey Bros. Co., and Murphy-Hoffman Company. It also expects to expand internationally and make the most of the opportunity by using the footprint of its existing global customers. It has diversified its supply chain, which includes suppliers from Canada, India, and South Korea, to reduce the risk of single-source supply issues. The company recently launched a proprietary fleet management platform, Xosphere, which allows fleet operators to monitor real-time performance, minimize charging costs, optimize energy usage, and manage maintenance & support. Growth Catalyst and Revenue Trends Revenue Trend (Seeking Alpha) Governments are aggressively setting targets to phase out the use of fossil fuels and control GHG emissions. The new government initiatives can act as a tailwind for the secular growth of the industry as electric vehicles are more sustainable options than fossil fuel equivalent vehicles. That's why companies like Xos are benefitting from these government initiatives. We can see in the above chart that the company is experiencing massive growth, which is driven by the dramatic increase in demand in the end market. In FY2021, the company reported revenue growth of 491.73% compared to the revenue of FY2020. The revenue has grown from $1.15 million in FY2019 to $5.05 million in FY2021, resulting in a 3-year CAGR of 154.01%. This year, the company will see huge revenue growth. In the first half of FY2022, the company has already reported revenue of $16.8 million and is expected to achieve total revenue of $39.52 million, which is an increase of 682.6%. The reason behind this growth is massive demand in the end market. I think the demand might sustain in coming years, as EVs are cost-efficient compared to the fossil fuel-equivalent vehicles, and governments are aggressively setting targets to phase out the use of fossil fuels and greenhouse gas emissions. Electric vehicle sales are expected to grow massively, with a CAGR of 35% in 2022-2040. The global last-mile delivery market, the primary market of Xos, might reach a valuation of $424 billion by 2030, representing an 8-year CAGR of 10%. Last-Mile Medium-Duty Market (Investor Relations: Slide No.7) I think the rising demand for the products can decrease the total production cost and expand the company's profit margins, as the rising production can help the company achieve economies of scale. After considering the increasing demand and potential margin expansion, I think next year the company can become profit making business. Partnership with NationaLease Recently, the company entered into a strategic partnership with NationaLease. With Xos as a Partner, NationaLease will list Xos vehicles and services among its offerings. These offerings incorporate Xos' exclusive Xosphere fleet management platform, which gives end users access to additional features, including vehicle tracking, telematics, and battery health management. I believe this event can significantly increase the company's earnings, as this partnership can grow its leasing and distribution network and expand its footprint across North America. The enhanced network and access to more than 900 locations can significantly increase the company's customer base. What is the Main Risk Faced by XOS? Volatile Prices of Raw Materials
Seeking Alpha • Sep 20

Xos gains on announcing partnership with Shipx

Xos (NASDAQ:XOS) announces a partnership with delivery solutions provider ShipX to accelerate the adoption of battery-electric vehicles into delivery fleets. As part of the agreement, ShipX will promote the purchase or lease of Xos battery-electric vehicles amongst its clients and Xos may offer discounts or incentives to those clients. “Xos and ShipX share a common belief that the way we move goods should be smarter, cleaner, and more efficient, so working together is a natural fit. With ShipX as a partner, we’re excited to continue offering our customers the best possible delivery solutions available today.” said Giordano Sordoni, Chief Operating Officer and Co-Founder of Xos.  Shares aretrading up 7% pre-market.
Seeking Alpha • Aug 17

Xos announces strategic partnership with NationaLease

Xos (NASDAQ:XOS) said Wednesday that it entered in a strategic partnership with NationaLease, one of the largest full-service truck leasing organizations in North America with over 900 locations and over 165,000 vehicles in its fleet. As part of the initial launch, NationaLease has chosen Xos to be a Partner where Xos vehicles and services will be listed as part of the offerings from NationaLease. The offerings include Xos’ proprietary Xosphere fleet management platform that adds more end user capabilities such as telematics, vehicle tracking, and battery health management. Shares are down 1.53% premarket.

CEO Tazminat Analizi

Dakota Semler'un ücretlendirmesi Xos'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

-US$19m

Mar 31 2026n/an/a

-US$20m

Dec 31 2025US$2mUS$264k

-US$25m

Sep 30 2025n/an/a

-US$35m

Jun 30 2025n/an/a

-US$47m

Mar 31 2025n/an/a

-US$49m

Dec 31 2024US$3mUS$392k

-US$50m

Sep 30 2024n/an/a

-US$45m

Jun 30 2024n/an/a

-US$49m

Mar 31 2024n/an/a

-US$63m

Dec 31 2023US$2mUS$417k

-US$76m

Sep 30 2023n/an/a

-US$82m

Jun 30 2023n/an/a

-US$88m

Mar 31 2023n/an/a

-US$74m

Dec 31 2022US$816kUS$336k

-US$73m

Sep 30 2022n/an/a

-US$42m

Jun 30 2022n/an/a

US$13m

Mar 31 2022n/an/a

US$13m

Dec 31 2021US$75kUS$75k

US$23m

Sep 30 2021n/an/a

US$4m

Jun 30 2021n/an/a

-US$35m

Mar 31 2021n/an/a

-US$29m

Dec 31 2020US$35kUS$35k

-US$17m

Tazminat ve Piyasa: Dakota 'nin toplam tazminatı ($USD 2.48M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 654.65K ).

Tazminat ve Kazançlar: Dakota 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Dakota Semler (34 yo)

5yrs
Görev süresi
US$2,480,274
Tazminat

Mr. Dakota Semler is Chief Executive Officer and Chairman of Xos, Inc. from August 19, 2021. He is Chief Executive Officer at Thor Trucks Inc. Mr. Semler is a Co-Founder of Xos, Inc. and served as Chief Ex...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Dakota Semler
Co-Founder5yrsUS$2.48m11.33%
$ 7.2m
Giordano Sordoni
Co-Founder5yrsUS$2.43m11.74%
$ 7.4m
Liana Pogosyan
Chief Financial Officer3.3yrsUS$886.11k1.13%
$ 713.0k
David Zlotchew
General Counsel & Secretaryno dataVeri yokVeri yok
Steve Ivsan
Head of Program Management4.5yrsVeri yokVeri yok
4.8yrs
Ortalama Görev Süresi
38yo
Ortalama Yaş

Deneyimli Yönetim: XOS 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Dakota Semler
Co-Founder5yrsUS$2.48m11.33%
$ 7.2m
Giordano Sordoni
Co-Founder5yrsUS$2.43m11.74%
$ 7.4m
John Smith
Independent Director1yrUS$142.51kVeri yok
Edward Rapp
Independent Director5yrsUS$239.30k1.14%
$ 717.3k
Dietmar Ostermann
Lead Independent Director2.4yrsUS$219.61k0.40%
$ 252.5k
George Mattson
Independent Director5yrsUS$228.45k2.17%
$ 1.4m
Stuart Bernstein
Independent Director3.8yrsUS$199.61k0.63%
$ 398.4k
Michael Richardson
Independent Director2.4yrsUS$199.61k0.50%
$ 316.8k
Alice Yake
Independent Director4.7yrsUS$214.57k0.67%
$ 425.1k
4.7yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: XOS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.7 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/19 19:38
Gün Sonu Hisse Fiyatı2026/08/19 00:00
Kazançlar2026/06/30
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 kullanacağınıza dair 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

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

AnalistKurum
Sherif El-SabbahyBofA Global Research
Jerry RevichGoldman Sachs
Edward JacksonNorthland Capital Markets