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Upturn AI SWOT - About
ECARX Holdings Inc. Class A Ordinary shares (ECX)
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Upturn Advisory Summary
06/30/2025: ECX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $3.79
1 Year Target Price $3.79
| 6 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -77.02% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 719.22M USD | Price to earnings Ratio - | 1Y Target Price 3.79 |
Price to earnings Ratio - | 1Y Target Price 3.79 | ||
Volume (30-day avg) 6 | Beta 0.56 | 52 Weeks Range 0.76 - 3.25 | Updated Date 06/29/2025 |
52 Weeks Range 0.76 - 3.25 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -14.27% | Operating Margin (TTM) -14.64% |
Management Effectiveness
Return on Assets (TTM) -12.4% | Return on Equity (TTM) -2237.58% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 982361947 | Price to Sales(TTM) 0.12 |
Enterprise Value 982361947 | Price to Sales(TTM) 0.12 | ||
Enterprise Value to Revenue 1.21 | Enterprise Value to EBITDA -0.87 | Shares Outstanding 324768992 | Shares Floating 118250536 |
Shares Outstanding 324768992 | Shares Floating 118250536 | ||
Percent Insiders 60.05 | Percent Institutions 10.2 |
Analyst Ratings
Rating 3 | Target Price 3.79 | Buy - | Strong Buy 6 |
Buy - | Strong Buy 6 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
ECARX Holdings Inc. Class A Ordinary shares
Company Overview
History and Background
ECARX Holdings Inc. was founded in 2016 by Li Shufu and Shen Ziyu. It focuses on developing automotive intelligence technologies. ECARX went public through a SPAC merger in December 2022.
Core Business Areas
- Smart Car Solutions: Develops and provides hardware and software solutions for connected, automated, and electrified vehicles.
- In-car Operating Systems: Designs and licenses in-car operating systems such as ECARX Cloudpeak and ECARX Makalu.
- Automotive Chips: Develops high-performance automotive-grade chipsets to power smart vehicle features.
Leadership and Structure
The leadership team includes Ziyu Shen (Chairman & CEO), Peter Cirino (CFO), and executives leading various business units such as product, engineering, and sales. The organizational structure is typical of a technology company with functional departments reporting to senior management.
Top Products and Market Share
Key Offerings
- ECARX Cloudpeak: A digital cockpit solution integrating infotainment, connectivity, and driver assistance features. Revenue is derived from licensing fees and software updates, but specific market share data isn't publicly available. Competitors include Qualcomm, Blackberry (QNX), and other embedded OS providers.
- ECARX Makalu: An intelligent driving computing platform powering advanced driver-assistance systems (ADAS) and autonomous driving functionalities. Revenue model same as Cloudpeak. Competitors include NVIDIA, Mobileye, and other ADAS platform providers.
- Antora 1000 Pro: A 7nm automotive-grade system-on-chip (SoC) designed for intelligent cockpit applications. Competitors include Qualcomm and MediaTek, market share is dependent on OEM contracts and adoption rates.
Market Dynamics
Industry Overview
The automotive intelligence market is experiencing rapid growth, driven by increasing demand for connected, automated, and electrified vehicles. The industry is characterized by intense competition, technological innovation, and evolving regulatory landscape.
Positioning
ECARX positions itself as a leading provider of full-stack automotive intelligence solutions, with a focus on innovation and collaboration with OEMs. Its competitive advantages include its expertise in software and hardware integration, its strong partnerships with leading automotive manufacturers like Geely and Volvo, and its ability to develop customized solutions to meet specific customer needs.
Total Addressable Market (TAM)
The total addressable market for automotive software and electronics is estimated to reach hundreds of billions of dollars in the coming years. ECARX is positioned to capture a significant share of this market through its comprehensive product portfolio and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Strong partnerships with Geely and Volvo
- Expertise in software and hardware integration
- Comprehensive product portfolio covering digital cockpit, ADAS, and connectivity
- Innovative technology development capabilities
- Deep understanding of the Chinese automotive market
Weaknesses
- Reliance on a limited number of key customers
- Relatively small market share compared to established players
- Exposure to geopolitical risks and trade tensions
- Limited brand recognition outside of China
- Profitability challenges
Opportunities
- Expanding into new geographic markets
- Developing new solutions for electric vehicles
- Capitalizing on the growing demand for autonomous driving technologies
- Forging new partnerships with automotive manufacturers and technology providers
- Increasing its focus on data monetization
Threats
- Intense competition from established players
- Rapid technological changes
- Evolving regulatory landscape
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NVDA
- QCOM
- MTK
Competitive Landscape
ECARX faces stiff competition from larger, more established players. Its advantages include its strong partnerships and its focus on the Chinese market. Its disadvantages include its smaller size and limited brand recognition.
Major Acquisitions
Semidrive
- Year: 2018
- Acquisition Price (USD millions): 45
- Strategic Rationale: Acquisition to develop automotive-grade chips and systems for smart vehicles.
Growth Trajectory and Initiatives
Historical Growth: Analyze historical revenue growth rates and trends in key performance indicators.
Future Projections: Consult analyst reports and company guidance for revenue growth, profitability, and other financial projections.
Recent Initiatives: Includes new product launches (e.g. chip and software updates), partnerships, and expansion into new markets.
Summary
ECARX is an emerging player in the automotive intelligence market, bolstered by partnerships with Geely and Volvo and its full-stack automotive solutions. While the company has demonstrated innovation in key areas such as digital cockpits and ADAS, it faces stiff competition from larger, established players. ECARX must continue to expand its customer base and market share to achieve long-term success. Key focus should be on international expansion and cost management to solidify market presence.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Analyst Reports
- Company Press Releases
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ECARX Holdings Inc. Class A Ordinary shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-12-20 | CEO & Chairman Mr. Ziyu Shen | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 1800 | Website https://www.ecarxgroup.com |
Full time employees 1800 | Website https://www.ecarxgroup.com | ||
ECARX Holdings Inc. develops full-stack automotive computing platform to shape the interaction between people and cars by rapidly advancing the technology of smart mobility in China and internationally. The company offers system on a chip, central computing platforms, operating systems, and software. Its core products include infotainment head units, autonomous driving control units, digital cockpits, vehicle chip-set solutions, core operating system, and integrated software stack. It has entered into a strategic partnership agreement with Black Sesame Technologies. ECARX Holdings Inc. was founded in 2017 and is based in Shanghai, the People's Republic of China.
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