ECARX (NASDAQ:ECX) Posts Earnings Results, Beats Expectations By $0.04 EPS

ECARX (NASDAQ:ECX) released its quarterly earnings data on Thursday. The company reported $0.01 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.03) by $0.04, Zacks reports.

Here are the key takeaways from ECARX’s conference call:

• ECARX reported a strong Q4 and full-year finish with Q4 revenue of $305M (+13% YoY), full-year revenue of $848M (+10% YoY), Q4 operating income $7M and Adjusted EBITDA $22M, marking their second consecutive profitable quarter.
• Management issued ambitious 2026 guidance of $1.0B–$1.1B revenue (≈20%–30% YoY) and reiterated a goal to maintain positive operating income for the year.
• Global expansion and product traction are key growth drivers — the Antora platform hit 1 million shipments in 2025, ECARX secured deeper Volkswagen partnerships in Latin America, obtained EU safety/privacy certifications, serves 18 OEMs across 28 brands, and raised near $200M (convertible bond + Geely investment) to fund R&D and international build-out.
• Component cost inflation, especially memory, is putting pressure on hardware margins; management expects full-year gross margin to be roughly 15%–18% in 2026 and will rely on pricing and cost actions to mitigate the headwind.
• Near-term demand risk—the company flagged typical Q1 seasonality plus policy-driven weakness in auto wholesale and end-user demand, which could weigh on near-term results despite a confident full-year outlook.

ECARX Trading Down 3.9%

NASDAQ ECX traded down $0.08 during mid-day trading on Thursday, hitting $1.86. The company’s stock had a trading volume of 10,784,849 shares, compared to its average volume of 3,769,115. The firm has a market capitalization of $687.70 million, a price-to-earnings ratio of -8.43 and a beta of 0.76. The company’s 50 day simple moving average is $1.81 and its 200 day simple moving average is $1.89. ECARX has a twelve month low of $0.76 and a twelve month high of $3.25.

Analysts Set New Price Targets

ECX has been the topic of a number of analyst reports. Wall Street Zen upgraded ECARX from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Weiss Ratings reiterated a “sell (e+)” rating on shares of ECARX in a report on Wednesday, January 21st. One analyst has rated the stock with a Sell rating, According to data from MarketBeat, the company currently has a consensus rating of “Sell”.

Hedge Funds Weigh In On ECARX

Hedge funds have recently added to or reduced their stakes in the stock. Cubist Systematic Strategies LLC bought a new position in shares of ECARX in the first quarter valued at approximately $213,000. Goldman Sachs Group Inc. boosted its holdings in ECARX by 43.3% during the first quarter. Goldman Sachs Group Inc. now owns 74,498 shares of the company’s stock worth $94,000 after purchasing an additional 22,498 shares during the last quarter. Jane Street Group LLC lifted its position in shares of ECARX by 234.4% during the 1st quarter. Jane Street Group LLC now owns 576,490 shares of the company’s stock worth $726,000 after buying an additional 404,119 shares in the last quarter. Invesco Ltd. increased its position in shares of ECARX by 5.8% during the second quarter. Invesco Ltd. now owns 253,689 shares of the company’s stock valued at $520,000 after acquiring an additional 13,859 shares during the last quarter. Finally, Tower Research Capital LLC TRC bought a new stake in ECARX during the second quarter worth $71,000.

About ECARX

ECARX is a global automotive technology company focused on developing and delivering smart cockpit solutions for original equipment manufacturers (OEMs). The company designs and manufactures a range of in-vehicle computing platforms, central processing units, digital instrument clusters and multimedia infotainment systems. ECARX’s core offerings integrate software, hardware and cloud connectivity to create seamless user experiences for drivers and passengers.

The company’s product portfolio spans telematics control units, over-the-air update frameworks and next-generation human-machine interfaces (HMI).