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    Why Microvast (MVST) Is Up 6.5% After New Škoda EMEA Partnership Traction And Revenue Gains

    Simply Wall St·12/08/2025 01:13:56
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    • Microvast Holdings recently highlighted growing commercial traction for its advanced battery technologies, including real-world deployments and expanding revenue streams across key markets.
    • Partnerships with industrial players such as Škoda in EMEA have become an important proof point for Microvast’s technology, strengthening confidence in its execution capabilities beyond its core manufacturing base.
    • We’ll now examine how this expanding Škoda-backed EMEA traction could reshape Microvast’s investment narrative and its long-term earnings profile.

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    Microvast Holdings Investment Narrative Recap

    To own Microvast, you need to believe its advanced battery technologies can convert growing commercial traction into sustainable profits while managing heavy investment and competitive pressures. The Škoda backed EMEA progress supports the near term growth catalyst of broader regional adoption, but does not remove key risks around ongoing losses, capital needs, and China centric manufacturing exposure.

    The reaffirmed 2025 revenue guidance of US$450 million to US$475 million following Q3 results is particularly relevant here, as it ties Microvast’s Škoda linked traction to a concrete growth target. That guidance, alongside rising sales but continued net losses, sits at the center of the current debate on whether commercial wins can scale fast enough to improve earnings quality and reduce funding and dilution concerns.

    Yet behind this encouraging commercial story, investors should also be aware of the concentrated China manufacturing footprint and what it could mean if...

    Read the full narrative on Microvast Holdings (it's free!)

    Microvast Holdings' narrative projects $726.7 million revenue and $78.9 million earnings by 2028. This requires 19.8% yearly revenue growth and a $192.2 million earnings increase from -$113.3 million today.

    Uncover how Microvast Holdings' forecasts yield a $6.50 fair value, a 73% upside to its current price.

    Exploring Other Perspectives

    MVST Community Fair Values as at Dec 2025
    MVST Community Fair Values as at Dec 2025

    Nine members of the Simply Wall St Community currently value Microvast between US$2.76 and US$12.66 per share, highlighting very different expectations. As you weigh those views, it is worth setting them against Microvast’s continued GAAP losses and capital needs, which could shape how any future growth in EMEA actually feeds through to shareholder outcomes.

    Explore 9 other fair value estimates on Microvast Holdings - why the stock might be worth 26% less than the current price!

    Build Your Own Microvast Holdings Narrative

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

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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.