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Microvast (MVST) Beats Earnings, Grows Revenue, Eyes Solid-State Battery Future

Microvast Holdings, Inc. (NASDAQ:MVST) is one of the best electric vehicle supply chain stocks to buy right now. Microvast Holdings, Inc. (NASDAQ:MVST) reported Q2 of Fiscal Year 2025 on August 11. The lithium-ion battery maker posted EPS of $0.05 per share compared to the Wall Street expectations of $0.01 per share. The company reported record revenue of $91.3 million, a modest 9.2% increase year-over-year. The company also expanded its gross margins to 34.7%, from 36.9% in the previous quarter and 32.5% in the same quarter last year.

Adjusted net profit came in at $16.3 million, and adjusted EBITDA reached $25.9 million, a major comeback from losses in the previous year. Operating expenses dropped heavily due to cost controls and lower share-based compensation, the company said.

Microvast Holdings, Inc. (NASDAQ:MVST) is also making a big push in battery innovation, especially with its solid-state battery technology, which charges faster, is safer, has a longer lifespan, and is smaller and lighter compared to regular batteries.

The company continues to expand globally, with revenue growth in the U.S., EMEA, and APAC regions. It is also adding new production capacity in China to meet rising demand. The company expects its Phase 3.2 expansion in Huzhou, China, to start initial production later this year. This would boost annual battery production capacity by about 2 GWh.

Meanwhile, the company reported a positive cash flow of $44.3 million and has a cash balance of $138.8 million. The management noted that the company is focused on innovation, efficiency, and long-term profitability. The company is targeting 18%-25% year-over-year growth, which corresponds to a full-year revenue range of $450 million to $475 million.

The stock is trading at a forward P/E of 13.32x, which is cheap given its growth projections. The company’s revenue is expected to grow at nearly 27.32% on an average compounded rate annually over the next 3 years, according to Wall Street analysts. The average 12-month Wall Street upside for the stock currently stands at a staggering 113.59%, although only 2 analysts track it.

While we acknowledge the potential of MVST to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MVST and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: Top 10 Mega-Cap Stocks to Buy According to Hedge Funds and 12 Best Tech Stocks to Buy According to Hedge Funds 

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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