Ecarx Holdings (ECX) Stock News

ECARX Holdings (Nasdaq: ECX) announced a subscription agreement with Geely Holding on January 8, 2026, for a private placement of 27,297,002 newly issued Class A ordinary shares at US$1.67 per share, totaling US$45.6 million. The per-share price equals the 20-day VWAP prior to the agreement date. Closing is subject to customary conditions and the purchased shares will be subject to a six-month lock-up with customary exceptions. ECARX intends to use net proceeds to accelerate development and deployment of vehicle hardware and software, expand R&D (including a hub in Germany) and strengthen liquidity to support global expansion.

ECARX (Nasdaq: ECX) entered a share subscription agreement with Lotus Technology (Nasdaq: LOT) on December 23, 2025, to invest US$23 million via a private placement.

ECARX will subscribe for 16,788,321 ordinary shares at US$1.37 per share; the investment is expected to close within 30 days and the issued shares will have a six-month lock-up with customary exceptions.

The strategic investment aims to deepen the partnership by deploying ECARX's Pikes computing platform and Cloudpeak software stack with Google Automotive Services in Lotus Tech vehicles globally to accelerate ECARX's international expansion.

ECARX (Nasdaq: ECX) announced on Nov 13, 2025 that it has been awarded by the Volkswagen Group to supply complete digital cockpit solutions for multiple Volkswagen models sold in Brazil and other parts of Latin America.

The scope includes the Antora 1000 platform for Google Automotive Services (GAS) online variants, the cost‑optimized Antora 500 for offline configurations, and the Cloudpeak software architecture integrating Google Maps, Google Assistant, and the Google Play Store. ECARX says it reduced GAS certification time to 8 months. Antora 1000 uses a 7nm SE1000 SoC.

ECARX (Nasdaq: ECX) reported Q3 2025 unaudited results on Nov 3, 2025. Total revenue was $219.9M (+11% YoY); sales of goods were $181.7M. Total shipments reached ~667,000 units (+51% YoY). Gross profit was $47.6M with a 22% gross margin (vs 17% a year earlier). Adjusted EBITDA was a $8.3M gain and net profit was $0.9M, compared with prior-year losses. Total cash was $50.4M. Notable business items include mass production ramps for the Pikes® platform, Antora® 1000 Pro Automotive SPICE v4.0 Level 3 certification, ~10 million vehicles deployed with ECARX technology, and convertible note refinancing activity (up to $100M contemplated, with a $35M initial note expected to close).

ECARX (Nasdaq: ECX) announced a securities purchase agreement with ATW Partners on October 31, 2025 to issue convertible notes for up to an aggregate principal amount of $150 million. The company said the financing is expected to enhance liquidity and strengthen its balance sheet to support global expansion, product innovation, partnerships with international OEMs, and investments in software-defined vehicle and intelligent cockpit technologies.

D. Boral Capital acted as exclusive placement agent. The announcement notes that full terms are filed in a Form 6-K available in ECARX's SEC filings and that the release is not an offer to sell securities.

ECARX (Nasdaq: ECX) announced a board change effective October 31, 2025: Lone Foenss Schroeder was appointed as a director to replace Ni Li, who resigned for personal reasons on the same date.

Schroeder brings decades of international leadership across automotive, technology, finance, retail and industrial sectors, and currently chairs Geely Sweden Holdings AB and Ikano Bank and chairs the Nomination Committee at Volvo Cars. Her background includes CEO roles at Concordium, Wallenius Lines and Star Air (Maersk), senior roles at A.P. Møller - Maersk, advisory work with ServiceNow, and studies at Copenhagen Business School, University of Copenhagen and MIT Sloan.

ECARX (Nasdaq: ECX) announced that its Antora 1000 computing platform and Cloudpeak software stack will power the launch of the Geely Galaxy EX5 in the United Kingdom on Oct. 24, 2025, marking the start of large-scale deliveries into core European markets.

Key technical and regulatory milestones cited include deployment across 33 countries, integration with a 7nm SE1000 SoC, and certifications including ISO 26262 ASIL-D, CE-RED, EN18031, and USB-IF, supporting EU market entry and localized multilingual features.

ECARX (Nasdaq: ECX) announced a global strategic partnership with Victory Giant Technology (VGT) on October 22, 2025 to develop high-performance advanced computing platforms for the automotive sector.

Under the agreement, VGT — a PCB manufacturer with manufacturing hubs in Vietnam, Malaysia, and Thailand and serving 350+ technology customers — will supply custom-engineered PCBs to ECARX’s intelligent manufacturing centers to support R&D through mass production and global solution delivery. The collaboration targets centralized AI-capable automotive computing architectures and may extend into other emerging industries.

ECARX (Nasdaq: ECX) will report third quarter 2025 financial results before U.S. market open on Monday, November 3, 2025. Management will host an earnings conference call and live audio webcast at 8:00 a.m. U.S. ET to discuss results and answer analyst and institutional investor questions. Investors can access the webcast at the provided media-server link or register for the live call to receive international access numbers. Attendees are asked to join at least 15 minutes early to ensure timely connection. An audio replay and presentation materials will be posted on ECARX's investor relations website under the results and reports section following the event.