Q3 Earnings Surge: Microvast Holdings (MVST) has been a hot topic on X following its recent Q3 2025 earnings report, which revealed record revenue of $123.3 million, a 21.6% increase year-over-year. Discussions highlight the impressive gross margin improvement to 37.6%, sparking interest in the company’s operational efficiency. Many users are intrigued by the reaffirmed revenue outlook of $450-$475 million for 2025.
Battery Tech Buzz: Beyond earnings, X chatter also focuses on Microvast’s advancements in battery technology, with some posts noting a new development that could boost energy storage efficiency by nearly 25%. This has fueled speculation about potential partnerships or acquisitions in the electric vehicle and energy storage sectors. The excitement around these innovations adds a layer of optimism to the ongoing conversations.
Note: This discussion summary was generated from an AI condensation of post data.
Microvast Holdings Hedge Fund Activity
We have seen 84 institutional investors add shares of Microvast Holdings stock to their portfolio, and 46 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 8,773,072 shares (+164.0%) to their portfolio in Q2 2025, for an estimated $31,846,251
- MORGAN STANLEY added 6,593,379 shares (+805.2%) to their portfolio in Q2 2025, for an estimated $23,933,965
- STATE STREET CORP added 4,076,384 shares (+497.0%) to their portfolio in Q2 2025, for an estimated $14,797,273
- GOLDMAN SACHS GROUP INC added 3,004,559 shares (+187.0%) to their portfolio in Q2 2025, for an estimated $10,906,549
- GEODE CAPITAL MANAGEMENT, LLC added 2,502,565 shares (+117.3%) to their portfolio in Q2 2025, for an estimated $9,084,310
- TWO SIGMA INVESTMENTS, LP added 1,537,396 shares (+1379.1%) to their portfolio in Q2 2025, for an estimated $5,580,747
- UBS GROUP AG removed 1,533,735 shares (-52.9%) from their portfolio in Q2 2025, for an estimated $5,567,458
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
