Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

Equity Bottom-Up

<ul><li>Lotus Technology announced the completion of the Lotus UK acquisition on 8/25 from Geely and Etika Automotive as a result of put options that were exercised in 2025.</li><li> Lotus also announced its financial results for the first half of 2026, ended June 30th.</li><li>Revenues and vehicle deliveries exceeded our expectations, driven by strong uptake of the Lotus Eletre PHEV in China.</li></ul>

Lotus Technology announced the completion of the Lotus UK acquisition on 8/25 from Geely and Etika Automotive as a result of put options that were exercised in 2025. Lotus also announced its financial results for the first half of 2026, ended June 30th.Revenues and vehicle deliveries exceeded our expectations, driven by strong uptake of the Lotus Eletre PHEV in China.

LOT: Threading the Needle in the First Chicane. Lotus Technology Completes the Acquisition of Lotus UK and Starts to Turn the Corner.

<ul><li>Lotus Technology continues to make progress across several key metrics, but external factors and negative market sentiment seem to be weighing on the stock currently.</li><li> Lotus announced in June it will be adjusting its financial reporting schedule to better focus on completing the acquisition of Lotus UK.</li><li> Lotus continues to expand into new markets selectively, and the product portfolio has been well received by the automotive media, but challenges in the luxury EV and domestic Chinese auto market may weigh on the stock in the near term.</li></ul>

Lotus Technology continues to make progress across several key metrics, but external factors and negative market sentiment seem to be weighing on the stock currently. Lotus announced in June it will be adjusting its financial reporting schedule to better focus on completing the acquisition of Lotus UK. Lotus continues to expand into new markets selectively, and the product portfolio has been well received by the automotive media, but challenges in the luxury EV and domestic Chinese auto market may weigh on the stock in the near term.

LOT: Buzzworthy New Launches Running Into a Complex Luxury Auto Market.

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>Lotus Technology, Inc. (NASDAQ: LOT) is the intelligent and luxury mobility arm of one the automotive industry’s most storied brands—reborn under Geely, now scaling globally across EVs and a new 900V super-hybrid lineup. </li><li>On the latest WTR Small-Cap Spotlight, we were joined by Dr. Daxue Wang, CFO of Lotus Technology, and our host Tim Gerdeman, WTR’s Vice Chair &amp; Co-Founder and Chief Marketing Officer, to discuss the company’s FY25 profitability inflection, the global super-hybrid launch, the Geely-aligned board, and the North American strategy.</li><li>Profitability inflection. FY25 reflected a deliberate reset as management pulled back from low-margin, heavily discounted volume and exited unprofitable regions. </li></ul>

Lotus Technology, Inc. (NASDAQ: LOT) is the intelligent and luxury mobility arm of one the automotive industry’s most storied brands—reborn under Geely, now scaling globally across EVs and a new 900V super-hybrid lineup. On the latest WTR Small-Cap Spotlight, we were joined by Dr. Daxue Wang, CFO of Lotus Technology, and our host Tim Gerdeman, WTR’s Vice Chair &amp; Co-Founder and Chief Marketing Officer, to discuss the company’s FY25 profitability inflection, the global super-hybrid launch, the Geely-aligned board, and the North American strategy.Profitability inflection. FY25 reflected a deliberate reset as management pulled back from low-margin, heavily discounted volume and exited unprofitable regions. 

WTR Small-Cap Spotlight Recap (LOT) : Engineering a Profitable Turnaround

<ul><li>Lotus Technology released its multifaceted approach to improve its competitiveness, built around four key goals: brand reinforcement, offering multiple powertrains, working closely with Geely Holding, and financial discipline.</li><li> Lotus also announced plans to develop its first hybrid supercar, the "Vision X" (or Type 135), and confirmed continued production of the Emira, with an update to be revealed in a few weeks.</li><li> We believe the two most important aspects of the company's new strategic plan are: the continued commitment from Geely and the establishment of a realistic annual sales goal of 30,000 units.</li></ul>

Lotus Technology released its multifaceted approach to improve its competitiveness, built around four key goals: brand reinforcement, offering multiple powertrains, working closely with Geely Holding, and financial discipline. Lotus also announced plans to develop its first hybrid supercar, the "Vision X" (or Type 135), and confirmed continued production of the Emira, with an update to be revealed in a few weeks. We believe the two most important aspects of the company's new strategic plan are: the continued commitment from Geely and the establishment of a realistic annual sales goal of 30,000 units.

LOT: Updates Its Product Roadmap and Unveils a Path to Profitability.

<ul>
<li>Lotus Technology reported fourth-quarter results on Friday morning before the market opened, showing early signs of success as the company implements an ambitious turnaround plan.</li>
<li>Economic headwinds continue to build as commodity inflation has remained sticky worldwide.</li>
<li>The higher prices for key inputs may slow Lotus's return to profitability a bit, but ultimately, 2026 is about the company demonstrating it can be competitive in new markets with new models.</li>
</ul>


Lotus Technology reported fourth-quarter results on Friday morning before the market opened, showing early signs of success as the company implements an ambitious turnaround plan.
Economic headwinds continue to build as commodity inflation has remained sticky worldwide.
The higher prices for key inputs may slow Lotus's return to profitability a bit, but ultimately, 2026 is about the company demonstrating it can be competitive in new markets with new models.


LOT: Margin Gains Due to Strong Service Revenue Highlight Q4 Performance.

United States

Lotus Technology Inc. designs, develops, and sells luxury lifestyle battery electric vehicles, with a focus on R&D in next-generation automobility technologies. It has operations across the UK, the US, China and the EU.

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Lotus Technology (LOT US)

LOT: Threading the Needle in the First Chicane. Lotus Technology Completes the Acquisition of Lotus UK and Starts to Turn the Corner.

Lotus Technology announced the completion of the Lotus UK acquisition on 8/25 from Geely and Etika Automotive as a result of put options that were...

Zacks Small Cap Research

LOT: Buzzworthy New Launches Running Into a Complex Luxury Auto Market.

Lotus Technology continues to make progress across several key metrics, but external factors and negative market sentiment seem to be weighing on...

Zacks Small Cap Research

WTR Small-Cap Spotlight Recap (LOT) : Engineering a Profitable Turnaround

Lotus Technology, Inc. (NASDAQ: LOT) is the intelligent and luxury mobility arm of one the automotive industry’s most storied brands—reborn under...

Water Tower Research

LOT: Updates Its Product Roadmap and Unveils a Path to Profitability.

Lotus Technology released its multifaceted approach to improve its competitiveness, built around four key goals: brand reinforcement, offering...

Zacks Small Cap Research

LOT: Margin Gains Due to Strong Service Revenue Highlight Q4 Performance.

Lotus Technology reported fourth-quarter results on Friday morning before the market opened, showing early signs of success as the company...

Zacks Small Cap Research

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