Macquarie cuts ZEEKR price target to $38, keeps Outperform

Published 28/05/2025, 16:20
Macquarie cuts ZEEKR price target to $38, keeps Outperform

On Wednesday, Macquarie analyst Eugene Hslao adjusted the price target on ZEEKR Intelligent Technology (NYSE: ZK) shares, bringing it down to $38.00 from the previous $47.00. Currently trading at $26.86 with a market capitalization of $7 billion, ZEEKR has shown strong revenue growth of 17.5% over the last twelve months. Despite the reduction, the analyst maintained an Outperform rating on the company’s stock. This adjustment follows the recent privatization offer for ZEEKR’s parent company, Geely.

The market has shown a favorable response to both ZEEKR and Geely since the privatization proposal was announced on May 7, with their share prices rising by 21% and 7%, respectively. As a result of the offer, which includes an option for shareholders to receive cash or 12.3 new Geely shares (175 HK) for each ZEEKR American depositary share (ADS), ZEEKR’s stock is expected to mirror Geely’s performance in the short term. InvestingPro data reveals the stock has demonstrated high price volatility, with a 22% gain over the past six months.

Hslao pointed out that the current 3.3% implied discount on ZEEKR’s stock likely reflects the market’s anticipation of a possible squeeze-out and the timing of the privatization process. This suggests that investors are pricing in the potential outcomes of the privatization offer and its impact on ZEEKR’s stock value.

The analyst’s commentary highlighted the strategic nature of the trade, implying that the stock’s movements are closely tied to the developments surrounding the privatization offer. As investors and the market continue to monitor the situation, the performance of ZEEKR shares is expected to be influenced by Geely’s stock and the unfolding events.

In other recent news, Zeekr, a Chinese electric vehicle company, has been in the spotlight with several key developments. Geely Auto (HK:0175) announced its intention to take Zeekr private, valuing the company at $2.566 per share, which represents a 13.6% premium over its last closing price. This move could result in Zeekr being delisted from the New York Stock Exchange. Additionally, Zeekr reported strong vehicle delivery figures for March 2025, with 40,715 vehicles delivered, marking significant year-over-year growth. The Zeekr brand itself saw a delivery increase of 18.5% compared to the previous year.

In financial news, Zeka Group, which includes Zeekr, reported a robust revenue growth for Q4 2024, with total revenues reaching RMB 75.9 billion, a 46.9% increase year-over-year. However, the company still faced a net loss of RMB 57.9 billion, albeit a reduction from the previous year. Analysts from firms like Goldman Sachs and Morgan Stanley (NYSE:MS) have been closely monitoring these developments, with discussions on potential breakeven points by 2025. Furthermore, Zeekr recently filed a Form 6-K with the U.S. SEC to maintain transparency with investors, although this filing did not include detailed financial statements. These updates reflect Zeekr’s ongoing efforts to expand its market presence and enhance its technological offerings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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