Xiaomi Corp - Unsponsored ADR (XIACY)
The Dip Before The Re-Rate, Xiaomi's Window Of Maximum Pessimism
Xiaomi is transitioning from a smartphone-centric business to a diversified digital goods and EV company, with EV deliveries tripling in 2025. Despite impressive EV execution and segment profitability, Xiaomi faces margin pressure in smartphones due to surging DRAM costs and subsidy phase-outs for appliances. Q4 2025 earnings are expected to show modest revenue growth (~7.5% Y/Y) and flat adjusted net income, with EV as the key growth engine.
Xiaomi Slides 44% From Peak as Short Sellers Rack Up $1.8B Gains
Short sellers betting against Xiaomi (XIACY) are seeing sizable gains as a mix of rising memory prices and slowing electric-vehicle momentum begins to cloud the
China's Xiaomi tells CNBC it's planning a yearly smartphone chip release and its own AI assistant for overseas
Xiaomi plans to launch a new XRing smartphone processor chip yearly, the company's president, Lu Weibing, told CNBC. Xiaomi will combine its own chip, operating system and AI into a single device this year for the first time.
Xiaomi says February EV deliveries topped 20,000, down from January
Chinese electric vehicle maker Xiaomi said it delivered more than 20,000 vehicles in February, down from more than 39,000 in January, according to a post on its official Weibo account on Sunday.
Xiaomi challenges India tax authority over tariffs on royalties in closely watched case
Xiaomi has challenged an Indian tax ruling that said the company evaded $72 million in tariffs on royalty payments, according to legal documents, a dispute that the Chinese company and lawyers say is a test of the country's legal framework for contract manufacturing.
Xiaomi's electric SUV tops China sales in January, sells twice as many as Tesla's Model Y
Sales of Xiaomi's YU7 SUV were twice that of Tesla's Model Y in China in January. The Chinese company started selling the YU7 roughly half a year ago.
Taking Advantage Of Xiaomi's Consolidation - Top 2026 Long Pick
Xiaomi is a top 2026 long pick after a valuation correction and robust, albeit non-linear expansion, especially in EVs. EV sales surged past expectations in 2025, and 2026 guidance, while softer, still implies strong 34% YoY growth within China. Smartphone headwinds are material but manageable, as the segment now contributes only 20% to gross profit amid other higher-margin ecosystem growth.
Xiaomi Suffers EV/Smartphone Headwinds - Oversold Indicators Imply Trading Floor
Xiaomi is reiterated as a buy here, due to the discounted valuations from the recent sell-off and the excellent monetization opportunity from the diversified Human x Car x Home ecosystem. XIACY faces near-term EV headwinds from the reduced domestic tax incentives, the intensified domestic/international competition, and the potential FY2026 gross margin deterioration. This is on top of the ongoing memory chip supply constraints, with it potentially pressuring smartphone margins and/or bringing forth a demand downturn in 2026.
Xiaomi announces HK$2.5 billion buyback as competition and cost pressures weigh on stock
Xiaomi's latest buyback saw its shares pop in trading on Friday. Investors remain cautious amid chip cost pressures and an EV price war in China.
Xiaomi begins pre-orders for spruced up version of SU7 sedan, stresses safety features
China's Xiaomi began taking pre-orders on Wednesday for an upgraded version of its SU7 model, aiming to boost the popularity of the company's best-selling electric sedan in the highly competitive Chinese market.
Xiaomi: $7.8 Trillion TAM To Drive This Chinese Tech Giant
Xiaomi is a diversified Chinese tech giant with strong positions in smartphones, IoT, Internet services, and a new push into electric vehicles. XIACY growth drivers include premium smartphone upgrades, global expansion of IoT/home appliances, and ecosystem integration via HyperOS and the 'Human × Car × Home' strategy. The EV segment is projected to grow rapidly, leveraging the company's brand, pricing, and ecosystem, though market share remains modest vs. global leaders.
Xiaomi reports a 22% jump in Q3 revenue
China's Xiaomi reported a 22.3% jump in third quarter revenue on Tuesday as the world's third-largest smartphone maker doubled down on its shift into electric vehicles.
