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XOXOS

Xos, Inc.

$XOS·$22M·Auto - Manufacturers·Consumer Cyclical
$2.16+0.5%YTD+19.3%1Y-37.6%
Mentions · last 7 days
2026-07-11: 1 posts2026-07-12: 3 posts2026-07-13: 4 posts2026-07-14: 12 posts2026-07-15: 43 posts2026-07-16: 60 posts2026-07-17: 3 posts126+84%
Price updated 2d ago·X counts updated 2d ago
XOXOS
$XOSXos, Inc.
$2.16+0.47%126 posts+84%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $XOS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Xos secured a $3M follow-on Hub order from a returning autonomous-fleet customer — small-cap EV commercial-vehicle recovery.

Xos is the small-cap commercial-EV and mobile-charging Hub specialist whose thesis rests on the specific commercial-fleet electrification cycle plus continued Hub-product customer expansion.

  • The specific fresh product catalyst is dated — Xos secured a follow-on Hub order from a leading autonomous fleet operator to power charging across North America; the previous $3M follow-on order for 12 Xos Hub mobile-energy-storage and charging units from a returning customer sent the stock up 17% pre-market and captures the specific repeat-customer dynamic.
  • The specific technical framing is real — the chart shows wicks bouncing off $3.75 nicely, with a trade plan of $4.40 entry and $5.20 breakthrough target; XOS is on the pre-market runner list alongside MSW, CHOW, HWH, KEEL, and UK.
  • The specific white-paper catalyst is dated — Xos releasing the White Paper Mapping LA28's 588 MWh Zero-Emission Charging Gap captures the specific Olympic-adjacent narrative that positions Xos in the LA28 infrastructure discussion.
  • The mechanics reflect a story-multiple micro-cap — trailing P/E is negative on operating losses (op margin -55%), price-to-sales at 0.94, gross margin only 11.4%, ROIC of -93%, free-cash-flow yield above 17.5% (unusual), and debt-to-equity of 0.51; the FCF yield is a real positive at this scale.
  • The specific ecosystem-adjacent catalyst is real — XTEND winning a $3M contract for 100 XOS-Enabled Robotic Drone Systems in Asia-Pacific captures the specific ecosystem-adjacent expansion.

This coils until either the follow-on Hub order revenue lands or the next quarterly print shows continued commercial-EV customer expansion — a beat with named additional Hub customers restarts the trend; another dilution filing or specific customer-loss disclosure resolves the coil lower against the still-broken operating margins.

Agrees with X sentimentThe small bullish X read — +17% pre-market on the $3M follow-on Hub order, $3.75 wick support, $4.40 entry / $5.20 breakthrough target, pre-market runner list alongside MSW/CHOW/HWH/KEEL/UK — is directly supported by the specific news items on the Hub order and XTEND ecosystem contract.

What to watch: Follow-on Hub order revenue landing, and next quarterly print for continued commercial-EV customer expansion. Another dilution filing or specific customer-loss disclosure resolves the coil lower.

follow on hub orderla28 charging positioningxtend ecosystem contractreturning customer signal

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-17

Xos is +17% pre-market after announcing a $3M follow-on order for 12 Xos Hub mobile energy storage and charging units from a returning customer. Pre-market traders frame this as one of the rare positives in small caps. The chart shows wicks bouncing off $3.75 nicely. Trade plans: $4.40 entry with $5.20 breakthrough target. XOS is on the pre-market runner list alongside MSW/CHOW/HWH/KEEL/UK. Net tone is bullish on the order news + small-cap momentum.

Read the AI verdict + X sentiment for $XOS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures battery-electric commercial trucks and vans for last-mile delivery fleets with bundled charging and maintenance.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $XOS.

Auto - Manufacturers · Consumer Cyclical

No material change from last week — ICE truck and SUV margins remain the profitability floor for legacy OEMs, funding EV transition losses that still drag Ford and Stellantis earnings.

What this means for $XOS

Partial — Manufactures battery-electric commercial trucks and vans for last-mile delivery fleets with bundled charging and maintenance; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

14-name peer basket
-22.4%YTD
-21.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-93.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-55.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
17.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-86.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.43$-0.72+40.3%
Q4 2025Mar 26, 2026$-0.86$-0.60-43.3%
Q3 2025Nov 13, 2025$0.22$-0.73+130.1%
Q2 2025Aug 13, 2025$-0.91$-1.06+14.2%
Next earningsWed, Aug 12·consensus EPS $-0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$11.2M+90.9%38.6%-41.7%$-0.43$-1.6M
Q4 FY25$5.2M-54.5%-50.5%-187%$-0.86$2.4M
Q3 FY25$16.5M+4.5%15.3%-42.4%$0.22$3.1M
Q2 FY25$18.4M+18.4%8.8%-38.5%$-0.91$4.6M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.1M$47.0M – $51.2M-$2.08-$2.27 – -$1.892
FY27$54.3M$53.2M – $55.4M-$2.15-$2.21 – -$2.091
FY28$78.2M$76.6M – $79.8M-$1.91-$1.96 – -$1.861
FY29$81.8M$80.2M – $83.5M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.8%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-21.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Stuart N. BernsteinDirector2.0K sh$6KSellJun 8Dietmar OstermannDirector3.4K sh$15KSellJun 4Stuart N. BernsteinDirector4.0K sh$21KSellJun 4Emerald Green Trust10% owner280.0K sh$1.5MSellJun 3Emerald Green Trust10% owner120.0K sh$727KSellMay 20Stuart N. BernsteinDirector4.9K sh$10KSellMar 31Stuart N. BernsteinDirector5.2K sh$9KSellMar 31Stuart N. BernsteinDirector4.1K sh$7K
+ 51 other (21 inkinds · 18 returns · 8 awards · 3 others · 1 gift) in window

See when $XOS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary

Xos Inc. held its 2026 Annual Meeting of Stockholders on June 23, 2026, with a quorum of 52.57%; six proposals were submitted to a vote. Specific vote outcomes for individual proposals are not detailed in the available excerpt. Body unavailable — proposal-level vote tallies not captured in the excerpt.

424B5Prospectus supplement (offering)Jun 23424B5
AI summary

Xos Inc. updated its at-the-market (ATM) offering agreement with Roth Capital Partners to sell up to $8,779,902 in common stock at then-current market prices (last reported $3.385/share on June 17, 2026); Roth receives a 3% commission. Small ATM program for this microcap electric commercial truck company; provides limited operating capital without requiring an upfront dilution commitment.

SC 13D/AActivist amendmentJun 22SC 13D/A
AI summary

Emerald Green Trust (co-trustees Sarah Bardo and Shane Semler) holds 1,161,229 shares (approximately 8.5%) of Xos Inc. as of June 3, 2026, through shared voting and dispositive power as co-trustees. The fourth Schedule 13D/A reflects a diluted percentage following Xos's recent ATM offering activity; the trust's absolute share count is unchanged.

S-3Shelf registrationJun 5S-3
AI summary

XOS (XOS) filed a Form S-3 shelf registration statement with the SEC. The registration establishes a securities shelf for future offerings. Unlike an S-3ASR (automatic shelf), a standard S-3 must be declared effective by the SEC before securities can be sold. The shelf enables the company to offer securities in multiple tranches over time, providing capital raising flexibility aligned with market conditions.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement
AI summary

XOS (XOS) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth c ompany as defined in Rule. The deal is valued at approximately $6.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B5Prospectus supplement (offering)Jun 5424B5
AI summary

XOS (XOS) filed a 424B5 prospectus supplement related to an at-the-market (ATM) equity offering program. The program allows the company to sell up to $8,618,796 of common shares over time through a sales agent into the market at prevailing prices. ATM programs provide flexible, dilution-minimized capital access without a traditional underwritten deal, typically used for growth capital or balance sheet management.

424B5Prospectus supplement (offering)Jun 5424B5
AI summary

XOS (XOS) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $0. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

With filed Amendment No. 3 to Schedule 13D disclosing updated beneficial ownership in XOS (XOS). The filing covers approximately 3,738,303 shares of XOS. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

+ 17 other (3 proxys · 3 SC 13D/As · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Xos Releases White Paper Mapping LA28's 588 MWh Zero-Emission Charging Gapglobenewswire.com·19d agoDespite Fast-paced Momentum, Xos (XOS) Is Still a Bargain Stockzacks.com·38d agoXos Secures Follow On Hub Order from Leading Autonomous Fleet Operator to Power Charging Across North Americaglobenewswire.com·40d agoXTEND Wins $3M Contract for 100 XOS-Enabled Robotic Drone Systems in Asia-Pacificglobenewswire.com·40d agoXos Makes Its GFX Debut with Electric Vehicles, Powertrain Technology, and Mobile Charging for Public Fleetsglobenewswire.com·45d ago

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