Lotus Technology Inc. (NASDAQ: LOT) | Investment Perspective | September 2026  US$1.11  8 Sep 2026 close  US$268m  1H26 revenue, +23% YoY  US$1.80  Zacks 12-month target   LOT has the profile of a company that the market has largely written off. At US$1.11 on 8 September 2026, the share price reflects concerns over ongoing losses, leverage and a difficult luxury-vehicle market. Those concerns are valid, but the latest operating numbers are improving faster than the valuation suggests.  In the first half of 2026, Lotus Technology delivered 3,904 vehicles, up 39% year on year, while revenue rose 23% to US$268 million. Gross profit increased 47% to US$26 million and gross margin improved to 10% from 8%. Reported operating loss narrowed 63% to US$97

$Lotus Technology(LOT)$ Consolidation then a breakout. Looking at $1.31 as the next resistance.

The artificial intelligence sector is crowded with mega‑cap tech giants trading at lofty premiums. For investors seeking asymmetric upside, the most compelling opportunities often lie in turnaround stories, strategic pivots, and under‑the‑radar restructurings. Robo.ai Inc. (NASDAQ: AIIO) represents exactly this kind of narrative. Trading at a fraction of its historical highs, the Dubai‑based technology group is undergoing a sweeping transformation. Formerly known as NWTN Inc., the company rebranded in August 2025 to position itself as a central player in intelligent infrastructure, robotics, and applied AI. With a sudden surge in top‑line revenue and aggressive acquisitions, Robo.ai is quietly laying the foundation for a massive rebound. Robo.ai is no longer just an electric vehicle manufa

$Lotus Technology(LOT)$ a long position is the play I see here.

$Robo.ai Inc(AIIO)$ Recent market reporting noted revenue of approximately US$55.45 million on a trailing twelve-month basis, reflecting a material increase following the company’s recent acquisition-led repositioning.

$Robo.ai Inc(AIIO)$ The integration of QC Capital and Neurovia AI signals an aggressive ramp in top-line expansion.

The future of luxury mobility is electric, intelligent and increasingly global. $Lotus Technology(LOT)$ will be featured on the Skyline Signature Series. September 3 at 10:30 AM ET. Lotus Technology’s senior management will discuss the company’s:   * Business model and competitive positioning   * Recent financial performance   * Growth strategy and expansion plans   * Key investment catalysts   * Management outlook for fiscal year 2026   The presentation will conclude with a live investor Q&A.   Register to join the conversation: https://events.skylineccg.com/LotusTechLOT_SSS_Sept2026#/?affl=skylinesocialmedia 

Stronger first-half deliveries, improving margins and the completion of the Lotus UK acquisition are giving the luxury automaker a clearer route back to scale. Lotus Technology (NASDAQ: LOT) is beginning to show the kind of operating progress investors have been waiting for. After a difficult 2025, the first half of 2026 brought a meaningful rebound in vehicle deliveries, better-than-expected revenue and another step up in gross margin. More importantly, the completion of its acquisition of Lotus UK gives the company a simpler structure and a stronger platform to rebuild the Lotus brand as a global luxury automotive business. For the six months ended June 2026, Lotus recorded revenue of US$268 million, around 11% above the US$241 million forecast used by Zacks Small-Cap Research ahead of t

$Lotus Technology(LOT)$ “One Lotus” strategy positions the company well for global expansion

$Lotus Technology(LOT)$ There is a LIVE Stream from Lotus’ Cheng Du showroom highlighting the launch of the Eletre, Emira 420 Sport and Emeya 900. Check it out if you can.

$Robo.ai Inc(AIIO)$ breakout is building; consolidation and price support continue to narrow

https://www.cnbc.com/video/2026/08/31/global-presence-makes-lotus-flexible-to-mitigate-geopolitical-tensions.html SYNOPSIS: Interview with Daxue Wang, CFO of Lotus Technology Inc, by Emily Tan, of CNBC International, discussed the financial integration of Lotus U.K. following its acquisition on August 21 and addressed how the company navigates ongoing geopolitical tensions. Wang explained that bringing Lotus U.K. under Lotus Tech unifies the brand’s 78-year British racing heritage with Geely’s technology and Chinese manufacturing, streamling operations, supply chains, and decision-making to advance their Focus 2030 strategy; full financial consolidation of this acquisition will be reflected in early 2027 when the company releases its FY2026 annual report. When asked about geopolitical impa

$Robo.ai Inc(AIIO)$ LEAP 2026 from August 31 to September 3 2026, is Saudi Arabia’s premier tech event. The national theme is “Year of AI”. Robo.ai’s participation will provide strategic opportunities.

Lotus Technology Inc. (Nasdaq: LOT) has entered the second half of 2026 with renewed strength and a sharpened identity. The company’s unaudited half‑year results highlight not only financial progress but also a pivotal milestone: the full integration of Lotus UK. This unification under the “One Lotus” banner consolidates British sports car heritage with advanced technology development, creating a single luxury mobility brand poised to compete globally.  The first half of 2026 demonstrated the early success of Lotus’s Focus 2030 strategy. Deliveries surged 39% YOY to 3,904 units, driven by the launch of the Eletre X plug‑in hybrid SUV. Revenues climbed 23% to $268 million, while gross margins expanded to 10%. Most notably, operating losses narrowed by 63%, accentuating the effectivenes

$Robo.ai Inc(AIIO)$ showcasing NeuroStream at LEAP 2026 by on-site representatives, will strengthen ties with Gulf customers and international partners, expanding Robo.ai’s commercial footprint.

August 27, 2026 Operational and financial results demonstrate early progress of Focus 2030 strategy. Successful launch of the first PHEV model contributed to 39% YoY growth in deliveries to 3,904 vehicles. Total revenues of $268 million, up 23% YoY, driven by strong momentum in the China market. Gross margin expanded to 10%, supported by an optimized product mix. Operating loss narrowed by 63% YoY, driven by cost discipline, improving operating leverage, and a one-off license fee refund. Lotus Tech has completed the acquisition of 100% equity interest of Lotus UK, integrating all businesses and operations under One Lotus. Continued shareholder support with $128 million in funding. NEW YORK, Aug. 27, 2026 -- Lotus Technology Inc. (Nasdaq: LOT) (“Lotus Tech” or the “Company”), a leading glob

$Robo.ai Inc(AIIO)$ a bit of consolidation. Price is still holding within 200 MA.

$Robo.ai Inc(AIIO)$ good results from Robo.ai, looks like the community is still digesting the information