LOT: Lotus Technology’s Turnaround Gains Traction as “One Lotus” Takes Shape
@Silverthehorse:
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