Microvast Holdings, Inc. (NASDAQ:MVST) recorded a small insider sale late last year when Chief Financial Officer Rodney Worthen sold 2,671 shares of common stock on November 25, 2025. The transaction price was $3.48 per share, producing gross proceeds of $9,295, according to a Form 4 filing with the Securities and Exchange Commission.
The same SEC filing documents that Worthen received equity grants earlier and later in the reporting window. He acquired 15,000 shares on August 10, 2025 and 85,714 shares on January 9, 2026, both through awards of restricted stock units. The filings show these movements in Worthen's holdings without additional commentary from company management.
Quarterly results and analyst view
Meanwhile, Microvast disclosed robust third-quarter 2025 financial performance. Reported revenue for the quarter reached $123.3 million, a year-over-year increase of 21.6% compared with the same period in the prior year. The company's gross profit margin improved to 37.6%, a rise of 4.4 percentage points from the comparable quarter.
On the analyst front, Cantor Fitzgerald retained its Overweight rating on Microvast and raised its price target from $5.00 to $7.00. The firm’s revised target is calculated by applying a 3.8x enterprise value-to-revenue multiple to Microvast’s projected 2026 revenue of $525 million. Cantor Fitzgerald’s valuation positions Microvast at a 2% premium relative to its battery peer group in the firm’s assessment.
Context and factual limits
The transactions and financial figures reported above come from the company's public filings and disclosures cited in the SEC Form 4 and the company’s reported quarterly results. The analyst valuation and rating are presented as Cantor Fitzgerald stated them, including the multiple and revenue estimate used to derive the $7.00 price target. No additional commentary or causation beyond these stated facts is provided in the filings referenced.
This account reports the sequence of the insider sale, the restricted stock unit grants, quarterly financial metrics, and the analyst update as disclosed in the filings and reports cited.