XIACY XIAOMI CORP UNSP/ADR Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
12:03
Sep 03
Sep 03
Xiaomi signs memorandum of understanding with first batch of German automobile dealer groups.
Xiaomi signs memorandum of understanding with first batch of German automobile dealer groups to expand vehicle distribution network.
01:02
Sep 01
Sep 01
Xiaomi's electric vehicle deliveries surpassed 30,000 units in August.
Xiaomi's electric vehicle deliveries surpassed 30,000 units in August, marking a notable monthly sales milestone for the company.
00:16
Aug 26
Aug 26
Hong Kong options data shows sharp volatility divergence with Trip.com and Xiaomi options.
Hong Kong options data shows sharp volatility divergence with Trip.com and Xiaomi options relatively expensive while Alibaba and Baidu screen cheaper on implied versus realized volatility spreads.
00:26
Aug 20
Aug 20
Q2 earnings beat and EV growth potential.
Xiaomi's Q2 earnings beat expectations with improved gross margins and higher smartphone ASPs. While EV margins dropped due to lower subsidies, delivery volumes are increasing, and future new models and overseas expansion offer significant growth potential. Memory price hikes are also less burdensome than expected.
MED
05:37
Aug 19
Aug 19
Xiaomi is outperforming despite EV competition worries.
Xiaomi has successfully navigated EV competition concerns and stabilized its chip prices, allowing the stock to power through and outperform the broader regional selloff.
MED
10:11
Aug 18
Aug 18
Xiaomi's profits fell 43 percent due to memory chip cost pressures and weak consumer demand.
Xiaomi's profits fell 43 percent due to memory chip cost pressures and weak consumer demand, according to the reported headline.
09:28
Aug 18
Aug 18
Xiaomi reports Q2 2026 revenue and operating profit above estimates but adjusted net income.
Xiaomi reports Q2 2026 revenue and operating profit above estimates but adjusted net income slightly misses consensus forecasts.
09:26
Aug 18
Aug 18
Xiaomi reports second quarter net income of 9.46 billion yuan beating estimates of 5.76 billion.
Xiaomi reports second quarter net income of 9.46 billion yuan beating estimates of 5.76 billion yuan with revenue also slightly above consensus.
05:11
Aug 18
Aug 18
Watch Xiaomi's ability to offset chip inflation.
Xiaomi faces margin pressure from chip inflation, specifically memory and NAND pricing, making it crucial to watch if they can raise prices to offset costs while scaling their EV business.
MED
04:34
Aug 18
Aug 18
Earnings surprise could trigger Xiaomi short covering.
Xiaomi faces low investor expectations and elevated bearish positioning due to rising memory chip costs, but a positive earnings surprise in smartphone margins or EV capacity ramp-up could trigger short covering and extend the stock's recent momentum.
MED
00:10
Aug 18
Aug 18
Xiaomi shares may extend their best quarterly performance in over a year if its upcoming.
Xiaomi shares may extend their best quarterly performance in over a year if its upcoming earnings report shows it has controlled rising material expenses.
04:34
Aug 17
Aug 17
Author reposts a Bloomberg article on China's hardware sector overtaking software giants.
Author reposts a Bloomberg article on China's hardware sector overtaking software giants, framing it as market analysis without stating a personal position or trade call.
06:27
Aug 11
Aug 11
Chinese EV brands gain share over Germans.
Local Chinese EV makers BYD and Xiaomi are gaining share rapidly in China’s premium auto market at the expense of German brands. Xiaomi delivered more than 80,000 SU7 sedans in H1 2026, vastly outperforming Mercedes' new electric car. Chinese consumers see domestic vehicles as technologically superior with faster development cycles, driving a structural shift toward local brands.
LOW
23:10
Aug 03
Aug 03
Watch Geely/Xiaomi/Rivian for content gains, not volume.
Watch Geely, Xiaomi, Rivian for semiconductor content gains. ON's China auto and R2 design wins signal platform/supplier progress, not necessarily vehicle unit upside.
MED
21:00
Aug 03
Aug 03
Xiaomi's EV program is ramping with higher semiconductor content, indicating continued investment and scale in its automotive business.
HIGH
01:29
Aug 01
Aug 01
Xiaomi reports electric vehicle deliveries exceeded 30,000 units in July according.
Xiaomi reports electric vehicle deliveries exceeded 30,000 units in July according to the company's latest announcement.
08:54
Jul 31
Jul 31
Reports Xiaomi launching SkyNomad EREV/hybrid brand.
Reports Xiaomi launching SkyNomad EREV/hybrid brand, with Nomura noting first expansion beyond BEV; no explicit buy/sell commitment.
LOW
13:54
Jul 30
Jul 30
Xiaomi faces headwinds from weak China smartphone demand and memory cost pressures.
MED
09:51
Jul 23
Jul 23
Watch Qualcomm, Xiaomi and Transsion for moderate negative read-through from low-end Android.
Watch Qualcomm, Xiaomi and Transsion for moderate negative read-through from low-end Android weakness, with offset from premium mix (Qualcomm) or BOM inflation pressure (OEMs).
MED
17:04
Jul 21
Jul 21
Platform announces perp listing for Xiaomi, no directional view from speaker.
LOW
02:34
Jul 21
Jul 21
Xiaomi raised its 2026 smartphone shipment target by 16% due to expectations of memory market.
Xiaomi raised its 2026 smartphone shipment target by 16% due to expectations of memory market price declines, but the tweet is a factual report without an author position.
00:19
Jul 06
Jul 06
China tech too cheap, bounce likely
Chinese platform giant Tencent is trading at a forward P/E of just 11x, with excessive negative sentiment around capex spending, and Xiaomi has fallen to 14x forward P/E, near its historical trough of 10x. Both have been severely sold off but are fundamentally cheap and present a strong bounce-back opportunity.
HIGH
23:32
Jun 24
Jun 24
Watch low-margin OEMs as memory inflation squeezes BOM costs and unit elasticity.
Watch low-margin OEMs as memory inflation squeezes BOM costs and unit elasticity; margin compression risk is near-term.
MED
00:43
May 28
May 28
Xiaomi undervalued, memory catalyst needed.
Xiaomi is attractively valued with a weak near-term earnings outlook, but a decline in memory prices would be a key catalyst. The company's EV division remains a drag, but the core smartphone and IoT businesses are cheap. Current P/E is low, and the stock is worth monitoring for a rebound when memory prices inflect.
MED
11:47
May 26
May 26
The author warns that equity markets near all-time highs face multiple compression from rising.
The author warns that equity markets near all-time highs face multiple compression from rising real yields, consumer bifurcation, and $103bn in potential CTA selling, while Chinese AI models outpace U.S. peers and geopolitical risks remain fragile.
23:24
May 25
May 25
Tweet links to a podcast with Xiaomi's CFO discussing supply chain and robotics advantages.
Tweet links to a podcast with Xiaomi's CFO discussing supply chain and robotics advantages, but lacks any forward-looking price opinion from the author.
22:17
May 19
May 19
Xiaomi long when memory cycle ends.
Xiaomi's earnings are under pressure from memory cost inflation and product mix, but the company is at an all-time low P/S ratio. Once the memory cycle peaks and turns down, Xiaomi will be a compelling value buy because its fundamental headwinds will reverse. Investors should keep it on a watchlist for when memory prices begin to fall.
MED
23:07
Apr 30
Apr 30
Bearish view on Xiaomi with high magnitude as Apple gains share in China and India.
Bearish view on Xiaomi with high magnitude as Apple gains share in China and India, weakening the view that local champions can displace Apple in high-end consumer electronics.
HIGH
23:07
Apr 30
Apr 30
Bearish view on Xiaomi as Apple's strong China and India momentum pressures Android OEMs.
Bearish view on Xiaomi as Apple's strong China and India momentum pressures Android OEMs, and rising memory costs further squeeze margins.
HIGH
23:07
Apr 30
Apr 30
The tweet provides a detailed, factual analysis of Apple's Q2 FY2026 earnings call.
The tweet provides a detailed, factual analysis of Apple's Q2 FY2026 earnings call read-throughs, highlighting positive implications for advanced-node foundry and memory suppliers while warning of negative pressure on lower-margin Android and PC OEMs, but it does not express the author's own forward-looking directional opinion.
HIGH
About XIACY Analyst Coverage
Buzzberg tracks XIACY (XIAOMI CORP UNSP/ADR) across 15 sources. 13 bullish vs 0 bearish calls from 25 analysts. Sentiment: predominantly bullish (28%). 47 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: FirstSquawk, Wang, Anthony.