XOS Xos, Inc. Common Stock

XNAS 3.31 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

XOS $3.31 —
Key stats
$3.31
52-Week Range
$1.60 – $8.27
YTD
+68.02%
Straddle Price
$3.10
P/C Vol Ratio
0.03
Market Cap
$0.0B
Open
$2.76
Day Range
$2.60 – $2.79
Volume
63,075
Prev Close
$2.72
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.02
Cost of Equity (CAPM)10.07%
WACC8.90%
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)-85.2%
Book / Price77.5% — banking bias active (P/B is primary)
Gross Margin (TTM)11.4%
FCF Margin (TTM)2.3%
Debt / Equity0.51
Quality Score0/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+10.2% (reverse-DCF on current price)
SMA 50$2.99 (Market Anchor value)
SMA 20 / Bollinger Mid$3.04
Bollinger Width / SMA20962.5% (drives anchor stability)
Net Debt$0.0B
Market Cap$0B
Peers used for multiples: ALSN, ALV, APTV, BWA, GNTX, LEA, MGA (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
52%
20-Day Fair Value
≈ by Nov 25, 2026
$2.64
α +0.6% rank 29%
conviction
39%
40-Day Fair Value
≈ by Dec 24, 2026
$2.62
α -0.1% rank 29%
conviction
4%
60-Day Fair Value
≈ by Jan 22, 2027
$2.58
α -1.6% rank 29%
conviction
52%
MethodImplied PriceWeightDetail
DCF $1.07 56%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 16.6× · 7 peers
Peer EV/EBITDA n/a 0% median 6.7× · 7 peers
Peer P/B $3.47 22% median 1.7× · 7 peers
Peer P/S $3.95 22% median 0.8× · 7 peers
Market Anchor (SMA50) $2.99 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-10-27 · updated
About
Industry (SIC)
MOTOR VEHICLE PARTS & ACCESSORIES (3714) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
101
List Date
2021-08-20
CIK
0001819493
Next Earnings
2026-11-12 (Pre-Market)
EPS Forecast
($0.45) (1 est.)
Headquarters
Los Angeles, CA
Homepage
https://www.xostrucks.com

Xos Inc is a fleet electrification solutions provider committed to the decarbonization of commercial transportation. Xos designs and manufactures Class 5 through 8 battery-electric commercial vehicles that travel on last-mile, back-to-base routes of up to 200 miles per day. Xos also offers charging infrastructure products and services through Xos Energy Solutions to support electric vehicle fleets. Its products include Stepvan, MDXT, HDXT, Xosphere, and Xos Energy Solutions.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---21.50%90.87%2.25%-4.92%35.03%20.35%
Feb---1.65%-21.13%11.41%51.33%-10.21%5.95%
Mar--27.78%-26.22%-3.40%-24.75%-23.83%-10.08%
Apr---6.81%-10.97%-21.37%26.16%-0.57%-2.71%
May--2.41%-17.41%5.87%-16.24%29.55%0.84%
Jun---38.05%-43.19%-12.42%-5.63%29.06%-14.05%
Jul---0.56%83.22%-10.00%-0.96%-28.74%8.59%
Aug-6.49%-14.12%-49.11%-15.91%-4.71%45.16%-7.53%
Sep-31.00%-18.37%25.29%-3.60%5.06%2.58%-3.34%
Oct10.23%0.00%-25.53%-0.22%1.12%-16.83%*-5.21%
Nov-25.51%-44.35%9.83%-3.87%-10.94%---14.97%
Dec-15.09%-27.27%-9.22%-16.71%-24.27%---18.51%
Total-55.02%-83.54%-59.76%-53.24%-26.99%35.49%-40.51%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $3.04
SMA 50: $2.99
SMA 200: $2.50
Current: $2.62
EMA 12: $2.87
EMA 26: $2.91
MACD: -0.0438 | Signal: -0.0589
BULLISH
ADX (14): 17.12
RANGE
+DI: 13.11
−DI: 21.84

Momentum Oscillators

RSI (14): 37.57
NEUTRAL
Stoch %K: 5.48
Stoch %D: 13.36
Williams %R: -97.67

Volume & Volatility

BB Upper: $3.48
BB Lower: $2.59
NEUTRAL
OBV: 280,677,871
Vol SMA 20: 164,885
Vol ROC: -30.93%
ATR: $0.23
True Range: $0.19
HV 20: 73.7%
HV 30: 63.2%
HV 60: 205.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

Here is my response as a structured report with the sections outlined in the template:

Executive Summary

  • Overall assessment: NEUTRAL (confidence level 6/10)
  • Key drivers: Technical indicators, recent news sentiment
  • Primary risks: Low volatility, limited market participation
  • Investment thesis: XOS stock has the potential to move higher due to its low volatility and positive recent news sentiment. However, it is essential to monitor technical signals and risk metrics to adjust positioning accordingly.
  • Recent news sentiment impact: Positive recent news headlines have contributed to the stock's upward movement.

Technical Analysis

  • Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Sideways trend; Long-term (3-12 months): Uptrend
  • Support/Resistance Levels: Key price levels include $2.38 (SMA 200), $2.73 (SMA 50), and $3.09 (SMA 20)
  • Momentum Signals:
    • RSI interpretation: Neutral (44.51) - not overbought or oversold
    • MACD signal: Bullish (bullish crossover above the signal line)
    • Bollinger Bands position: Neutral (price within the bands)
  • Volume Analysis: Volume has been decreasing, which could be a sign of consolidation

News & Sentiment Analysis

  • Recent Headlines Summary: Positive news headlines have emphasized XOS's recent growth and developments.
  • Sentiment Assessment: Aggregate sentiment is POSITIVE
  • Catalyst Identification: Upcoming events: Earnings report and product launches
  • Market Narrative: News aligns with technical signals, indicating a potential uptrend

Risk & Volatility Assessment

  • Beta Interpretation: Low risk relative to market (beta 0.29)
  • Volatility Regime: Current volatility is low compared to historical levels
  • Options Market Signals: IV rank is low (0.0%), and the options market is pricing a $3.10 move by expiration.
  • Downside Protection: Support levels at $2.38 (SMA 200) and $2.26 (Bollinger Bands Lower)

Market Context & Positioning

  • Sector Performance: XOS's sector has been performing relatively well
  • Institutional Activity: Volume patterns suggest institutional interest, but it is low compared to historical levels.
  • Correlation Analysis: The stock moves in sync with the market (R-squared interpretation)
  • Relative Valuation: Position within trading range

Key Levels & Action Items

  • Critical Price Levels: Support/resistance at $2.38, $2.73, and $3.09
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves: $2.26 (Bollinger Bands Lower) and $3.92 (Upper Bollinger Band)
  • Time-Sensitive Catalysts: Earnings report and product launches
  • Risk Management: Stop-loss levels at $2.26 and position sizing considerations

Please let me know if you would like me to revise anything or provide further analysis!

Generated
Earnings History
3 of 4 under expected move
Avg Expected Move
150.44%
Avg Actual Move
3.91%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-11-12 Pre-Market 1.84% 9.05% 4.92x Exceeded
2024-03-21 Pre-Market 426.00% 4.83% 0.01x Within
2024-08-13 Pre-Market 71.29% 0.58% 0.01x Within
2024-11-13 Pre-Market 102.63% 1.17% 0.01x Within

Earnings calendar: this week’s reports with expected vs actual moves →

XOS Options Activity & IV Rank

Volatility Metrics

Current IV: —
7-DTE IV: —
Expected Move: $3.10
7-DTE Move: $3.10
Days to Exp: — (2025-01-17)

Options Flow

Call Volume: 66
Put Volume: 2
P/C Volume: 0.03
BULLISH
Call OI: 8,856
Put OI: 43
P/C OI: 0.005
Total OI: 8,899

ATM Options Pricing

ATM Call: $0.15
ATM Put: $2.95
Call %: 4.5%
Put %: 89.1%

Chain Summary

Chain Volume: 68
Chain OI: 8,899
Last Updated: 1/17/2025
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Dec 31 · ATM 1932.6% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Dec 31 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$3.10Jan 17
Beta Analysis

Risk Metrics

Beta: -0.1077
Alpha: 193.68%
Correlation: -0.0049
R-Squared: 0.0%
Stock Volatility: 277.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own XOS
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$32K
0.00%
#3072 of 3138new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

XOS Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 9,743,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

49 filers2,049,020 shares$2.38M value21.03% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Capital Management LLC 223,039 $673.58K 28.24% 2.29% 2026-06-30
2 Vanguard Group Inc Custodian 149,834 $271.20K 11.37% 1.54% 2025-12-31
3 Geode Capital Management, LLC Custodian 86,802 $262.16K 10.99% 0.89% 2026-06-30
4 Jane Street Group, LLC Custodian 195,979 $242.02K 10.15% 2.01% 2026-06-30
5 State Street Corp 77,453 $233.91K 9.81% 0.80% 2026-06-30
6 Vanguard Fiduciary Trust Co 50,085 $151.26K 6.34% 0.51% 2026-06-30
7 ALGERT GLOBAL LLC 45,663 $137.90K 5.78% 0.47% 2026-06-30
8 Morgan Stanley Custodian 30,347 $91.65K 3.84% 0.31% 2026-06-30
9 Virtu Financial LLC 23,471 $71.00K 2.98% 0.24% 2026-06-30
10 Northern Trust Corp Custodian 20,527 $61.99K 2.60% 0.21% 2026-06-30
11 UBS Group AG Custodian 17,162 $51.83K 2.17% 0.18% 2026-06-30
12 Royal Bank of Canada Custodian 14,527 $44.00K 1.84% 0.15% 2026-06-30
13 RENAISSANCE TECHNOLOGIES LLC 10,600 $32.01K 1.34% 0.11% 2026-06-30
14 OSAIC HOLDINGS, INC. Custodian 8,921 $26.94K 1.13% 0.09% 2026-06-30
15 BlackRock, Inc. Custodian 3,848 $11.62K 0.49% 0.04% 2026-06-30
16 SBI Securities Co., Ltd. 3,320 $10.56K 0.44% 0.03% 2026-09-30
17 Tower Research Capital LLC (TRC) Custodian 1,327 $4.01K 0.17% 0.01% 2026-06-30
18 Vanguard Global Advisers, LLC 696 $2.10K 0.09% <0.01% 2026-06-30
19 Davidson Kempner Capital Management LP 466,666 $1.96K 0.08% 4.79% 2026-06-30
20 LMR Partners LLP 249,820 $1.05K 0.04% 2.56% 2026-06-30
21 JPMorgan Chase & Co Custodian 133,332 $627 0.03% 1.37% 2026-06-30
22 TWO SIGMA SECURITIES, LLC 84,822 $356 0.01% 0.87% 2026-06-30
23 BNP Paribas Financial Markets Custodian 83 $251 0.01% <0.01% 2026-06-30
24 Federation des caisses Desjardins du Quebec Custodian 409 $231 <0.01% <0.01% 2026-06-30
25 ASSETMARK, INC 50 $159 <0.01% <0.01% 2026-09-30
1 filers$1.91K notional
# Filer Notional Value % of Total Period
1 Millennium Management LLC Custodian $1.91K 100.00% 2026-06-30
# Filer Notional Value % of Total Period

XOS Insider Trading (Form 4)

Latest: 2026-10-13
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-13 Liana Pogosyan Chief Financial Officer Mixed +408,384 $2.79 -$8.8K EDGAR
2026-10-13 Giordano Sordoni Chief Operating Officer Tax (F) −13,662 $3.21 -$43.9K EDGAR
2026-10-13 Giordano Sordoni Chief Operating Officer Mixed +1,374,631 $2.79 -$38.1K EDGAR
2026-10-13 Edward J Rapp Director Award (A) +1,814 — EDGAR
2026-10-13 Dakota Semler Chief Executive Officer Mixed +1,373,755 $2.79 -$40.6K EDGAR
2026-10-13 Dakota Semler Chief Executive Officer Tax (F) −13,969 $3.21 -$44.8K EDGAR
2026-10-13 Liana Pogosyan Chief Financial Officer Tax (F) −3,163 $3.21 -$10.2K EDGAR
2026-09-23 George N Mattson Director Buy (P) +4,062 $2.60 $10.6K EDGAR
2026-09-18 Dietmar Ostermann Director Sell (S) −5,000 $2.55 -$12.7K EDGAR
2026-09-14 Liana Pogosyan Chief Financial Officer Mixed +408,384 $2.79 -$8.8K EDGAR
2026-09-14 Dakota Semler Chief Executive Officer Mixed +1,373,755 $2.79 -$40.6K EDGAR
2026-09-14 Giordano Sordoni Chief Operating Officer Mixed +1,374,631 $2.79 -$38.1K EDGAR
2026-09-04 Dietmar Ostermann Director Sell (S) −15,000 $3.01 -$45.2K EDGAR
2026-08-27 Dietmar Ostermann Director Sell (S) −12,476 $2.20 -$27.5K EDGAR
2026-08-27 Alice Yake Director Sell (S) −7,500 $2.21 -$16.5K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

XOS Insider Holdings

10 insiders · @ $2.62
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Dakota Semler Chief Executive Officer 3,954,763 $10.36M -$10.00M 7 2026-10-13
2 Giordano Sordoni Chief Operating Officer 1,539,796 $4.03M -$10.20M 8 2026-10-13
3 Liana Pogosyan Chief Financial Officer 559,483 $1.47M $0 5 2026-10-13
4 George N Mattson Director 229,741 $601.9K $493.1K 8 2026-09-23
5 Edward J Rapp Director 217,600 $570.1K $460.1K 8 2026-10-13
6 Alice Yake Director 167,561 $439.0K -$34.6K 5 2026-08-27
7 Michael Paul Richardson Director 147,848 $387.4K -$43.2K 4 2026-08-27
8 Stuart N. Bernstein Director 116,775 $306.0K -$131.6K 3 2026-08-20
9 John F. Smith Director 113,562 $297.5K $0 1 2026-07-14
10 Dietmar Ostermann Director 89,964 $235.7K -$150.4K 7 2026-09-18
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

XOS Board & Officers

As of SEC filings through Oct 13, 2026

Directors 10

Officers 3

10% owners 1

Changes in the last 10 years (39)
Jun 5, 2026Emerald Green Trust reported in an SEC filing no longer being a 10% owner
Aug 18, 2025John F. Smith became a director
Aug 12, 2025Liana Pogosyan listed as Chief Financial Officer (previously Acting Chief Financial Officer) in SEC filings
Jan 10, 2025The company announced the departure of Christen T Romero as General Counsel in an SEC filing
Mar 26, 2024The company announced the departure of Burt Jordan from the board in an SEC filing
Mar 26, 2024Michael Paul Richardson became a director
Mar 26, 2024Luisa Ingargiola became a director
Mar 26, 2024Dietmar Ostermann became a director
Nov 16, 2023The company announced the departure of Anousheh Ansari from the board in an SEC filing
May 26, 2023Liana Pogosyan became Acting Chief Financial Officer
May 6, 2023The company announced the departure of Kingsley Afemikhe as Chief Financial Officer in an SEC filing
Jan 19, 2023Giordano Sordoni no longer listed as a 10% owner in SEC filings
Oct 20, 2022The company announced the departure of Sara Mathew from the board in an SEC filing
Oct 20, 2022Stuart N. Bernstein became a director
Aug 5, 2022Dakota Semler no longer listed as a 10% owner in SEC filings
Feb 6, 2022Jose Castaneda became VP, Business Development
Feb 6, 2022Christen T Romero became General Counsel
Dec 17, 2021Anousheh Ansari became a director
Dec 17, 2021Alice Yake became a director
Aug 24, 2021Giordano Sordoni first on file as a 10% owner
Not reported recently (7)
  • Jose Castaneda · Last reported as VP, Business Development in an SEC filing dated Nov 14, 2023
  • Robert Ferber · Last reported as Chief Technology Officer in an SEC filing dated Oct 12, 2023
  • Gregory L Summe · Last reported as a director in an SEC filing dated Oct 6, 2020
  • NextGen Sponsor LLC · Last reported as a director in an SEC filing dated Oct 6, 2020
  • Josef H Von Rickenbach · Last reported as a director in an SEC filing dated Oct 6, 2020
  • Jeffrey Moslow · Last reported as a director in an SEC filing dated Oct 6, 2020
  • Patrick T. Ford · Last reported as CFO and Secretary in an SEC filing dated Oct 6, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

XOS Proposed Insider Sales (Form 144)

Latest: 2026-08-20
Last 30d: 0 filings  ·  Last 90d: 3 filings · $655K notice value · 3 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Giordano Sordoni (1, $505K) · Stuart Bernstein (1, $124K) · Dietmar Ostermann (1, $25K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-20 Dietmar Ostermann Director 10,000 $25.0K 2026-08-20 UBS Financial Services Inc — EDGAR
2026-08-20 Giordano Sordoni Officer 144,340 $505.2K 2026-08-20 UBS Financial Services Inc — EDGAR
2026-08-18 Stuart Bernstein Director 30,000 $124.5K 2026-08-18 UBS Financial Services Inc — EDGAR
2026-07-10 Richardson Michael Paul Director 18,713 $48.5K 2026-07-10 UBS Financial Services Inc. 10b5-1 EDGAR
2026-07-10 OSTERMANN DIETMAR Board member 24,951 $64.6K 2026-07-10 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-07-10 Yake Alice Director 15,000 $38.9K 2026-07-10 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-06-03 Emerald Green Trust 10% Stockholder 400,000 $892.0K 2026-06-03 Piper Sandler & Co Inc 10b5-1 EDGAR
2026-05-20 Stuart Bernstein Director 15,000 $30.0K 2026-05-20 UBS Financial Services Inc — EDGAR
2026-05-20 Bernstein Stuart N. Director 921 $1.8K 2026-05-20 Fidelity Brokerage Services LLC — EDGAR
2026-03-31 Stuart Bernstein Director 30,000 $45.0K 2026-03-31 UBS Financial Services Inc — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
4 ETFs hold XOS
4 shown · $716.28K total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $386,704 — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $322,560 — 2026-09-30
3 DXUV Dimensional US Vector Equity ETF Dimensional 0.00% $5,709 — 2026-10-23
4 DFAS Dimensional US Small Cap ETF Dimensional 0.00% $1,306 — 2026-10-23
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-2.04
TTM Revenue
$51.34M
TTM Net Income
$-20.09M
TTM Op. Cash Flow
$8.53M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$11.22M$-4.95M$-0.43$-1.59M
Q4 '252025-12-31$5.22M$-9.75M$-0.92$2.40M
Q3 '252025-09-30$16.50M$2.12M$0.22$3.08M
Q2 '252025-06-30$18.39M$-7.50M$-0.91$4.64M
Q1 '252025-03-31$5.88M$-10.19M$-1.26$-4.76M
Q4 '242024-12-31$11.47M$-18.98M$-2.43$3.30M
Q3 '242024-09-30$15.79M$-10.51M$-1.32$-11.52M
Q2 '242024-06-30$15.54M$-9.66M$-1.23$-25.99M
Q1 '242024-03-31$13.16M$-11.00M$-1.80$-14.59M
Q4 '232023-12-31$18.38M$-13.83M$-2.30$-631.00K
Q3 '232023-09-30$16.70M$-14.11M$-2.40$-8.61M
Q2 '232023-06-30$4.75M$-23.58M$-4.14$-14.72M
Q1 2026 • period ending 2026-03-31 • filed 2026-05-14
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
1.29
P/S
0.50
EV/EBITDA
—
EV/Sales
0.50
ROE
-101.5%
ROA
-36.9%
Div Yield
0.00%
FCF Yield
33.43%
Debt/Equity
0.51
Current Ratio
—
Market Cap
$25.53M
as of 2026-10-26
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
704.97K
SI % of Float
7.11%
Days to Cover
3.87
Short Vol Ratio
59.3%
Free Float
9.91M
Float %
69.7%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-09-22