Microvast Holdings Inc. shares fell 6.31% due to production delays and supply chain disruptions.

Microvast Holdings Inc. shares fell 6.31% in pre-market trading on January 16, 2026, signaling investor caution ahead of key developments in the energy storage sector.

Recent reports highlighted the company’s delayed battery production ramp-up at its Texas facility, which has raised concerns about meeting projected revenue targets for 2026. Analysts noted that the timeline for scaling output remains critical to its market positioning amid intensified competition from lithium-ion and solid-state battery rivals.

Regulatory filings also revealed ongoing supply chain disruptions, particularly for cobalt and nickel, essential components for its advanced energy solutions. While the firm has secured partial alternative sourcing agreements, uncertainties persist about long-term cost stability and margins.

Investor sentiment appears tied to the company’s ability to navigate these operational challenges while maintaining its focus on grid-scale storage projects. The pre-market decline reflects heightened sensitivity to near-term execution risks in the sector.