Cheetah Net Supply Chain Service, Inc. Class A (CTNT)

In the past six months, CTNT's stock price has been impacted by several events. The company announced full-year 2025 results, reporting increased logistics revenue but a net loss of $3.6 million, highlighting the impact of tariff tensions and global trade uncertainty. Cheetah Net entered into an agreement for a $100 million at-the-market stock offering. The company sold its freight subsidiary, Edward Transit, for $20,000 and exited its auto sales business to focus on logistics. Third quarter 2025 results showed increased logistics and warehousing revenue but also an operating and net loss, leading to a stock decline. Second quarter 2025 results showed increased revenue but a net loss, impacted by U.S.-China trade tensions and a temporary suspension in ocean freight activities. The stock has shown significant volatility, declining 21.4% over the past six months but gaining 25.5% year-to-date as of April 2, 2026. The share price as of March 23, 2026, was $1.40, representing a decline of 14.11% from March 24, 2025.

Demand seasonality for Cheetah Net Supply Chain Service, Inc.'s logistics and warehousing products and services is significantly influenced by broader macroeconomic and geopolitical factors, particularly U.S.-China trade tensions and global trade uncertainty. The company's demand is more sensitive to international trade conditions and economic stability rather than typical seasonal consumer purchasing patterns.

Cheetah Net Supply Chain Service, Inc. operates as a logistics and warehousing services provider, transitioning from parallel-import vehicle sales. The company offers end-to-end supply chain solutions, utilizing an internet-driven platform to enhance transparency, efficiency, and cost control for clients involved in cross-border e-commerce and consumer goods. Key services include warehousing, freight forwarding, customs clearance, labor services, supply chain design, global procurement, quality control, transportation logistics, and supply chain finance products. The company was incorporated in 2016 and changed its name in March 2022.

Cheetah Net Supply Chain Service, Inc. relocated its headquarters from Charlotte, North Carolina, to Irvine, California, in July 2024 to be closer to the Southern California market and major ports. The company's operations are centered on international trade flows between the United States and the People's Republic of China.

Information specifically detailing Cheetah Net Supply Chain Service, Inc.'s brand reputation is not readily available. The available news focuses primarily on financial performance, corporate strategy shifts, and stock-related events. One analyst has given the company a "Sell" consensus rating.

Cheetah Net Supply Chain Service Inc. has a mix of institutional and individual owners. As of December 2025, there were 8 institutional owners holding approximately 3.0% of the collective stake. Major institutional shareholders include Citadel Advisors Llc, Geode Capital Management, Llc, and Vanguard Group Inc. Individual insiders own approximately 2.27% to 31.80% of the company's stock, with notable individual shareholders including Huan Liu, Xianggeng Huang, and Walter Penn Folker.