# Shares soaring over 50% amid an oil-driven EV boom, strong earnings, and rising.

*business · news · 2026-04-10 · CNBC TV18*

## Key points

- Geely's shares have surged over 50% since the Iran war began, outperforming all global EV stocks.
- Geely's exports have more than doubled each month in 2026, signaling strong global momentum.
- Geely beat BYD in sales during the first two months of 2026 before BYD regained the lead.
- Consensus earnings-per-share estimates for Geely have risen by about 35% over the past year.
- Geely's stock trades at a lower forward earnings multiple than BYD, despite recent strong performance.

**Companies:** Geely Automobile Holdings Ltd., BYD Co.
**Countries:** China, Sweden

[Read the full story on CNBC TV18](https://www.cnbctv18.com/auto/chinas-geely-shares-surge-50-to-lead-global-ev-stocks-outpacing-byd-since-iran-war-ws-l-19884677.htm)

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