Q2 Financial Performance: Li Auto reported Q2 revenue of $4.22 billion, a decrease from $4.36 billion the previous year, with total vehicle deliveries reaching 111,074, marking a 2.3% increase year-over-year.
Market Position: The company has solidified its status as China's leading domestic automotive brand in the RMB200,000 and above NEV market, driven by user-centric innovations.
Product Launches: In July, Li Auto launched the Li i8, a six-seat battery electric SUV, along with new technology initiatives, enhancing their product offerings and user experience.
Future Plans: Li Auto announced a brand upgrade aimed at providing high-quality spaces for diverse consumers and plans to launch the Li i6 in September to further strengthen its position in the premium BEV market.
Wall Street analysts forecast LI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LI is 26.01 USD with a low forecast of 19.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast LI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LI is 26.01 USD with a low forecast of 19.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
7 Hold
1 Sell
Hold
Current: 16.390
Low
19.00
Averages
26.01
High
36.00
Current: 16.390
Low
19.00
Averages
26.01
High
36.00
Piper Sandler
Alexander Potter
Neutral
maintain
$18 -> $19
Al Analysis
2026-01-08
Reason
Piper Sandler
Alexander Potter
Price Target
$18 -> $19
Al Analysis
2026-01-08
maintain
Neutral
Reason
Piper Sandler analyst Alexander Potter raised the firm's price target on Li Auto to $19 from $18 and keeps a Neutral rating on the shares. Discussing the outlook for 2026, the firm says it expects North American sales to fall 1.2% in 2026 due to persistent concerns regarding affordability. Lower sales should have a downward impact on production, but this may be blunted by re-shoring and fewer imports. In Europe, Piper expects sales to revert to growth in 2026, driven by an influx of cheap Chinese vehicles and rising government support. The firm further expects production to remain flat, due to weakening demand for domestic cars and lower exports. In China, Piper sees sales falling 3.0% in 2026 due to macro weakness and expiring subsidies. Continued export growth should partially offset the effect of lower demand on production, which it has as falling 1.8% year-over-year in 2026.
Freedom Capital
Roman Lukianchikov
Buy
downgrade
$34 -> $25
2026-01-07
Reason
Freedom Capital
Roman Lukianchikov
Price Target
$34 -> $25
2026-01-07
downgrade
Buy
Reason
Freedom Capital analyst Roman Lukianchikov lowered the firm's price target on Li Auto to $25 from $34 and keeps a Buy rating on the shares. The company reported "mixed" quarterly results and offered a "poor" outlook for next quarter, the analyst tells investors in a research note.
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Goldman Sachs
Neutral
maintain
2025-12-05
Reason
Goldman Sachs
Price Target
2025-12-05
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Klepierre to EUR 37.10 from EUR 33.20 and keeps a Neutral rating on the shares.
HSBC
Buy
to
Hold
downgrade
2025-12-04
Reason
HSBC
Price Target
2025-12-04
downgrade
Buy
to
Hold
Reason
HSBC last night downgraded Li Auto to Hold from Buy with a price target of $18.60, down from $30.30. The firm says the company's "major "recall, delivery problems and falling sales reflect its significant challenges. HSBC cut Li's earnings estimates by 82% citing falling margins and an uncertain outlook for 2026.
About LI
Li Auto Inc is a holding company primarily engaged in the design, development, manufacturing, and sales of smart electric vehicles. The Company’s main products include the Li L9, Li L8, Li L7, Li L6, and Li MEGA, encompassing six-seat sport utility vehicles (SUVs), five-seat SUVs, and multi-purpose vehicles (MPVs). The Company is also engaged in research and development activities relating to intelligent vehicle technologies, the design, development and manufacturing of various components and systems for new energy vehicles, and the provision of value-added services such as charging, vehicle maintenance and repair. The Company mainly conducts its businesses within domestic market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
