What’s Happening with Li Auto Stock Today?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Should l Buy TSLA?
Source: Benzinga
AI Wearables Launch: Li Auto Inc. is set to launch its first AI glasses, Livis, on December 3, which will feature the voice assistant Lixiang Tongxue and aim to enhance user interaction with AI technology.
Financial Challenges: The company reported a significant decline in revenue for the third quarter, with a 36.2% drop year-over-year, and anticipates further declines in the upcoming quarter amid rising competition in the EV market.
Future Projections: Li Auto expects fourth-quarter revenue to be between 26.5 billion and 29.2 billion yuan, indicating a potential year-over-year decline of over 40%, while vehicle deliveries are projected to fall by more than 30% compared to last year.
Market Position: The automaker faces intense competition from Tesla and BYD as the Chinese EV market experiences a slowdown and pricing pressures continue to rise.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 428.270
Low
25.28
Averages
401.93
High
600.00
Current: 428.270
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
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.
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- Price Advantage: The YU7 is priced 10,000 yuan ($1,450) lower than the Model Y, attracting a significant number of consumers by offering a more cost-effective option, thereby solidifying its market position.
- Market Dynamics: Despite a general slowdown in the electric vehicle market, the strong sales of the YU7 indicate consumer acceptance of the new model, posing a threat to Tesla's market share, particularly in the new energy vehicle sector.
- International Expansion Plans: Xiaomi plans to expand into the European market in 2026, reflecting its ambition in the global EV market and aiming to enhance brand influence and market share through internationalization strategies.
See More
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- Tech Sector Retreat: U.S. stocks experienced a significant decline on Thursday, with the S&P 500 down 1.57%, the Dow Jones down 1.34%, and the Nasdaq 100 down 2.04%, primarily driven by a sell-off in the Magnificent Seven tech stocks, indicating concerns over the profitability outlook in the tech sector.
- Cisco Systems Warning: Cisco Systems saw its stock plummet over 12% after forecasting that rising memory chip prices would erode profitability, raising investor concerns about future performance and potentially diminishing market confidence.
- Weak Economic Data: Initial jobless claims in the U.S. fell by 5,000 to 227,000, below the expected 223,000, while January existing home sales dropped 8.4% month-over-month to 3.91 million, marking a 16-month low, which reflects signs of economic slowdown that could impact market sentiment.
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See More
Trump Announces Major Environmental Policy Change Impacting EV Market
- Market Reaction: Following the Trump administration's revocation of the greenhouse gas endangerment finding, shares of pure-play EV manufacturers like Tesla (TSLA), Rivian (RIVN), and Lucid (LCID) fell by as much as 5%, while traditional automakers such as General Motors (GM), Ford (F), and Stellantis (STLA) saw their stocks rise, with STLA increasing by 4% at its peak.
- Economic Impact: The EPA stated that the new final rule will save Americans over $1.3 trillion, primarily by reducing the costs of new vehicles and EV equipment purchases, potentially stimulating growth in the traditional automotive market.
- Policy Background: Trump claimed that the revoked scientific finding lacked factual and legal basis, asserting that it “severely damaged the American auto industry” and criticized existing EV promotion laws as “mandates,” which could lead to significant price increases for consumers.
- Consumer Impact: The EPA alleged that the repeal of the finding would result in average cost savings of over $2,400 per vehicle, although this could negatively affect EV sales, especially after the federal tax credit of $7,500 was eliminated last year.
See More
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- Policy Reversal: The EPA's decision to reverse its finding on greenhouse gas harms may boost sales of gas-guzzling vehicles but poses a significant threat to the electric vehicle market, particularly after the removal of federal tax credits, which led to a dramatic drop in EV sales in October.
- Market Reaction: According to Cox Automotive, EVs peaked at 10.3% of the new vehicle market in September, just before federal incentives ended, but sales plummeted afterward, indicating a direct impact of policy changes on consumer demand for electric vehicles.
- Industry Opposition: Automakers like Tesla oppose the EPA's decision, arguing that reversing the endangerment finding undermines the regulatory framework that supports investments in EVs, potentially harming consumer choice and economic benefits while affecting the integrated North American automotive sector.
- Future Outlook: Despite policy challenges, the market potential for EVs remains strong, as battery prices decline and the number of models increases, with experts suggesting that the commercial viability of EVs will continue to grow, albeit at a slower pace due to current regulatory headwinds.
See More
EPA Reverses Greenhouse Gas Regulation Decision
- EPA Decision Reversal: The EPA's decision to no longer regulate greenhouse gases, based on its interpretation of the Clean Air Act, could pose significant challenges for the U.S. electric vehicle market, especially as global competition in EVs intensifies.
- Decline in EV Sales: Following the removal of federal tax credits, EV sales plummeted in October, dropping from 10.3% market share in September, highlighting a disconnect between consumer demand and policy support that may hinder future market growth.
- Automaker Responses: Ford has expressed support for a unified national standard, arguing that current emissions regulations do not align with consumer choices, reflecting the automotive industry's divisions over environmental policies, particularly between EVs and traditional vehicles.
- Tesla's Position: Tesla opposes the EPA's reconsideration of the endangerment finding, asserting that this regulatory framework has provided stability for its investments in product development, warning that abandoning fuel-efficiency goals could negatively impact consumer choice and economic benefits.
See More
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- Memory Shortage Risks: Lenovo confirmed mounting pressure on PC shipments, with CEO Yang Yuanqing stating that while unit pressures are expected, the company aims to maintain profitability, reflecting growing concerns over memory shortages in the industry.
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