Li Auto Experiences Increased Negative Sentiment Before Q3 Earnings as Tesla Competitor Struggles
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy TSLA?
Source: Benzinga
Analyst Sentiment: Analysts are predicting a significant 38% year-on-year revenue decline for Li Auto Inc., marking its largest drop since its NYSE listing in 2020, primarily due to increased competition in the EREV sector.
Q3 Deliveries: Li Auto delivered over 93,211 vehicles in Q3, reflecting a 39% year-on-year decline, which has contributed to the bearish outlook from analysts.
Recent Challenges: The company has faced challenges including layoffs following a recall of its Mega MPV due to battery fire risks, which involved over 11,411 units due to coolant leakage issues.
Strategic Partnerships: Li Auto has signed a deal with Hesai Technology to become its sole supplier of LiDAR technology for upcoming models, indicating a shift in product strategy to enhance competitiveness.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 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.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 411.110
Low
25.28
Averages
401.93
High
600.00
Current: 411.110
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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