LI Earnings Shock: Li Auto Stock Plunges After Q2 Results Miss Estimates

Another quarter, another earnings miss—Li Auto's Q2 results just sent shareholders scrambling for the exits.

THE NUMBERS DON'T LIE

Revenue projections? Missed. Earnings per share? Missed. The street's estimates got trampled as Li Auto delivered numbers that fell short across the board. The market's reaction was instant and brutal—shares tanked faster than a speculative altcoin.

WALL STREET'S REALITY CHECK

Analysts expected growth; instead they got a reality check. The EV maker's performance highlights the brutal gap between bullish projections and actual execution in today's hyper-competitive auto market. Turns out building cars is harder than drawing them on PowerPoint slides.

INVESTORS BAIL WHILE BULLS HOPE

The selloff reflects classic institutional panic—every fund manager dumping first and asking questions later. Meanwhile, true believers see this as just another buying opportunity in Li Auto's long-term journey. Because nothing says 'conviction' like catching falling knives.

Welcome to earnings season—where hope gets measured against hard numbers, and someone always leaves disappointed.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

Li Auto reported revenue of $4.2 billion in Q2 2025, which was below analysts’ estimate of $4.46 billion. This also represented a 3.89% decline year-over-year from $4.37 billion. This is despite the company’s 111,074 EV deliveries during the quarter, a 2.3% year-over-year increase.

Li Auto stock was down 4.03% in pre-market trading on Thursday, following an 8.32% fall yesterday. The shares have also decreased 5.79% year-to-date but remain up 14.78% over the past 12 months.

Li Auto Guidance

Li Auto provided guidance for the third quarter of 2025 in its latest earnings report. The company expects revenue to range from $3.5 billion to $3.7 billion, representing a year-over-year decrease of 42.1% to 38.8%. This WOULD also come in well below Wall Street’s estimate of $6.07 billion for the quarter.

Li Auto also included delivery estimates for Q3 2025 in today’s earnings release. It expects EV deliveries to come in between 90,000 and 95,000, which would be down 41.1% to 37.8% year-over-year.

Is Li Auto Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for Li Auto is Hold, based on four Buy, five Hold, and two Sell ratings over the past three months. With that comes an average LI stock price target of $29.66, representing a potential 31.24% upside for the shares. These ratings and price targets will likely change as analysts update their coverage following today’s earnings report.