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LILI

Li Auto Inc.

Buzzing onTrending downwardX chatter spiked vs its recent norm
$LI·$11B·Auto - Manufacturers·Consumer Cyclical
$11.34-1.0%YTD-32.2%1Y-49.8%
Price updated 10h ago·X counts updated 5d ago
LILI
$LILi Auto Inc.
$11.34-1.05%264 posts5×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

264X posts · last 7 days
Sep 29Oct 11
Chatter Meter
5×
QuietNormal · 1×Loud

How loud $LI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 100% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Chinese EV bulls remain conflicted. August units land NIO 35.8K vs XPEV 39.1K vs LI 37.7K — but Q2 vehicle margins are NIO 18.5%, XPEV 12.1%, LI 9.4%. Li Auto did just launch the RMB 509,800 MEGA Home with a double-lane-change test at 120 km/h. Bulls point to NIO's rising cash pile; the price-to-sales pitch favors $NIO.

Read what X is saying about $LI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Li Auto at a 52-week low with revenue down 12-33% YoY as the China EV price war wrecks margins — unit sales still ok, mix cratered.

Li Auto is a Chinese premium EV maker focused on extended-range SUVs plus battery-electric high-end models. The stock has lost nearly 60% TTM as the China EV price war compresses margins and unit mix cratered, with the stock now at the 52-week low.

  • Revenue is in sustained decline: Q2 2026 at RMB 25.6B was -15.7% YoY after -12%, -32%, and -37% in prior quarters — the top line is being crushed by the Chinese price war, with 2026 EPS turning negative.
  • Vehicle margins are the specific pressure point: Li Auto's 9.4% Q2 margins (vs NIO's 18.5% and XPeng's 12.1%) is the most compressed of the Chinese-EV trio, which is why the stock is at the 52-week low while NIO holds up relatively.
  • The MEGA Home launch at RMB 509,800 and the double-lane-change test at 120 km/h are real product-innovation signals, but these don't move the P&L when the pricing environment is this hostile.

A Nov 25 Q3 print with vehicle-margin recovery above 10% plus unit-mix stabilization restarts the thesis; another margin-collapse quarter and the breakdown continues toward the single digits.

Agrees with X sentimentX correctly notes the vehicle-margin ladder — NIO 18.5%, XPEV 12.1%, LI 9.4% — and the price-to-sales case favoring NIO. The crowd directionally identifies LI as the weakest of the three, with the Chinese EV price war as the shared headwind.

What to watch: Nov 25 Q3 earnings — vehicle-margin recovery above 10%, unit-mix normalization, pricing commentary, and any update on next-generation models beyond MEGA Home. A margin recovery plus unit-mix stabilization re-rates it; another margin-collapse quarter and the breakdown extends.

On the calendar: 2026-11-25 — Q3 2026 earnings

Read the AI verdict on $LI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese EV maker selling profitable extended-range electric SUVs via direct sales, a rare profitable OEM in a competitive market.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $LI.

Auto - Manufacturers · Consumer Cyclical

No material change from last week — Tesla remains the autonomous and robotaxi thesis vehicle while legacy OEMs navigate tariff cost structures and margin-dilutive EV transitions.

What this means for $LI

Neutral — Chinese EV maker selling profitable extended-range electric SUVs via direct sales, a rare profitable OEM in a competitive market.

Industry benchmark

16-name peer basket
-29.6%YTD
-32.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$-0.25$-0.01-2400.0%
Q1 2026May 28, 2026$-0.33$-0.27-24.2%
Q4 2025Mar 12, 2026$0.04$0.03+38.1%
Q3 2025Nov 26, 2025$-0.09$0.04-325.0%
Next earningsWed, Nov 25·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$25.6B-15.7%11.0%-8.6%$-1.70—
Q1 FY26$22.8B-12.1%7.9%-12.9%$-2.28$-7.4B
Q4 FY25$28.4B-32.4%17.8%-1.9%$0.01$951.0M
Q3 FY25$27.4B-36.5%16.3%-4.7%$-0.62$-6.3B

Forward consensus

3-year forecast · up to 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$112.7B$109.7B – $116.7B-$3.62-$4.23 – -$3.0118
FY27$143.0B$130.6B – $153.9B$1.35-$1.43 – $5.0621
FY28$161.8B$112.1B – $233.2B$4.26-$1.79 – $7.7925

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 518.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (3 awards · 1 exempt · 1 inkind) in window

See when $LI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 38 other (37 6-Ks · 1 SC TO-I/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Li Auto Inc. Announces Equity Financing for Its Chip Businessglobenewswire.com·1d agoIs Trending Stock Li Auto Inc. Sponsored ADR (LI) a Buy Now?zacks.com·3d agoEurope's Biggest Auto Show Is Now Dominated by Chinese Carswsj.com·4d agoLi Auto Inc. Sponsored ADR (LI) Dips More Than Broader Market: What You Should Knowzacks.com·5d agoEV maker Polestar logs slightly higher quarterly sales as US ban loomsreuters.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $LI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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