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Battery Electric Vehicles And Intelligent Driving Will Unlock Markets

Published
10 Nov 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$29.25
18.0% undervalued intrinsic discount
04 Sep
US$23.98
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1Y
27.1%
7D
3.1%

Author's Valuation

US$29.2

18.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Decreased 13%

Li Auto's consensus price target has been revised downward to $32.84 due to intensifying competition in China's premium EV market, expected Q2 underperformance, and concerns over demand and margin pressure, reflecting a more cautious fair value outlook. Analyst Commentary Rising competitive pressures in the premium electric SUV and battery electric vehicle markets, with direct competition from established best-sellers like Tesla Model Y and Xiaomi YU7.

Shared on07 May 25
Fair value Decreased 1.79%

Shared on30 Apr 25
Fair value Increased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 2.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.12%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on02 Apr 25
Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.31%

AnalystConsensusTarget has decreased revenue growth from 24.1% to 21.6%.

Shared on10 Mar 25
Fair value Decreased 3.21%

AnalystConsensusTarget has increased revenue growth from 20.5% to 24.1% and decreased future PE multiple from 20.6x to 16.9x.