Li Auto Inc.

NasdaqGS:LI 株式レポート

時価総額：US$11.9b

Li Auto 将来の成長

Future 基準チェック /46

Li Auto利益と収益がそれぞれ年間77%と14.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6% 105.4%なると予測されています。

主要情報

77.0%

収益成長率

105.38%

EPS成長率

Auto 収益成長36.8%
収益成長率14.3%
将来の株主資本利益率6.01%
アナリストカバレッジ

Good

最終更新日21 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 17

LI: Future Returns Will Struggle As Battery Vertical Integration Pressures Margins

Analysts have revised their price target on Li Auto to $9.01 from $10.44, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Li Auto Li Auto launched its new i9 flagship six seat battery electric SUV on September 16, 2026, priced at RMB 369,800, with deliveries starting immediately and a plan to shift from CATL 5C batteries to in house 5C ternary lithium batteries as capacity ramps up.
Seeking Alpha • Sep 03

Li Auto: Solid Q2 Margin Recovery Indicates Turnaround Potential

Summary Li Auto delivered a modestly robust Q2, beating top line estimates, but seeing revenue pressure due to falling volumes. LI improved its vehicle margin to 9.4% in Q2, and is therefore still trailing the EV competition. Nonetheless, Li Auto's financial and operating performance could be improving if new product launches, such as refreshed L-Series models and the new Li MEGA, become a success. Shares now trade at less than half their historical P/S ratio of 1.14x, reflecting a substantial safety margin amid strong EV market competition and margin pressures. The firm's Q3 delivery guidance suggests improving growth, with new product launches positioning the EV maker to regain ground against competitors. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03

LI: New Model Cycle And Cost Discipline Will Drive Future Re Rating Potential

Analysts have trimmed their average price target for Li Auto to about $25.13 from roughly $30.54, citing reduced earnings forecasts related to concerns about a relatively weaker upcoming car cycle and pressure on profitability through 2028. What’s in the News for Li Auto Li Auto reported unaudited Q2 2026 results with deliveries of about 98,330 vehicles and an 11% year on year decline in volumes in a crowded China EV market, alongside a net loss and negative operating margins, with some sequential margin improvement.
ナラティブ更新 • Aug 18

LI: Future Returns Will Struggle As Weaker Model Cycle Pressures Margins

Li Auto's updated analyst price target moves slightly lower, reflecting recent cuts from $17.20 to $15.60, $18 to $14 and $22 to $18 as analysts factor in more cautious earnings forecasts, a weaker new car cycle, and a more measured profitability outlook, despite some support from higher priced models. Analyst Commentary Recent research on Li Auto shows a cluster of cautious views, with several price targets adjusted lower and only one move to a more neutral stance.
ナラティブ更新 • Aug 04

LI: Shares Should Recover As New Chip And Overseas Expansion Execution Improve

Li Auto's analyst price target has been adjusted lower, with recent cuts from $22 to $18, $18 to $14, and $17.20 to $15.60, reflecting analysts' more cautious views on earnings, profitability, and the new car cycle, despite some expectation for better near term mix and margins. Analyst Commentary Recent research on Li Auto points to a more cautious tone, although there are still areas that some analysts see as constructive for valuation and execution.
ナラティブ更新 • Jul 21

LI: Future Returns Will Struggle With Margin Pressure Despite AI And Model Refresh

Li Auto's updated analyst price target drops from about $14.03 to $10.83, reflecting analysts' more cautious expectations around its new car cycle, profitability, and earnings forecasts, despite some support from recent upgrades and model updates. Analyst Commentary Recent research on Li Auto points to a cautious tone, with several bearish analysts trimming price targets and flagging execution and profitability risks around the current product cycle.
ナラティブ更新 • Jul 07

LI: Shares Should Recover As New Chip And Restructuring Execution Improve

Li Auto's updated analyst price target moves lower to $18.55 from $21.18, reflecting analysts' more cautious views on the company's new car cycle, earnings outlook, and profitability, even as some expect mix-driven margin improvement in upcoming quarters. Analyst Commentary Recent research on Li Auto highlights a mix of caution and cautious optimism, with several firms trimming price targets while reassessing the company’s earnings power, product cycle, and margin outlook.
ナラティブ更新 • Jun 23

LI: Future Returns Will Balance Margin Pressure With AI And New Model Cycle

Li Auto's analyst price targets have collectively shifted lower by a few dollars to around the mid-teens in dollar terms, as analysts factor in more conservative earnings expectations tied to a softer new car cycle and more cautious views on margins and future profitability. Analyst Commentary Recent Street research on Li Auto points to a more cautious tone, with several bearish analysts trimming price targets and highlighting execution and profitability risks tied to the current new car cycle.
ナラティブ更新 • Jun 05

LI: Future Performance Will Balance Margin Pressure With AI And Product Cycle Execution

Li Auto's updated analyst price target moves down from about $15.00 to about $14.00, as analysts adjust their models for softer recent margins and sales, while still acknowledging steadier volumes and potential mix improvement in higher priced models. Analyst Commentary Recent Street research around Li Auto has tilted more cautious, with several bearish analysts trimming price targets and rethinking how much risk investors should be willing to take on execution, margins, and growth.
ナラティブ更新 • May 17

LI: Shares Should Recover As Execution Stabilizes And Guidance Concerns Ease

Analysts have nudged their fair value estimate for Li Auto stock down by about $1 to $21.18, reflecting mixed recent research in which some firms trimmed price targets on concerns around near term volume, margins, and model mix, while others issued upgrades at lower valuation multiples. Analyst Commentary Recent Street research around Li Auto highlights a split view, with some analysts emphasizing valuation support and others focusing on execution risks tied to guidance and product mix.
ナラティブ更新 • May 02

LI: Future Performance Will Face Margin Pressure From Weaker Sectorwide Demand

Li Auto's updated analyst price target moves modestly higher, with a fair value estimate shifting from about $14.05 to $14.99 as analysts factor in reduced revenue growth expectations, thinner profit margins, a slightly lower discount rate, and a higher assumed future P/E multiple, following a mix of recent downgrades, target cuts, and one upgrade. Analyst Commentary Recent research on Li Auto has tilted more cautious, with several bearish analysts flagging execution and profitability risks that they see as limiting near term upside relative to prior expectations.
ナラティブ更新 • Apr 18

LI: Cost Discipline And Model Mix Execution Will Drive Future Re Rating Potential

Li Auto's analyst price targets have edged lower, with cuts such as Morgan Stanley's reduction, Goldman's move to $19, and JPMorgan's revised $15.50 target contributing to a modest fair value reset as analysts factor in softer volume expectations, pressure on vehicle margins, and a higher mix of lower margin models. Analyst Commentary Recent research around Li Auto has shifted toward a more cautious tone, with several high profile firms re-basing expectations on volumes and margins.
ナラティブ更新 • Apr 04

LI: Overseas Execution And Mix Management Will Drive Future Re Rating Potential

Li Auto's updated analyst price target has been reduced by about $3.70, with analysts pointing to softer 2026 volume and margin expectations, a higher mix of lower margin models, and recent downgrades that reflect concerns about delivery trends and profit pressure. Analyst Commentary Recent research paints a mixed but still constructive picture around Li Auto, with several firms adjusting price targets and ratings in response to updated 2026 guidance and margin assumptions.
ナラティブ更新 • Mar 21

LI: Shares Will Recover As Execution Improves And New Model Cycle Progresses

Li Auto's updated analyst price target reflects a reduced fair value estimate to $22.16, as analysts factor in softer projected revenue growth, thinner profit margins, and a higher assumed future P/E following a series of downgrades and tempered outlooks on deliveries and vehicle economics. Analyst Commentary Recent Street research on Li Auto clusters around concerns on execution and profitability, with pockets of cautious optimism on valuation.
ナラティブ更新 • Mar 06

LI: Future Performance Will Face Tougher Deliveries And Sectorwide Demand Headwinds

Analysts have increased their Li Auto fair value estimate slightly to about $14.05 per share. This modest change reflects small adjustments to assumptions on revenue growth, profit margins, discount rate, and future P/E after recent price target cuts and mixed delivery and outlook commentary across Chinese automakers.
ナラティブ更新 • Feb 19

LI: Future Performance Will Face Rising Downgrade Risk And Mixed Execution

Li Auto's updated analyst price target has been trimmed by about $0.95 as analysts factor in recent downgrades, reduced fair value estimates, a slightly higher discount rate, and adjusted assumptions around revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around Li Auto has tilted more cautious, with several firms cutting price targets and a few moving to outright downgrades.
ナラティブ更新 • Feb 05

LI: Overseas Execution Will Drive Future Re Rating Potential

Narrative Update on Li Auto Analysts have trimmed their price targets for Li Auto, with our fair value estimate moving from about US$39.04 to US$35.43. They cited more conservative assumptions on revenue growth and profit margins, partially offset by a higher expected future P/E multiple and recent target cuts and a downgrade from several firms.
ナラティブ更新 • Jan 22

LI: Future Performance Will Balance Mixed Execution With Global Expansion Uncertainty

Analysts have trimmed their fair value estimate for Li Auto to about $15 from roughly $17, reflecting slightly higher assumed discount rates, modest adjustments to long term revenue growth and profit margins, and a lower future P/E multiple following recent price target cuts, mixed quarterly results, and cautious outlooks in Street research. Analyst Commentary Recent Street research on Li Auto shows a mixed backdrop, with several bearish analysts cutting price targets and flagging execution and growth risks, even as one firm modestly raised its target and maintains a Neutral stance.
ナラティブ更新 • Jan 08

LI: Future Performance Will Balance Mixed Outlook With Global Expansion Uncertainty

Narrative Update Analysts have trimmed their Li Auto price targets, with one moving to US$25 and another initiating at US$19. This reflects views that recent mixed results, a weaker near term outlook and questions around the global expansion plan warrant more cautious assumptions on growth, margins and future P/E multiples.
ナラティブ更新 • Dec 24

LI: Future Performance Will Balance Domestic EV Pressures And Overseas Expansion Uncertainty

Analysts have modestly reduced their price target on Li Auto to $17, down from about $19.50. They cite increased competitive and policy risks in China as well as uncertainty around the company’s global expansion strategy.
ナラティブ更新 • Dec 10

LI: Shares Will Recover As Global Expansion Progress Supports Long Term Upside

Analysts have trimmed their price target on Li Auto by roughly $4 per share to about $19. They cite a slightly higher discount rate and lower future valuation multiples, despite stronger long term revenue growth and margin expectations, amid concerns over the company’s uncertain global expansion strategy and intense competition in China’s auto market.
ナラティブ更新 • Nov 26

LI: Shares Will Recover As New Model Launch Supports Sales Momentum

The analyst price target for Li Auto has been revised downward from $28.70 to $28.09. This revision reflects analysts' more cautious revenue growth expectations as well as increased competitive and policy risks in China's electric vehicle market.
ナラティブ更新 • Nov 10

LI: Shares Will Rebound As Competitive Pressures Are Met With New Releases

Li Auto's average analyst price target has edged down slightly to just under $28.70. Analysts point to increased competitive pressures and a reduced growth outlook following recent earnings reports.
ナラティブ更新 • Oct 27

Rising Competition And Product Launches Will Shape Electric Vehicle Sector Dynamics

Li Auto's analyst price target has been modestly raised to $28.90, reflecting mixed analyst sentiment amid recent downgrades on competitive and growth concerns. However, the upgrade also ties to an improved outlook related to potential product launches and sector positioning.
ナラティブ更新 • Oct 13

Battery Electric Vehicles And Intelligent Driving Will Unlock Markets

Li Auto's analyst price target has decreased slightly from approximately $29.30 to $28.87 per share. This adjustment reflects a cautious outlook amid tempered growth expectations and rising competitive pressures, according to recent analyst commentary.
ナラティブ更新 • Aug 27

New BEVs And Autonomous Driving To Expand NEV Market Presence

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.
Seeking Alpha • Apr 17

Li Auto's Selloff Triggers Excellent Buying Opportunity - Reiterate Buy

Summary The macro/geopolitical uncertainties have triggered Li Auto's much needed selloff, as the bulls continue to defend the $22s floor since September 2024. This is especially since the automaker has reported growing deliveries, still healthy profit margins, and richer balance sheet, despite the higher expenses on a YoY basis. With LI expected to launch BEVs while entering numerous international markets in 2025, we may see 2025/2026 bring forth renewed growth opportunities beyond the domestic market. Despite the US' raised tariffs on China to 125%, we maintain our conjecture that it is likely to pose minimal headwinds to China's automotive industry, LI included. Combined with the moderating short interest volume from the 2024 heights and the declining CBOE Volatility Index, it appears that the worst of the selloff may already be here. Read the full article on Seeking Alpha
Seeking Alpha • Mar 16

Li Auto Is Improving Safety With Self-Driving Tech

Summary Li Auto's autonomous driving systems, including Li AD Max and Pro, significantly enhance vehicle safety. The company's high volume and rapid tech evolution, powered by Nvidia's DRIVE Thor and Orin systems, help position them as a leader in vehicle safety. Despite revenue and operating income fluctuations, Li Auto's substantial R&D investments in AI and self-driving tech ensure they will continue to be a leader in terms of making roads safer. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Li Auto: Time To Be Greedy

Summary Li Auto's delivery results for February disappointed as the company only delivered 26,263 electric vehicles, 12% less than in the previous month. Seasonal effects are responsible for the drop-off in deliveries, which should normalize again in March. I maintain a strong buy rating for Li Auto due to its profitability, competitive price-to-revenue ratio, and superior vehicle margins compared to NIO and XPeng. Shares of Li Auto currently trade 33% below the firm's longer term, 3-year average price-to-revenue ratio and have an attractive risk profile. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Li Auto: A Strong Buy Due To MEGA And AI

Summary Li Auto is a highly profitable Chinese EV manufacturer with substantial growth potential, making it a strong competitor to Tesla and BYD. The company's valuation is currently very low, trading below one times sales, making it an attractive investment opportunity. Li Auto's innovative AI and robotics integration, along with its impressive lineup of family-friendly EVs, position it for future success. Despite inherent risks associated with Chinese stocks, Li Auto's solid financials and market position suggest a significant upside in the coming years. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Li Auto: Consistent Performer And Undervalued

Summary Li Auto, a Beijing-based company founded in 2015 by Xiang Li, focuses on REEV SUVs, offering extended range and leading sales in China. Xiang Li's unique approach contrasts with NIO's, opting for SUV models after the LSEV plan failed due to regulatory issues. Li Auto's financials show strong revenue growth, solid margins, and liquidity, positioning it well for future expansion and benefiting from China's stimulus. Despite risks like the Chinese market and VIE structure, Li Auto's valuation through discounted cash flows and multiples suggests it could be a good investment. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:LI - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028159,3555,9369,70015,29925
12/31/2027141,8572,89511,00915,72529
12/31/2026112,299-4,516-5,8275,99423
6/30/2026104,790-4,612-15,134-9,950N/A
3/31/2026109,369-1,815-17,675-13,001N/A
12/31/2025112,3131,124-12,817-8,611N/A
9/30/2025127,8114,641-9,681-3,452N/A
6/30/2025143,3208,0808,73914,968N/A
3/31/2025144,7538,09010,72817,575N/A
12/31/2024144,4608,0328,20315,933N/A
9/30/2024141,91810,16718,75524,547N/A
6/30/2024133,72410,17620,95528,029N/A
3/31/2024130,69811,36731,35139,571N/A
12/31/2023123,85111,70444,18650,694N/A
9/30/202399,7696,30332,80638,325N/A
6/30/202374,4321,83917,62223,310N/A
3/31/202354,512-1,0729,53113,327N/A
12/31/202245,287-2,0122,2527,380N/A
9/30/202238,257-1,9741,1746,292N/A
6/30/202236,690-3554,2978,970N/A
3/31/202232,997284,8289,248N/A
12/31/202127,010-3214,8968,340N/A
9/30/202120,536-5094,3166,325N/A
6/30/202115,272-8093,9015,085N/A
3/31/202112,180-9183,2204,129N/A
12/31/20209,457-8062,4653,140N/A
9/30/20205,594-1,982168867N/A
3/31/20201,136-3,034N/A-1,463N/A
12/31/2019284-3,261N/A-1,794N/A
9/30/2019N/A-2,702N/A-1,680N/A

アナリストによる今後の成長予測

収入対貯蓄率: LIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.7% ) よりも高い成長率であると考えられます。

収益対市場: LI今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: LI今後 3 年以内に収益を上げることが予想されます。

収益対市場: LIの収益 ( 14.3% ) US市場 ( 13.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: LIの収益 ( 14.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LIの 自己資本利益率 は、3年後には低くなると予測されています ( 6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/21 23:43
終値2026/09/21 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Li Auto Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52

アナリスト機関
Tianli WenAletheia Analyst Network Limited
Jiong ShaoBarclays
"Jiong ShaoBarclays