LOT logo

Lotus Technology Inc. Stock Price

NasdaqGS:LOT Community·US$693.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

LOT Share Price Performance

US$1.10
-1.10 (-50.00%)
US$2.40
Fair Value
US$1.10
-1.10 (-50.00%)
54.2% undervalued intrinsic discount
US$2.40
Fair Value
Price US$1.10
AnalystConsensusTarget US$2.40
AnalystHighTarget US$3.00
AnalystLowTarget US$1.80

LOT Community Narratives

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Fair Value US$2.4 54.2% undervalued intrinsic discount

Premium Electrification And Software Will Fuel Global Expansion

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·
Fair Value US$3 63.3% undervalued intrinsic discount

Hybrid Expansion And One Lotus Integration Will Support A Stronger Long Term Upside Potential

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·
Fair Value US$1.8 38.9% undervalued intrinsic discount

Hybrid Expansion And One Lotus Integration May Struggle Before Ultimately Supporting Long-Term Progress

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US$1.8
38.9% undervalued intrinsic discount
Profit Margin
7.43%
Future PE
4.43x
Price in 2029
US$2.65
US$3
63.3% undervalued intrinsic discount
Profit Margin
7.4%
Future PE
7.55x
Price in 2029
US$4.41

Trending Discussion

Updated Narratives

LOT logo

LOT: Multi Powertrain Focus 2030 Plan Will Drive Future Upside

Fair Value: US$2.4 54.2% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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LOT logo

Hybrid Expansion And One Lotus Integration May Struggle Before Ultimately Supporting Long-Term Progress

Fair Value: US$1.8 38.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LOT logo

Hybrid Expansion And One Lotus Integration Will Support A Stronger Long Term Upside Potential

Fair Value: US$3 63.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with imperfect balance sheet.

1 Risk
1 Reward

Lotus Technology Inc. Key Details

US$519.1m

Revenue

US$473.9m

Cost of Revenue

US$45.2m

Gross Profit

US$509.4m

Other Expenses

-US$464.2m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.72
8.71%
-89.43%
-132.9%
View Full Analysis

About LOT

Founded
n/a
Employees
1132
CEO
Qingfeng Feng
WebsiteView website
ir.group-lotus.com

Lotus Technology Inc. engages in the design, development, and sale of battery electric lifestyle vehicles worldwide. It distributes and sells sports cars under the Lotus brand. The company is based in Shanghai, China.

Recent LOT News & Updates

Narrative Update Jun 25

LOT: Multi Powertrain Focus 2030 Plan Will Drive Future Upside

Analysts have maintained their price target for Lotus Technology at $2.40, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Lotus Technology Lotus Technology filed its 20-F for the year ended December 31, 2025, with auditor Grant Thornton Zhitong Certified Public Accountants LLP issuing an unqualified opinion that expresses doubt about the company’s ability to continue as a going concern.
Seeking Alpha Jun 15

Lotus Technology: Reiterating Sell On Impending Dilution And Overambitious Targets

Summary Lotus remains under pressure with a reiterated Sell rating due to ongoing operational underperformance and anticipated equity dilution. LOT must scale deliveries from 6.5k to 20k units annually to reach EBITDA breakeven, a target seen as highly aggressive amid weak demand. Heavy reliance on new PHEV models and the 'For Me' lineup is central to LOT’s turnaround strategy, but competitive and macro headwinds persist. Valuation at 2.0x–2.5x forward EV/Revenue implies further downside, with 2027E revenue modeled at $1bn versus consensus $1.3bn. Read the full article on Seeking Alpha
Narrative Update Jun 05

LOT: Hybrid Platform And Multi Powertrain Plan Will Support Upside

Analysts have reduced their price target on Lotus Technology to reflect a slightly lower assumed future P/E multiple of 16.28x, while keeping key inputs such as fair value, discount rate, revenue growth, and profit margin assumptions broadly unchanged. What's in the News Launched Eletre X hyper SUV in Europe, built on the new X-Hybrid architecture with a 900V platform, 70 kWh battery, dual motors delivering up to 952 PS and 935 Nm of torque, EV-only range of up to 350 km and a combined WLTP range targeted at more than 1,200 km, with 20-80% charging in about 9 minutes on a 350 kW DC charger; European deliveries are expected in Q4 2026 and UK deliveries in summer 2027, subject to right hand drive homologation.

Recent updates

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