Does Lotus’s Q3 2025 Revenue Drop But Narrower Loss Reshape The Bull Case For LOT?

• In November 2025, Lotus Technology Inc. reported third-quarter 2025 results showing revenue of US$137.43 million and a net loss of US$65.42 million, alongside 4,612 vehicle deliveries over the first nine months of the year amid tariffs, destocking, and phased upgraded model launches.
• While revenue fell sharply year on year, the smaller loss per share suggests cost controls are starting to take effect even as delivery volumes remain pressured by external and operational headwinds.
• With revenue down but losses narrowing and deliveries constrained by tariffs and destocking, we’ll now examine how this reshapes Lotus Technology’s investment narrative.

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Lotus Technology Investment Narrative Recap

To own Lotus Technology, you need to believe its premium EV strategy and technology roadmap can eventually scale into profitable volume, despite today’s shrinking revenue base and persistent losses. The latest results do not materially change the near term picture: the key catalyst remains executing upcoming model rollouts, while the biggest immediate risk is that ongoing tariffs and weak deliveries keep straining a business that already has limited cash runway and negative equity.

The most relevant update here is the third quarter 2025 earnings release, which shows revenue almost halving year on year but net loss and loss per share narrowing. For me, that combination underlines the tension between Lotus tightening its cost structure and the continued drag from lower volumes, and it puts even more weight on whether new models and the ONE LOTUS integration can translate into healthier revenue without reigniting heavy cash burn.

Yet behind the improving loss per share, there is still a critical funding and profitability risk that investors should be aware of...

Read the full narrative on Lotus Technology (it's free!)

Lotus Technology's narrative projects $4.0 billion revenue and $56.5 million earnings by 2028. This implies an earnings increase from current earnings to reach $56.5 million by that year.

Uncover how Lotus Technology's forecasts yield a $3.00 fair value, a 127% upside to its current price.

Exploring Other Perspectives

One member of the Simply Wall St Community currently pegs Lotus Technology’s fair value at US$3.00 per share. You can set that beside the recent revenue decline and ongoing losses to weigh how execution and funding risks might influence your own expectations for the business.

Explore another fair value estimate on Lotus Technology - why the stock might be worth just $3.00!

Build Your Own Lotus Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Lotus Technology research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Lotus Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lotus Technology's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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