Li Auto is scheduled to report its fourth-quarter earnings on February 20, 2026, as the company faces pressure from a significant 37.5% delivery decline in January and recent analyst downgrades.
- Analysts from JPMorgan and Jefferies have lowered their outlooks following the company's first net loss in over a year, signaling bearish sentiment.
- The company faces intensifying competition from Huawei’s AITO brand and an ongoing EV price war that threatens profit margins.
- While transitioning to pure battery electric vehicles (BEVs), Li Auto must navigate execution risks and rising input costs.