Li Auto shares dropped 3.66% to $18.27 on Monday, underperforming the broader market, as the company focuses on its critical 2026 recovery narrative driven by AI-powered autonomous driving technology.
- The recovery strategy is centered on achieving a 550,000-unit delivery target for 2026, aiming to reclaim premium market leadership following a challenging 2025.
- Management is rolling out end-to-end autonomous driving technology and Vision-Language-Action architecture, supported by substantial resources including 90+ billion RMB in cash reserves and in-house M100 silicon.
- The next major catalyst will be the Q4 2025 earnings release, scheduled for February 20, 2026.