Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$12.2B
982M shares
52-week range
$11.65 – $27.10
4% from low
Exchange
NASDAQ
ADRC
Li Auto is one of China's leading new energy vehicle manufacturers. Founded in 2015, the company designs, develops, manufactures, and sells premium smart NEVs with a particular focus on family size premium SUVs and MPVs. Li Auto started volume production of its first model—the Li One, an SUV that is a premium plug-in electric vehicle- in November 2019. Besides PHEVs, its product portfolio now extends to EVs that are fully battery-powered, reaching a wide audience. It has sold over 400,000 NEVs in 2025, accounting for about 3% of China's passenger NEV market.
www.lixiang.comNo one on the platform currently holds LI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 7,110,639 | $126.8M |
| Bridgewater Associatesas of 2025-03-31 | 12,826 | $323.2K |
No one on the platform has traded LI yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
China’s NEV Market Climbs the Price Ladder Ahead of Second-Quarter Results $XPEV $XIACF $LI $NIO https://eletric-vehicles.com/general/chinas-nev-market-climbs-the-price-ladder-ahead-of-second-quarter-results/
View on StockTwits ↗Deutsche Bank Trims Nio Stake in Q2, Adds XPeng and Li Auto $NIO $XPEV $LI https://eletric-vehicles.com/xpeng/deutsche-bank-trims-nio-stake-in-q2-adds-xpeng-and-li-auto/
View on StockTwits ↗$ZENA 45000 👀👀 coming Big big big momentum to 7$ 🚀 $KEEL $ONDS $EH $LI
View on StockTwits ↗$LI $XPEV Both are down, 12.5 and 11.7 respectively, you could’ve sold when I alerted and bought back now.
View on StockTwits ↗$NIO the waitlist is longer than the bear case 13-14 weeks to get an ES9 delivered. That's not a company struggling to find buyers, that's a company struggling to build cars fast enough. 20,000 units in 73 days with 25,000+ non-cancelable orders still in the pipe. Scarcity isn't usually bearish. $NIO $XPEV $LI
View on StockTwits ↗$NIO meanwhile, back at the actual business While everyone panics over a portfolio rebalance, the cars are still flying out the door. ES9 hit 20,000 deliveries in 73 days — fastest ramp for any premium EV in China's 500K+ yuan segment. 13-14 week waitlists on top trims. July deliveries up 71% YoY. Deutsche Bank sees non-GAAP breakeven in Q2. Somewhere a fund manager trimmed 12% of a stake that was already up huge, and retail decided the sky is falling. The fear is doing more work than the filing. DYOR. $NIO $XPEV $LI
View on StockTwits ↗$NIO relax, it's not a repo man, it's a rebalance BlackRock trimmed its stake by 12% in Q2. Before that, they'd nearly doubled it in Q1 and kept buying into Q2 — building a position nearly 5x its Q3 2025 level. Selling back a slice of that after a run-up is called taking profits, not fleeing. They still hold 9.46 million shares. One line in a 13F filing ≠ a thesis change. $NIO $XPEV $LI
View on StockTwits ↗$NIO Analysts at Deutsche Bank expect Nio to reach non-GAAP breakeven in Q2, with an estimated Q2 non-GAAP net profit around 180M yuan. Over 95% of buyers still opt into the Battery-as-a-Service subscription, and as swap-station density and vehicle mix scale, BaaS looks positioned as a growing high-margin layer on top of unit sales. Setup into the Q2 print (date not yet announced) looks constructive if premium mix and volume both hold. DYOR. $NIO $XPEV $LI
View on StockTwits ↗$NIO flagship demand is real The ES9 hit 20,000 deliveries just 73 days after first handovers — the fastest ramp for any premium EV in China's 500K+ yuan segment. Deutsche Bank estimates 25,000+ non-cancelable ES9 orders and raised its FY2026 forecast for the model to 56,000 units. Top trims still carry 13-14 week waitlists. July deliveries: 35,934 vehicles, +71% YoY. YTD: 227,057, +68% YoY. Average selling price for the core Nio brand hit 434,600 yuan in July as the mix shifts toward higher-priced models. $NIO $XPEV $LI
View on StockTwits ↗$LI $XPEV Both down today, you could’ve sold when I alerted and bought back now at 12.7 and 11.9 respectively
View on StockTwits ↗$BYDDY $NIO $LI $XPEV Realistic conclusion is if you owned any of these stocks since 2020 even might BYD. you made no money so far and you are in a dog house. Will this change in years to come, I sure hope so.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $123.1B | +5.4% | $0.46 | $-2.29–$3.09 | 26.8× | 8 |
| 2027 | $152.5B | +23.9% | $4.69 | $0.90–$7.13 | 2.6× | 8 |
| 2028 | $168.4B | +10.4% | $6.01 | $0.49–$12.35 | 2.0× | 14 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-28 | $-0.27 | $-0.33 | -24.2% |
| 2026-03-12 | $0.03 | $0.04 | +38.1% |
| 2025-11-26 | $0.04 | $-0.09 | -325.0% |
| 2025-08-28 | $0.10 | $0.14 | +36.7% |
| 2025-05-29 | $0.13 | $0.08 | -38.7% |
| 2025-03-14 | $0.40 | $0.52 | +31.1% |
| 2024-10-31 | $0.38 | $0.52 | +35.1% |
| 2024-08-28 | $0.19 | $0.20 | +4.3% |
| $11.2B |
| — |
| NVRNVR, Inc. | $6307.93 | -1.05% | $17.0B | — |
| QSRRestaurant Brands International Inc. | $77.64 | +1.37% | $26.9B | — |
Source: Financial Modeling Prep · peers by sector/industry