Earnings Per Share (adj.)
$0.04
vs $0.22 est. (+15.2%)
Revenue
$4.1B
estimate N/A
Stock Price
$17.76
change N/A
What to Watch: Management’s Q1 2026 guidance calls for revenue of $3.20 billion to $3.40 billion, implying a further 17-22% sequential decline from Q4’s already depressed $4.10 billion base. The earnings call at 8:00 AM ET today will be critical for explaining the 90% year-over-year revenue collapse and whether the company faces structural demand issues, supply chain disruptions, or competitive displacement in China’s EV market. Investors should focus on vehicle delivery volumes, average selling prices, and any commentary on new model launches or production capacity utilization that could stabilize the revenue trajectory in the second half of 2026.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.