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The latest update is out from Lotus Technology ( (LOT) ).
Lotus Technology reported unaudited results for the fourth quarter and full year ended December 31, 2025, disclosing a sharp contraction in volume but meaningful progress on margins and losses. The company delivered 6,520 vehicles and generated $519 million in revenue for 2025, with deliveries down 46% year on year amid tariff pressures, inventory destocking and a phased rollout of upgraded models.
Despite the revenue decline, gross margin improved to 9% from 3% in 2024, while operating loss narrowed 46% to $423 million and net loss shrank 58% to $464 million, supported by product mix optimization and strict cost controls. Service revenue, largely from R&D and IP commercialization, jumped 69% to $56 million, underscoring Lotus Tech’s push to monetize its technology platform.
Regional data showed China and Europe as the primary markets in 2025, with China deliveries rising in share and outperforming the broader premium segment, even as absolute volumes fell across all regions. The company also highlighted the debut of its first PHEV model, For Me (Eletre X in Europe), with China deliveries starting in March 2026 and a global rollout planned to address demand for diversified powertrains.
Recent developments included the close of the inaugural 2025 Lotus Cup one-make racing series on November 30, 2025, and the April 3, 2026 opener of the 2026 season at Sepang, underpinning brand-building efforts in motorsport. Lotus Tech also secured a $23 million strategic equity investment from ECARX on December 23, 2025 and obtained UNECE UN R171.01 certification for its Eletre SUV on March 13, 2026, enhancing its regulatory and technology credentials, while preparing a high-profile design-focused presence at Milan Design Week announced on April 1, 2026.
The most recent analyst rating on (LOT) stock is a Hold with a $1.00 price target. To see the full list of analyst forecasts on Lotus Technology stock, see the LOT Stock Forecast page.
Spark’s Take on LOT Stock
According to Spark, TipRanks’ AI Analyst, LOT is a Neutral.
Lotus Technology’s overall stock score is primarily impacted by its poor financial performance, characterized by negative profitability and cash flow issues. While there are some positive signals from the earnings call, such as improved margins and strategic initiatives, these are overshadowed by significant year-on-year declines in key metrics and a challenging valuation profile.
To see Spark’s full report on LOT stock, click here.
More about Lotus Technology
Lotus Technology Inc. is a Shanghai-headquartered, Nasdaq-listed provider of intelligent and luxury mobility solutions under the Lotus brand. The company focuses on premium lifestyle SUVs, sedans and sportscars, and is expanding into plug-in hybrid vehicles while leveraging proprietary technologies and IP-driven service revenues across China, Europe, North America and other global markets.
Average Trading Volume: 125,406
Technical Sentiment Signal: Sell
Current Market Cap: $988.2M
For an in-depth examination of LOT stock, go to TipRanks’ Overview page.