Buy CATL by Jul 23, 2026.

CATL dropped Q1 last week and the gap between the numbers and what the sell side was modeling is genuinely weird. Net profit up 48.5%, revenue up 52.5%, against a Reuters poll looking for around 20.9% on profit. Hello China Tech pointed out that roughly a dozen brokerages missed the revenue line by 40%. When a name this widely covered gets mismodeled at that scale, I think the question stops being whether the quarter was good and starts being whether …