Why XPeng (XPEV) Is Up After Record Q3 EV Deliveries and Global Expansion Push

• XPeng Inc. recently announced its September and third quarter 2025 vehicle delivery results, achieving a record 41,581 Smart EVs delivered in September and surpassing 116,000 units for the quarter, both reflecting very high year-over-year growth rates.
• Alongside rapid global expansion into markets such as North Africa, this delivery surge underscores XPeng’s increasingly prominent role in the evolving Smart EV sector.
• We’ll examine how XPeng’s record EV delivery performance may influence its growth-focused investment narrative amid ongoing trade policy headwinds.

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XPeng Investment Narrative Recap

To be a shareholder in XPeng, you need to believe in the company’s ability to unlock sustainable growth through record-breaking Smart EV sales and aggressive global expansion, while successfully navigating intense price competition and international trade uncertainties. The latest delivery figures meaningfully reinforce the near-term growth catalyst, XPeng’s operational scale and sales momentum, but do not materially reduce the risk from persistent negative net margins, which remain a major challenge as the company continues to report losses even as deliveries surge.

Of the recent announcements, the launch of the all-new XPENG P7 model at the end of August directly supports this delivery milestone and underpins the current momentum story. With the P7 forming a key part of XPeng’s expanding global lineup, its rapid ramp in production and deliveries illustrates progress towards capturing higher sales volumes, but does little to address the underlying profitability question that still shapes short-term investor sentiment.

By contrast, investors should remain mindful that even as XPeng sets new sales records, high ongoing R&D and marketing expenses continue to restrain its ability to reach sustained profitability…

Read the full narrative on XPeng (it’s free!)

XPeng’s outlook anticipates CN¥137.4 billion in revenue and CN¥6.4 billion in earnings by 2028. This assumes annual revenue growth of 31.6% and an earnings increase of CN¥10.7 billion from the current earnings of CN¥-4.3 billion.

Uncover how XPeng’s forecasts yield a $26.29 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Fifteen recent fair value estimates from the Simply Wall St Community range from US$9.23 to US$33.26 per share. While optimism about revenue growth is strong, many market participants are also weighing XPeng’s continuing losses and the effects on future returns, be sure to review a broad cross section of insights.

Explore 15 other fair value estimates on XPeng – why the stock might be worth less than half the current price!

Build Your Own XPeng Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your XPeng research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free XPeng research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate XPeng’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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