Why XPeng (XPEV) Is Up 7.1% After Record Deliveries and European Expansion in July 2025

• XPeng Inc. recently reported record monthly vehicle deliveries of 36,717 Smart EVs in July 2025 and expanded its global presence to 46 countries, including further launches in Europe and the UK, Ireland, and Italy.
• This combination of robust international growth, introduction of advanced smart features, and rising demand for XPeng's vehicles highlights the company's adaptability and technology leadership amid shifting regulatory and industry dynamics.
• We'll explore how XPeng's accelerating delivery growth and European expansion could reshape its investment narrative and future outlook.

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XPeng Investment Narrative Recap

To believe in XPeng as a shareholder, you need confidence in the company’s ability to maintain strong vehicle delivery growth, scale up globally, and capitalize on automotive technological innovation. The record-breaking July delivery figures reinforce the critical short-term catalyst of expanding international demand, but the company’s high R&D expenditure and persistent unprofitability remain central risks that this news does not materially diminish.

Of the recent announcements, the launch of upgraded XPENG G6 and G9 models in Europe and entry into the UK, Ireland, and Italy is especially relevant. This move signals XPeng’s ambition to capture a larger share of the high-margin European EV market and could amplify the short-term delivery momentum that investors are closely watching.

However, against these rapid gains, it is important to remember that mounting R&D and expansion expenses may continue to weigh on profits, especially as XPeng...

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

XPeng's outlook forecasts CN¥132.1 billion in revenue and CN¥5.0 billion in earnings by 2028. This is based on a projected 38.1% annual revenue growth and a CN¥10.1 billion increase in earnings from the current loss of CN¥-5.1 billion.

Uncover how XPeng's forecasts yield a $25.82 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Across 13 Simply Wall St Community fair value estimates for XPeng, views range from CN¥9.23 to CN¥34.31 per share. While opinions span a broad spectrum, many are keeping a close watch on whether XPeng’s accelerating R&D costs might delay its path to profitability and impact longer-term performance, consider how different your view might be from the consensus.

Explore 13 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 1 key reward 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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