XPeng (XPEV) Is Up 7.0% After Record Q3 EV Deliveries and New Smart Tech Features

• In September 2025, XPeng Inc. announced record deliveries of 41,581 Smart Electric Vehicles, a 95% year-over-year increase that pushed its third-quarter total to 116,007 units and first nine months' cumulative deliveries to 313,196.
• XPeng also unveiled new driver-assistance features, achieved a very high urban adoption rate for its ADAS technology, and maintained a top AAA ESG rating for the third straight year, highlighting progress in technology and sustainability.
• We'll examine how XPeng's record-breaking delivery growth and advanced smart features influence its investment narrative going forward.

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XPeng Investment Narrative Recap

To be an XPeng shareholder, one needs conviction in the company's ability to convert rapid delivery and revenue growth into sustainable profitability despite a fiercely competitive Chinese EV sector. The recent record deliveries reinforce XPeng's near-term momentum, benefitting the key catalyst of volume-driven margin improvement, but do not immediately resolve the largest risk, persistent net losses and uncertain path to profitability. Overall, while headline delivery growth is positive, it is not a material shift to the profit challenge that bears most on the stock’s investment case.

A particularly relevant announcement is XPeng’s August guidance projecting third-quarter revenues between CNY 19.6 billion and CNY 21.0 billion, closely matching the scale implied by the latest delivery results. This alignment signals operational follow-through, but investors should remain attentive to whether scale enables margin progression, given the risk from ongoing high costs and competitive pricing pressures.

By contrast, it’s important for shareholders to be aware that XPeng’s rapid growth comes alongside persistent operating losses and...

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 is based on an annual revenue growth rate of 31.6% and represents a CN¥10.7 billion increase in earnings from the current level of CN¥-4.3 billion.

Uncover how XPeng's forecasts yield a $26.29 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Fifteen members of the Simply Wall St Community estimated XPeng’s fair value from CNY 9.23 to CNY 33.26 per share. While revenue is surging, sustained profitability remains a key debate for future performance, explore several viewpoints and decide where you stand.

Explore 15 other fair value estimates on XPeng - why the stock might be worth as much as 40% more than 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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