US · Consumer Cyclical · Auto Manufacturers
EPS came in at -0.21 against a street estimate of -0.76 — a beat of 72.4%.
Analysts rate Xpeng Inc a buy (19 buy, 4 hold, 2 sell out of 25) with an average price target of $18.49.
CONFIDENT XPeng reported 65% QoQ vehicle delivery growth to 103K units with 20.7% gross margin. Humanoid robot IRON raised $900M at $6.2B valuation; mass production targeted year-end 2026, with several thousand monthly units by 2027. VLA 2.0 autonomous driving software launching in Europe H1 2027. Q2 2026 International operations now represent >25% of H1 2026 revenues with MONA L03 launch in overseas markets expected Q4 2026. Average export ASP of EUR 40,000+ positions XPeng among top-tier Chinese EV exporters by value. Analysts pressed production capacity timing and unit economics for IRON robot, synergies between robotics and automotive AI, and specific commercialization roadmaps. Management emphasized full-stack in-house R&D advantages, >85% supply chain overlap with automotive enabling cost competitiveness, and data flywheels driving both robotics and autonomous driving iteration. No…
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| Fund | Stake |
|---|---|
| Alibaba Group Holding Ltd | 3.50% |
| PRIMECAP Management Company | 1.31% |
| TMT General Partner Ltd | 1.07% |
| The Goldman Sachs Group Inc | 0.82% |
| Ghisallo Capital Management LLC | 0.78% |
| UBS Group AG | 0.58% |
| Morgan Stanley - Brokerage Accounts | 0.57% |
| Citadel Advisors Llc | 0.42% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • XPeng granted 4,591,246 restricted share units (RSUs) to 75 employees on October 16, 2026. • Each RSU represents one underlying C | 2026-10-16 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • XPENG reported its vehicle delivery results for September and the third quarter of 2026. • The document does not include the actu | 2026-10-02 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Vehicle deliveries were 165,977 in the six months ended June 30, 2026, down 15.8% from 197,189 in the same period of 2025. • Tota | 2026-09-28 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • XPENG Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission on September 1, 2026. • The filing contains a press | 2026-09-01 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Vehicle deliveries fell 15.8% to 165,977 in the six months ended June 30, 2026, from 197,189 a year earlier. • Revenue decreased | 2026-08-25 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • XPeng signed the Dogotix Share Purchase Agreement on 24 August 2026 to raise capital for its humanoid-robotics business. • XPeng’ | 2026-08-24 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • XPeng Inc. filed its Form 20-F for the fiscal year ended December 31, 2025. • The company’s ADSs trade on the New York Stock Exch | 2026-04-16 |
| Annual report FY2024 (20-F) | 2025-04-16 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.