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On Monday, CFRA analysts upgraded XPeng stock (NYSE: NYSE:XPEV) from a Strong Sell to Hold rating. The analysts also raised the price target to $20.00 from the previous $8.00. This adjustment reflects XPeng’s projected growth in revenue and market penetration. The stock has shown remarkable momentum, delivering a 132% return over the past year. According to InvestingPro data, analyst consensus remains bullish with price targets ranging from $16.46 to $31.01.
The analysts expect XPeng’s revenue to increase by 117% in 2025 and 24% in 2026, reaching CNY88.8 billion and CNY110.1 billion, respectively. This growth is anticipated due to a 180% rise in car deliveries in 2025, supported by new models, facelifts, and expansion into new markets. However, the average selling price is expected to decrease by 18% in 2025 due to a higher sales mix of cheaper models amid intensified competition. InvestingPro analysis shows the company’s current revenue growth forecast for 2025 stands at 98%, with a market capitalization of $18.36 billion.
In addition, the analysts project a 30% annual growth in XPeng’s services and other segments. Operating losses are expected to narrow in 2025, aided by improved operating leverage, cost reduction initiatives, and supply chain optimizations. They foresee XPeng achieving a modest operating profit by 2026.
The analysts have also revised their financial estimates, trimming the loss per ADS for 2025 to CNY1.86 from CNY2.79 and increasing the earnings per ADS for 2026 to CNY1.74 from CNY1.06. Based on InvestingPro metrics, XPeng currently maintains a Fair financial health score, trading at 4.3x book value. The company’s comprehensive analysis, including 11 additional ProTips and detailed valuation metrics, is available in the Pro Research Report.
In other recent news, XPeng Motors reported a first-quarter revenue of RMB 15.8 billion, reflecting a 141.5% year-over-year increase, although it saw a slight 1.8% decrease from the previous quarter. The company delivered 94,000 units during the quarter, marking a 330.8% increase year-over-year. Analysts from Bernstein, Macquarie, and BofA Securities have responded positively to these results, with Bernstein raising XPeng’s stock price target to $19, Macquarie upgrading the stock to Outperform with a new target of $24, and BofA Securities lifting the target to $29 while maintaining a Buy rating. XPeng’s gross profit margin rose to 15.6%, aided by cost reductions and economies of scale, while vehicle margins improved to 10.5%. Despite a drop in the average selling price due to the introduction of the more affordable M03 model, XPeng’s second-quarter guidance suggests a revenue range of RMB 17.5 billion to RMB 18.7 billion, with projected sales volume between 102,000 and 108,000 units. Additionally, XPeng recently launched the MONA M03 Max, equipped with advanced driver assistance systems, aiming to sustain sales momentum. The company also plans to reach net profit breakeven by the fourth quarter of 2025, supported by a high-teen gross profit margin and a maintained R&D budget of RMB 8.5 billion.
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