Goldman Sachs upgrades XPeng stock rating on improved competitiveness

Published 17/06/2025, 13:30
Goldman Sachs upgrades XPeng stock rating on improved competitiveness

Goldman Sachs upgraded XPeng (NYSE:XPEV) (9868:HK) from Neutral to Buy on Tuesday, raising its price target to HK$94.00 from HK$64.00. The new target represents a potential 27% upside for the Hong Kong-listed shares, while the corresponding US$24 target implies a 29% upside potential for the NYSE-listed stock.

The upgrade follows what Goldman Sachs describes as a series of strategic improvements at the Chinese electric vehicle manufacturer. These efforts include organizational restructuring, supply chain optimization, technology cost reduction, and platformization initiatives.

Goldman Sachs notes these changes have transformed XPeng’s product and cost structure competitiveness in the electric vehicle market. The firm specifically points to these improvements as key factors in its more positive outlook on the company.

The investment bank now sees higher visibility for sustainable sales volume growth at XPeng. This growth potential, coupled with expected profit margin improvements, contributed to the more bullish stance on the stock.

XPeng, which competes in China’s increasingly competitive electric vehicle market, has been working to strengthen its position against both domestic and international rivals. The company’s H-shares trade on the Hong Kong Stock Exchange, while its American Depositary Shares trade on the New York Stock Exchange.

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