XPEV · NYSE · Auto - Manufacturers

XPeng (ADR) (XPEV)

Builds smart electric vehicles around in-house manufacturing, assisted-driving software, and a widening global footprint.

$10.57
vs last close+0.09 (+0.91%)
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XPeng Inc.XPEV
Consumer Discretionary

Sells smart electric sedans and SUVs, with vehicle sales as the commercial core and architecture partnerships as a supporting activity. The lineup has expanded across China and overseas markets, while founder control, battery suppliers, pricing pressure, and evolving safety and data rules shape operations.

Builds smart electric vehicles in China, spanning sedans, SUVs, and a widening model range. Vehicle sales are the commercial core, supported by in-house manufacturing, driver-assistance software, and models including the P7, G6, G9, MONA M03, and X9.

Operations began in China and now extend to Europe and other overseas markets, including localized production in Europe and Malaysia. Product execution has combined rapid model expansion with owned manufacturing, assisted-driving capabilities, and electrical/electronic architecture that Volkswagen plans to use across vehicles in China.

Revenue remains centered on road vehicles, while flying cars and robots are earlier-stage initiatives. The business depends on intense Chinese EV pricing, a limited pool of qualified battery-cell suppliers, evolving safety and data rules, and a founder-controlled share structure with higher-vote Class B shares.

Company facts

CEOXiaopeng He
ListedAug 27, 2020
ExchangeNYSE
HeadquartersGuangzhou, China
CountryChina
Employees19,884
CIK0001810997
ISINUS98422D1054

Market cap$9.95B
EPS (ttm)−$0.9269
P/E (ttm)−11.30
ROE-10.7%
P/B2.46
P/S0.8874
Dividend yieldDiv yield
Beta1.49vs XLY −0.14

Price target$16.50+57.6%Average of 17 analysts
ConsensusBuy11 of 17 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 9, 2026UBSReiterate
Rating: Target: $13
Rating: NeutralTarget: $12
Aug 25, 2026BarclaysReiterate
Rating: Target: $15
Rating: UnderweightTarget: $14
Jul 16, 2026BarclaysReiterate
Rating: Target: $17
Rating: UnderweightTarget: $15
May 29, 2026JefferiesTarget
Target: $4.20
Target: $25.20
May 29, 2026MacquarieUpgrade
Rating: Neutral
Rating: Outperform

Next report
Nov 16, 26
estimated · in 55 days
EPS estimate
−$0.11
Revenue estimate
$3.49B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.19−$0.10−$0.07−$0.06$0.06−$0.27−$0.21Pending
Estimate−$0.22−$0.21−$0.11−$0.01$0.00−$0.11−$0.06−$0.11
Surprise+11.8%+52.4%+33.6%−656.6%−143.6%−252.3%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.21B$2.17B$2.55B$2.86B$3.18B$1.89B$2.91BPending
Estimate$2.21B$2.08B$2.49B$3.10B$3.07B$1.87B$3.02B$3.49B
Surprise−0.3%+4.4%+2.2%−7.5%+3.6%+1.0%−3.7%
Estimate−$0.11
ReportedDue Nov 16, 2026
Estimate$3.49B
ReportedDue Nov 16, 2026
View details

Debt to equity151.30%
Current ratio111.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.51B$2.40B$2.36B$2.73B$3.04B$3.28B$1.93B$2.94B
Net income−$269.9M−$198.5M−$99.1M−$71.3M−$56.9M$56.4M−$264.7M−$199.0M
Net margin0.0%0.0%0.0%0.0%0.0%1.7%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$275.7M−$232.3M−$155.5M−$139.5M−$112.1M−$136.1M−$312.8M−$197.6M
YoY growthLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss widenedLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $4.73B · Total debt $6.10B · Total assets $15.17B · Shareholders' equity $4.03B

Revenue
$2.94B
Operating income
−$197.6M
Net income
−$199.0M

Reported in CNY, converted at the latest exchange rate

View details

No dividends on record.

Institutions13.47%127.94M ADS
264 holders · as of Jun 30, 2026
Insiders22.58%214.53M ADS
4 holders · as of Jul 16, 2026
Other63.95%607.54M ADS
remainder

950.01M ADS (1 ADS = 2 ordinary shares) as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2022 annual report; nothing newer is on file here.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Xiaopeng He1,2,3Insiderdirector, 10 percent owner, officer: Chairman & CEO
20.62%391.75M A ordinaryfiled Dec 31, 2020
Alibaba Group Holding LtdInstitution
3.53%33.54M A ADSas of Jun 30, 2026
Brian Hongdi GuInsiderofficer: Vice Chairman & Co-President
1.96%37.16M A ordinaryfiled Mar 18, 2026
Primecap Management Co/CA/Institution
1.32%12.52M A ADSas of Jun 30, 2026
TMT General Partner LtdInstitution
1.08%10.29M A ADSas of Jun 30, 2026
  1. Xiaopeng He's transaction reports restate only vehicles that traded; the 2021 ownership statement (195.88M) is used instead.
  2. Xiaopeng He reports a block also reported by another filer; it is counted once, under that filer.
  3. Xiaopeng He reports a block also reported by BlackRock, Inc.; it is counted once, under BlackRock, Inc.

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

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Compare

CompanyPriceChange
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