XPeng

XPEV

Market cap $20.8B

XPeng reported strong year-over-year growth in revenues and vehicle deliveries in the third quarter of 2025. The company provided fourth-quarter 2025 guidance that hasn't thrilled investors.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The robot wars just acquired a software platform twist. While Tesla Inc (NASDAQ: TSLA) builds Optimus as a closed ecosystem tightly controlled from the stack to the sensors, XPeng Inc (NYSE: XPEV) is steering sharply in the other direction.

XPeng stock price crashed by over 10% on Monday and officially moved into a bear market after crashing by over 20% from its highest level this year. This crash happened after the company published strong financial results, but warned about its growth amid soaring competition in China.

XPeng delivered a standout Q3'25, with sales up over 100% and EV deliveries surging 149% year-over-year. XPEV's affordable Mona EV lineup drove record volumes, while the company pushes into robotaxi and humanoid robot markets, boosting its tech profile. Despite strong sales and improving margins, XPEV remains unprofitable, but forecasts a small Q4 profit and holds a solid cash position.

XPeng Inc. ( XPEV ) Q3 2025 Earnings Call November 17, 2025 8:00 AM EST Company Participants Alex Xie - Head of Investor Relations He Xiaopeng - Co-founder, Chairman & CEO Jiaming Wu - Vice President of Finance & Accounting Charles Zhang - Vice President of Corporate Finance and BW Projects Gui Hongdi - Honorary Vice Chairman of the Board & Co-President Conference Call Participants Tim Hsiao - Morgan Stanley, Research Division Y.C. Lai - JPMorgan Chase & Co, Research Division Ming-Hsun Lee - BofA Securities, Research Division Tina Hou - Goldman Sachs Group, Inc., Research Division Pingyue Wu - Citic Securities Co., Ltd.

Electric vehicle (EV) stock Xpeng Inc (NYSE:XPEV) is down 9.4% to trade at $22.67 at last check, brushing of a bottom-line win for the third quarter as well as record deliveries, after the company issued a dismal fiscal fourth-quarter outlook amid fierce competition.

Chinese Tesla rival Xpeng said it plans to start mass production of its robot, called Iron, next year. The EV startup's CEO said Xpeng built Iron to be so "human-like" that people are comfortable hugging it.

Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earnings growth. Diane King Hall offers a look at the road ahead for Tesla.

Central Asset bought 349,088 shares, worth over $8 million. The position now represents 4.8% of 13F reportable assets under management (AUM).