Rivian's Production Dips For Next-Gen Models, Volkswagen Infusion Boosts Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 02 2025
0mins
Should l Buy XPEV?
Source: Benzinga
Rivian's Production and Financial Performance: Rivian Automotive Inc. reported producing 5,979 vehicles and delivering 10,661 units in Q2 2025, while maintaining its full-year delivery guidance of 40,000 to 46,000 vehicles despite a planned output reduction for its 2026 lineup. The company also achieved a second consecutive quarter of gross profit, indicating potential profitability.
Volkswagen Investment and Industry Context: Volkswagen Group made a significant $1 billion equity investment in Rivian as part of a broader $5.8 billion partnership aimed at advancing EV software development. This update comes amid strong delivery results from other EV manufacturers like NIO, XPeng, and Tesla, highlighting competitive dynamics in the electric vehicle market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy XPEV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on XPEV
Wall Street analysts forecast XPEV stock price to rise
6 Analyst Rating
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 17.700
Low
20.00
Averages
29.67
High
50.00
Current: 17.700
Low
20.00
Averages
29.67
High
50.00
About XPEV
XPeng Inc is a holding company mainly engaged in the design, development, manufacturing and marketing of smart electrical vehicles (EVs). The Company develops full-stack advanced driver assistance systems (ADAS) software in house and has deployed such software on mass-produced vehicles. The Company offers various models, including G9 (mid- to large-sized sport utility vehicle (SUV), P7i (sports sedan), G6 (coupe SUV), X9 (seven-seater multi-purpose vehicle (MPV)), MONA M03 (sedan) and P7+ (family sedan). The Company operates stores across China, including both stores directly operated by the Company and franchised stores. The Company also offers technical research and development services, services embedded in a sales contract, maintenance service, supercharging service.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford's Turnaround Strategy in Europe
- Market Challenges: Ford faces weak passenger vehicle demand, slower-than-expected EV adoption, and fierce competition from Chinese EV makers, which threaten its market share and profitability in Europe.
- Profitability Volatility: Although Ford returned to profitability through restructuring in late 2020, its subsequent quarterly performance has been unstable, compounded by the cancellation of popular models like the Fiesta and Focus, increasing labor and energy costs.
- Three-Pronged Strategy: Ford's plan to tackle European challenges includes focusing on its higher-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which are crucial for its business turnaround.
- Partnership Potential with Geely: Ford's potential collaboration with China's Geely, leveraging its excess production capacity to manufacture vehicles for Geely, could help avoid high tariffs and enhance Ford's competitiveness through shared technology, positioning it better in the EV market.
See More
Ford's Restructuring and Challenges in Europe
- Market Share Pressure: Ford's market share in Europe has been severely impacted by the cancellation of popular models like the Fiesta and Focus, and although it returned to profitability through restructuring in late 2020, subsequent quarterly performances have remained volatile, reflecting the complexity of the market environment.
- Strategic Transformation Plan: Ford aims to tackle market challenges through a three-pronged strategy focusing on its high-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which is intended to strengthen its foothold in the competitive European market.
- Potential Partnership Opportunity: The potential collaboration with China's Geely could provide a turning point for Ford's European operations, as utilizing excess production capacity to manufacture vehicles for Geely could not only reduce tariff costs but also offer advantages in technology sharing, particularly in autonomous driving.
- Intensifying Industry Competition: With the rapid rise of Chinese electric vehicle manufacturers, Ford faces pressure from these competitors and must learn new production and design techniques to maintain its market competitiveness, especially in innovation and cost control within the electric vehicle sector.
See More
XPeng Under Investigation Amid Sharp Delivery Decline
- Delivery Decline: XPeng reported delivering 20,011 vehicles in January 2026, a significant drop from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales expectations and investor confidence.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its stock price and market reputation.
- Stock Price Reaction: Following the delivery decline announcement, XPeng's American Depositary Receipt (ADR) price fell by $1.49, or 8.29%, on February 2, 2026, reflecting investor concerns about the company's outlook and market uncertainty.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience in protecting investor rights, may provide legal support for affected investors, potentially leading to increased regulatory scrutiny on XPeng.
See More
Nio Inc Recalls 246,229 Vehicles Due to Software Issues
- Record Recall: Nio Inc is recalling 246,229 vehicles, including ES8, ES6, and EC6 models, due to a software issue, representing about 75% of its projected 2025 sales volume, which could negatively impact the company's short-term performance.
- Software Issue Impact: The recall affects vehicles manufactured between March 16, 2018, and January 16, 2023, with the software problem potentially causing brief blackouts of the instrument cluster and central control screen; Nio plans to address this through remote software updates and service center upgrades, demonstrating its commitment to customer safety.
- Positive Profit Outlook: Despite the recall, Nio expects an adjusted operational profit of approximately 700 million to 1.2 billion yuan (around $100 million to $172 million) for Q4 2025, contrasting sharply with a 5.54 billion yuan loss in Q4 2024, indicating potential recovery for the company.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing investment in smart EV technologies and its competitive market position.
See More
XPeng Partners with Antom for Global EV Charging Payments
- Global Payment Partnership: XPeng has formed a strategic partnership with Antom, becoming the first Chinese EV maker to establish a global payment collaboration, with plans to expand from Hong Kong to Southeast Asia and other markets by 2026, significantly enhancing its international competitiveness.
- Charging Network Expansion: XPeng's charging network spans 31 countries with over 2.66 million charging piles, and this collaboration will integrate over 300 payment methods, improving user charging experiences and further promoting EV adoption.
- Overseas Delivery Growth: XPeng's overseas deliveries surged by 96% year-on-year to 45,008 units in 2025, indicating strong demand in international markets, although a 34% year-on-year decline in January 2026 deliveries highlights market volatility.
- Regional Payment Integration: Antom will assist XPeng in integrating local payment methods in markets like Indonesia and Malaysia, such as DANA and Touch ‘n Go eWallet, further supporting XPeng's growth strategy and enhancing user convenience.
See More
3 Strategies to Calm Stock Market Anxiety Ahead of Key Jobs Report
Stock Market Outlook: The Super Bowl Indicator suggests a positive year for the stock market, particularly following the Seattle Seahawks' victory.
Investor Sentiment: Even skeptics of the Super Bowl Indicator can find reasons for optimism as the market approaches a significant January jobs report.
See More
Ford's Turnaround Strategy in Europe
- Market Challenges: Ford faces weak passenger vehicle demand, slower-than-expected EV adoption, and fierce competition from Chinese EV makers, which threaten its market share and profitability in Europe.
- Profitability Volatility: Although Ford returned to profitability through restructuring in late 2020, its subsequent quarterly performance has been unstable, compounded by the cancellation of popular models like the Fiesta and Focus, increasing labor and energy costs.
- Three-Pronged Strategy: Ford's plan to tackle European challenges includes focusing on its higher-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which are crucial for its business turnaround.
- Partnership Potential with Geely: Ford's potential collaboration with China's Geely, leveraging its excess production capacity to manufacture vehicles for Geely, could help avoid high tariffs and enhance Ford's competitiveness through shared technology, positioning it better in the EV market.
See More
Ford's Restructuring and Challenges in Europe
- Market Share Pressure: Ford's market share in Europe has been severely impacted by the cancellation of popular models like the Fiesta and Focus, and although it returned to profitability through restructuring in late 2020, subsequent quarterly performances have remained volatile, reflecting the complexity of the market environment.
- Strategic Transformation Plan: Ford aims to tackle market challenges through a three-pronged strategy focusing on its high-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which is intended to strengthen its foothold in the competitive European market.
- Potential Partnership Opportunity: The potential collaboration with China's Geely could provide a turning point for Ford's European operations, as utilizing excess production capacity to manufacture vehicles for Geely could not only reduce tariff costs but also offer advantages in technology sharing, particularly in autonomous driving.
- Intensifying Industry Competition: With the rapid rise of Chinese electric vehicle manufacturers, Ford faces pressure from these competitors and must learn new production and design techniques to maintain its market competitiveness, especially in innovation and cost control within the electric vehicle sector.
See More
XPeng Under Investigation Amid Sharp Delivery Decline
- Delivery Decline: XPeng reported delivering 20,011 vehicles in January 2026, a significant drop from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales expectations and investor confidence.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its stock price and market reputation.
- Stock Price Reaction: Following the delivery decline announcement, XPeng's American Depositary Receipt (ADR) price fell by $1.49, or 8.29%, on February 2, 2026, reflecting investor concerns about the company's outlook and market uncertainty.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience in protecting investor rights, may provide legal support for affected investors, potentially leading to increased regulatory scrutiny on XPeng.
See More
Nio Inc Recalls 246,229 Vehicles Due to Software Issues
- Record Recall: Nio Inc is recalling 246,229 vehicles, including ES8, ES6, and EC6 models, due to a software issue, representing about 75% of its projected 2025 sales volume, which could negatively impact the company's short-term performance.
- Software Issue Impact: The recall affects vehicles manufactured between March 16, 2018, and January 16, 2023, with the software problem potentially causing brief blackouts of the instrument cluster and central control screen; Nio plans to address this through remote software updates and service center upgrades, demonstrating its commitment to customer safety.
- Positive Profit Outlook: Despite the recall, Nio expects an adjusted operational profit of approximately 700 million to 1.2 billion yuan (around $100 million to $172 million) for Q4 2025, contrasting sharply with a 5.54 billion yuan loss in Q4 2024, indicating potential recovery for the company.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing investment in smart EV technologies and its competitive market position.
See More
XPeng Partners with Antom for Global EV Charging Payments
- Global Payment Partnership: XPeng has formed a strategic partnership with Antom, becoming the first Chinese EV maker to establish a global payment collaboration, with plans to expand from Hong Kong to Southeast Asia and other markets by 2026, significantly enhancing its international competitiveness.
- Charging Network Expansion: XPeng's charging network spans 31 countries with over 2.66 million charging piles, and this collaboration will integrate over 300 payment methods, improving user charging experiences and further promoting EV adoption.
- Overseas Delivery Growth: XPeng's overseas deliveries surged by 96% year-on-year to 45,008 units in 2025, indicating strong demand in international markets, although a 34% year-on-year decline in January 2026 deliveries highlights market volatility.
- Regional Payment Integration: Antom will assist XPeng in integrating local payment methods in markets like Indonesia and Malaysia, such as DANA and Touch ‘n Go eWallet, further supporting XPeng's growth strategy and enhancing user convenience.
See More
3 Strategies to Calm Stock Market Anxiety Ahead of Key Jobs Report
Stock Market Outlook: The Super Bowl Indicator suggests a positive year for the stock market, particularly following the Seattle Seahawks' victory.
Investor Sentiment: Even skeptics of the Super Bowl Indicator can find reasons for optimism as the market approaches a significant January jobs report.
See More
