XPeng Reports Strong Recovery with 27,415 Deliveries in March 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2026
0mins
Should l Buy XPEV?
Source: seekingalpha
- Surge in Deliveries: XPeng delivered 27,415 vehicles in March 2026, marking an 80% sequential increase over February, which not only indicates a robust recovery in market demand but also sets a solid foundation for total Q1 deliveries reaching 62,682 units, reflecting the effectiveness of its sales strategy.
- Global Market Expansion: XPeng announced its entry into the Mexican market and launched a three-year strategy for Latin America, aiming for a dominant position in the region by 2028, with plans to launch both pure electric and range-extended models in 2027, significantly enhancing its international market share.
- Strong Financial Performance: XPeng reported a non-GAAP EPS of $0.07, beating expectations by $0.08, although revenue of $3.18 billion fell short by $10 million, indicating improvements in profitability while overall revenue still requires further enhancement.
- Optimistic Market Outlook: Analysts expect a breakout for XPeng as physical AI becomes increasingly integral to its business, and combined with strong delivery growth and market expansion plans, the company is likely to attract more investor interest.
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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: 18.100
Low
20.00
Averages
29.67
High
50.00
Current: 18.100
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.
XPENG to Unveil Next-Gen Physical AI Ecosystem at Beijing Auto Show
- Physical AI Ecosystem Launch: XPENG will unveil its next-generation Physical AI ecosystem at the Beijing Auto Show on April 24, marking a pivotal transition from a smart EV manufacturer to a global leader in physical AI, expected to attract significant media and consumer attention.
- VLA 2.0 Intelligent Driving System: The showcase will highlight the VLA 2.0 intelligent driving system and flagship models, with positive user feedback and increasing conversion rates for the Ultra version, demonstrating XPENG's technological edge in smart driving.
- International Market Expansion: In 2025, XPENG delivered 45,000 vehicles abroad, a 95.6% year-on-year increase, operating in over 60 countries and regions, continuing to lead the international expansion of Chinese EVs, with the Auto Show further solidifying its market position.
- Vision for Future Mobility: XPENG aims to drive the Smart EV revolution through advanced ADAS technology and intelligent in-car operating systems, with the Auto Show providing consumers a glimpse into the future of mobility, enhancing brand influence.
See More
XPENG to Unveil Next-Gen Physical AI Ecosystem at Beijing Auto Show
- Physical AI Ecosystem Launch: XPENG will unveil its next-generation Physical AI ecosystem at the Beijing Auto Show on April 24, marking its transition from a smart EV manufacturer to a global leader in physical AI, showcasing a comprehensive portfolio of intelligent driving, robotics, and aerial mobility.
- VLA 2.0 Intelligent Driving System: The newly launched VLA 2.0 intelligent driving system has received positive feedback, with increased user conversion rates and growing adoption of the Ultra version, enhancing user perception of smart driving and expected to attract a younger audience to experience its benefits.
- International Market Expansion: In 2025, XPENG delivered 45,000 vehicles, a 95.6% year-on-year increase, operating in over 60 countries and regions globally, continuing to lead the international expansion of Chinese EVs, with the Auto Show serving as a significant platform for showcasing its future in smart mobility.
- In-House ADAS Development: XPENG develops its full-stack advanced driver-assistance system (ADAS) and intelligent in-car operating system in-house, aiming to drive the Smart EV revolution through cutting-edge technology, enhancing customer experience and shaping the future of mobility.
See More
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- Sales Growth Confidence: CEO William Li expressed confidence at the China EV 100 forum that Nio will achieve its annual sales growth target of 40% to 50%, reflecting an optimistic outlook on future market demand.
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See More
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Key Participants: The discussions involved major Chinese companies, including XPeng and Guangzhou Automobile Group, highlighting the importance of collaboration in the electric vehicle market.
See More
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- Investor Relations Service: The company offers free hard copies of its annual report to shareholders and ADS holders, reflecting XPeng's dedication to shareholder rights and enhancing communication with investors, which is crucial for maintaining investor trust.
- Technological Development Vision: XPeng aims to become a globally trusted smart technology company by developing in-house full-stack advanced driver-assistance systems and intelligent operating systems, thereby enhancing user mobility experiences and solidifying its competitive position in the smart EV market.
- Global Presence: Headquartered in Guangzhou, XPeng has major offices in Beijing, Shanghai, Shenzhen, Silicon Valley, and San Diego, indicating its strategic global footprint aimed at attracting technology-savvy middle-class consumers.
See More
XPeng Inc. Releases 2025 ESG Report Highlighting Sustainability Initiatives
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- Technological Innovation: XPeng is focused on developing its full-stack advanced driver-assistance systems and intelligent operating systems, continuously optimizing user mobility experiences, thereby enhancing its competitiveness in the smart EV market and expected to drive future sales growth.
- Market Positioning: As a leading smart EV and NEV manufacturer, XPeng targets the needs of technology-savvy middle-class consumers, further solidifying its position in the rapidly growing Chinese EV market.
- Global Expansion Strategy: With major offices in Guangzhou, Beijing, Shanghai, and Silicon Valley, XPeng demonstrates its global business layout, aiming for long-term growth through international market expansion.
See More
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- Physical AI Ecosystem Launch: XPENG will unveil its next-generation Physical AI ecosystem at the Beijing Auto Show on April 24, marking a pivotal transition from a smart EV manufacturer to a global leader in physical AI, expected to attract significant media and consumer attention.
- VLA 2.0 Intelligent Driving System: The showcase will highlight the VLA 2.0 intelligent driving system and flagship models, with positive user feedback and increasing conversion rates for the Ultra version, demonstrating XPENG's technological edge in smart driving.
- International Market Expansion: In 2025, XPENG delivered 45,000 vehicles abroad, a 95.6% year-on-year increase, operating in over 60 countries and regions, continuing to lead the international expansion of Chinese EVs, with the Auto Show further solidifying its market position.
- Vision for Future Mobility: XPENG aims to drive the Smart EV revolution through advanced ADAS technology and intelligent in-car operating systems, with the Auto Show providing consumers a glimpse into the future of mobility, enhancing brand influence.
See More
XPENG to Unveil Next-Gen Physical AI Ecosystem at Beijing Auto Show
- Physical AI Ecosystem Launch: XPENG will unveil its next-generation Physical AI ecosystem at the Beijing Auto Show on April 24, marking its transition from a smart EV manufacturer to a global leader in physical AI, showcasing a comprehensive portfolio of intelligent driving, robotics, and aerial mobility.
- VLA 2.0 Intelligent Driving System: The newly launched VLA 2.0 intelligent driving system has received positive feedback, with increased user conversion rates and growing adoption of the Ultra version, enhancing user perception of smart driving and expected to attract a younger audience to experience its benefits.
- International Market Expansion: In 2025, XPENG delivered 45,000 vehicles, a 95.6% year-on-year increase, operating in over 60 countries and regions globally, continuing to lead the international expansion of Chinese EVs, with the Auto Show serving as a significant platform for showcasing its future in smart mobility.
- In-House ADAS Development: XPENG develops its full-stack advanced driver-assistance system (ADAS) and intelligent in-car operating system in-house, aiming to drive the Smart EV revolution through cutting-edge technology, enhancing customer experience and shaping the future of mobility.
See More
Nio Unveils ES9, Confident in Annual Sales Growth Target
- New Model Launch: Nio unveiled its next-generation flagship SUV, the ES9, priced at 528,000 yuan ($77,230), with an official launch expected in late May and customer deliveries starting June 1, indicating the company's continued expansion in the EV market.
- Sales Growth Confidence: CEO William Li expressed confidence at the China EV 100 forum that Nio will achieve its annual sales growth target of 40% to 50%, reflecting an optimistic outlook on future market demand.
- Market Performance Analysis: Despite a 7% increase in Nio's stock on Thursday, analysts generally see greater growth potential for its competitor Xpeng (XPEV), highlighting differing market perceptions of various EV manufacturers.
- Investor Sentiment Shift: Retail sentiment around Nio stock shifted from 'neutral' to 'bullish' in the past 24 hours, indicating increased investor confidence in Nio's future performance, while sentiment for Xpeng and Li Auto remains in 'bearish' territory.
See More
CANADA'S TRADE MINISTER ENGAGES WITH CHINESE EV MAKERS BYD, XPENG, AND GUANGZHOU AUTOMOBILE GROUP IN CHINA - OFFICIAL STATEMENT
Canada's Trade Minister Engagement: Canada's Trade Minister held discussions with Chinese electric vehicle manufacturers, indicating a focus on strengthening trade relations in the automotive sector.
Key Participants: The discussions involved major Chinese companies, including XPeng and Guangzhou Automobile Group, highlighting the importance of collaboration in the electric vehicle market.
See More
XPeng Inc. Files Annual Report for 2025
- Annual Report Filing: XPeng Inc. filed its annual report on Form 20-F for the fiscal year ending December 31, 2025, with the SEC on April 16, 2026, demonstrating the company's ongoing commitment to transparency and compliance, ensuring timely access to critical information for investors.
- Investor Relations Service: The company offers free hard copies of its annual report to shareholders and ADS holders, reflecting XPeng's dedication to shareholder rights and enhancing communication with investors, which is crucial for maintaining investor trust.
- Technological Development Vision: XPeng aims to become a globally trusted smart technology company by developing in-house full-stack advanced driver-assistance systems and intelligent operating systems, thereby enhancing user mobility experiences and solidifying its competitive position in the smart EV market.
- Global Presence: Headquartered in Guangzhou, XPeng has major offices in Beijing, Shanghai, Shenzhen, Silicon Valley, and San Diego, indicating its strategic global footprint aimed at attracting technology-savvy middle-class consumers.
See More
XPeng Inc. Releases 2025 ESG Report Highlighting Sustainability Initiatives
- Sustainability Achievements: XPeng's 2025 ESG Report highlights its sustainability initiatives in environmental, social, and governance aspects, showcasing the company's commitment to green technology and social responsibility, which aims to enhance brand image and attract environmentally conscious consumers.
- Technological Innovation: XPeng is focused on developing its full-stack advanced driver-assistance systems and intelligent operating systems, continuously optimizing user mobility experiences, thereby enhancing its competitiveness in the smart EV market and expected to drive future sales growth.
- Market Positioning: As a leading smart EV and NEV manufacturer, XPeng targets the needs of technology-savvy middle-class consumers, further solidifying its position in the rapidly growing Chinese EV market.
- Global Expansion Strategy: With major offices in Guangzhou, Beijing, Shanghai, and Silicon Valley, XPeng demonstrates its global business layout, aiming for long-term growth through international market expansion.
See More
