Tesla's China Rival XPeng Delivers Over 91,500 EVs In Q4, Eyes Massive Growth In Q1
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2025
0mins
Should l Buy TSLA?
Source: Benzinga
Financial Performance: XPeng Inc reported a 23.4% year-on-year sales growth in the fiscal fourth quarter, reaching 16.11 billion Chinese Yuan ($2.21 billion), with vehicle deliveries increasing by 52.1% to 91,507. However, the company posted an operating loss of 1.56 billion Chinese Yuan and an adjusted net loss per ADS that missed analyst expectations.
Strategic Outlook: CEO Xiaopeng He emphasized XPeng's commitment to expanding its market share in the Smart EV sector and advancing autonomous driving technology, projecting first-quarter vehicle deliveries between 91,000 and 93,000, which represents a significant year-on-year increase.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 364.200
Low
25.28
Averages
401.93
High
600.00
Current: 364.200
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
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.
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- High Funding Needs: Ending 2025 with approximately $1.6 billion in cash may seem substantial, but considering its $1.2 billion R&D expenditure and the capital required for future expansion, the company faces significant financial pressure that could impact its ongoing operations.
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- Frequent Supply Chain Problems: Lucid fell short of its production goals in Q1 2026 due to supply chain issues, which even led to a temporary halt in sales, highlighting its deficiencies in production capacity and market adaptability.
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