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
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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TSLA?" 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 TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 433.590
Low
25.28
Averages
401.93
High
600.00
Current: 433.590
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.
- Investor Interest: Many investors interested in the SpaceX IPO are also shareholders of Tesla (TSLA), indicating a potential correlation that could influence Tesla's stock price performance.
- Market Dynamics: As of the afternoon of May 21, 2026, Tesla's stock price rose by 1.70%, reflecting optimistic market sentiment regarding its future performance, potentially linked to SpaceX's growth prospects.
- Video Release Timing: The video was published on May 23, 2026, further igniting discussions around the SpaceX IPO, which may attract more investor attention to related stocks.
- Investor Confidence: The interest of Tesla shareholders in SpaceX may suggest their confidence in the space industry, potentially driving an investment surge in this sector.
See More
- New Vehicle Launch: Nio officially launched the ES9 SUV on May 27, 2026, with a starting price of 390,000 yuan ($57,470), aiming to enhance its position in the fiercely competitive electric vehicle market, particularly against emerging competitors like Xiaomi.
- Positive Market Reaction: The launch of the ES9 led to a 9% increase in Nio's stock on Wednesday, further boosting its stock performance in 2026, reflecting strong investor confidence and expectations for market demand for the new model.
- Innovative Features Showcase: CEO William Li highlighted several advanced features of the ES9 at the launch event, including smart safety systems and an in-car water boiler, aimed at enhancing passenger experience and increasing brand appeal, especially in the premium market.
- Delivery Volume Growth: Nio delivered 83,465 vehicles in the first quarter, nearly doubling year-over-year despite a 33% drop from the fourth quarter, indicating the company's competitiveness in a sluggish consumer market.
See More
- Oil Price Plunge: Oil prices dropped over 5% on Wednesday after Secretary of State Marco Rubio indicated that Washington was giving Iran talks 'every chance to succeed,' reflecting market sensitivity to diplomatic efforts and potentially impacting energy sector profitability.
- Escalation of Military Actions: New U.S. airstrikes in Iran targeted a military site deemed a threat to U.S. forces and commercial maritime traffic, adding uncertainty to the ongoing diplomatic negotiations and prompting investors to reassess risk levels in the market.
- Strong Tech Stock Performance: Shares of cloud-based AI and data platform company Snowflake surged 36% following a strong earnings report and a $6 billion investment plan in Amazon Web Services, showcasing investment enthusiasm and market confidence in the tech sector amid rising AI demand.
- Inflation Data Focus: Investors are closely watching the upcoming April inflation reading, which is expected to influence the Fed's future rate decisions, as Minneapolis Fed President Neel Kashkari emphasized that lowering inflation remains a top priority, indicating market sensitivity to economic policy.
See More
- AI Market Outlook: The AI market is projected to exceed $2 trillion by 2030, attracting a rush of investments that have driven stock prices up, although recent high valuations have limited the performance of some AI stocks.
- Nvidia Valuation Insight: Nvidia trades at a price-to-earnings ratio of 24, making it the second cheapest among the 'Magnificent Seven' tech stocks, following Meta, despite being the leader in AI earnings, indicating market caution regarding its future growth potential.
- Significant Revenue Growth: Nvidia's revenue surged from $60 billion two years ago to $215 billion in the latest fiscal year, showcasing its successful pivot from gaming to AI chips, although investors express concerns about the sustainability of such growth.
- New Platform Launch: Nvidia is set to launch its Vera Rubin platform in Q3, designed to meet the demands of the AI agent era by integrating training and inference, suggesting a potential new wave of growth, with the current stock pullback providing a favorable entry point for investors.
See More
- Market Valuation Fluctuations: Despite significant gains in AI stocks over the past few years due to technological prospects, concerns over high valuations have led to a drop in companies like Nvidia, reflecting market caution regarding future growth.
- Significant Revenue Growth: Nvidia's revenue surged from $60 billion to $215 billion in the past two years, showcasing its strong performance in the AI sector, although the market expresses skepticism about the sustainability of such growth.
- Expansive AI Market Outlook: The AI market is projected to exceed $2 trillion by the end of the decade, positioning Nvidia at the center of this growth wave, potentially leading to new opportunities for expansion.
- New Platform Launch: Nvidia plans to launch the Vera Rubin platform in Q3, aimed at meeting the demands of the AI agent era, which could provide the company with new growth momentum.
See More
- Stock Price Surge: Nio (NIO) closed at $5.75 on Wednesday, marking a 9.32% increase, primarily driven by the launch of its flagship ES9 SUV at a lower-than-expected starting price, which has attracted investor interest.
- Trading Volume Spike: The trading volume reached 88.6 million shares, approximately 110% above the three-month average of 42.2 million shares, indicating strong market interest and investor activity surrounding Nio's new model.
- Increased Competitive Pressure: Nio priced its new ES9 SUV models about $4,000 lower than previously announced pre-sale quotes, reflecting a more competitive pricing strategy in response to intensifying competition in the electric vehicle market.
- Delivery Growth Expectations: Nio nearly doubled its delivery numbers year-over-year in Q1, and management is optimistic about strong growth in Q2, bolstering investor confidence in Nio shares, despite the analyst team not including it in their top stock picks.
See More











