$XPeng (XPEV.US)$ Analysts ratings coming in, collating them for reference
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BoA raises Target Price to USD16.2, ratings Buy
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Vehicle margins and gross margins have improved Q-to-Q, Guidance for Q4 delivery is going to be record high of 87,000-91,000 units. Now just need to ensure that the production can ramp up smoothly.
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$XPeng (XPEV.US)$ China's XPeng Q3 Revenue at 10.1 Billion Yuan, Beating Market Expectation of 9.91 Billion Yuan;
XPeng Q3 Deliveries of Vehicles at 46,533, up 16.3% YoY;
XPeng Q4 Deliveries of Vehicles to Be between 87,000 and 91,000, Yoy Increase of Approximately 44.6% to 51.3%![]()
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XPeng Q3 Deliveries of Vehicles at 46,533, up 16.3% YoY;
XPeng Q4 Deliveries of Vehicles to Be between 87,000 and 91,000, Yoy Increase of Approximately 44.6% to 51.3%
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WHAT TO WATCH:
--SALES GUIDANCE: The sales outlook for the newly launched P7+ sedan and the fully electric Mona M03 sedan will be a focus for investors.
--NET LOSS: XPeng has yet to turn a profit. But given solid sales in recent months, investors will be curious to see how much its bottom line improved, CCB International analyst Qu Ke said.
--MARGINS: The company reported double-digit gross margins for the first and second quarters. As one of the most competitive Chinese au...
--SALES GUIDANCE: The sales outlook for the newly launched P7+ sedan and the fully electric Mona M03 sedan will be a focus for investors.
--NET LOSS: XPeng has yet to turn a profit. But given solid sales in recent months, investors will be curious to see how much its bottom line improved, CCB International analyst Qu Ke said.
--MARGINS: The company reported double-digit gross margins for the first and second quarters. As one of the most competitive Chinese au...
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$XPeng (XPEV.US)$ A camouflage XPeng model is spotted on the streets. Likely a mid-life cycle revamped model of G6. If it’s one new model every quarter, they might need to expand production capacity.
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$XPENG-W (09868.HK)$ Alibaba added about USD300 million of XPeng shares in Q3 according to SEC filings and XPeng now is the largest in Baba’s portfolio. This shows the confidence they have in XPeng after the large selling earlier in the year.
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$XPeng (XPEV.US)$ P7+ mass delivery has started with more visibility coming on the roads, expecting it to sustain its order books for the next quarter cos no competition at this price point with full ADAS and size yet.
3 more days to Q3 results reporting.
3 more days to Q3 results reporting.
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$XPeng (XPEV.US)$ P7+ started its nationwide mass delivery of P7+ today. Latest order waiting time has increased to 8-10 weeks. Probably another record delivery month for Oct. Next up is AeroHT launch in Dec.
Xpeng Begins Volume Deliveries of P7+
Xpeng Begins Volume Deliveries of P7+
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TWeiT OP : Goldman Sachs Downgrades XPeng to Neutral, Price Target Is $12.50
TWeiT OP : Barclays Maintains XPeng(XPEV.US) With Sell Rating, Cuts Target Price to $7
TWeiT OP : XPeng Target Price Raised to $17.80 From $9.10 by CCB International >XPEV
TWeiT OP : CMB International Upgrades XPeng to Buy, Price Target Is $16
TWeiT OP : JPMorgan maintains Buy rating. Target price USD17.
维持“增持”评级，目标价为17美元/65港元。
[Brokerage Focus] jpmorgan maintains a "shareholding" rating on XPeng Motors (09868) and is bullish on its development potential in the ai automobile sector.
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