What the analyst said
“1H25 NDR takeaways – A Tech-Powered EV Leader Poised for Breakout Growth’
We hosted the post-result NDR for XPeng in HK.
XPeng’s 1H25 results defied expectations, led by strong margins from economies of scale.
We see a clear path to profitability by 4Q25, with G7 and new P7 starting mass deliveries.
We view XPeng’s tech DNA as the most differentiated moat, blending rapid product innovation, AI leadership, and global expansion to cement its place as a top-tier EV maker.
The chairman’s buyback shows confidence in XPeng’s trajectory.”
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Track record
Firm track recordJefferies: 62% of its 21 targets at least a year old were reached within 12 months (#23 of 26 firms). Accuracy ranking →
Jefferies on XPeng
Jefferies price targets on XPeng
2 calls from August 25, 2025 to May 29, 2026. The rating stayed Buy.
- May 29, 2026Set a $25.20 targetBuy$25.20
- August 25, 2025 This noteEarliest call shownBuyNo target
