JJefferies XXPeng · XPEV
Jefferies Lowers XPeng Price Target to $25.20
Rating
Buy
Price target
$25.2
Previous
$26.5
Implied upside
+53%
Jefferies analyst Alexious Lee lowered the price target on XPeng (NYSE: XPEV) to $25.20 (from $26.50) while maintaining a Buy rating.
“XPeng reported 1Q26 rev of RMB13.0bn (-17.6% YoY, -41.4% QoQ) and a net loss of RMB1.78bn (vs.
RMB0.66bn in 1Q25), broadly in line with our est. amid higher R&D spending. GPM reached 20.6% (+5.0ppt YoY), while vehicle margin came in at 12.1% (+1.6ppt YoY, -0.9ppt QoQ).
2Q26 delivery guidance is 100k-106k. The Iron robot will debut in 3Q26, with mass production by end-26. Robotaxi rollout remains focused on Guangzhou, where licenses are secured.”
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The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
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