Jefferies Lowers XPeng Price Target to $25.20
- Rating
- Buy
- Unchanged
- Target
- $25.20
- from $26.50 (−5%)
- Upside
- +146%
- XPEV at $10.24 today
What the analyst said
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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Where the price stands
XPEV trades at $10.24. The 7 analysts who set a target in the last 3 months range from $10 to $22, with a median of $16. This $25.20 target is 58% above the median, the highest on the Street.
Since the note XPEV has moved −38% (from $16.44). 12-month window: day 162 of 365, closes on May 29, 2027.
Track record
This callOpen: XPEV has not reached $25.20 yet. This 12-month target is scored on May 29, 2027.
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, 2026 This noteSet a $25.20 targetBuy$25.20
- August 25, 2025Earliest call shownBuyNo target
