TLDR
- BofA Securities raised XPeng’s price target to $26 from $25 while maintaining a Buy rating on the Chinese EV maker
- XPeng forecasts Q3 2025 deliveries of 113,000-118,000 vehicles, representing 143-154% year-over-year growth
- CEO Xiaopeng He purchased 3.1 million Class A ordinary shares, boosting his total stake to 18.9% of the company
- XPeng stock rallied 12% on Thursday following news of the CEO’s share purchase
- The company targets monthly deliveries exceeding 40,000 units from September through December 2025
XPeng stock surged 12% on Thursday after Chairman and CEO Xiaopeng He increased his ownership stake in the Chinese electric vehicle manufacturer. The move comes as multiple analysts raise price targets on the company.
He purchased 3.1 million Class A ordinary shares between August 20 and 21 through Galaxy Dynasty, a company he fully owns. The transaction occurred at an average price of HK$80.49 per share.
Following this purchase, He now controls approximately 18.9% of XPeng. His holdings include 327.71 million Class B shares, various ADSs through different entities, and the newly acquired Class A shares.
The CEO’s investment reflects growing confidence in XPeng’s business trajectory. Share purchases by key insiders typically signal management’s belief in the company’s future prospects.
BofA Securities raised its price target on XPeng to $26 from $25 while maintaining a Buy rating. The firm cited the company’s strong delivery forecasts and upcoming model launches as key factors.
Delivery Targets Drive Optimism
XPeng management forecasts third-quarter 2025 vehicle deliveries between 113,000 and 118,000 units. This represents year-over-year growth of 143% to 154%.
Revenue for Q3 2025 is expected to reach RMB19.6-21 billion. This marks a 94% to 108% increase from the previous year.
The company plans to achieve monthly sales exceeding 40,000 units from September through December 2025. The G7 and P7 models are expected to drive incremental volume during this period.
BofA Securities increased its volume sales estimates for 2025, 2026, and 2027 by 1%, 2%, and 1% respectively. However, the firm projects a wider non-GAAP net loss of RMB822 million for 2025, up from its previous estimate of RMB703 million.
Analyst Support Builds
Multiple investment firms have expressed confidence in XPeng’s outlook. Tiger Securities maintains a Buy rating with a $28 price target, citing the company’s growth trajectory and path to profitability.
Macquarie raised its price target to $25, focusing on potential vehicle margin expansion. Goldman Sachs upgraded XPeng from Neutral to Buy, noting organizational restructuring and supply chain optimization improvements.
Wall Street maintains a Moderate Buy consensus rating on XPeng stock. The rating comes from seven Buy recommendations, two Hold ratings, and one Sell recommendation.
The average price target of $24.58 suggests 8% upside potential from current trading levels. XPeng stock has gained approximately 93% year-to-date.
XPeng recently reported second-quarter 2025 results showing a narrower-than-expected loss. Revenue jumped 125.3% during the quarter, while margins showed improvement across key metrics.
The company continues developing autonomous driving technology and advanced chip capabilities. XPeng presented its self-driving innovations at the 2025 Conference on Computer Vision and Pattern Recognition.
Reports indicate XPeng is developing chips for Volkswagen vehicles. The company claims these chips offer superior performance compared to Nvidia’s offerings.
XPeng’s stock currently trades at $20.75, reflecting the 12% Thursday rally following He’s share purchase announcement.
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