Xpeng Inc Stock Price, News & Analysis

XPENG (NYSE:XPEV) and Peking University announced that their paper "FastDriveVLA: Efficient End-to-End Driving via Plug-and-Play Reconstruction-based Token Pruning" was accepted to AAAI 2026. The research introduces FastDriveVLA, a reconstruction-based visual token pruning framework for Vision-Language-Action models that aims to focus on essential visual information and ignore irrelevant background.

Key metrics: AAAI received 23,680 submissions with a 17.6% acceptance rate; FastDriveVLA cut visual tokens from 3,249 to 812 and achieved a ~7.5x reduction in computational load on the nuScenes benchmark while preserving planning accuracy.

XPENG (NYSE: XPEV) announced a strategic partnership with Malaysian manufacturer EP Manufacturing Berhad to launch localized EV production in Malacca, with mass production scheduled to begin in 2026.

This will be XPENG's third global localized production project and second in Asia-Pacific, designed to integrate production, sales, charging services, and user operations across Europe and APAC. From January to November 2025, XPENG's overseas deliveries reached 39,773 units, a 95% year‑on‑year increase, and its overseas network spans 52 countries with 321 outlets. The collaboration aims to tailor intelligent EVs for Malaysian and ASEAN consumers and support Malaysia's NEV industrial ecosystem and job creation.

XPENG (NYSE: XPEV) reported 36,728 vehicle deliveries in November 2025, a +19% year-over-year increase.

For the period January–November 2025, cumulative deliveries reached 391,937 units, up 156% YoY. Overseas deliveries for January–November 2025 were 39,773 units, a 95% YoY rise.

On November 5, XPENG held its 2025 AI Day, unveiling Physical AI applications including VLA 2.0, Robotaxi, and Next-Gen IRON humanoid robot, which the company said are expected to enter mass production in 2026. In November, XNGP achieved an urban driving monthly active user penetration rate of 84%. XPENG plans a China pilot of VLA 2.0 in late December.

XPENG (NYSE: XPEV) reported unaudited Q3 2025 results on November 17, 2025: total deliveries 116,007 (+149.3% YoY), total revenues RMB20.38bn (+101.8% YoY), and gross margin 20.1% (up 4.8 pts YoY). Vehicle sales were RMB18.05bn (+105.3% YoY) with vehicle margin 13.1% (up 4.5 pts YoY). Cash and equivalents, restricted cash, short-term investments and time deposits were RMB48.33bn as of September 30, 2025. Net loss was RMB0.38bn; non-GAAP net loss was RMB0.15bn.

Q4 2025 outlook: deliveries 125,000–132,000 and revenues RMB21.5bn–RMB23.0bn. Company highlighted Robotaxi, humanoid robots and R&D-driven margin improvement.

XPENG (NYSE: XPEV) will report its third quarter 2025 unaudited financial results on Monday, November 17, 2025 before U.S. market open. Management will host an earnings conference call on November 17, 2025 at 8:00 AM ET (9:00 PM Beijing/Hong Kong Time).

Investors can pre-register for phone access via the provided diamondpass link and will receive dial-in details after registration. A live webcast and archived replay will be available on XPENG's investor relations site at http://ir.xiaopeng.com. Telephone replay will be accessible about one hour after the call until November 24, 2025 using the listed international and regional numbers and Replay PIN 10051050.

XPENG (NYSE: XPEV) reported record vehicle deliveries of 42,013 units in October 2025, up 76% year-over-year and 1% month-over-month. October marks the second straight month above 40,000 monthly deliveries.

Year-to-date through October, XPENG delivered 355,209 Smart EVs, a 190% increase vs. the same period in 2024. The company expanded into seven new international markets in October: Lithuania, Latvia, Estonia, Cambodia, Morocco, Tunisia, and Qatar. XNGP advanced driver assistance saw an 86% monthly active user penetration in urban driving in October. XPENG will hold XPENG AI Day on November 5, 2025 to present developments in Physical AI, robotaxi and related in-house AI technology.

XPENG (NYSE: XPEV) will host its 2025 XPENG AI Day themed "Emergence" on Wednesday, November 5, 2025. The event will spotlight XPENG's latest breakthroughs and roadmap for its in-house AI technologies, with key focuses on Physical AI, robotaxi development, and other pioneering advancements.

The live broadcast originates from China at 3:00 PM Beijing Time (GMT+8) on Wednesday, November 5 (equivalent to 2:00 AM US Eastern Standard Time), and an English-language replay will be available at 4:30 PM Beijing Time (3:30 AM US EST) immediately after the live show. Webcast and replay links will be provided on XPENG official channels including the company website, X, YouTube, Facebook, and TikTok.

XPENG (NYSE: XPEV) reported strong delivery results for September and Q3 2025. The company achieved a record-breaking 41,581 Smart EV deliveries in September, marking a 95% year-over-year increase and 10% month-over-month growth. Q3 2025 deliveries totaled 116,007 units, up 149% year-over-year.

The company's cumulative deliveries for the first nine months of 2025 reached 313,196 units, representing a 218% increase from 2024. Notable achievements include the 10,000th New XPENG P7 production milestone, maintaining an MSCI ESG Rating of AAA, and achieving an 83% monthly active user penetration rate for XNGP in urban driving.

XPENG (NYSE:XPEV) showcased its latest AI mobility innovations at IAA Mobility 2025, highlighting its transformation from an emerging EV brand to the world's sixth-largest EV player operating in over 46 markets. The company unveiled the European premiere of its Next P7 sports sedan, featuring 593 PS power and 3.7-second 0-100 km/h acceleration.

Key announcements include the opening of XPENG's first European R&D center in Munich, plans to mass-produce L4 autonomous vehicles by 2026, and the upcoming inaugural flight of its "Land Aircraft Carrier" flying car in Dubai this October. The company also plans to launch its IRON humanoid robot for mass production in 2026. XPENG's strong European market performance is evidenced by leading mid-to-high-end BEV sales among Chinese brands and achieving an industry-leading 81% Net Promoter Score in DACH markets.