Chinese electric vehicle (EV) manufacturer XPeng (XPEV) is set to report its Q3 2025 earnings on November 17. The stock has gained more than 112% year-to-date and 108% over the past year, fueled by strong delivery growth, rising revenue, and new model launches, despite the intense competition in the Chinese EV market. Wall Street analysts anticipate that the company will report a loss of $0.05 per share, versus a loss of $0.27 per share in the year-ago quarter.
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Meanwhile, revenues are expected to rise by 103% from the same quarter last year, reaching $2.86 billion, according to data from the TipRanks Forecast page. It’s worth noting that XPEV has beaten consensus EPS estimates for seven straight quarters.
Recent News Ahead of the Q3 Print
On November 5, XPeng held its 2025 AI Day and showed new updates in its AI driving system and “Physical AI” work. The company also shared early plans for robotaxis, humanoid robots, and eVTOLs, pointing to its push beyond regular EVs.
On November 11, XPeng saw its shares climb to a three-year high after the company highlighted new progress in humanoid robots and AI technology. XPeng unveiled its new IRON humanoid robot and updates to its robotaxi platform, drawing strong investor interest.
These projects are still early in development, but they highlight XPeng’s push to grow into areas with long-term potential beyond traditional EVs.
Analyst’s Take on XPeng Ahead of Q3 Earnings
Heading into the Q3 results, Bank of America Securities Top analyst Ming-Hsun Lee reiterated a Buy rating on XPeng and raised the price target to $27 from $26. He pointed to the company’s progress in “Physical AI” and how it could shape future mobility. He highlighted XPeng’s new VLA 2.0 system, which aims to improve real-world driving with faster, human-like learning. Lee also noted strong tech partners and a solid model pipeline, which support his higher price target.
Meanwhile, Bernstein analyst Eunice Lee kept a Market Perform rating on XPeng with a $21 price target. She said XPeng’s AI Day showed solid progress in its driver-assist tech and early plans for robotaxis, humanoids, and eVTOLs.
Options Traders Anticipate a Large Move
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry; the Options tool does this for you.
Indeed, it currently says that options traders are expecting a 9.63% move in either direction.
Is XPeng Stock a Good Buy?
Turning to Wall Street, XPeng stock scores a Moderate Buy consensus rating based on eight Buys, two Holds, and one Sell recommendation. The average XPEV stock price target of $26 indicates about 1.44% downside potential.
