XPeng Is About to Report Q4 Earnings. Options Traders Expect a Major Move in XPEV Stock

Chinese electric vehicle (EV) maker XPeng XPEV -6.34% ▼ is about to report its fourth-quarter earnings on Friday, March 20. XPeng stock has declined 20% over the past year amid concern about intense competition in China’s EV market and fading government subsidies. According to TipRanks’ Options Tool, options traders expect about a 6.77% move in either direction in XPEV stock in reaction to Q4 2025 earnings.

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This implied move is lower than XPeng stock’s average post-earnings move (in absolute terms) of 8.84% over the past four quarters.

Wall Street expects XPeng to report Q4 2025 earnings per share (EPS) of less than $0.01 on revenue of $3.13 billion. XPeng delivered 116,249 vehicles in Q4 2025, reflecting 27% year-over-year growth. However, Q4 deliveries fell short of the company’s guidance of 125,000 to 132,000 units.

Investors will look forward to management’s commentary about the EV demand backdrop in the Chinese market, expansion into international markets, and updates on the company’s autonomous driving platform. Recently, XPeng reported 15,256 deliveries for February 2026, reflecting a year-over-year decline of about 50% and a month-over-month drop of 24% amid continued pressure in the Chinese EV market.

Analysts’ Views Ahead of XPeng’s Q4 Earnings

Following the launch event of XPeng’s VLA 2.0 autonomous driving platform, Bank of America analyst Ming Hsun Lee reiterated a Buy rating on XPEV stock with a price target of $24. He noted that XPeng believes that traditional L2 intelligent driving solutions are essentially patchworks optimized for specific environments like highways, while end‑to‑end small models have already reached their performance ceiling. In contrast, management noted that the VLA 2.0 marks significant progress toward true L4 autonomy.

Additionally, Lee highlighted XPeng’s commentary about VLA 2.0’s commute efficiency reaching parity with human drivers and improving by 23% compared to conventional L2 autonomous driving.

Meanwhile, Morgan Stanley analyst Tim Hsiao reiterated a Buy rating on XPEV stock with a price target of $34 after attending the company’s VLA 2.0 workshop and completing a 28 km test ride in Guangzhou’s downtown Tianhe District following the rollout of an update of the intelligent driving system. The analyst stated that the test ride was “impressive, with notably smooth and more human-like control.” Hsiao added that the next major step is achieving broader consumer recognition and conversion into vehicle purchases.

AI Analyst Is Cautious on XPeng Stock

TipRanks’ AI Analyst has a Neutral rating on XPeng stock with a price target of $17, indicating 11% downside risk. The AI Analyst noted that XPeng’s solid revenue growth and international expansion are offset by ongoing profitability challenges and bearish technical indicators.

Is XPEV a Good Stock to Buy?

Overall, Wall Street has a Moderate Buy consensus rating on XPeng stock based on six Buys, one Hold, and one Sell recommendation. The average XPEV stock price target of $27.51 indicates 44.6% upside potential.

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