
Noah Hamman sets the stage for Tesla's (TSLA) earnings after Wednesday's closing bell. His biggest point of focus: EV sales, which he believes will show growth thanks to international markets.
XPeng Inc. designs, develops, manufactures and markets smart electric vehicles in the People's Republic of China. The company is headquartered in Guangzhou, the People's Republic of China.
| Revenue (TTM) | $73.94B |
| Gross Profit (TTM) | $14.81B |
| EBITDA | $-1.19B |
| Operating Margin | -14.80% |
| Return on Equity | -7.64% |
| Return on Assets | -2.34% |
| Revenue/Share (TTM) | $77.56 |
| Book Value | $4.65 |
| Price-to-Book | 2.91 |
| Price-to-Sales (TTM) | 0.16 |
| EV/Revenue | 1.288 |
| EV/EBITDA | 40.09 |
| Quarterly Earnings Growth (YoY) | -10.20% |
| Quarterly Revenue Growth (YoY) | -17.60% |
| Shares Outstanding | $782.24M |
| Float | $709.17M |
| % Insiders | 4.74% |
| % Institutions | 11.49% |
Volatility is currently contracting

Noah Hamman sets the stage for Tesla's (TSLA) earnings after Wednesday's closing bell. His biggest point of focus: EV sales, which he believes will show growth thanks to international markets.

Unveiling marks the company's first global vehicle launch outside China as it steps up expansion in Europe and other overseas markets amid intensifying competition at home.

XPeng had a soft first quarter where deliveries dipped and revenue growth turned negative, spooking a market already nervous about weak Chinese New Energy Vehicle sales. I expect a sharp reacceleration of vehicle sales and revenue through Q3 and Q4 2026, driven by new model releases including the GX flagship SUV and the upcoming L03/L05 SUVs. Gross margins have held firm above 20% despite rising component costs, driven by high-margin revenue from Volkswagen for VLA 2.0 and co-developed vehicles.

The Chinese electric-vehicle maker plans to launch its humanoid robot globally next year, as part of efforts to transform into a physical AI company.

The California-based startup has struggled with sales, quality issues and turnover.

XPeng delivered 103,295 vehicles in Q2, surpassing its guidance midpoint and showing strong Mona and GX momentum. Mona-branded deliveries accounted for 36% of June's total, while GX represented 17% of deliveries, supporting expectations for sequential gross margin gains in Q2. The company's price-to-revenue ratio of 0.6x remains higher than peers, but recent downside revaluation enhances its risk/reward appeal.

GUANGZHOU, China, July 10, 2026 /PRNewswire/ -- XPENG has officially started employee testing of its Robotaxi platform, marking a major milestone in the company's journey from intelligent electric vehicles to autonomous vehicles powered by Physical AI. The programme follows just eight months after XPENG first unveiled its Robotaxi initiative at XPENG AI Day 2025, reinforcing the company's rapid progress towards commercial deployment.

Sweden's Polestar reported a 4% fall in quarterly sales volumes on Thursday, weeks after the EV maker was handed a U.S. market ban starting in the 2027 model year, adding to its ongoing struggles to turn a profit.

XPeng reports a much-needed demand recovery in Q2 '26, while hinting at further delivery growth in H2 '26, thanks to new model launches and the ongoing international expansion. These reasons may also be why the automaker may beat their prior FQ2 '26 revenue guidance in the upcoming earnings call, while similarly offering robust Q3 '26 delivery guidance. XPEV's prior meltdown has seemingly met a bottom at $12s, with the stock notably oversold while boasting extremely cheap valuation against the outsized top-line growth prospects.

GUANGZHOU, China, July 1, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global AI mobility technology company, today announced its vehicle delivery results for June and the second quarter of 2026. XPENG delivered 40,126 vehicles in June 2026, bringing total second-quarter deliveries to 103,295 units.
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