Sales Target Buzz: Recent chatter on social media has centered around XPeng Inc.'s ambitious goal of delivering up to 600,000 vehicles in 2026. Many are impressed by the scale of this target, especially with overseas deliveries reportedly jumping 96% in 2025. There’s a sense of optimism about the company’s global expansion plans.
Flying Car IPO Spark: Another hot topic is the news of a potential IPO for XPeng’s flying car subsidiary, which has driven an 8-9% surge in stock price recently. Social media discussions highlight excitement over this innovative move, though some express caution due to ongoing profitability concerns. It’s a divisive yet captivating subject among followers.
EU Tariff and Credit Boost: Lastly, there’s talk about progress on EU tariff negotiations and a new credit line, adding fuel to positive stock momentum. Posts reflect hope that these developments could ease financial pressures. The mix of innovation and strategy keeps the conversation lively.
Note: This discussion summary was generated from an AI condensation of post data.
XPeng Inc. Hedge Fund Activity
We have seen 123 institutional investors add shares of XPeng Inc. stock to their portfolio, and 107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 4,091,652 shares (-44.6%) from their portfolio in Q3 2025, for an estimated $95,826,489
- MARSHALL WACE, LLP added 4,004,856 shares (+244.3%) to their portfolio in Q3 2025, for an estimated $93,793,727
- D. E. SHAW & CO., INC. removed 3,218,935 shares (-66.4%) from their portfolio in Q3 2025, for an estimated $75,387,457
- BNP PARIBAS FINANCIAL MARKETS removed 2,222,677 shares (-69.9%) from their portfolio in Q3 2025, for an estimated $52,055,095
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 2,056,572 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $48,164,916
- UBS GROUP AG added 1,979,623 shares (+23.8%) to their portfolio in Q3 2025, for an estimated $46,362,770
- JPMORGAN CHASE & CO removed 1,823,901 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $42,715,761
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
XPeng Inc. Analyst Ratings
Wall Street analysts have issued reports on $XPEV in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 01/06/2026
- Citigroup issued a "Buy" rating on 08/20/2025
- B of A Securities issued a "Buy" rating on 08/19/2025
To track analyst ratings and price targets for XPeng Inc., check out Quiver Quantitative's $XPEV forecast page.
XPeng Inc. Price Targets
Multiple analysts have issued price targets for $XPEV recently. We have seen 4 analysts offer price targets for $XPEV in the last 6 months, with a median target of $25.5.
Here are some recent targets:
- Roman Lukianchikov from Freedom Capital Markets set a target price of $25.0 on 01/06/2026
- Jeff Chung from Citigroup set a target price of $29.4 on 08/20/2025
- Ming Hsun Lee from B of A Securities set a target price of $26.0 on 08/19/2025
- Eugene Hsiao from Macquarie set a target price of $25.0 on 08/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
