Here's what Wall Street expects from Xpeng's earnings report
Earnings Report Overview: Xpeng is set to report its earnings on August 20, with analysts predicting a loss of CNY 1.700 per share, a significant increase in losses compared to the previous year’s loss of $0.460 per share.
Sales and Revenue Expectations: Analysts estimate quarterly sales at CNY 8.14 billion, marking a 1028.84% increase from the prior year, while full-year revenue is projected at CNY 44.36 billion, up from $4.33 billion last year.
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- Global Payment Partnership: XPeng has formed a strategic partnership with Antom, becoming the first Chinese EV maker to establish a global payment collaboration, with plans to expand from Hong Kong to Southeast Asia and other markets by 2026, significantly enhancing its international competitiveness.
- Charging Network Expansion: XPeng's charging network spans 31 countries with over 2.66 million charging piles, and this collaboration will integrate over 300 payment methods, improving user charging experiences and further promoting EV adoption.
- Overseas Delivery Growth: XPeng's overseas deliveries surged by 96% year-on-year to 45,008 units in 2025, indicating strong demand in international markets, although a 34% year-on-year decline in January 2026 deliveries highlights market volatility.
- Regional Payment Integration: Antom will assist XPeng in integrating local payment methods in markets like Indonesia and Malaysia, such as DANA and Touch ‘n Go eWallet, further supporting XPeng's growth strategy and enhancing user convenience.
Stock Market Outlook: The Super Bowl Indicator suggests a positive year for the stock market, particularly following the Seattle Seahawks' victory.
Investor Sentiment: Even skeptics of the Super Bowl Indicator can find reasons for optimism as the market approaches a significant January jobs report.
- Global Payment Partnership: XPENG becomes the first Chinese new-generation EV maker to establish a global payment partnership with Antom, marking a significant milestone in its expansion of EV charging services and enhancing its competitiveness in international markets.
- Charging Payment Feature Launch: On February 9, 2026, XPENG launched its charging payment functionality in Hong Kong, allowing users to pay directly through the XPENG APP using Antom's payment solution, which is expected to attract more users to XPENG's charging services.
- Market Expansion Plans: The partnership will expand to Southeast Asia in 2026, including markets like Singapore, Thailand, and Malaysia, with Antom assisting XPENG in integrating various local payment methods, further enhancing the convenience and accessibility of its global charging network.
- Growth of Global Charging Network: As of January 2026, XPENG's global charging network spans 31 countries and regions, connecting over 2.66 million charging piles, demonstrating rapid expansion in the global market and ongoing optimization of user charging experiences.
- Production Launch: The first mass-produced bZ4X Robotaxi developed by Pony.ai and Toyota has rolled off the production line, marking the start of scaled production and commercial deployment in China, with plans to produce over 1,000 vehicles by 2026, supporting Pony.ai's goal of expanding its fleet to 3,000.
- Cost Reduction: Pony.ai reported that the bill of materials for its seventh-generation autonomous driving system has decreased by approximately 70% compared to the previous generation, which not only improves deployment economics but also provides stronger financial backing for future commercial operations.
- Feature Enhancements: The new generation of Robotaxis includes features such as Bluetooth-based automatic unlocking, in-cabin voice interaction, online music, and pre-trip climate control, aimed at enhancing passenger experience and reducing motion sickness, thereby increasing market competitiveness.
- Intensifying Market Competition: As competitors like Tesla and Baidu rapidly advance in the Robotaxi sector, Pony.ai's commercial deployment will face greater market pressure, particularly in the fiercely competitive landscape of China's Tier-1 cities.
Tesla's Market Position: Tesla is currently the most valuable car company in the world, leading the automotive industry in market capitalization.
Emerging Competition: Tesla's dominance has attracted increased competition from other car manufacturers looking to capture a share of the electric vehicle market.
- Positive Profit Outlook: Nio anticipates an adjusted profit from operations of approximately 700 million to 1.2 billion Chinese yuan (about $100 million to $172 million) for Q4 2025, a stark contrast to the 5.54 billion yuan loss in Q4 2024, indicating a strong potential for business recovery.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing growth and market share expansion in the EV sector.
- Ongoing Technology Investment: Nio continues to invest heavily in smart EV technologies, planning to launch an upgraded NIO World model in January 2026 to enhance assisted driving, smart parking, and safety features, further improving user experience and competitive positioning.
- Stock Price Surge: Following the positive profit alert, Nio's stock rose 9.23% to $4.84 in premarket trading on Thursday, reflecting market optimism regarding the company's future profitability.










