XPeng (XPEV) Updates Delivery Guidance, Is The Stock Still Cheap?

Simply Wall St.

昨天

AdvertisementXPeng stock reacts to fresh delivery data and guidance XPeng (XPEV) is back on investor radars after reporting August 2026 deliveries of 39,107 vehicles, a 4% year over year increase, ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2664681648"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2664681648\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2664681648?lang=zh_CN&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4021000-choice2-main-header/1585186704391","is_english":true,"pubTime":"2026-09-01 22:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2664681648","market":"us","top_or_hot":-1,"title":"XPeng (XPEV) Updates Delivery Guidance, Is The Stock Still Cheap?","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementXPeng stock reacts to fresh delivery data and guidance XPeng (XPEV) is back on investor radars after reporting August 2026 deliveries of 39,107 vehicles, a 4% year over year increase, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-updates-delivery-guidance-is-the-stock-still-chea\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng (XPEV) Updates Delivery Guidance, Is The Stock Still Cheap?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng (XPEV) Updates Delivery Guidance, Is The Stock Still Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-01 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-updates-delivery-guidance-is-the-stock-still-chea><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementXPeng stock reacts to fresh delivery data and guidance XPeng (XPEV) is back on investor radars after reporting August 2026 deliveries of 39,107 vehicles, a 4% year over year increase, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-updates-delivery-guidance-is-the-stock-still-chea\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4526","symbol_name":"热门中概股","start_time":0,"source_url":"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-updates-delivery-guidance-is-the-stock-still-chea","article_id":"2664681648","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4021000-choice2-main-header/1585186704391"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-updates-delivery-guidance-is-the-stock-still-chea","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2664681648","pubTimestamp":1788272520,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"XPeng stock reacts to fresh delivery data and guidance\nXPeng (XPEV) is back on investor radars after reporting August 2026 deliveries of 39,107 vehicles, a 4% year over year increase, alongside updated third quarter guidance for vehicle volumes and total revenue.\nThe latest guidance comes after a tough stretch for XPeng shareholders, with the stock at US$11.36, the 90 day share price return down 36.5%, and the year to date share price return down 44.4%, despite a small gain over the past...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4526":"热门中概股","09868":"小鹏集团-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","XPEV":"小鹏集团","XPEG":"2倍做多XPEV ETF-Leverage Shares","BK4555":"新能源车","BK4551":"寇图资本持仓","BK4099":"汽车制造商"},"translate_title":"小鹏汽车（XPEV）更新交付指引，股票还便宜吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XPEV":1.98,"XPEG":0.6,"09868":1.98,"EVS.SI":0.6},"content_text":"AdvertisementXPeng stock reacts to fresh delivery data and guidance XPeng (XPEV) is back on investor radars after reporting August 2026 deliveries of 39,107 vehicles, a 4% year over year increase, alongside updated third quarter guidance for vehicle volumes and total revenue. The latest guidance comes after a tough stretch for XPeng shareholders, with the stock at US$11.36, the 90 day share price return down 36.5%, and the year to date share price return down 44.4%, despite a small gain over the past week. Recent earnings in August showed a wider half year net loss alongside lower revenue, and the 1 year total shareholder return has declined 46%. This helps explain why the August delivery update is drawing close attention to whether selling pressure is easing or simply pausing. Spot fresh EV momentum by comparing XPeng with a curated group of resilient auto and tech related stocks in the 74 resilient stocks with low risk scores. XPeng now combines fresh delivery guidance, a widened recent loss and a sharply lower share price. Does that mix still tilt the risk reward towards buyers, or is the stock cheap for a reason as valuation work begins? Most Popular Narrative: 49.2% Undervalued The most followed XPeng narrative sees a fair value of $22.36 compared with the last close at $11.36, which implies a wide gap that hinges on ambitious growth and margin assumptions.  XPeng's rapid in-house development and deployment of proprietary AI hardware (Turing AI SoC) and vision-based ADAS are expected to significantly advance its vehicle autonomy and smart cockpit solutions, aligning with surging consumer demand for intelligent, software-centric vehicles and setting the stage for higher-margin software revenue and enhanced gross/net margins.  Read the complete narrative. Want to see what justifies almost doubling XPeng's current share price in this narrative? The fair value leans heavily on aggressive revenue growth, margin lift and a richer earnings multiple usually reserved for higher returning sectors. Curious how those moving parts are calibrated and how long they are projected to take effect? Result: Fair Value of $22.36 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, XPeng still faces pressure from ongoing net losses and intense Chinese EV price competition, which could squeeze margins and challenge the positive fair value narrative. Find out about the key risks to this XPeng narrative. Another view on XPeng valuation using sales multiples The XPeng narrative leans on a fair value of $22.36, yet today the stock trades on a P/S ratio of 1x. That is higher than the US Auto industry at 0.7x, lower than peer average at 1.8x, and below a fair ratio of 1.4x. Is the discount pointing to caution or potential mispricing? See what the numbers say about this price — find out in our valuation breakdown. NYSE:XPEV P/S Ratio as at Sep 2026Next Steps Mixed signals around XPeng can feel confusing, so it helps to move fast, review the same numbers, and form your own stance with the 2 key rewards. Looking for more XPeng investment ideas? If XPeng has sharpened your focus on where to put fresh capital next, do not stop here. Broadening your watchlist now could be the edge you need.  Spot potential bargains early by scanning companies that screen well for quality and valuation using the 45 high quality undervalued stocks. Strengthen your downside protection by filtering for rock solid finances with the list of solid balance sheet and fundamentals (52 results). Unearth potential future leaders before the crowd catches on by reviewing the 19 high quality undiscovered gems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}