XPeng (XPEV) Valuation Check As AI Robotaxis And Humanoid Robots Expand Its Auto Tech Ambitions

Simply Wall St.01-12

XPeng (XPEV) has drawn fresh attention after reporting December 2025 deliveries of 37,508 vehicles, up 2% year over year, and full year deliveries of 429,445 units, a 126% year over year increase. See...

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See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-valuation-check-as-ai-robotaxis-and-humanoid-robo\">Source Link</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) Valuation Check As AI Robotaxis And Humanoid Robots Expand Its Auto Tech Ambitions</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) Valuation Check As AI Robotaxis And Humanoid Robots Expand Its Auto Tech Ambitions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-valuation-check-as-ai-robotaxis-and-humanoid-robo><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng (XPEV) has drawn fresh attention after reporting December 2025 deliveries of 37,508 vehicles, up 2% year over year, and full year deliveries of 429,445 units, a 126% year over year increase. See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-valuation-check-as-ai-robotaxis-and-humanoid-robo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4555","symbol_name":"新能源车","start_time":0,"source_url":"https://simplywall.st/stocks/us/automobiles/nyse-xpev/xpeng/news/xpeng-xpev-valuation-check-as-ai-robotaxis-and-humanoid-robo","article_id":"2602251520","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-valuation-check-as-ai-robotaxis-and-humanoid-robo","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602251520","pubTimestamp":1768202426,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"XPeng (XPEV) has drawn fresh attention after reporting December 2025 deliveries of 37,508 vehicles, up 2% year over year, and full year deliveries of 429,445 units, a 126% year over year increase.\nSee our latest analysis for XPeng.\nXPeng's December delivery update and its push into \"physical AI\" with robotaxis and humanoid robots arrive after a mixed year for the shares, with a 5.42% 1 month share price return but a 7.87% 3 month share price decline. At the same time, the 63.83% 1 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4555":"新能源车","BK4543":"AI","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK4588":"碎股","BK4099":"汽车制造商","BK4587":"ChatGPT概念","BK4528":"SaaS概念","XPEV":"小鹏汽车","BK4526":"热门中概股","BK4023":"应用软件","BK4505":"高瓴资本持仓"},"translate_title":"随着人工智能机器人出租车和人形机器人扩大其汽车技术雄心，小鹏汽车(XPEV)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EVS.SI":0.6,"09868":1.98,"AI":0.61,"XPEV":1.98},"content_text":"XPeng (XPEV) has drawn fresh attention after reporting December 2025 deliveries of 37,508 vehicles, up 2% year over year, and full year deliveries of 429,445 units, a 126% year over year increase. See our latest analysis for XPeng. XPeng's December delivery update and its push into \"physical AI\" with robotaxis and humanoid robots arrive after a mixed year for the shares, with a 5.42% 1 month share price return but a 7.87% 3 month share price decline. At the same time, the 63.83% 1 year total shareholder return points to momentum that has so far remained positive over a longer stretch. If XPeng's AI ambitions have caught your attention, this could be a good moment to look across the sector and compare it with other auto manufacturers. With a recent 1 year total return of 63.83%, a 3 year total return that is roughly double, and an indicated 19.65% intrinsic discount, the key question is whether XPeng is still mispriced or if markets already recognize its future growth story. AdvertisementMost Popular Narrative: 29.1% Undervalued XPeng's most followed narrative sets a fair value of US$28.24 per share, compared with the last close of US$20.02, framing the stock as materially mispriced. The analysts have a consensus price target of $26.291 for XPeng based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $33.26, and the most bearish reporting a price target of just $18.27. Read the complete narrative. Want to see what kind of revenue curve, margin lift, and profit multiple it takes to support that gap to fair value? The earnings path baked into this narrative may surprise you. Result: Fair Value of $28.24 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could shift quickly if intense EV price competition in China squeezes XPeng's margins, or if international expansion runs into trade or regulatory barriers. Find out about the key risks to this XPeng narrative. Another View: Market Ratios Flash A Different Signal The AI narrative and fair value of US$28.24 frame XPeng as undervalued, yet the current P/S of 1.9x tells a different story. It sits above a fair ratio of 1.6x and well above the US auto average of 0.6x, even if it is below peers at 2.3x. Is the real risk that expectations are already rich? See what the numbers say about this price — find out in our valuation breakdown. NYSE:XPEV P/S Ratio as at Jan 2026 Build Your Own XPeng Narrative If you see XPeng differently or want to stress test these assumptions against your own inputs, you can build a custom view of the story in just a few minutes by starting with Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding XPeng. Looking for more investment ideas? If XPeng has sparked your curiosity, do not stop here. Broaden your watchlist with a few focused ideas that could sharpen how you think about opportunities.  Spot potential value candidates by scanning these 881 undervalued stocks based on cash flows where prices and cash flow expectations sit side by side for easy comparison. Target future facing themes by checking out these 29 quantum computing stocks that aim to tap into advances in computing power and related technologies. Strengthen your income watchlist with these 12 dividend stocks with yields > 3% and see which companies align with your yield and stability preferences.   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. 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