Don't Miss This Emerging Risk From XPeng's Q3 2024 Earnings

2024-11-23

XPeng Inc.'s eye-watering rally since August was dampened after the company reported a tempered sales outlook for Q4 this week.
Despite optimism for accelerating volume growth, the comparatively softer strength in XPeng's revenue prospects highlights imminent ASP pressures.
Looking ahead, the introduction of four new models next year, alongside the implementation of an EREV strategy, is likely to reduce visibility on its longer-term fundamental trajectory.
The related execution risks remain underappreciated at current levels, and will likely diminish the durability of XPEV's valuation premium over its comparable Chinese EV peers in the near-term.

hapabapa/iStock Editorial via Getty Images

XPeng Inc. (NYSE:XPEV) has been one of the best-performing EV stocks recently. The stock has largely recovered from its early year selloff, more than doubling in value since August lows, before it recently pared some

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