XPeng Beats While NIO Lags: Which EV Will You Bet?

XPeng jumps 4% in the premarket trading after it reported third-quarter revenue of 10.1 billion yuan, compared to 8.53 billion yuan in the same period last year. The market had anticipated revenue of 9.91 billion yuan. Nio drops 5% after earnings. Revenue was 18.6735 billion yuan, a year-on-year decrease of 2.1%. Net loss amounted to 5.0597 billion yuan, an increase of 11.0% compared to the same period last year. --------------- XPeng Beats, NIO Misses: Which EV Maker Do You Bet On Amid the Shake-Up? What's your target price?

I am more optimistic about Xpeng Motors, while I believe NIO’s battery swap model is a strategy that requires huge investments to build swap stations, which is a completely flawed decision. The construction of swap stations not only requires massive capital investment but also faces high operating costs and maintenance challenges. In a large market like China, building and operating such a vast infrastructure is no easy task, and the adoption and acceptance of the battery swap model by users are uncertain. In contrast, Xpeng Motors focuses more on improving charging infrastructure and developing intelligent technologies, while also leading the industry in battery technology and autonomous driving innovations. This allows Xpeng to maintain high operational efficiency and profit potential wi
avatarGuilherme ISS
11-21 19:06
Nio, Xpeng, and the EV Landscape: Which Stocks to Bet On? Nio's Q2 2024 results showed a net loss of $624.1 million, but delivery numbers are up 35.8% YoY from January to August! Moderate Buy rating and $5.97 price target imply 8.84% upside. Xpeng faces execution issues and poor margins (6.4% vs. Nio's 12.2% and Li Auto's 18.7%). However, its tech focus and autonomous driving capabilities show promise. Li Auto boasts superior margins, profitability, and attractive valuation (P/S ratio of 1.1x). Moderate Buy rating and $26.82 price target make it a compelling long-term bet. Other EV Contenders: - BYD: Established player with strong domestic and international presence. - Tesla: Global EV leader with a $100B+ brand value. Key Takeaways: -Nio's delivery growth is encouraging, but profitability
avatarValue_investing
11-21 10:17

How Did NIO Perform?

$NIO Inc.(NIO)$ NIO recently released its Q3 earnings, which fell short of expectations.Revenue and Sales PerformanceQ3 revenue was ¥18.67 billion, down 2.1% YoY, below analysts' forecast of ¥19.17 billion and the lower end of management’s guidance (¥19.1 billion).Vehicle deliveries reached 61,855 units, slightly under the forecast of 62,053 units by just 0.32%, yet revenue was down 2.59%.This discrepancy stems from a decline in average revenue per vehicle (ARPV). ARPV in Q3 was ¥270,000, down 14% YoY and below the forecast of ¥276,000. The drop was largely due to NIO’s second brand, ALDO, whose first model, the L60, is priced lower at ¥206,900–¥255,900. ALDO sold 832 units in Q3, and sales surged to 4,319 in October, accounting for 20.6% of total
How Did NIO Perform?
avatarTiger V
11-21 09:31

Navigating the Nio Slide: Investment Strategies Amid Challenges

Overview of the Markets Global markets have remained volatile as mixed economic data and corporate earnings reports continue to shape investor sentiment. In Asia, Chinese equities faced pressure following Nio's $NIO Inc.(NIO)$  $NIO Inc.(NIO.SI)$  disappointing Q3 earnings, with broader EV sector stocks underperforming due to concerns over slowing growth. In the U.S., a slight rebound in tech stocks offset declines in EV and industrial sectors, as investors balanced optimism over potential interest rate cuts with caution about corporate profitability. Electric Vehicle (EV) Sector: Nio's Headwinds Nio's Q3 earnings highlighted signifi
Navigating the Nio Slide: Investment Strategies Amid Challenges
avatarjayc
11-21 08:10
$XPeng Inc.(XPEV)$  reported a record gross margin of 15.3 percent in Q3, compared to negative 2.7 percent in the same period in 2023 and 14.0 percent in Q2 2024. Xpeng's revenues from services and others for the third quarter were RMB 1.31 billion, an increase of 90.7 percent from RMB 690 million for the same period in 2023, mainly due to the increase in revenues generated from the technology partnership with$Volkswagen AG(VWAGY)$ .
avatareugenelow13
11-21 02:25
Introduction to the Stock Market The stock market is an ever-evolving system that provides a platform for buying and selling shares of publicly listed companies. Investors and traders engage in stock market activities with the goal of making a profit, typically by buying low and selling high. The market reflects the health of individual companies as well as the broader economy, with indices such as the S&P 500, Dow Jones, and NASDAQ serving as indicators of overall market performance. The stock market has witnessed numerous changes over the years, influenced by technology, economic conditions, and regulatory policies. For instance, the advent of electronic trading platforms has revolutionized how stocks are bought and sold. Additionally, the rise of algorithmic trading and artificial i
avatareugenelow13
11-21 02:25
Introduction to the Stock Market The stock market is an ever-evolving system that provides a platform for buying and selling shares of publicly listed companies. Investors and traders engage in stock market activities with the goal of making a profit, typically by buying low and selling high. The market reflects the health of individual companies as well as the broader economy, with indices such as the S&P 500, Dow Jones, and NASDAQ serving as indicators of overall market performance. The stock market has witnessed numerous changes over the years, influenced by technology, economic conditions, and regulatory policies. For instance, the advent of electronic trading platforms has revolutionized how stocks are bought and sold. Additionally, the rise of algorithmic trading and artificial i
avatarMickey082024
11-21 00:24

(NIO) Stock to Avoid, Losses Widen & Earning Uncertainty!

$NIO Inc.(NIO)$ Company Overview NIO is a Chinese electric vehicle company focused on designing and developing premium EVs, including electric SUVs and sedans. Known for its innovative battery swapping technology, NIO offers a unique approach to electric vehicle ownership. The company operates globally, primarily in China, and has made significant inroads in the high-end EV market. In recent years, NIO has expanded its model lineup and improved its financial metrics, including production capacity and market share in the BEV sector. Earning Overview NIO's Q3 2024 results revealed a revenue of 18.67 billion yuan ($2.66 billion), which marked a 2.1% decline year-over-year but a 7% increase from the previous quarter. Vehicle deliveries grew by 11.6% ye
(NIO) Stock to Avoid, Losses Widen & Earning Uncertainty!
avatarMicroStrategist
11-21 00:02
EVs are very 2021 back in the pandemic 
avatartaytt
11-20 21:58
I bet on nio given how the mgt says abt 2025 growth.
avatarValue_investing
11-20 17:54

Xpeng: Performance Set to Soar

$XPeng Inc.(XPEV)$ Financial HighlightsXpeng Motors recently released its Q3 earnings report, slightly beating revenue expectations and achieving a record-high gross margin. However, the stock initially plunged 8% before recovering to a 3.77% loss, indicating mixed market reactions.Key InsightsRevenue Performance:Q3 revenue reached RMB 10.1 billion, up 18.4% YoY, slightly above the RMB 9.91 billion forecast.Business Breakdown:Vehicle Sales: RMB 8.8 billion, up 12.1% YoY.R&D and Spare Parts: RMB 1.31 billion, a 91% YoY surge driven by technical collaboration with Volkswagen, with a 60% profit margin far exceeding vehicle sales.Sales Data:Q3 deliveries totaled 46,533 units, up 16.3% YoY.New model Mona 03 performed strongly but dragged down the a
Xpeng: Performance Set to Soar
avatarTiger V
11-20 10:58

NIO’s Global Ambitions: Is Now the Time to Plug In?

Overview: Markets Seek Direction Amidst Mixed News Global markets remain volatile as investors digest a mix of corporate updates, geopolitical uncertainties, and macroeconomic data. The EV sector is once again in the spotlight, with NIO Inc. $NIO Inc.(NIO)$  announcing a transformative partnership and aggressive expansion plans. Meanwhile, broader markets are reacting cautiously to economic data, inflation concerns, and upcoming central bank policy signals. Electric Vehicle Segment: NIO Charges Ahead NIO Inc.'s partnership with Avita Technology signifies a strategic step toward building an interconnected EV ecosystem. By opening its charging infrastructure to Avita’s vehicles, NIO enhances its network’s utility,
NIO’s Global Ambitions: Is Now the Time to Plug In?
avatarMeoooow
11-20 10:51
Looking at the share price now seems to tell something is not right.  Ppl dumping this share. Why?  Don't expect any surprise.  Just worry management may spend more money. 
avatarAN88
11-20 02:48
Yes nio will bring surprise 
avatarTiger V
11-19 18:07

XPeng's Surge: Capitalizing on Robust Earnings and Growth Prospects

Overview: A Boost in EV Market Confidence XPeng’s $XPENG-W(09868)$  $XPeng Inc.(XPEV)$  Q3 2024 earnings report has ignited optimism in the electric vehicle (EV) market. The company not only exceeded market expectations but also set ambitious growth targets for Q4. With Q3 revenue of RMB 10.1 billion ($1.44 billion), a 24.5% jump from Q2, and a record 15.3% gross margin, XPeng’s strong performance has triggered an 8.8% surge in its stock price in premarket trading. This signals broader investor confidence in the EV sector, reflecting a positive outlook amid growing global demand for clean energy vehicles. Auto Market: XPeng Leads the
XPeng's Surge: Capitalizing on Robust Earnings and Growth Prospects
avatarKayatoast
11-19 17:58
Yea nio will outperform!
avatarJk99
11-19 16:00
NIO will increase over $10
avatarxc_hehe
11-18

NIO or XPeng: Which China EV Will Shine?

With XPeng (XPEV) and Nio (NIO) set to release their earnings reports this week, the spotlight is on China's electric vehicle (EV) giants. Both companies are navigating an increasingly competitive EV market, but their strategies and financial performances could set them apart. XPeng: Aiming for Steady Growth XPeng is projected to report Q3 2024 revenue of 10.091 billion RMB, an 18.3% year-over-year increase. While the expected EPS remains negative at -1.95 RMB, the narrowing of losses by 56.52% year-over-year reflects improving operational efficiency. Key Drivers to Watch: Delivery Momentum: XPeng's delivery volumes have improved, driven by the success of its G6 SUV and P7i sedan. Partnership with Volkswagen: The collaboration with VW on EV technology and production could bolster investor
NIO or XPeng: Which China EV Will Shine?
$NIO Inc.(NIO)$ We could see NIO hit Deutsche Bank's target of $8.75 this week.. NIO can easily triple in one session when the FOMO hits, but two major banks have $8 plus targets on it. we expect to see all banks raise their targets on NIO after the ER. Remember that 64% of Nio net loss is VOLATILITY because it is R&D. I call it adding value to the organization and it will pay off in spades