TLDR
- XPeng posted 36,728 vehicle deliveries in November 2025, up 19% from November 2024
- The company’s cumulative 2025 deliveries through November reached 391,937 units, a 156% year-over-year jump
- XNGP autonomous driving system reached 84% monthly active user penetration in urban areas
- Mass production of robotaxis, humanoid robots, and VLA 2.0 system planned for 2026
- XPeng’s stock has gained 84.7% year-to-date with market cap now at $20.8 billion
XPeng delivered 36,728 electric vehicles last month. The November figure shows 19% growth versus the same month in 2024.
The delivery numbers paint a picture of accelerating growth. Through the first eleven months of 2025, XPeng handed over 391,937 vehicles to customers. That represents a 156% increase compared to the January-November 2024 period.
Shares have responded to the operational momentum. The stock is up 84.7% this year, pushing the company’s market value to $20.8 billion.
International Expansion Takes Hold
Global markets are contributing more to overall volume. XPeng delivered 39,773 vehicles internationally through November. The overseas figure marks 95% growth year-over-year.
The company operates production facilities in Zhaoqing and Guangzhou. Both plants are located in China’s Guangdong province.
Revenue growth reached 86.6% over the trailing twelve months. Despite the top-line expansion, XPeng remains unprofitable with gross margins at 17.3%.
The XNGP driver assistance technology shows strong user engagement. Monthly active user penetration hit 84% for urban driving in November. The metric indicates most XPeng owners are regularly using autonomous features.
AI Day Reveals Product Roadmap
XPeng hosted its annual AI Day event on November 5. The company used the platform to unveil its next wave of products.
Three major announcements captured attention. The VLA 2.0 autonomous system, a robotaxi platform, and the Next-Gen IRON humanoid robot all made their debut. XPeng targets mass production for all three products in 2026.
The VLA 2.0 pilot program kicks off in late December. Selected users in China will test the system in everyday driving situations.
Wall Street analysts have updated their views. Goldman Sachs raised its price target to $25 and maintains a Buy rating. Morgan Stanley took a more bullish stance with a $34 target, pointing to growth opportunities beyond vehicle sales.
Operational issues have emerged. XPeng is recalling 47,000 P7+ vehicles in China to fix a power steering connection defect. The company is working with China’s State Administration for Market Regulation on the recall process.
Third-quarter results met expectations but guidance disappointed. The company’s fourth-quarter revenue forecast came in below analyst estimates. Bernstein SocGen Group holds a Market Perform rating with a $21 price target on the stock.
December’s VLA 2.0 pilot will offer the next look at execution. How the autonomous system performs in real-world testing could influence investor sentiment heading into 2026.
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