XPEV

In the past six months, XPeng's stock price has been impacted by a mix of positive developments and market pressures. The company achieved its first-ever quarterly net profit in Q4 2025, which initially led to a surge in shares, but this was tempered by a weaker-than-expected Q1 2026 outlook and lower delivery guidance. Early 2026 saw weak delivery figures, but in April 2026, deliveries rose 13% month-over-month. Analyst sentiment has been mixed, with some downgrading XPeng and others reiterating their preference for the stock. The stock has been hovering near its 52-week low and is down approximately 22% year-to-date as of May 2026. Positive catalysts include the launch of the 2026 MONA M03 and the general boost to EV demand sentiment from surging oil prices.