Xpeng Q2 Earnings: Analysts Predict 121.4% YoY Revenue Growth and 16.7% Improvement in EPS

Xpeng Inc. is set to announce Q2 earnings with projected revenue of $2.48 billion, a 121.4% YoY increase, and EPS of -$0.15, a 16.7% improvement from last year. Analysts predict an "Outperform" rating and a potential growth of 23.33% from its current trading price of $19.71. The GF Value estimates a one-year value of $32.60, suggesting a 65.4% upside potential.

Xpeng Inc. (XPEV) is set to announce its second-quarter earnings on August 19, 2025, with analysts expecting a significant improvement in financial performance. The company's projected revenue for the quarter is $2.48 billion, marking a 121.4% year-over-year increase [1]. This substantial growth is driven by robust vehicle deliveries and new model introductions, particularly the Mona 03 sedan.

The earnings per share (EPS) is forecasted to be -$0.15, an improvement of 16.7% from the previous year [1]. This indicates a trend of financial improvement, with analysts predicting an "Outperform" rating and substantial growth potential [2]. The average one-year price target from 24 analysts is $24.31, suggesting a 23.33% upside from the current trading price of $19.71 [1].

GuruFocus estimates the one-year GF Value of Xpeng Inc. to be $32.60, indicating a 65.4% upside potential from the current price of $19.71 [1]. The GF Value considers historical trading multiples, past business growth, and projected future performance.

Investors are closely watching Xpeng's earnings release, with recent data highlighting the company's momentum. In July, Xpeng delivered 36,717 vehicles, a 229% year-over-year jump, driven by the Mona 03 sedan and international expansion efforts [3]. Despite margin pressures, the company has exceeded consensus EPS estimates in six of its last eight quarters, sustaining elevated investor expectations [3].

Analysts remain bullish on Xpeng, with several recent upgrades to their ratings and target prices. Morgan Stanley set a $28.00 target price and gave the stock an "overweight" rating, while The Goldman Sachs Group upgraded its rating to "buy" and boosted its price objective to $24.00 [4]. Central Asset Investments & Management Holdings HK Ltd, one of Xpeng's largest institutional investors, has significantly increased its stake in the company [4].

References:

[1] https://www.gurufocus.com/news/3067529/xpeng-xpev-set-to-announce-q2-earnings-with-positive-revenue-projections
[2] https://seekingalpha.com/news/4486640-xpeng-q2-2025-earnings-preview
[3] https://www.ainvest.com/news/xpeng-0-22-billion-trading-surge-sends-423rd-market-turnover-rising-earnings-hopes-2508/
[4] https://www.marketbeat.com/instant-alerts/filing-xpeng-inc-sponsored-adr-nysexpev-is-central-asset-investments-management-holdings-hk-ltds-largest-position-2025-08-12/