Nov. 15 at 7:12 AM
$XPEV Turns out, the new PT
$50 from JP Morgan is the pessimistic outcome. The optimistic PT is $ more like
$75.
"According to a report from JPMorgan, XPENG's stock price has more than doubled YTD on the strength of a turnaround expected by the market to occur in 4Q25.
In JPMorgan's estimate, the next wave of growth drivers in 2026-27 will come from XPENG-W's recently announced AI deployments, including Robotaxi, humanoid robots, and flying cars, all powered by the company's in-house AI.
While the market has not fully estimated XPENG's 2027 prospects, JPMorgan believes the company's stock price will actively reflect the AI vision from 2Q26 or 2H26 as the visibility of the technology grows clearer.
In pessimistic, base, and optimistic scenarios, the broker anticipates potential upside of 85%, 120%, and 200%, respectively.
With the pessimistic scenario as a benchmark, JPMorgan raised sharply its target price for XPENG US shares from USD25 to USD50, with an Overweight rating."
