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Chinese EV maker Xpeng (NYSE:XPEV) is scheduled to announce Q1 earnings on Wednesday, May 21st, before the market opens, with analysts focusing on the potential impact of the ongoing tariff negotiations between the U.S. and China.
The consensus EPS estimate is -$0.21 (flat Y/Y), on revenue of $2.18B (+139.6% Y/Y).
XPeng (NYSE:XPEV) was the leading gainer in the electric vehicle sector after the company made some key announcements at the Shanghai Auto Show and amid some cooling in the U.S.-China trade war.
Xpeng president Brian Gu has noted that while current sales haven’t been affected, the company is closely monitoring the tariff situation and has conducted a thorough review of its supply chain to mitigate potential risks.
From January–April, XPENG delivered a total of 129,053 vehicles, reflecting a substantial 313.45% increase compared to the same period in 2024.
Seeking Alpha investing group leader Envision Research argues that the tariff negotiations pose less downside risk for NIO (NIO) and XPEV (XPEV) compared to some U.S. auto stocks.
Looking at Seeking Alpha’s Quant Ratings, this company has a Hold rating with a score of 3.43 out of 5. The stock has risen 67% this year.
Another SA author notes that, “The fact that XPeng is a Chinese company that sells internationally but not in the US puts it in a very unusual position in the current market conditions.”
Over the last 2 years, XPEV has beaten EPS estimates 63% of the time and revenue estimates 38% of the time.
Over the last 3 months, EPS and revenue estimates have seen 1 upward revision and 1 downward.