XPeng (XPEV) Stock: November Deliveries Jump 19% as AI Tech Rollout Nears

TLDR

• XPeng delivered 36,728 electric vehicles in November 2025, up 19% year-over-year
• Cumulative deliveries from January through November reached 391,937 units, a 156% increase year-over-year
• XNGP driver assistance system hit 84% monthly active user penetration rate in urban driving
• XPeng unveiled VLA 2.0, Robotaxi, and humanoid robot at AI Day on November 5, with mass production planned for 2026
• Overseas deliveries totaled 39,773 units through November, up 95% from the previous year

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XPeng delivered 36,728 electric vehicles in November 2025. The number represents a 19% increase compared to November 2024.

The Chinese EV maker continues to ramp up production throughout the year. From January through November, XPeng delivered 391,937 units total. That figure marks a 156% jump from the same period in 2024.

International expansion is gaining traction. Overseas deliveries hit 39,773 units through November. The company saw 95% growth in international markets year-over-year.

XPeng Inc., XPEV

The stock has responded to the delivery momentum. Shares are up 84.7% year-to-date, with the company now valued at $20.8 billion.

Driver Assistance Technology Sees High Adoption

XPeng’s XNGP advanced driver assistance system reached 84% monthly active user penetration in urban driving during November. The metric shows that most XPeng drivers are actively using the company’s autonomous driving features.

The company manufactures its vehicles at plants in Zhaoqing and Guangzhou in China’s Guangdong province. Revenue growth hit 86.6% over the last twelve months, though the company still operates at a loss with gross profit margins at 17.3%.

A pilot program for the VLA 2.0 system will launch in late December. XPeng plans to invite Chinese users to test the next-generation autonomous platform in real-world driving conditions.

AI Day Showcases Robotics Push

XPeng hosted its 2025 AI Day event on November 5. The company unveiled three major technology products at the event.

The lineup included XPENG VLA 2.0, a Robotaxi platform, and a humanoid robot called Next-Gen IRON. All three products are scheduled for mass production in 2026.

The moves position XPeng as more than just an EV manufacturer. The company is building out an AI mobility platform that combines vehicles, autonomous driving, and robotics.

Third-quarter 2025 earnings met expectations but included softer fourth-quarter revenue guidance. Goldman Sachs raised its price target to $25 with a Buy rating. Morgan Stanley set a $34 price target, showing confidence in XPeng’s expansion beyond core EV operations.

The company recently recalled over 47,000 P7+ vehicles in China. The recall addresses a power steering connection issue that could pose safety risks. XPeng is coordinating the recall with China’s State Administration for Market Regulation.

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