XPeng's Business Plan Well Positioned for 2026 -- Market Talk

Dow Jones03-23

0945 GMT - XPeng's business plan is well-positioned for the auto market this year, supported by its relatively strong product pipeline and dual powertrain strategy, Nomura analysts write in a note. At the same time, the company is actively exploring opportunities in physical AI to boost long-term growth, they note. Given the current market dynamics and XPeng's product pipeline, Nomura lowers its shipment forecast for 2026 to 2027. The company plans to further increase its R&D investment in physical AI, which might impact near-term profitability, but support its long-term growth outlook, Nomura says. The brokerage maintains a buy rating for the stock but lowers its target price to HK$94 from HK$113. Shares last at HK$71.60.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

March 23, 2026 05:45 ET (09:45 GMT)

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At the same time, the company is actively exploring opportunities in physical AI to boost long-term growth, they note. Given the current market dynamics and XPeng's product pipeline, Nomura lowers its shipment forecast for 2026 to 2027. The company plans to further increase its R&amp;D investment in physical AI, which might impact near-term profitability, but support its long-term growth outlook, Nomura says. The brokerage maintains a buy rating for the stock but lowers its target price to HK$94 from HK$113. 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