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

Another month, another delivery beat.

XPeng just posted its November numbers, and the trajectory is pointing up. Deliveries surged 19% year-over-year. That's not just a blip—it's momentum, and it's landing right as the company's next big bet starts to materialize.

The AI Catalyst on the Horizon

Forget incremental updates. The real story isn't in the rearview mirror; it's on the road ahead. The long-teased rollout of XPeng's next-generation AI driving technology is inching closer to reality. This isn't about adding another lane-assist feature. It's a core architectural shift, promising to make the car's brain more autonomous, more responsive, and frankly, more of a selling point.

The market loves a good narrative, and 'AI-powered mobility' is a far sexier pitch than 'we built more cars.' The 19% delivery jump provides the financial breathing room and operational proof point just as the company prepares to shift the conversation from hardware to intelligence.

Execution Over Hype

Let's be clear: delivering growth in this environment is an achievement. It signals supply chain mastery, sustained demand, and retail execution that many rivals would envy. That solid operational foundation is what makes the impending AI tech launch more than just vaporware. It gives the software a fleet to run on.

The clock is ticking now. The delivery numbers set the stage, but the next act belongs to the engineers. Can they translate lab promises into a seamless, street-safe experience that customers are willing to pay for? That's the billion-dollar question—or, for investors watching the ticker, the multi-point swing.

A strong quarter buys credibility, but in the tech-driven auto world, you're only as good as your next over-the-air update. After all, on Wall Street, a 'game-changing AI rollout' is often just code for 'please ignore the current valuation.'

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

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

Powering into what’s next!
In November 2025, we delivered 36,728 vehicles, marking 19% YoY growth.
At the same time, cumulative deliveries in 2025 YTD reached 391,937 units.
Your trust drives our momentum as we accelerate into the future of AI-powered mobility.$XPEV pic.twitter.com/nujyBNkzLp

— XPENG (@XPengMotors) December 1, 2025

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.