Goldman Sachs says XPeng’s next growth phase has broadened from pure vehicle sales into four parallel engines: new-model volume, overseas expansion, autonomous-driving commercialization and humanoid robots. Goldman identifies Q4 2026 as a key executi

2026-09-04

Goldman Sachs says XPeng’s next growth phase has broadened from pure vehicle sales into four parallel engines: new-model volume, overseas expansion, autonomous-driving commercialization and humanoid robots. Goldman identifies Q4 2026 as a key execution node, citing company targets including monthly deliveries of 60,000, deliveries overseas of 40,000 and opening its L4 robotaxi program to the public. Goldman maintains a Buy rating with 12-month PTs of $18 (US ADR) and HK$69 (HK listing). (Goldman Sachs report, Sept. 1)