XPeng Drops 5%: Is This Tesla Rival’s Autonomous Driving Bet Enough to Justify the Risk?

So why is the stock selling off? The Q1 2026 guidance is the culprit. XPeng's forward outlook signals a "substantial decrease in deliveries and revenue, reflecting current market challenges." That kind of language after a record quarter is exactly what spooks investors who were hoping the profitability milestone marked a turning point rather than a peak.The delivery surge underpins that profitability story: full-year vehicle deliveries reached 429,445 units, up 125.9% year over year, driving full-year reven ...