In the competitive electric vehicle sector, XPeng is increasingly leveraging artificial intelligence to carve out a technological edge. The company’s latest autonomous driving platform, VLA 2.0, is drawing significant analyst attention, potentially offsetting concerns from a recent seasonal slowdown in vehicle deliveries. According to Morgan Stanley, this development represents a substantial leap forward that could fortify the automaker’s long-term market position.
Morgan Stanley Praises Real-World Test Performance
Market experts from Morgan Stanley recently conducted a practical evaluation of the Vision-Language-Action (VLA 2.0) system in Guangzhou’s Tianhe district. During a 28-kilometer test drive, the technology demonstrated smooth vehicle control that closely mimicked human driving behavior. The investment bank characterized the system as a bold step forward for the Chinese manufacturer.
Starting March 11, 2026, XPeng is officially expanding its public road testing for this technology. The VLA 2.0 platform functions as a comprehensive AI stack, designed to solidify the company’s leadership in advanced driver-assistance systems. A key question for investors is whether this software superiority can compensate for softer sales figures.
Should investors sell immediately? Or is it worth buying XPeng?
Investor Focus Turns to Software Strategy
The positive reception of these technological developments arrives at a critical juncture for XPeng. February delivery data revealed a 50 percent decline, with 15,256 vehicles handed over to customers. Market observers primarily attribute this drop to holiday-related seasonal weakness rather than fundamental demand issues.
On the equity market, XPeng shares have recently recovered ground, posting a seven-day gain of approximately 15.8 percent. This rally has pushed the stock price to 16.10 euros, above its 50-day moving average of 15.96 euros, following pressure earlier in the year. The successful demonstration of the AI platform appears to be shifting investor attention away from short-term delivery volumes and toward the long-term software roadmap.
The company is scheduled to release its fourth-quarter and full-year 2025 financial results on March 20, 2026. These figures will provide clarity on how the company’s substantial technological investments are impacting its financial performance and whether the recent positive momentum in its share price can be sustained.
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