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    Tesla App-Integrated Tint Partnership Could Be A Game Changer For XPEL (XPEL)

    Simply Wall St·12/09/2025 01:08:45
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    • Tesla recently partnered with XPEL to offer OEM-approved window tinting, ordered via the Tesla app and fulfilled on XPEL’s website, combining official tint options with a joint warranty that covers reinstallation when glass is replaced under Tesla’s vehicle warranty.
    • This collaboration signals a meaningful deepening of XPEL’s relationships with major automakers, potentially reinforcing its position in factory-endorsed aftermarket vehicle protection.
    • We’ll now examine how this OEM-approved tint offering through the Tesla app could influence XPEL’s existing investment narrative and growth drivers.

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    XPEL Investment Narrative Recap

    To own XPEL, you generally need to believe that demand for premium vehicle protection products will keep growing and that XPEL can defend its brand and margins against lower cost competitors. The Tesla tint partnership strengthens XPEL’s OEM channel and may support near term interest in its installer network, but it does not fundamentally change the key short term catalyst of international expansion or the major risk from rising competition and OEM factory installed alternatives.

    The recent launch of XPEL’s COLOR Paint Protection Film at the SEMA Show is especially relevant here, because it highlights how product innovation and differentiation sit at the center of the company’s growth story. As OEM relationships such as Tesla’s expand, offerings like COLOR PPF and Windshield Protect help XPEL push higher value, branded solutions through both dealer and installer networks, which is important if OEMs increasingly integrate protection products into their own sales and service channels.

    Yet while Tesla validates XPEL’s brand for investors, the risk that OEM factory installed protection could eventually bypass aftermarket providers is something investors should be aware of as...

    Read the full narrative on XPEL (it's free!)

    XPEL's narrative projects $644.9 million revenue and $100.3 million earnings by 2028. This requires 12.8% yearly revenue growth and roughly a doubling of earnings from $48.7 million today.

    Uncover how XPEL's forecasts yield a $52.00 fair value, a 6% upside to its current price.

    Exploring Other Perspectives

    XPEL 1-Year Stock Price Chart
    XPEL 1-Year Stock Price Chart

    Six Simply Wall St Community fair value estimates for XPEL span from US$35.58 to US$119.20, reflecting very different return expectations. When you set those views against XPEL’s growing OEM partnerships, it underlines how important it is to weigh both upside from new channels and the competitive pressures that could shape future performance.

    Explore 6 other fair value estimates on XPEL - why the stock might be worth 27% less than the current price!

    Build Your Own XPEL Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your XPEL research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free XPEL research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate XPEL's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.