Nio Q3 deliveries up 25.4% to 109,178 units as brand mix shifts

Nio delivered 109,178 vehicles in Q3 2026, a 25.4% YoY increase. September deliveries reached 37,408 units, up 7.7% YoY. First three quarters of 2026 saw 300,301 deliveries, a 49.2% YoY rise. Lifetime delivery count stood at 1,297,893 as of September 30, 2026.

NIO shares hit 52-week low at $3.38 on dilution concerns

NIO shares hit a new 52-week low of $3.38, falling 5.85%. Geely Auto acquires 30% stake in Nio Power for CNY 640 million plus assets. Q2 revenue rose 69.1% YoY to CNY 32.1 billion, but adjusted EPS missed estimates. August deliveries grew 14.5% YoY to 35,836 units; YTD deliveries up 57.9%. Management targets over 40,000 monthly deliveries in Q4 2026.

NIO shares rise as Geely takes 30% stake in NIO Power

NIO shares rose 1.40% in premarket trading to $3.63. Geely subsidiary takes 30% stake in NIO Power for RMB640 million cash plus assets. NIO Power valued at approximately RMB16 billion post-money. NIO China retains controlling 63.6% stake in NIO Power. Geely has option to invest additional RMB640 million, raising stake to 34%.

Nio Q2 EPS beats as CEO says China EV market turns brand-driven

Nio reported Q2 2026 adjusted EPS of $0.00, beating the consensus estimate of $(0.07), while revenue of $4.74 billion missed the $4.78 billion estimate. Total revenues rose 69.1% YoY to RMB32,136.9 million ($4.736 billion); gross margin expanded to 18.4% from 10.0% in Q2 2025. Adjusted net profit reached RMB26.1 million ($3.8 million), a turnaround from an adjusted net loss of RMB4,126.7 million in Q2 2025. CEO William Li said brand now accounts for more than 30% of Chinese EV purchase decisions, signaling a shift from price-led to brand-driven competition. Q3 2026 delivery guidance of 108,000 to 111,000 vehicles and revenue guidance of RMB33,285 million to RMB34,051 million fell below the $5.07 billion analyst consensus.

NIO August deliveries rise 14.5% YoY as ONVO slumps 46.4%

NIO delivered 35,836 vehicles in August, up 14.5% YoY but down slightly from 35,934 in July. ONVO sub-brand fell 46.4% YoY and 13.2% MoM to 8,810 units, weighing on overall growth. Flagship NIO brand more than doubled YoY to 21,174 units; FIREFLY rose 34.7% YoY to 5,852 units. NIO opened its 4,000th battery swap station on August 7, its first fifth-generation facility. Shares fell 2.84% to $4.11 in premarket trading; stock trades below its 52-week low of $4.23.

NIO Q3FY25 Results: Sales forecast $4.91B-$5.02B vs $5.07B est

NIO forecasts Q3 sales of $4.906 billion to $5.019 billion. Analyst estimate for the quarter was set at $5.070 billion. Upper bound of guidance misses estimate by $51 million.