NIO ADR Stock News

The tariff-driven market volatility has been rough on shares of Chinese electric vehicle (EV) maker Nio Inc.

NIO delivered decent Q2 results with 9% Y/Y top-line growth and slightly improving vehicle margins. The company's delivery growth is now driven by the Onvo and Firefly brands. The European Firefly expansion represents a catalyst for growth. The EV firm is still suffering from high operating losses, which could be an obstacle to continual valuation gains for the EV start-up.

Nio (NIO -3.88%) is demonstrating excellent growth in a troubled industry.

NIO's Q2 results showed over 25% delivery growth, driven by new lower-priced Onvo and Firefly brands, but core Nio brand deliveries declined. Despite higher deliveries, vehicle revenue growth was under 3% and total revenue missed both company guidance and Wall Street estimates. Q3 revenue guidance was very disappointing, but management did call for dramatic delivery growth in Q4.

NIO Inc.'s August deliveries surged 48% month-over-month, showcasing strong multi-brand momentum, but Q2 revenue missed estimates despite robust growth. Recurring ecosystem revenues are growing, signaling a more resilient business model, yet margin expansion remains challenged versus peers like LI and XPEV. NIO faces structural risks: intense price wars, complex operations, and scale disadvanta...

NIO Inc. posted strong revenue growth and record deliveries, but continues to report large net losses and weak gross margins versus peers. Management expects significant Q3 delivery and revenue growth, but I remain skeptical about their break-even target given persistent losses. Valuation is unattractive: accelerating losses, negative earnings yield, and high debt make NIO riskier than other Ch...

NIO Inc. (NYSE:NIO ) Q2 2025 Earnings Call September 2, 2025 8:00 AM EDT Company Participants Rui Chen - Head of Investor Relations Bin Li - Co-Founder, Chairman & CEO Stanley Qu - Chief Financial Officer Conference Call Participants Ming Chung - Citigroup Inc., Research Division Bin Wang - Deutsche Bank AG, Research Division Tim Hsiao - Morgan Stanley, Research Division Jing Chang - China Inte...

Nio Inc (NYSE:NIO) stock is down 2.4% to trade at $6.24 at last check, after the company announced a second-quarter earnings and revenue miss.