US · Consumer Cyclical · Auto Manufacturers
EPS came in at -0.04 against a street estimate of -0.07 — a beat of 42.9%.
with an average price target of $6.33.
CONFIDENT NIO delivered 107,658 EVs (49.4% YoY growth) across three brands with 18.4% gross margin despite RMB 14k per-unit cost headwinds. Q3 guidance 108–111k units; management expects margin stability despite further RMB 2–3k cost pressure ahead. Q2 2026 Call focused on China market dominance; no geographic breakdown disclosed for other regions. Analysts pressed ONVO's lagging brand awareness and margin sustainability under cost inflation. Management attributed ONVO's challenge to brand maturity (5–6 year lag) and defended margin hold on twin drivers: high-margin flagships (ES8/ES9 >20%) and operational leverage (H1 gross profit +282% vs. revenue +86%). 2026-09-01…
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| Fund | Stake |
|---|---|
| UBS Group AG | 0.77% |
| Bank of America Corp | 0.76% |
| D. E. Shaw & Co LP | 0.73% |
| Renaissance Technologies Corp | 0.65% |
| Morgan Stanley - Brokerage Accounts | 0.59% |
| The Goldman Sachs Group Inc | 0.55% |
| Aspex Management (HK) Ltd | 0.52% |
| BNP Paribas Arbitrage, SA | 0.49% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • The filing reports that NIO Inc. provided a September and third-quarter 2026 delivery update. • The document excerpt does not inc | 2026-10-02 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • NIO filed a Form 6-K with the U.S. Securities and Exchange Commission for September 2026. • The filing announces definitive a | 2026-09-28 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • The document reconciles NIO’s unaudited U.S. GAAP results to IFRS Accounting Standards for the six months ended June 30, 2026. • | 2026-09-01 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 vehicle deliveries were 107,658, up 49.4% year over year and 29.0% quarter over quarter. • Total revenue was RMB32,136.9 | 2026-09-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The filing reports that NIO Inc. provided an August 2026 delivery update. • The document contains no delivery figures, financial | 2026-09-01 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • NIO Inc. is a Cayman Islands holding company whose main operations are in China. It reports under U.S. GAAP for the fiscal year en | 2026-04-10 |
| Annual report FY2024 (20-F) | 2025-04-08 |
| Annual report FY2023 (20-F) | 2024-04-09 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.