TLDR
- NIO delivered 31,305 vehicles in August 2025, marking a 55.2% year-over-year increase and setting a new monthly record
- The company will report Q2 2025 earnings on September 2, with analysts expecting a loss of $0.31 per share versus $0.34 last year
- JPMorgan upgraded NIO to Buy from Hold, raising price target to $8 from $4.80, citing wider product lineup benefits
- Wall Street consensus shows Moderate Buy rating with average price target of $5.01
- Stock has gained 46.3% year-to-date, driven by new product launches including ES8 SUV and Onvo brand momentum
NIO delivered its strongest monthly performance to date in August 2025. The Chinese electric vehicle maker announced record deliveries of 31,305 vehicles last month. This represents a 55.2% increase compared to the same period last year.
The delivery milestone brings NIO’s cumulative vehicle deliveries to 838,036 units as of August 31, 2025. The strong performance comes from contributions across all three of the company’s brands: NIO, ONVO, and FIREFLY.
NIO shares have climbed 46.3% year-to-date heading into the company’s second-quarter earnings report. The results are scheduled for release on September 2 before U.S. markets open.
Wall Street analysts expect NIO to report a loss per share of $0.31 for the second quarter. This would represent an improvement from the $0.34 loss reported in the same quarter last year. Revenue forecasts call for $2.73 billion, with estimates ranging between $2.52 billion and $2.91 billion.
The company has been active with new product launches throughout 2025. NIO recently introduced the new ES8, a three-row SUV that is now available for pre-orders in China.
New Products Drive Growth Strategy
The automaker has also implemented price cuts across its long-range vehicle lineup. These reductions help NIO compete more effectively against Tesla’s latest six-seater offerings.
NIO’s mass-market Onvo brand has provided additional momentum for the company. The L90 SUV leads this brand’s product portfolio and targets a broader customer base.
Investors will focus on several key areas when the earnings report is released. Updates on new model launches and cost reduction efforts will be closely watched.
Margin recovery and delivery momentum will also be scrutinized. The company faced challenges during the first half of 2025 that investors hope to see addressed.
Analyst Upgrades Rating Ahead of Results
JPMorgan analyst Nick Lai recently upgraded NIO’s rating to Buy from Hold. He also raised the price target to $8 from $4.80, representing 26% upside potential from current levels.
Lai sees benefits from NIO’s expanded product lineup and improving consumer sentiment. His forecasts call for deliveries to rise 50% in 2025 and 47% in 2026.
The analyst expects profits to improve in the second half of 2026, assuming margins continue to recover. He placed NIO stock on “positive catalyst watch” ahead of several upcoming events.
These catalysts include the Q2 earnings report, Nio Day in late September, and the Guangzhou Auto Show in November. Each event could provide positive momentum for the stock.
Overall Wall Street sentiment remains cautiously optimistic on NIO. The stock carries a Moderate Buy consensus rating based on recent analyst recommendations.
Four analysts rate the stock as a Buy, five assign Hold ratings, and one recommends Sell. The average price target of $5.01 suggests potential downside of 20.98% from current trading levels.
China’s economic headwinds continue to present challenges for NIO and other domestic automakers. Soft consumer demand and intense competition in the EV sector remain key risks.
NIO’s August delivery numbers of 31,305 vehicles represent the company’s highest monthly total to date, with cumulative deliveries now reaching 838,036 vehicles through August 2025.
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