So, the first marketplace in America is finally opening.
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Nio reported its second-quarter results, where deliveries and revenue grew significantly from the previous year and also from the beginning of the year. New models, such as ONVO L90 and Nio ES8, received a strong reception according to the company and supported sales growth. The company expects deliveries to grow even further in the third quarter.
Management emphasized that the new SUV models strengthen the company’s market position and benefit from battery swap and charging infrastructure, as well as a “multi-brand strategy”. Cost cutting and efficiency measures already began to show in these Q2 results, and additionally, the company estimates it is approaching a turning point towards more sustainable profitability.
https://x.com/earnings_guy/status/1962812177674342891
Company’s Own Materials
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I just promise, after the earnings report, it’s always good to arrange an equity offering (smiley)
Price for the public 5.57
The funds received from the equity offering will be used for:
The Company currently plans to use the net proceeds from the Equity Offering to invest in the research and development of core technologies for smart electric vehicles, develop future technology platforms and vehicle models across its brands, expand its battery swapping and charging network, further strengthen its balance sheet, and for general corporate purposes.
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Nio raised $1.16 billion in a stock offering with 209 million new shares at $5.57.
After the announcement, the share price plunged, although it had doubled over the summer. The funds will be used for the development of new models and technologies and to further expand the charging and battery swap network. The company expects deliveries to grow by almost 50 percent in the third quarter.
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The stock price has also corrected back up due to buy recommendations and target price increases.
Citi bank analyst Jeff Chung on Tuesday raised Nio’s target price to $8.60 (previously $8.10) and maintained his Buy recommendation.
The target price for shares listed in Hong Kong was simultaneously raised to HK$65.90 (previously HK$62.50), and the recommendation remained Buy.
Citi is already the fourth Wall Street bank within two days to raise Nio’s target price.
Mizuho Securities raised its target price from $6 to $7, but maintained the
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NIO delivered a record 34,749 vehicles in September 2025, up 64 percent year-over-year. Q3 deliveries rose to 87,071 (+41 percent), and the company also launched its new flagship SUV, the All-New ES8.
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Today’s stock reaction is provided by Singapore.
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The Nio/Weining scandal will cost Nio considerable sums. How on earth did Nio’s management think no one would notice that projected future revenues were put into income as a single lump sum? A clear fraud that shareholders will also suffer from. Some have defined it as risk-taking; I would say it’s foolish work.
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Growth accelerates and records are shattering.
“This represents a 92.59 percent increase from the 20,976 units delivered in the same month last year and a 16.25 percent rise from September’s 34,749 deliveries.
All three brands under the company’s umbrella saw growth in October, particularly the mass-market and family-oriented sub-brand Onv o.”
Also making inroads with Americans and brought in Coca-Cola to advertise battery swap stations. 
“To date, 32 battery swap stations are displaying Coca-Cola advertisements, Nio announced today, calling these sites co-branded theme stations.
This marks Nio’s first display of third-party advertisements at its signature charging facilities. It remains unclear whether this will generate advertising revenue.”
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Nio’s Q3 results on Tuesday, November 25th, before the opening of the US markets.
The tweet below highlights that various institutions are starting to buy NIO again after nearly two years of selling.
Recent reports show ownership has turned upwards, which has previously foreshadowed larger trend reversals. The tweet, of course, hints at a potential positive movement.
https://x.com/NIO_Romania/status/1992199687474974922
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NIO reported improvements on many fronts, although the result still remained at a loss, albeit as expected, but revenue fell short of expectations.
Deliveries grew clearly and margins improved, which likely indicates increased operational efficiency. The company invests in several brands, its own technology, etc.
New models are performing moderately well and the cash situation EDIT: is sufficient for a long time. (I previously spoke of months… 
)
https://x.com/earnings_guy/status/1993260731941216361
Company’s own materials:
EDIT:
Ah, my apologies. I had misunderstood and translated incorrectly.. I had interpreted it as at most a year and then tried to check sufficiency etc. I had to re-read and reply, entirely my own mistake, nothing indicates what I said earlier. The more accurate expression would be “sufficient for at least a couple of years”.
And thanks for the correction! 
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If you mean the sufficiency of Nio’s cash reserves, then with current expenses and assets, without surprises, Nio would last 17 quarters, or over four years.
Nio’s aim is to become profitable already in the next quarter, so the cash shouldn’t run out anytime soon.
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NIO delivered 36,275 vehicles in November, which is 10 percent less than in October. According to the article, the November figures reflect the company’s performance for the end of the year.
The linked article reports that Nio’s sales are growing rapidly, but the company is still not profitable and losses have increased even further.
The story also mentions that the gradual phasing out of EV tax incentives in China threatens demand in the coming years, and high EU tariffs are also making things difficult for the company. The stock is cheap, but on the other hand, the risks for investors are significant.
"
Key Points
- Although Nio has seen huge year-over-year sales growth, profitability remains elusive.
- Upcoming changes to Chinese EV purchase incentives complicate the company’s outlook.
- European Union tariffs may upend the automaker’s international expansion efforts."
Nio’s sales have grown rapidly and continue to grow.
Losses have not increased further but have remained the same. That is, if we are talking about net losses and comparing, for example, quarters Q1-Q3/24 and Q1-Q3/25.
I didn’t take Q4 into account because it is still open. Nio is aiming for break-even in Q4/25, so these are exciting times with the company.
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Nio’s stock rallied according to the article below, as the CEO anticipates car sales for the remainder of the year will be significantly better than previously feared and that pricing will hold steady.
The company is reportedly relying more on CATL batteries and reducing purchases of batteries from BYD. Deliveries are also on the rise.
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Positive profit alert and the kicked can hits the goal as the first profitable quarter is finally coming.
- The company expects a fourth-quarter profit (operating profit) of RMB 700 – 1,200 million (~100–172 M USD, non-GAAP), compared to a loss of ~RMB 5,543 million a year earlier.
- GAAP-based operating profit from operations is also estimated at approximately RMB 200 – 700 million (~29–100 M USD).
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