US · Consumer Cyclical · Auto Manufacturers
EPS came in at -0.04 against a street estimate of -0.07 — a beat of 42.9%.
Analysts rate Nio Inc Class A ADR a buy (14 buy, 11 hold, 2 sell out of 27) with an average price target of $6.36.
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 |
|---|---|
| D. E. Shaw & Co LP | 0.73% |
| Morgan Stanley - Brokerage Accounts | 0.59% |
| Renaissance Technologies Corp | 0.58% |
| Bank of America Corp | 0.57% |
| The Goldman Sachs Group Inc | 0.55% |
| BNP Paribas Arbitrage, SA | 0.53% |
| Aspex Management (HK) Ltd | 0.52% |
| UBS Group AG | 0.49% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Nio Inc Class A ADR — free to start.
Google PlayApp StoreData updated 2026-09-18.