NIO delivered 20,797 vehicles in February 2026, up 57.6% year-over-year, with cumulative deliveries reaching 1,045,571.
Quiver AI Summary
NIO Inc. announced its delivery results for February 2026, reporting a total of 20,797 vehicles delivered, which marks a 57.6% increase year-over-year. Year-to-date deliveries reached 47,979 vehicles, showing a 77.3% increase compared to the previous year. The breakdown of February deliveries includes 15,159 vehicles from the NIO brand, 2,981 from the ONVO brand, and 2,657 from the FIREFLY brand, bringing cumulative deliveries to 1,045,571 as of February 28, 2026. Additionally, NIO achieved a significant milestone by completing 100 million battery swaps, reinforcing the viability of its battery swapping model, particularly during the Chinese New Year holiday when daily swap volumes hit record highs. NIO continues to focus on innovative technologies and community-oriented growth in the electric vehicle market.
Potential Positives
- 20,797 vehicles delivered in February 2026, representing a significant year-over-year increase of 57.6%.
- Year-to-date deliveries totaled 47,979 vehicles, showing a remarkable increase of 77.3% year-over-year.
- Cumulative deliveries reached a milestone of 1,045,571 vehicles as of February 28, 2026, indicating strong overall growth.
- Executed 100 million cumulative battery swaps, showcasing validation of the battery swapping model as a mainstream solution for electric vehicles in China.
Potential Negatives
- Despite the significant year-over-year increase in vehicle deliveries, the company does not provide specific details about its current financial performance or profitability, raising questions about its overall financial health.
- The mention of inherent risks and uncertainties in forward-looking statements could lead to investor apprehension regarding the company's future prospects and stability.
- While cumulative deliveries reached a notable milestone, the press release lacks context about market conditions or how these figures compare to competitors, which may undermine perceptions of success.
FAQ
What were NIO's vehicle delivery numbers in February 2026?
NIO delivered 20,797 vehicles in February 2026, an increase of 57.6% year-over-year.
How many vehicles has NIO delivered year-to-date in 2026?
As of February 2026, NIO has delivered 47,979 vehicles year-to-date, up 77.3% year-over-year.
What milestones did NIO achieve related to battery swaps?
NIO completed 100 million cumulative battery swaps by February 6, 2026, marking a significant milestone for its battery swapping model.
What vehicle brands does NIO offer?
NIO offers premium electric vehicles under the NIO brand, family-oriented vehicles through ONVO, and small high-end cars with the FIREFLY brand.
How does NIO ensure seamless travel experiences for users?
NIO provides a comprehensive battery swapping and charging network that ensures efficient, worry-free travel experiences for its users.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NIO Hedge Fund Activity
We have seen 191 institutional investors add shares of $NIO stock to their portfolio, and 223 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 34,328,340 shares (+248.0%) to their portfolio in Q4 2025, for an estimated $175,074,534
- ASPEX MANAGEMENT (HK) LTD removed 21,858,391 shares (-62.5%) from their portfolio in Q4 2025, for an estimated $111,477,794
- RWC ASSET ADVISORS (US) LLC removed 10,467,320 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $53,383,332
- JPMORGAN CHASE & CO added 9,247,656 shares (+268.3%) to their portfolio in Q4 2025, for an estimated $47,163,045
- QUADRATURE CAPITAL LTD removed 7,619,390 shares (-99.5%) from their portfolio in Q4 2025, for an estimated $38,858,889
- WT ASSET MANAGEMENT LTD removed 6,039,704 shares (-32.4%) from their portfolio in Q4 2025, for an estimated $30,802,490
- CITIGROUP INC removed 5,780,774 shares (-91.5%) from their portfolio in Q4 2025, for an estimated $29,481,947
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NIO Analyst Ratings
Wall Street analysts have issued reports on $NIO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 11/28/2025
- Freedom Capital Markets issued a "Buy" rating on 11/28/2025
- Citigroup issued a "Buy" rating on 11/26/2025
- UBS issued a "Buy" rating on 09/16/2025
To track analyst ratings and price targets for $NIO, check out Quiver Quantitative's $NIO forecast page.
$NIO Price Targets
Multiple analysts have issued price targets for $NIO recently. We have seen 7 analysts offer price targets for $NIO in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Jiong Shao from Barclays set a target price of $4.0 on 11/28/2025
- Dmitriy Pozdnyakov from Freedom Capital Markets set a target price of $7.0 on 11/28/2025
- Eugene Hsiao from Macquarie set a target price of $5.3 on 11/26/2025
- Jeff Chung from Citigroup set a target price of $6.9 on 11/26/2025
- Vijay Rakesh from Mizuho set a target price of $7.0 on 09/23/2025
- Paul Gong from UBS set a target price of $8.5 on 09/16/2025
- Ming Hsun Lee from B of A Securities set a target price of $7.1 on 09/03/2025
Full Release
- 20,797 vehicles were delivered in February 2026, increasing by 57.6% year-over-year
- 47,979 vehicles were delivered year-to-date in 2026, increasing by 77.3% year-over-year
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Cumulative deliveries reached 1,045,571 as of February 28, 2026
SHANGHAI, March 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its February 2026 delivery results.
The Company delivered 20,797 vehicles in February 2026, representing an increase of 57.6% year-over-year. The deliveries consisted of 15,159 vehicles from the Company’s premium smart electric vehicle brand NIO, 2,981 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 2,657 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 1,045,571 as of February 28, 2026.
On February 6, 2026, NIO reached a historic milestone of completing 100 million cumulative battery swaps, demonstrating large-scale validation of its battery swapping model and further reinforcing battery swapping as a mainstream energy solution for electric vehicles in China. During the Chinese New Year holiday, daily battery swap volumes reached record highs for five consecutive days, reflecting both strong user reliance and NIO’s robust service capabilities. NIO’s comprehensive battery swapping and charging network ensures efficient, worry-free and seamless travel experiences for users.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence. NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth. NIO provides premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders, in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For more information, please visit: http://ir.nio.com
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