NIO Inc. achieved a record 40,397 vehicle deliveries in October 2025, up 92.6% year-over-year.
Quiver AI Summary
NIO Inc. announced its delivery results for October 2025, achieving a record high of 40,397 vehicles delivered, marking a 92.6% increase year-over-year. Year-to-date deliveries reached 241,618, up 41.9% from the previous year, with cumulative deliveries totalling 913,182. This month's figures included 17,143 vehicles from NIO's premium brand, 17,342 from its family-oriented ONVO brand, and 5,912 from the FIREFLY brand. Notably, the ONVO L90 SUV maintained strong growth momentum with over 10,000 deliveries for three consecutive months since its launch in July. NIO continues to establish itself as a leader in the smart electric vehicle market, focusing on innovative technology and user experience.
Potential Positives
- Company achieved a new record-high monthly delivery of 40,397 vehicles in October 2025, representing a significant year-over-year increase of 92.6%.
- Year-to-date vehicle deliveries reached 241,618, showing a robust growth of 41.9% compared to the previous year.
- Cumulative deliveries reached 913,182 as of October 31, 2025, highlighting sustained demand and market traction.
- The ONVO L90 flagship SUV exceeded monthly deliveries of 10,000 for three consecutive months, indicating strong product performance and competitiveness in the large SUV segment.
Potential Negatives
- While delivery numbers are impressive, the release emphasizes the inherent risks and uncertainties related to future operations and manufacturing capacities, which could cause actual results to differ materially from optimistic expectations.
- The reliance on forward-looking statements suggests potential vulnerabilities in the company's strategic planning and execution, which may lead to challenges in meeting market demands and maintaining growth momentum.
- The mention of safety standards and supply chain security indicates possible operational risks that could impact production and delivery capabilities, raising concerns about the company's ability to sustain its growth trajectory.
FAQ
What record did NIO achieve in October 2025?
NIO achieved a new record-high monthly delivery of 40,397 vehicles in October 2025.
How much did NIO's deliveries increase year-over-year?
NIO's deliveries increased by 92.6% year-over-year in October 2025.
What were NIO's cumulative deliveries as of October 31, 2025?
Cumulative deliveries reached 913,182 vehicles as of October 31, 2025.
Which NIO vehicle achieved significant sales in October 2025?
The ONVO L90 SUV exceeded 10,000 monthly deliveries for three consecutive months since its launch.
What brands does NIO operate under?
NIO operates under three brands: NIO, ONVO, and FIREFLY, each offering different types of smart electric vehicles.
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 151 institutional investors add shares of $NIO stock to their portfolio, and 186 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 10,753,162 shares (-51.6%) from their portfolio in Q2 2025, for an estimated $36,883,345
- RWC ASSET ADVISORS (US) LLC added 10,467,320 shares (+inf%) to their portfolio in Q3 2025, for an estimated $79,760,978
- BANK OF AMERICA CORP /DE/ removed 9,171,227 shares (-72.8%) from their portfolio in Q2 2025, for an estimated $31,457,308
- D. E. SHAW & CO., INC. removed 8,606,248 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $29,519,430
- MILLENNIUM MANAGEMENT LLC removed 6,818,510 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $23,387,489
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 6,562,689 shares (-61.4%) from their portfolio in Q2 2025, for an estimated $22,510,023
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,273,426 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $18,087,851
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 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 09/16/2025
- JP Morgan issued a "Overweight" rating on 08/26/2025
- Barclays issued a "Underweight" rating on 06/04/2025
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 6 analysts offer price targets for $NIO in the last 6 months, with a median target of $7.05.
Here are some recent targets:
- 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
- Dmitriy Pozdnyakov from Freedom Capital Markets set a target price of $6.5 on 09/04/2025
- Ming Hsun Lee from B of A Securities set a target price of $7.1 on 09/03/2025
- Nick Lai from JP Morgan set a target price of $8.0 on 08/26/2025
- Jiong Shao from Barclays set a target price of $3.0 on 06/04/2025
Full Release
Company Achieved New Record-High Monthly Deliveries
- 40,397 vehicles were delivered in October 2025, increasing by 92.6% year-over-year
- 241,618 vehicles were delivered year-to-date in 2025, increasing by 41.9% year-over-year
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Cumulative deliveries reached 913,182 as of October 31, 2025
SHANGHAI, Nov. 01, 2025 (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 October 2025 delivery results.
The Company delivered 40,397 vehicles in October 2025, reaching a new monthly record and representing an increase of 92.6% year-over-year. The deliveries consisted of 17,143 vehicles from the Company’s premium smart electric vehicle brand NIO, 17,342 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 5,912 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 913,182 as of October 31, 2025.
In October 2025, our smart large-space flagship SUV, the ONVO L90, achieved a new record and sustained its strong growth momentum, with monthly deliveries exceeding 10,000 for three consecutive months since its official launch in late July 2025. With its industry-leading position in the large SUVs segment and extraordinary product competitiveness, the L90 is well-positioned to accelerate the transition of large three-row SUVs toward full electrification.
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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