NIO reports record deliveries of 34,749 vehicles in September 2025, up 64.1% year-over-year, and 87,071 for Q3.
Quiver AI Summary
NIO Inc. announced record-high vehicle deliveries in September 2025 and for the third quarter of the year. The company delivered 34,749 vehicles in September, a 64.1% increase year-over-year, including models from its premium, family-oriented, and small high-end brands. For the third quarter, total deliveries reached 87,071, marking a 40.8% increase year-over-year, bringing cumulative deliveries to 872,785 by September 30, 2025. The launch of NIO's flagship All-New ES8 SUV in September further highlights the company's commitment to leading the smart electric vehicle market through innovation and quality, aiming to set benchmarks in the premium SUV segment.
Potential Positives
- Company achieved a new record-high monthly delivery of 34,749 vehicles in September 2025, representing a significant year-over-year increase of 64.1%.
- NIO recorded 87,071 vehicle deliveries in the third quarter of 2025, marking a new quarterly high with a 40.8% increase year-over-year.
- Cumulative deliveries reached 872,785 as of September 30, 2025, showcasing sustained growth in the company's delivery performance.
- The launch of the All-New ES8, a flagship premium SUV, highlights NIO's innovation and position in the smart electric vehicle market, aiming to set a new benchmark for large battery electric SUVs.
Potential Negatives
- While the delivery numbers saw significant year-over-year increases, there may be concerns about sustaining this growth rate in future quarters, given the competitive nature of the EV market.
- The press release primarily highlights the success of the All-New ES8, but does not provide any information on sales or market reception data for this model, which could raise questions about its performance in the market.
- The extensive use of forward-looking statements indicates potential vulnerabilities and risks that could impact the company's future performance, leaving investors wary of uncertainties.
FAQ
What were NIO's vehicle delivery numbers for September 2025?
NIO delivered 34,749 vehicles in September 2025, marking a 64.1% year-over-year increase.
How many vehicles did NIO deliver in Q3 2025?
NIO delivered 87,071 vehicles in the third quarter of 2025, reflecting a 40.8% increase year-over-year.
What is the total number of cumulative deliveries NIO has achieved?
As of September 30, 2025, NIO's cumulative deliveries reached 872,785 vehicles.
What is significant about the All-New ES8 launched by NIO?
The All-New ES8, launched on September 20, 2025, is positioned to lead premium large three-row SUVs in the electric vehicle market.
What brands does NIO operate under?
NIO operates under three brands: NIO for premium vehicles, ONVO for family-oriented EVs, and FIREFLY for small high-end electric cars.
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 134 institutional investors add shares of $NIO stock to their portfolio, and 182 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
- 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
- UBS GROUP AG removed 4,807,962 shares (-6.4%) from their portfolio in Q2 2025, for an estimated $16,491,309
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 7 analysts offer price targets for $NIO in the last 6 months, with a median target of $7.0.
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
- Tina Hou from Goldman Sachs set a target price of $3.9 on 04/24/2025
Full Release
Company Achieved New Record-High Monthly and Quarterly Deliveries
- 34,749 vehicles were delivered in September 2025, increasing by 64.1% year-over-year
- 87,071 vehicles were delivered in the three months ended September 2025, increasing by 40.8% year-over-year
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Cumulative deliveries reached 872,785 as of September 30, 2025
SHANGHAI, Oct. 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 September and third quarter 2025 delivery results.
The Company delivered 34,749 vehicles in September 2025, reaching a new monthly record and representing an increase of 64.1% year-over-year. The deliveries consisted of 13,728 vehicles from the Company’s premium smart electric vehicle brand NIO, 15,246 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 5,775 vehicles from the Company’s small smart high-end electric car brand FIREFLY. The Company delivered 87,071 vehicles in the third quarter of 2025, reaching a new quarterly high and representing an increase of 40.8% year-over-year. Cumulative deliveries reached 872,785 as of September 30, 2025.
On September 20, 2025, NIO’s flagship premium SUV, the All-New ES8, was officially launched, with user deliveries starting shortly after. Built upon NIO’s decade-long technological achievements, the All-New ES8 represents the pinnacle of the latest smart EV technologies and is well positioned to lead large three-row SUVs into the battery electric era. Setting a new benchmark for the premium large three-row battery electric SUVs, the All-New ES8 offers users a refined, safe, and seamless experience on every journey towards a new horizon.
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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