NIO Inc. reported March 2026 vehicle deliveries of 35,486, up 136.0% year-over-year, and cumulative deliveries topping 1 million.
Quiver AI Summary
NIO Inc. announced its vehicle delivery results for March and the first quarter of 2026, reporting 35,486 vehicles delivered in March, a remarkable increase of 136% year-over-year. For the first quarter, total deliveries reached 83,465 vehicles, up 98.3% compared to the same period last year. The deliveries included vehicles from NIO's premium brand, ONVO, and the small high-end brand FIREFLY. Cumulative deliveries surpassed 1 million, reaching 1,081,057 by March 31, 2026. The NIO All-New ES8 SUV marked a significant milestone with its 80,000th delivery in just 181 days, maintaining the top spot in China's large SUV segment for three consecutive months. NIO continues to position itself as a leader in the smart electric vehicle market with a focus on technological innovation and user experience.
Potential Positives
- 35,486 vehicles were delivered in March 2026, marking a significant increase of 136.0% year-over-year.
- In the first quarter of 2026, NIO delivered 83,465 vehicles, demonstrating a robust growth of 98.3% year-over-year.
- The cumulative deliveries reached 1,081,057 by March 31, 2026, highlighting the company's strong market presence.
- The NIO All-New ES8 achieved its 80,000th delivery in just 181 days and maintained the No. 1 position in China’s large SUV segment for three consecutive months.
Potential Negatives
- High growth rates reported may imply low previous delivery numbers, raising concerns about the company's market presence and competitiveness prior to this period.
- The reliance on a single model, the NIO All-New ES8, for significant delivery milestones might indicate a lack of diversified product offerings, which could pose risks if demand for that model declines.
- Forward-looking statements emphasize inherent risks and uncertainties, hinting at potential challenges in achieving future operational goals and market stability.
FAQ
What were NIO's delivery numbers for March 2026?
NIO delivered 35,486 vehicles in March 2026, an increase of 136.0% year-over-year.
How many vehicles did NIO deliver in Q1 2026?
NIO delivered a total of 83,465 vehicles in the first quarter of 2026, up 98.3% year-over-year.
What is the cumulative delivery total for NIO as of March 31, 2026?
NIO's cumulative deliveries reached 1,081,057 vehicles as of March 31, 2026.
What recent achievement did the NIO All-New ES8 reach?
The NIO All-New ES8 achieved its 80,000th delivery within 181 days on March 20, 2026.
How does NIO differentiate itself in the EV market?
NIO differentiates itself through innovative technology, exceptional products, and a community for shared growth.
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 184 institutional investors add shares of $NIO stock to their portfolio, and 167 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 2 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
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 5 analysts offer price targets for $NIO in the last 6 months, with a median target of $6.8.
Here are some recent targets:
- Yuqian Ding from HSBC set a target price of $6.8 on 03/13/2026
- 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
Full Release
- 35,486 vehicles were delivered in March 2026, increasing by 136.0% year-over-year
- 83,465 vehicles were delivered in the three months ended March 2026, increasing by 98.3% year-over-year
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Cumulative deliveries reached 1,081,057 as of March 31, 2026
SHANGHAI, April 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 March and first quarter 2026 delivery results.
The Company delivered 35,486 vehicles in March 2026, representing an increase of 136.0% year-over-year. The deliveries consisted of 22,490 vehicles from the Company’s premium smart electric vehicle brand NIO, 6,877 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,119 vehicles from the Company’s small smart high-end electric car brand FIREFLY. The Company delivered 83,465 vehicles in the first quarter of 2026, representing an increase of 98.3% year-over-year. Cumulative deliveries reached 1,081,057 as of March 31, 2026.
On March 20, 2026, our flagship premium SUV, the NIO All-New ES8, achieved its 80,000th delivery within just 181 days, marking an exceptional market performance, underscored by its No. 1 position in China’s large SUV segment for three consecutive months, across all energy types and price ranges. Driven by its differentiated product capabilities and sustained user demand, the All-New ES8 continues to strengthen its leadership in the large SUV market.
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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