Why Nio Stock Accelerated 19.4% Higher in September

Core Insights - Nio's stock experienced significant growth in September, driven by strong vehicle deliveries and positive quarterly earnings reports [1][2][3] Vehicle Deliveries - Nio reported 31,205 vehicle deliveries for August, marking a 55.2% year-over-year increase, and 34,749 vehicle deliveries for September, a 64.1% year-over-year increase, setting a new monthly record [3][6] Financial Performance - In Q2 2025, Nio's revenue grew by 10% year-over-year, and the adjusted loss per share improved to $0.25 from $0.30 in Q2 2024 [4] - Management provided an optimistic outlook for Q3, forecasting vehicle deliveries between 87,000 and 91,000, which would represent a year-over-year increase of 40.7% to 47.1% [5] Analyst Sentiment - Following the Q2 financial report, several analysts raised their price targets for Nio stock, with Mizuho increasing it to $6, Bank of America to $7.10, and Citigroup to $8.60, maintaining a buy rating [5][6]