Nio's preliminary data shows the company generated adjusted profit from operations during the fourth quarter -- but don't overlook the drawback to its operating margins.Over the past four months Nio (NIO 0.10%) has shed roughly 35% of its value, giving risk-tolerant investors an opportunity to scoop up shares of a promising Chinese electric vehicle (EV) maker. The great news for potential investors is that Nio is turning a corner and is about to post its first adjusted profit thanks to consistently improvin ...

Key Takeaways NIO is recalling 246,229 ES8, ES6, and EC6 vehicles due to a critical software issue.The glitch can make instrument and central screens go black, affecting driver info.NIO plans OTA updates to fix most vehicles, ensuring software safety without service visits.NIO Inc. (NIO) , a major Chinese electric vehicle (EV) maker, announced one of the biggest recalls in China’s auto industry. The company is recalling 246,229 electric vehicles because of a software problem that could affect safety. The re ...

Key Takeaways NIO completed its 100 millionth battery swap on Feb. 6, 2026, less than eight years after launch.NIO operates over 3,700 swap stations, delivering 5.28B kWh and saving users RMB 26.3B in energy costs.NIO plans 1,000 more stations in 2026 and 100 Power Journeys routes to expand long-distance coverage.Chinese electric vehicle (EV) maker NIO Inc. (NIO) reached a milestone in its energy services business last week by completing its 100 millionth battery swap. The achievement comes less than eight ...

Core Insights - NIO Inc. is showing signs of a turnaround with guidance for its first-ever quarterly adjusted operating profit in Q4 2025, expecting between 700 million and 1.2 billion yuan, a significant improvement from a 5.54 billion yuan loss in Q4 2024 [1][9] Group 1: Financial Performance - Q4 2025 deliveries reached a record 124,807 vehicles, representing a nearly 72% year-over-year increase, with all three brands achieving quarterly highs [3][10] - Vehicle margins improved to 14.7% in Q3 2025, up from 13.1% in Q3 2024, with a target to reach 20% this year [11] - Cumulative deliveries surpassed 1 million units, marking a significant scale milestone for the company [10] Group 2: Market Position and Strategy - NIO is expanding its market reach by launching the more affordable Onvo brand and the high-end Firefly brand, attracting new customers in a competitive EV market [2][9] - The company operates 3,790 battery swap stations globally and plans to add 1,000 more by the end of 2026, enhancing its competitive edge through its Battery-as-a-Service strategy [12] Group 3: Growth Initiatives - NIO is entering new markets, including Central Asia and plans to launch its Firefly sub-brand in Australia and New Zealand by late 2026, while also focusing on European expansion [13] - The latest software upgrades have been rolled out to over 460,000 vehicles, improving user experience and brand loyalty [13] Group 4: Valuation and Analyst Outlook - The stock is trading at a lower price-to-sales multiple compared to the broader industry, making it appear attractive for investment [14] - Analysts have set an average price target of $6.17 for NIO, indicating a potential upside of approximately 26% from current levels [16]

China's Nio is recalling 246,229 vehicles due to a software issue that poses safety hazards, marking the largest recall by a homegrown electric vehicle maker. ...

Core Viewpoint - Nio has experienced significant volatility, with a peak gain of over 2,000% during the pandemic, but has since lost more than 90% of its value from its all-time high [1] Group 1: Competitive Landscape - Nio faces intense competition in the EV market, particularly from BYD and Tesla, and is not among the top-10 EV sellers in China [2] - The competitive environment has led to price cuts among EV manufacturers, which negatively impacts profit margins [3][4] Group 2: Financial Performance - In Q3 2025, Nio reported a net loss of $488.9 million on revenues of $3.1 billion, highlighting ongoing profitability challenges [3] - Vehicle deliveries increased by 40.8% year over year in Q3, but revenue only grew by 16.7%, indicating a decline in revenue per vehicle [6] - Despite trimming net operating losses and improving profit margins, Nio has not achieved a profitable quarter in its 11-year history, raising concerns about its long-term viability [7] Group 3: Market Demand - Demand for EVs in China is cooling as the government rolls back subsidies, making EVs less attractive to consumers [8]

For years, the primary cloud hanging over Nio Inc (NYSE: NIO) has been its inability to translate technological brilliance into sustainable profitability. Its persistent "cash burn†often scared away ... ...

The Chinese EV maker generated its first quarterly operating profit in the fourth quarter. ...

Core Viewpoint - Chinese electric-vehicle maker Nio anticipates achieving its first-ever adjusted operating profit in Q4 2025, driven by increased vehicle sales and effective cost management [1] Group 1: Financial Performance - Nio expects to report an adjusted operating profit for the first time in Q4 2025 [1] - The anticipated profit is attributed to higher vehicle sales and improved cost controls [1] Group 2: Market Position - The company's growth strategy focuses on enhancing vehicle sales to support profitability [1] - Cost management initiatives are a key component of Nio's approach to achieving financial targets [1]

Core Viewpoint - NIO Inc. is expected to achieve an adjusted profit from operations for Q4 2025, marking a significant turnaround from a loss in the same quarter of the previous year [2][3]. Financial Performance - The company anticipates an adjusted profit from operations (non-GAAP) ranging from approximately RMB700 million (about US$100 million) to RMB1,200 million (about US$172 million) for Q4 2025, compared to an adjusted loss of RMB5,543.6 million in Q4 2024 [2][3]. - Under GAAP measures, the expected profit from operations is projected to be between RMB200 million (approximately US$29 million) and RMB700 million (approximately US$100 million) for the same period [4]. Contributing Factors - The anticipated adjusted profit is attributed to sustained growth in sales volume, optimization of vehicle margins due to a favorable product mix, and ongoing cost reduction efforts alongside improved operational efficiency [3].