NIO stock gains 1.48 percent as Q3 deliveries rise 25.4 percent

Published on 10/05/2026 at 22:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NIO stock was last at USD 3.42 on October 5, 2026, with an USD 8.5 billion market capitalization. Q3 deliveries rose 25.4 percent year over year.

NIO Inc., US62914V1061, Illustration mit AI erstellt.

NIO Inc. (ISIN US62914V1061) was last at USD 3.42 on the NYSE on October 5, 2026, at 4:00 p.m. ET, up 1.48 percent from the prior session. The company delivered 109,178 vehicles in the third quarter, a 25.4 percent year-over-year increase, according to its October 1 release.

Deliveries reached 109,178 vehicles

NIO Inc. reported 37,408 September deliveries on October 1, up 7.7 percent from the same month in 2025. The quarterly total met the company's guidance range of 108,000 to 111,000 vehicles, while deliveries across the first three quarters reached 300,301, up 49.2 percent year over year.

The brand mix gives the volume headline more detail. September included 21,318 NIO vehicles, 8,763 ONVO vehicles and 7,327 FIREFLY vehicles, showing that newer brands contributed 16,090 units during the month.

Revenue and margins set the test

NIO's latest reported financial period was the second quarter ended June 30, 2026. According to NIO, total revenue reached RMB 32,136.9 million, up 69.1 percent from the second quarter of 2025.

The same release put gross profit at RMB 5,906.5 million, up 211.3 percent year over year, while gross margin increased to 18.4 percent from 10.0 percent. For investors, the delivery expansion now has to translate into durable vehicle economics and cash generation.

Geely deal adds infrastructure leverage

Battery swapping is another part of the valuation debate. Reuters reported on September 28 that Geely will acquire a 30 percent stake in NIO Power, with the partners planning common battery-swapping standards and compatible vehicle models.

Analyst sentiment remains more cautious than the delivery figures. According to MarketBeat on October 5, 15 analysts split into six Buy, seven Hold and two Sell ratings, producing a Hold consensus and an average target of USD 5.87. The target lies 71.64 percent above the October 5 price.

NIO stock remains near its yearly low

NIO stock was last at USD 3.42 on the NYSE on October 5, 2026, with a session range of USD 3.40 to USD 3.47. Its 52-week range was USD 3.37 to USD 7.86, and market capitalization stood at USD 8.5 billion.