Chinese EV maker Nio (NIO) will report its second-quarter 2025 results on September 2, before the U.S. market opens. Shares are up 45% year-to-date, fueled by new product launches and price cuts. The company recently introduced the new ES8, a three-row SUV now available for pre-orders in China, and lowered prices across its long-range lineup to better counter Tesla’s (TSLA) latest six-seater. Momentum has also been lifted by Nio’s mass-market Onvo brand, led by the L90 SUV. Still, China’s sluggish economy, soft consumer demand, and fierce EV competition remain overhangs, leaving analysts cautiously optimistic ahead of the results.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
What to Expect from Nio’s Q2 Earnings
Wall Street analysts expect Nio to report a loss per share of $0.31 for Q2 versus a loss of $0.34 in the same quarter a year ago. According to the TipRanks Analyst Forecasts Page, Nio’s sales forecast for Q2 is $2.73 billion, with estimates ranging between $2.52 billion and $2.91 billion.
As Nio prepares to release its Q2 2025 results, investors will be paying close attention to updates on new model launches and the company’s ongoing efforts to reduce costs. Also, they will be watching for signs of margin recovery and delivery momentum, especially after a challenging first half of the year.
Analyst Remains Bullish Ahead of Earnings
Ahead of the the Q2 print, JPMorgan analyst Nick Lai has upgraded the rating to Buy from Hold and also lifted the price target to $8 (26% upside potential), up from $4.80.
The analyst sees Nio benefiting from a wider product lineup and better consumer sentiment. He forecasts deliveries to rise 50% in 2025 and 47% in 2026, with profits likely to improve in the second half of 2026 if margins improve. He also placed NIO stock on a “positive catalyst watch,” pointing to the upcoming Q2 earnings report, Nio Day in late September, and the Guangzhou Auto Show in November as key events that could lift the stock.
Is Nio a Buy, Sell, or Hold?
Overall, Wall Street has a Moderate Buy consensus rating on NIO stock based on four Buys, five Holds, and one Sell assigned in the last three months. The average NIO stock price target of $5.01 implies 20.98% downside potential from current levels.
