Chinese electric vehicle (EV) maker Nio (NIO) is scheduled to announce its third-quarter results before the market opens on Tuesday, November 25. The stock is up 32% year-to-date, helped by new product launches, including the L90 and ES8, and stronger October deliveries. Wall Street analysts expect Nio to report a loss per share of $0.22 for Q3 versus a loss of $0.30 in the same quarter a year ago. According to the TipRanks Analyst Forecasts Page, Nio’s sales forecast for Q3 is $3.12 billion versus $2.6 billion in the year-ago quarter.
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As Nio prepares to release its Q3 2025 results, investors will be paying close attention to updates on new model launches and the company’s ongoing efforts to reduce costs. They will also watch for signs of margin improvement and delivery momentum after a tough period earlier in the year.
Analyst’s Take Ahead of NIO’s Q3 Earnings
Heading into Q3 earnings, Goldman Sachs analyst Tina Hou maintained a Neutral rating on NIO stock but raised her price target to $7 from $4.30, reflecting an upside potential of about 25%. The analyst said NIO’s newer models — the L90 and ES8 — have shown better design and performance, helping sales rise over the past few months.
Hou said NIO plans to launch two more models, the L80 and ES9, along with an updated ES7 in 2026. These new models should help keep sales momentum strong if they perform as well as the company’s recent launches. She increased her 2026–2030 sales forecast by 6%–11%, expecting higher demand and better margins as NIO’s production scale improves. Hou now sees gross margins 2%–3% higher than before and expects NIO to reach break-even by 2028, a year earlier than her previous estimate.
However, she prefers to remain on the sidelines for now and wait for a better entry point.
Options Traders Anticipate a Major Move on NIO’s Q3 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about a 12.7% move in either direction in NIO stock in reaction to Q3 2025 results.
Is NIO Stock a Good Buy Right Now?
Analysts remain divided about Nio’s long-term outlook. On TipRanks, NIO stock has a Moderate Buy consensus rating based on six Buys, six Holds, and one Sell rating. The average Nio price target of $6.90 implies 23.66% upside potential from current levels.
