NIO Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
24analysts covering
FY EPS (est.)
$0.06next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Vehicle Deliveries Quarterly83.5KTarget: 110,000 to 115,000 units for Q2 2026
Vehicle Gross Margin Quarterly1,880.0%Target: 17% to 18% for Q2 and full year 2026
Monthly Vehicle Deliveries (May 2026) Monthly37.7KTarget: Sustained double-digit year-over-year growth
Watch Items
- Commodity inflation penalty for memory chips and NCM battery componentsTrigger: Vehicle gross margin falling below 17%Action: Review supply chain audits and logistics cost-saving measures targeting 5% to 10% savings.
- Launch and scaling of the flagship ES9 SUV and ONVO L80Trigger: Stalled order conversion or delivery delays exceeding 4 weeksAction: Re-evaluate pricing power, showroom foot traffic conversion rates, and production logistics.
Research as of 2 Sep 2026