Nio Cuts ES8 Delivery Time to 13 Weeks Amid Strong Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: stocktwits
- Delivery Time Reduction: Nio has cut the delivery time for its third-generation ES8 to 13-14 weeks from over 24 weeks at launch in September, demonstrating the company's ability to enhance operational efficiency despite a seasonal slowdown in China's auto market.
- Significant Sales Growth: By the end of 2025, Nio delivered approximately 40,000 units of the third-generation ES8, with retail sales surging to 22,258 units in December, making it the best-selling large SUV in China for the month, reflecting strong consumer demand.
- Market Environment Challenges: Despite improvements in ES8 delivery times, China's new energy vehicle retail sales fell 38% year-on-year in early January, indicating overall market weakness, yet Nio's ability to achieve sales growth highlights its competitive strength in a challenging environment.
- Future Growth Outlook: Nio aims for 40%-50% annual sales growth in 2026 and expects to reach profitability in Q4 2026, showcasing the company's confidence in its strategic positioning and future market plans.
Analyst Views on NIO
Wall Street analysts forecast NIO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NIO is 5.90 USD with a low forecast of 4.00 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
2 Buy
4 Hold
1 Sell
Hold
Current: 4.610
Low
4.00
Averages
5.90
High
7.00
Current: 4.610
Low
4.00
Averages
5.90
High
7.00
About NIO
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
