NIO Reports February Deliveries of 20,797 Vehicles, Up 57.6% Year-over-Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 01 2026
0mins
Should l Buy NIO?
NIO announced its February 2026 delivery results. The Company delivered 20,797 vehicles in February 2026, representing an increase of 57.6% year-over-year. The deliveries consisted of 15,159 vehicles from the Company's premium smart electric vehicle brand NIO, 2,981 vehicles from the Company's family-oriented smart electric vehicle brand ONVO, and 2,657 vehicles from the Company's small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 1,045,571 as of February 28, 2026.
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Analyst Views on NIO
Wall Street analysts forecast NIO stock price to rise
7 Analyst Rating
2 Buy
4 Hold
1 Sell
Hold
Current: 4.780
Low
4.00
Averages
5.90
High
7.00
Current: 4.780
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.
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- Infrastructure Expansion: During the Spring Festival, NIO set a single-day record of 146,649 battery swaps, indicating increased utilization of its charging and swapping infrastructure, with over 100 million cumulative swaps nationwide, supporting future growth.
- Increased Technology Investment: NIO's subsidiary GeniTech secured 2.257 billion yuan (approximately $329.8 million) from investors to expand its intelligent-driving chip business, retaining a 62.7% controlling stake, highlighting its strategic focus in the smart EV sector.
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- Delivery Data: In February, NIO delivered 20,797 vehicles, reflecting a 57.6% year-over-year increase, with year-to-date deliveries reaching 47,979 units, showcasing a 77.3% growth rate and sustained market demand.
- Profit Outlook: The company forecasts an adjusted operating profit of $100 million to $172 million for Q4 2025, driven by sustained sales growth and cost management, marking its first structurally profitable quarter.
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