NIO Reports Significant Delivery Growth in February 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NIO?
Source: Newsfilter
- Surge in Deliveries: In February 2026, NIO delivered 20,797 vehicles, representing a 57.6% year-over-year increase, indicating robust market demand and brand appeal, which further solidifies its leadership in the smart electric vehicle sector.
- Cumulative Deliveries Milestone: As of February 28, 2026, NIO's cumulative deliveries reached 1,045,571 vehicles, marking sustained growth and market penetration in the electric vehicle space, thereby enhancing investor confidence.
- Battery Swap Milestone: On February 6, 2026, NIO achieved a historic milestone of 100 million battery swaps, validating the feasibility of its battery swapping model and user reliance, further promoting the mainstream adoption of electric vehicles.
- Peak During Chinese New Year: During the Chinese New Year holiday, NIO's daily battery swap volumes hit record highs for five consecutive days, reflecting strong user dependence on its services while showcasing the company's robust service capabilities and network coverage.
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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: 5.090
Low
4.00
Averages
5.90
High
7.00
Current: 5.090
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.
Nio ES8 Achieves Record Deliveries, Earnings Report Due Soon
- Record Deliveries: In Q4 2025, Nio delivered 124,807 vehicles, marking a 71.7% year-over-year increase and setting a new quarterly delivery record, indicating robust market demand and brand recognition.
- Optimistic Profit Outlook: Nio anticipates an adjusted operating profit ranging from RMB 700 million to RMB 1.2 billion for Q4, reflecting positive outcomes from sales growth, vehicle margin optimization, and cost control efforts, marking the company's first quarterly profit expectation.
- ES8 Model Success: The new ES8 reached 70,000 deliveries in Zhejiang province, leading large SUV sales with a 40% market share in eight cities in January, further solidifying Nio's position in the premium EV market.
- Future Product Strategy: Nio plans to launch the third-generation entry-level SUV ES6 in Q3 2027, expected to be the most popular model in the new lineup, demonstrating the company's confidence and strategic positioning for future market opportunities.
See More
NIO Reports Significant Year-over-Year Delivery Growth for February 2026
- Delivery Growth: In February 2026, NIO delivered 20,797 vehicles, representing a 57.6% year-over-year increase, including 15,159 from its premium NIO brand, 2,981 from the family-oriented ONVO brand, and 2,657 from the small high-end FIREFLY brand, indicating strong market demand and brand appeal.
- Cumulative Delivery Milestone: As of February 28, 2026, NIO's cumulative deliveries reached 1,045,571 vehicles, marking sustained growth in the electric vehicle market and an expansion of market share, further solidifying its industry leadership.
- Battery Swap Service Breakthrough: On February 6, 2026, NIO achieved a historic milestone of 100 million battery swaps, validating its battery swapping model, and during the Chinese New Year, daily swap volumes hit record highs for five consecutive days, reflecting strong user reliance on this service.
- Service Network Advantage: NIO's comprehensive battery swapping and charging network ensures efficient and worry-free travel experiences for users, enhancing customer satisfaction and contributing to increased brand loyalty and competitive strength in the market.
See More
NIO Reports Significant Delivery Growth in February 2026
- Surge in Deliveries: In February 2026, NIO delivered 20,797 vehicles, representing a 57.6% year-over-year increase, indicating robust market demand and brand appeal, which further solidifies its leadership in the smart electric vehicle sector.
- Cumulative Deliveries Milestone: As of February 28, 2026, NIO's cumulative deliveries reached 1,045,571 vehicles, marking sustained growth and market penetration in the electric vehicle space, thereby enhancing investor confidence.
- Battery Swap Milestone: On February 6, 2026, NIO achieved a historic milestone of 100 million battery swaps, validating the feasibility of its battery swapping model and user reliance, further promoting the mainstream adoption of electric vehicles.
- Peak During Chinese New Year: During the Chinese New Year holiday, NIO's daily battery swap volumes hit record highs for five consecutive days, reflecting strong user dependence on its services while showcasing the company's robust service capabilities and network coverage.
See More
Nio Launches Revamped ES6 and Partners with Bosch
- New Model Launch: Nio is set to introduce its third-generation entry-level SUV in Q3 2027, with the revamped ES6 expected to be a core model, although current demand for some models has weakened, as evidenced by ES6 deliveries dropping to 982 units last month, marking the lowest result in over a year.
- Flagship Model Performance: In contrast, the flagship ES8 continues to show strong delivery performance, nearing its 70,000th unit delivered, making it a key contributor to the company's overall deliveries and profitability, indicating sustained market demand for premium SUVs.
- Strategic Partnership: Nio has formed a strategic partnership with Germany's Bosch Group, focusing on smart EV technologies such as battery management systems and autonomous driving perception modules, aimed at enhancing its technological competitiveness in the EV market.
- Market Sentiment Analysis: Despite a 2% decline in Nio's stock price during Hong Kong trading, retail sentiment on the social media platform Stocktwits remains 'bullish', reflecting confidence in the company's future performance among investors.
See More
Nio's Subsidiary Secures ¥2.257 Billion Investment
- Investment Boosts Confidence: Nio's subsidiary GeniTech has secured an aggregate investment of ¥2.257 billion ($329.765 million) from various investors, which is likely to enhance market confidence in Nio and drive the expansion of its intelligent-driving chip business.
- Maintained Control: Nio retains a controlling equity interest of 62.7% in GeniTech, and this investment will enhance its technological capabilities, further solidifying its competitive position in the smart electric vehicle market.
- Ongoing Market Pressure: Despite Nio's shares rising 0.77% to $5.23 in premarket trading on Thursday, its main competitor XPeng Inc. slid due to waning subsidies and price war pressures, highlighting the challenges faced by the industry as a whole.
- Optimistic Earnings Outlook: Nio is set to report earnings on March 10, 2026, with EPS estimates improving from a loss of 43 cents to a loss of 7 cents, and revenue expectations rising from $2.70 billion to $4.61 billion, reflecting optimistic market sentiment regarding its future growth.
See More
XPeng Stock Declines Amid Robot Factory Expansion
- Stock Volatility: XPeng's shares fell 3.85% to $17.48 during premarket trading on Thursday, highlighting ongoing investor concerns despite the groundbreaking of a humanoid robot facility in Guangzhou, driven by fading subsidies and an intensifying price war.
- Robot Factory Development: The company plans to build a 1.18 million square foot humanoid robot factory in Guangzhou, aiming for large-scale production of its IRON robot by the end of 2026, with a target of over 1 million units by the decade's end for applications in tour guiding and retail services.
- Delivery and Market Performance: XPeng's delivery momentum has softened, with shares trading 1.3% below their 20-day simple moving average and 15.1% below the 100-day average, indicating a downward intermediate trend, while the stock has declined 17.33% over the past year.
- Market Environment Impact: Broader tech weakness contributed to the decline, as the Hang Seng TECH Index fell 2.87%, exacerbating XPeng's stock pressure and reflecting the conflict between short-term industry challenges and long-term technological ambitions.
See More
Nio ES8 Achieves Record Deliveries, Earnings Report Due Soon
- Record Deliveries: In Q4 2025, Nio delivered 124,807 vehicles, marking a 71.7% year-over-year increase and setting a new quarterly delivery record, indicating robust market demand and brand recognition.
- Optimistic Profit Outlook: Nio anticipates an adjusted operating profit ranging from RMB 700 million to RMB 1.2 billion for Q4, reflecting positive outcomes from sales growth, vehicle margin optimization, and cost control efforts, marking the company's first quarterly profit expectation.
- ES8 Model Success: The new ES8 reached 70,000 deliveries in Zhejiang province, leading large SUV sales with a 40% market share in eight cities in January, further solidifying Nio's position in the premium EV market.
- Future Product Strategy: Nio plans to launch the third-generation entry-level SUV ES6 in Q3 2027, expected to be the most popular model in the new lineup, demonstrating the company's confidence and strategic positioning for future market opportunities.
See More
NIO Reports Significant Year-over-Year Delivery Growth for February 2026
- Delivery Growth: In February 2026, NIO delivered 20,797 vehicles, representing a 57.6% year-over-year increase, including 15,159 from its premium NIO brand, 2,981 from the family-oriented ONVO brand, and 2,657 from the small high-end FIREFLY brand, indicating strong market demand and brand appeal.
- Cumulative Delivery Milestone: As of February 28, 2026, NIO's cumulative deliveries reached 1,045,571 vehicles, marking sustained growth in the electric vehicle market and an expansion of market share, further solidifying its industry leadership.
- Battery Swap Service Breakthrough: On February 6, 2026, NIO achieved a historic milestone of 100 million battery swaps, validating its battery swapping model, and during the Chinese New Year, daily swap volumes hit record highs for five consecutive days, reflecting strong user reliance on this service.
- Service Network Advantage: NIO's comprehensive battery swapping and charging network ensures efficient and worry-free travel experiences for users, enhancing customer satisfaction and contributing to increased brand loyalty and competitive strength in the market.
See More
NIO Reports Significant Delivery Growth in February 2026
- Surge in Deliveries: In February 2026, NIO delivered 20,797 vehicles, representing a 57.6% year-over-year increase, indicating robust market demand and brand appeal, which further solidifies its leadership in the smart electric vehicle sector.
- Cumulative Deliveries Milestone: As of February 28, 2026, NIO's cumulative deliveries reached 1,045,571 vehicles, marking sustained growth and market penetration in the electric vehicle space, thereby enhancing investor confidence.
- Battery Swap Milestone: On February 6, 2026, NIO achieved a historic milestone of 100 million battery swaps, validating the feasibility of its battery swapping model and user reliance, further promoting the mainstream adoption of electric vehicles.
- Peak During Chinese New Year: During the Chinese New Year holiday, NIO's daily battery swap volumes hit record highs for five consecutive days, reflecting strong user dependence on its services while showcasing the company's robust service capabilities and network coverage.
See More
Nio Launches Revamped ES6 and Partners with Bosch
- New Model Launch: Nio is set to introduce its third-generation entry-level SUV in Q3 2027, with the revamped ES6 expected to be a core model, although current demand for some models has weakened, as evidenced by ES6 deliveries dropping to 982 units last month, marking the lowest result in over a year.
- Flagship Model Performance: In contrast, the flagship ES8 continues to show strong delivery performance, nearing its 70,000th unit delivered, making it a key contributor to the company's overall deliveries and profitability, indicating sustained market demand for premium SUVs.
- Strategic Partnership: Nio has formed a strategic partnership with Germany's Bosch Group, focusing on smart EV technologies such as battery management systems and autonomous driving perception modules, aimed at enhancing its technological competitiveness in the EV market.
- Market Sentiment Analysis: Despite a 2% decline in Nio's stock price during Hong Kong trading, retail sentiment on the social media platform Stocktwits remains 'bullish', reflecting confidence in the company's future performance among investors.
See More
Nio's Subsidiary Secures ¥2.257 Billion Investment
- Investment Boosts Confidence: Nio's subsidiary GeniTech has secured an aggregate investment of ¥2.257 billion ($329.765 million) from various investors, which is likely to enhance market confidence in Nio and drive the expansion of its intelligent-driving chip business.
- Maintained Control: Nio retains a controlling equity interest of 62.7% in GeniTech, and this investment will enhance its technological capabilities, further solidifying its competitive position in the smart electric vehicle market.
- Ongoing Market Pressure: Despite Nio's shares rising 0.77% to $5.23 in premarket trading on Thursday, its main competitor XPeng Inc. slid due to waning subsidies and price war pressures, highlighting the challenges faced by the industry as a whole.
- Optimistic Earnings Outlook: Nio is set to report earnings on March 10, 2026, with EPS estimates improving from a loss of 43 cents to a loss of 7 cents, and revenue expectations rising from $2.70 billion to $4.61 billion, reflecting optimistic market sentiment regarding its future growth.
See More
XPeng Stock Declines Amid Robot Factory Expansion
- Stock Volatility: XPeng's shares fell 3.85% to $17.48 during premarket trading on Thursday, highlighting ongoing investor concerns despite the groundbreaking of a humanoid robot facility in Guangzhou, driven by fading subsidies and an intensifying price war.
- Robot Factory Development: The company plans to build a 1.18 million square foot humanoid robot factory in Guangzhou, aiming for large-scale production of its IRON robot by the end of 2026, with a target of over 1 million units by the decade's end for applications in tour guiding and retail services.
- Delivery and Market Performance: XPeng's delivery momentum has softened, with shares trading 1.3% below their 20-day simple moving average and 15.1% below the 100-day average, indicating a downward intermediate trend, while the stock has declined 17.33% over the past year.
- Market Environment Impact: Broader tech weakness contributed to the decline, as the Hang Seng TECH Index fell 2.87%, exacerbating XPeng's stock pressure and reflecting the conflict between short-term industry challenges and long-term technological ambitions.
See More
