NIO

NIO · NYSE

$3.29−$0.02 (−0.60%)TodayMarket closed · Oct 23, 7:59 PM ET

Prev close $3.31

NIO analyst rating

HoldConsensus of 8 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy4
Hold3
Underperform1
Sell0

12-month price target · 27 analysts

Average $6.66 (+102.5% upside)

Low: $4.04
Now: $3.29
High: $10.50

Upgrades and downgrades

The latest rating actions, newest first

NIO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Sep 2, 2026	Downgrade	Overweight → Neutral	$7.00 → $4.50	47%
Bernstein	Sep 2, 2026	Maintains	Market Perform	$6.00 → $5.00	25%
Goldman Sachs	Jul 13, 2026	Upgrade	Neutral → Buy	$7.00	14%
HSBC	Mar 13, 2026	Upgrade	Hold → Buy	$4.80 → $6.80	22%
Freedom Capital Markets	Nov 28, 2025	Upgrade	Hold → Buy	$6.50 → $7.00	40%
Barclays	Nov 28, 2025	Maintains	Underweight	$3.00 → $4.00	43%
Freedom Broker	Nov 28, 2025	Upgrade	Hold → Buy	$6.50 → $7.00	40%
Citigroup	Nov 26, 2025	Maintains	Buy	$8.60 → $6.90	26%
Macquarie	Nov 26, 2025	Downgrade	Outperform → Neutral	$6.70 → $5.30	25%

The case for and against

Updated Mar 27, 2026

Bull case

Nio is recognized as a leading player in the premium electric vehicle segment, having sold approximately 326,000 units in 2025, which represents around 2% of the passenger new energy vehicle market in China. The company's commitment to continuous technological advancements, such as battery swapping and developments in autonomous driving, positions it for sustained growth and differentiation within a competitive industry. Nio's model portfolio includes a range of midsize to large electric vehicles, enhancing its ability to capture market share and appeal to a diverse customer base.

Bear case

NIO, a prominent player in the premium electric vehicle market, has shown a limited market share, selling approximately 326,000 EVs in 2025, which represents only about 2% of the Chinese passenger new energy vehicle market. Concerns have been raised regarding the waning support for commercial resources behind its new model launches, as initial sales figures did not meet expectations, illustrated by a reported $190 million in U.S. sales. Additionally, increasing competition in the electric vehicle sector, alongside uncertainties about technological improvements like battery swapping and autonomous driving, may hinder NIO’s ability to capture a more substantial market share moving forward.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.