NIO's stock (NYSE: NIO) is experiencing a pre-market surge, with shares trading 5.49% higher at $5.38 off the back of its December, fourth quarter, and full-year 2025 delivery results. The positive market reaction underscores growing confidence in the electric vehicle manufacturer's expanding market share and increasing production capabilities.
The company reported a record-breaking December, delivering 48,135 vehicles, a 54.6% increase compared to December 2024.
This figure comprises 31,897 vehicles from the NIO brand, 9,154 from the ONVO brand targeted at families, and 7,084 from the FIREFLY brand, a venture into the small smart car market. The diverse product portfolio appears to be resonating with a broader customer base.
This strong monthly performance culminated in a record fourth quarter, with total deliveries reaching 124,807 vehicles, representing a substantial 71.7% year-over-year increase. For the full year 2025, NIO delivered 326,028 vehicles, a 46.9% increase compared to the previous year. As of December 31, 2025, cumulative deliveries reached 997,592 vehicles, inching closer to the one million mark.
A significant achievement was the performance of the NIO ES8, which surpassed 40,000 cumulative deliveries in December 2025. This milestone establishes the ES8 as a leader in the premium battery electric vehicle (BEV) segment in China, specifically for vehicles priced above RMB400,000. The ES8's success highlights NIO's ability to compete in the high-end EV market.
Bull Case:
- Reports record-breaking December deliveries with a 54.6% increase compared to the previous year.
- Achieved a record fourth quarter with a 71.7% year-over-year increase in deliveries.
- Demonstrated strong annual growth with a 46.9% increase in vehicle deliveries for the full year 2025.
- The NIO ES8 model has established itself as a leader in China's premium battery electric vehicle segment.
- Cumulative vehicle deliveries are nearing the significant one million milestone.
Bear Case:
- BofA Securities lowered its price target on the stock late last year, indicating a more cautious outlook on sales.
- The company operates in an intensely competitive electric vehicle market.
- Despite delivery growth, BofA Securities maintained a Neutral rating, suggesting potential headwinds or balanced risk-reward.
NIO's recent performance and pre-market stock rally reflect the market's optimism regarding the company's growth potential, but the road ahead may still see some choppiness as the EV maker navigates an increasingly competitive landscape.
Searching for the Perfect Broker?
Discover our top-recommended brokers for trading stocks, forex, cryptos, and beyond. Dive in and test their capabilities with complimentary demo accounts today!
- eToro Wide range of instruments available to trade – Read our Review
- XTB UK regulated by the FCA – Read our Review
- BlackBull 26,000+ Shares, Options, ETFs, Bonds, and other underlying assets – Read our Review
YOUR CAPITAL IS AT RISK. 76% OF RETAIL CFD ACCOUNTS LOSE MONEY
