Nio Stock: A New Chapter with First Quarterly Profit
“We achieved non-GAAP operating profit of RMB1,251.3 million for the first time on a quarterly basis in the fourth quarter of 2025,” stated Stanley Yu Qu, Nio’s Chief Financial Officer, highlighting a pivotal moment for the electric vehicle manufacturer.
Nio Inc. has recently reported its first quarterly profit, a significant milestone that comes as the company continues to navigate the challenging landscape of the electric vehicle market. The fourth quarter of 2025 marked a turning point, with Nio’s stock rising approximately 10% to trade at $5.38 following the earnings announcement.
In addition to the profit, Nio’s fourth-quarter deliveries surged by 71% year-over-year, contributing to a total of 326,028 units delivered in 2025, which reflects a 46.9% increase compared to the previous year. “For the full year of 2025, total deliveries across the three brands reached 326,028 units, up 46.9% year over year, reflecting our accelerating growth trajectory,” said William Li, Nio’s CEO.
The company reported a revenue of 34.65 billion yuan for the fourth quarter, surpassing the consensus estimate of 33.25 billion yuan. Nio’s adjusted earnings per share (EPS) for the quarter was 0.29 yuan, beating expectations that had predicted a loss of 0.09 yuan. These results indicate a significant recovery for Nio, especially considering that its stock remains down approximately 92.1% from its all-time high of $66, reached in January 2021.
Nio’s vehicle margin for the fourth quarter stood at 18.1%, showcasing the company’s efforts to enhance profitability amid rising competition from other electric vehicle manufacturers such as Tesla and Lucid Group. The positive financial results have also led to a decrease in short interest for Nio, which is down 5.7% over the last month.
Looking ahead, Nio has provided guidance for the first quarter of 2026, projecting revenues between 24.48 billion and 25.18 billion yuan. Li mentioned, “We expect total deliveries in the first quarter of 2026 to be between 80,000 and 83,000 units, representing a year-over-year increase of 90.1% to 97.2%.” This optimistic outlook reflects the company’s commitment to growth and recovery.
These improvements were primarily driven by the strong delivery and revenue growth, an optimized product mix, and cost reduction and efficiency enhancement initiatives, as noted by Qu. As Nio continues to build on its recent successes, stakeholders will be keenly observing how the company navigates the competitive landscape and whether it can sustain this upward momentum in the coming quarters.
