NIO's $0.25 Billion Slide to 479th in Market Activity Amid Mixed Sub-Brand Signals

On August 5, 2025, NIO recorded a trading volume of $0.25 billion, a 41.96% decrease from the previous day, ranking 479th in market activity. The stock closed down 2.17%.

NIO's recent performance is shaped by mixed signals from its sub-brand initiatives and analyst forecasts. Macquarie upgraded its rating on Nio, citing the L90 as the company’s “most competitive offering” with potential monthly sales of 8,000–12,000 units. Citigroup echoed this optimism, projecting 8,000–9,000 units for the Onvo L90 while reaffirming a $8.10 price target. CEO William Li emphasized the L90’s role in achieving Q4 profitability, noting strong demand with the first 10,000 units sold out in under three hours and delivery expectations of over 10,000 units in August.

Challenges persist, however. Firefly, Nio’s sub-brand, saw a 39.8% sequential decline in July deliveries due to production constraints, while the Nio brand’s July sales fell to 12,675 units. Additionally, Global X ETF continued trimming its stake in Nio in July, though Avantis ETF’s record Q2 purchase highlighted lingering institutional interest.

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