JP Morgan Raises NIO Price Target to $4.80, Maintains Neutral Rating

JP Morgan raised its price target for NIO to $4.80, maintaining a "Neutral" rating. Analysts have a diverse set of perspectives on the company, with some cautious yet evolving expectations. NIO is a leading electric vehicle maker targeting the premium segment, with a current model portfolio and a sold-out year of 222,000 EVs in 2024.

JPMorgan analyst Nick Lai has raised the firm's price target for Chinese electric vehicle (EV) maker Nio Inc. (NIO) to $4.80 from $4.10, maintaining a "Neutral" rating on the shares [2]. This move comes amid a diverse set of expectations from analysts regarding the company's future prospects.

Nio, a leading EV manufacturer targeting the premium segment, has seen a significant increase in its stock price over the past year, with a gain of over 18% [1]. The company delivered 21,017 vehicles in July 2025, including 12,675 from its premium Nio brand and 5,976 from its Onvo brand [2]. Despite these figures, Nio still falls short of its rivals in terms of delivery numbers.

The analyst's upgrade reflects Nio's ongoing efforts to innovate and expand its product portfolio. The company is set to unveil the third-generation ES8 SUV on August 21 in Chengdu, China, adding fresh hardware and software updates to its flagship SUV [1]. This launch is part of Nio's broader strategy to reignite momentum in the crowded premium EV market in China.

Nio's stock has gained over 18% in the past year and by 20% over the past 12 months, reflecting investor optimism despite the challenges faced by the company [1]. The upcoming ES8 launch and the company's new product strategy are expected to draw existing owners back into the showroom and capture new customers seeking a high-end electric SUV with rapid energy replenishment options [1].

The upgrade by JPMorgan also reflects the broader market sentiment around Nio, with retail sentiment trending in the 'neutral' territory over the past 24 hours on Stocktwits [2]. However, the message volume stayed at 'low' levels, indicating a cautious yet evolving investor base.

Nio's focus on long-distance usability and its battery-swap network has been highlighted by the company's demonstration drive toward the foot of Mount Everest, logging over 1,700 kilometers during the trip [1]. This initiative underscores the brand's commitment to charging convenience and endurance.

As the EV market continues to evolve, Nio's ability to innovate and adapt will be crucial for its success. The upcoming ES8 launch and the company's new product strategy are key milestones in this journey. Investors should closely monitor Nio's performance and the broader market sentiment as the company navigates the challenges and opportunities in the EV market.

References:
[1] https://www.benzinga.com/trading-ideas/movers/25/08/47129557/nio-gears-up-for-es8-launch-with-long-distance-everest-drive
[2] https://stocktwits.com/news-articles/markets/equity/jpmorgan-analyst-hikes-price-target-on-nio/chsRqMfRdOH