NIO Inc. Achieves Record-High Monthly Deliveries in August 2025, Delivering 31,305 Vehicles.

NIO Inc. achieved a new record-high monthly delivery of 31,305 vehicles in August 2025, a 55.2% year-over-year increase. Cumulative deliveries reached 838,036 as of August 31, 2025, a 30.0% year-over-year increase. The company's deliveries consisted of 10,525 vehicles from the NIO brand, 16,434 vehicles from the ONVO brand, and 4,346 vehicles from the FIREFLY brand.

NIO Inc. (NYSE: NIO) has achieved a significant milestone in August 2025, delivering a record-high number of 31,305 vehicles, representing a substantial 55.2% year-over-year increase. This performance builds on the company's strong Q2 results, where deliveries surged by 26% year-over-year and 71% quarter-over-quarter. As of August 31, 2025, cumulative deliveries reached 838,036 vehicles, marking a 30.0% year-over-year increase.

The company's diverse portfolio of brands contributed to this impressive achievement. The NIO brand delivered 10,525 vehicles, the ONVO brand accounted for 16,434 vehicles, and the FIREFLY brand delivered 4,346 vehicles. This distribution underscores NIO's ability to cater to a wide range of customer preferences, from premium smart electric vehicles to family-oriented and small high-end models.

Despite the strong delivery numbers, NIO faces cautious optimism from analysts regarding its growth trajectory. The upcoming Q2 earnings report is expected to show a loss per share of $0.31 on $2.76 billion in revenue, a 15% year-over-year increase. Analysts remain cautious about the company's growth trajectory, with JPMorgan Chase & Co. upgrading NIO's rating to "overweight" with a new price target of $8.00. This upgrade reflects a potential upside of 31.36% from the company's previous close.

Looking ahead, NIO is expected to continue its growth trajectory, with analysts projecting a 50% increase in vehicle deliveries in 2025 and a 47% increase in 2026. Profits are anticipated to materialize in the second half of 2026, provided that the new models perform well and margins improve. Key catalysts for the stock include the Q2 earnings report, Nio Day, and the Guangzhou Auto Show.

References
[1] https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-upgrades-nio-nysenio-to-overweight-2025-08-26/
[2] https://www.tipranks.com/news/get-ready-for-a-rally-jpmorgan-analyst-upgrades-nio-stock-with-a-22-upside-target
[3] https://www.ainvest.com/news/nio-es8-suv-unveiled-boosts-stock-price-6-5-2508/
[4] https://seekingalpha.com/news/4490540-nio-q2-earnings-preview