NIO's Q4 performance and outlook exceeded expectations, leading to a sharp increase in stock price

LootboxPhobia · 2026-03-10T11:23:44+00:00

NIO's stock price rose nearly 6% in pre-market trading in the United States, with Q4 earnings exceeding expectations. Earnings per share were ¥0.29, and revenue was ¥34.65 billion, a year-over-year increase of 76%. It is expected that revenue in the first quarter of 2026 will be between ¥24.48 billion and ¥25.18 billion, with vehicle deliveries increasing by 90.1% to 97.2%.

LootboxPhobia

2026-03-10 11:23:44

Abstract generation in progress

Investing.com - NIO’s stock surged nearly 6% in pre-market trading in the U.S. on Tuesday after the Chinese electric vehicle manufacturer reported Q4 earnings that beat expectations in both profit and revenue, and issued an optimistic outlook for the current quarter.

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The company reported Q4 earnings of ¥0.29 per share, well above analysts’ expected loss of ¥0.09 per share. Revenue for the quarter was ¥34.65 billion, up 76% year-over-year, surpassing the consensus estimate of ¥33.25 billion.

Vehicle deliveries in Q4 reached 124,807 units, a 71.7% increase from the same period last year and a 43.3% increase from Q3 2025.

Profitability also improved this quarter. Vehicle gross margin was 18.1%, up from 13.1% in Q4 2024. Gross profit margin increased from 11.7% a year earlier to 17.5%.

Looking ahead, the company expects revenue for Q1 2026 to be between ¥24.48 billion and ¥25.18 billion, exceeding the market consensus of ¥23.3 billion.

NIO stated that vehicle deliveries in the first quarter are expected to reach between 80,000 and 83,000 units, representing a year-over-year increase of approximately 90.1% to 97.2%.

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