NIO
Q3 2026 EPS Estimate
$-0.07
Sep 1, 2026
Revenue Estimate
$5.46B
FY2027E EPS$0.79
FY2028E EPS$1.75

Analyst Sentiment

Wall St. Consensus
Hold
23 analysts·High coverage
61
Score
12 Buy (52%)9 Hold (39%)2 Sell (9%)
Rating Breakdown
Strong Buy
00%
Buy
1252%
Hold
939%
Sell
29%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$6.00
+21.1%
Consensus
$6.80
+37.2%
Bull
$7.00
+41.3%
12-Month Target Range23 analysts
$6.00$6.80$7.00
Current $4.96Consensus
Current Price
$4.96
Upside to Consensus
$1.84

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+17.95%
EPS
FY2028
Rev+10.71%
EPS+122.16%
FY2029
Rev+6.24%
EPS+52.28%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$135.73B$160.10B$177.23B$188.29B$192.31B
Low$123.15B$149.25B$152.16B$161.65B$165.10B
High$147.06B$175.46B$214.78B$228.18B$233.05B
EBITDA Avg$-20.76B$-24.48B$-27.11B$-28.80B$-29.41B
Low$-22.49B$-26.83B$-32.85B$-34.90B$-35.64B
High$-18.83B$-22.83B$-23.27B$-24.72B$-25.25B
EBIT Avg$-33.29B$-39.27B$-43.47B$-46.18B$-47.17B
Low$-36.07B$-43.04B$-52.68B$-55.97B$-57.16B
High$-30.21B$-36.61B$-37.32B$-39.65B$-40.50B
Net Income Avg$-699M$1.97B$4.27B$6.05B$5.71B
Low$-1.73B$-1.43B$912M$4.93B$4.66B
High$329M$5.36B$7.63B$7.71B$7.29B
EPS Avg$-0.47$0.79$1.75$2.66$2.51
Low$-0.76$-0.63$0.40$2.17$2.05
High$0.14$2.36$3.36$3.39$3.21
Analysts (Rev / EPS)16 / 921 / 926 / 1325 / 1115 / 5
Quarterly
MetricQ2 2026Q3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028
Revenue Avg$33.32B$37.14B$41.10B$29.03B$34.11B$36.43B$38.57B$34.01B
Low$30.65B$34.18B$37.82B$26.71B$31.39B$33.52B$35.49B$31.29B
High$35.11B$39.14B$43.31B$30.59B$35.95B$38.39B$40.65B$35.84B
EBITDA Avg$-5.10B$-5.68B$-6.29B$-4.44B$-5.22B$-5.57B$-5.90B$-5.20B
Low$-5.37B$-5.99B$-6.62B$-4.68B$-5.50B$-5.87B$-6.22B$-5.48B
High$-4.69B$-5.23B$-5.78B$-4.08B$-4.80B$-5.13B$-5.43B$-4.79B
EBIT Avg$-8.17B$-9.11B$-10.08B$-7.12B$-8.37B$-8.94B$-9.46B$-8.34B
Low$-8.61B$-9.60B$-10.62B$-7.50B$-8.82B$-9.42B$-9.97B$-8.79B
High$-7.52B$-8.38B$-9.28B$-6.55B$-7.70B$-8.22B$-8.70B$-7.68B
Net Income Avg$-727M$233M$1.52B$-1.40B$-285M$448M$977M$276M
Low$-778M$209M$1.36B$-1.50B$-305M$401M$876M$248M
High$-652M$250M$1.63B$-1.26B$-256M$479M$1.05B$296M
EPS Avg$-0.29$0.09$0.61$-0.57$-0.11$0.18$0.39$0.11
Low$-0.31$0.08$0.55$-0.60$-0.12$0.16$0.35$0.10
High$-0.26$0.10$0.66$-0.51$-0.10$0.19$0.42$0.12
Analysts (Rev / EPS)4 / 24 / 23 / 13 / 12 / 12 / 13 / 12 / 1

Earnings Surprises

Recent Analyst Actions

May 22, 2026Bernstein
NIO (NIO) PT Raised to $6 at Bernstein SocGen Group
Target:$6.00
+14.8%from $5.22
May 22, 2026CMB International Securities
CMB Int'l Upgrades NIO (NIO) to Buy
Target:$7.00
+25.6%from $5.58
May 21, 2026UBS
NIO (NIO) PT Raised to $6.80 at BofA Securities
Target:$6.80
+22.0%from $5.58
Mar 13, 2026HSBC
HSBC Upgrades NIO (NIO) to Buy
Target:$6.80
+23.0%from $5.53
Jan 15, 2026Macquarie
Nio upgraded to Outperform from Neutral at Macquarie
Target:$6.10
+31.6%from $4.63
Nov 25, 2025Macquarie
Macquarie downgrades Nio to Neutral on slower 2026 demand
Target:$5.30
-3.6%from $5.50
Oct 30, 2025Goldman Sachs
NIO (NIO) PT Raised to $7 at Goldman Sachs
Target:$7.00
-1.0%from $7.07
Sep 23, 2025Mizuho Securities
Nio price target raised to $7 from $6 at Mizuho
Target:$7.00
+1.3%from $6.91
Mar 24, 2025Mizuho Securities
Nio price target lowered to $4.20 from $5 at Mizuho
Target:$4.20
-4.1%from $4.38
Oct 28, 2024Macquarie
This Nio Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
Target:$6.60
+12.5%from $5.86
Sep 5, 2024US Tiger Securities
US Tiger Securities Reiterates Buy Rating on NIO (NIO)
Target:$8.00
+64.9%from $4.85
Sep 5, 2024Mizuho Securities
NIO (NIO) PT Lowered to $5 at Mizuho
Target:$5.00
+3.1%from $4.85
Sep 5, 2024Bank of America Securities
NIO (NIO) PT Raised to $5.30 at BofA Securities
Target:$5.30
+9.3%from $4.85
Sep 5, 2024Morgan Stanley
Morgan Stanley Issues Positive Tactical Research Idea on NIO (NIO), 'upcoming L60 launch on September 20 as the key positive catalyst'
Target:$6.10
+35.6%from $4.50
Sep 5, 2024Citigroup
Citi Reiterates Buy Rating on NIO (NIO)
Target:$7.00
+55.4%from $4.50
Jun 7, 2024Goldman Sachs
Nio's Units Ramp But Margins Remain Pressured: Analysts Provide Q1 Takeaways
Target:$4.10
-14.7%from $4.80
Jun 7, 2024Mizuho Securities
Nio's Units Ramp But Margins Remain Pressured: Analysts Provide Q1 Takeaways
Target:$5.50
+14.5%from $4.80
Apr 2, 2024Barclays
Nio downgraded to Underweight from Equal Weight at Barclays
Target:$4.00
-13.8%from $4.64
Apr 1, 2024Morgan Stanley
Morgan Stanley on NIO (NIO): 'March sales in-line with reduced guidance'
Target:$10.00
+115.6%from $4.64
Mar 14, 2024UBS
NIO (NIO) PT Lowered to $7.20 at UBS
Target:$7.20
+29.0%from $5.58
Mar 12, 2024HSBC
NIO (NIO) PT Lowered to $7.90 at HSBC 'on the back of our lower earnings estimates'
Target:$7.90
+27.6%from $6.19
Mar 7, 2024Bernstein
Nio's Outlook For 2024 'Remains Challenging': Analyst Flags Shrinking Market Share
Target:$5.50
-1.8%from $5.60
Dec 28, 2022Morgan Stanley
Nio's Guidance Cut Might Dampen Stock Performance, Analyst Says
Target:$16.10
+64.5%from $9.79
Nov 17, 2022UBS
UBS Downgrades NIO to Neutral, Lowers Price Target to $13
Target:$13.00
+24.1%from $10.48
Nov 11, 2022Mizuho Securities
NIO Has Humongous Upside Despite Supply Chain Concerns, High Commodity Costs, Analyst Says
Target:$34.00
+198.4%from $11.39
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.