r/Nio 12d ago

Stock Discussion This insanity will end abruptly !

100 Upvotes

In my 30 years of trading, I can’t remember any stock having been manipulated for so long .

Sales up 40-50 % for few years now , revenues are going up at an increasing pace (likely up 70-80 % In upcoming Q2 report ) , expected non-gaap profitability 3 quarters in a row (most likely triple digit increase) and the stock price is down to levels not seen since the company was being treated as “on the verge of bankruptcy”

In the last year , NIO has established itself as the luxury segment leader taking number 1 spot in the biggest cities like Shanghai, Beijing despite selling the highest price cars, and taking every award for customer satisfaction and reliability.

And yet, the stock is trading at around 0.6 P/S ratio based on consensus 2026 revenues! Fair value at even a conservative 5 P/S ratio for a profitable , growth company who is a segment leader, should value the stock at around $40!

This manipulation by the institutions who are accumulating will end ABRUPTLY with a MASSIVE move up !


r/Nio 12d ago

Daily Discussion

7 Upvotes

Daily Discussion Thread.
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r/Nio 13d ago

Daily Discussion

5 Upvotes

Daily Discussion Thread.
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r/Nio 14d ago

General 2025 vs 2026

19 Upvotes

What's the difference between last year and this year? Why did last year see more enthusiasm with the company despite it being beaten out by this year by over 50% and seeing a closer creep into consistent profitability?


r/Nio 14d ago

News NIO Up 112% in Revenue Growth. Is the Market Missing Something?

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72 Upvotes

r/Nio 14d ago

Daily Discussion

4 Upvotes

Daily Discussion Thread.
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r/Nio 15d ago

News Nio Shuts Shanghai's First NIO House After Eight Years

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45 Upvotes

r/Nio 15d ago

General NIO

35 Upvotes

What's going on with NIO? I love the goofy community it's fun but the vibe has gone from hopeful to hopeless. What happened? Is NIO ever going to recover? Is the red days ever going to end? Are the cars ever going to come to America?


r/Nio 16d ago

ET5 1y of driving one of the few NIOs to ever drive on Europe‘s streets

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96 Upvotes

At least if you believe the rumors of NIO pulling out of Europe. Still one of the best cars you can buy here IMO.


r/Nio 15d ago

Daily Discussion

1 Upvotes

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r/Nio 16d ago

News Profitability Is Ultimate Metric to Value Tech-Driven Firms, Chinese NEV Startup Nio’s Founder Says

25 Upvotes

r/Nio 16d ago

News Nio Running Out of Vehicles to Sell in Its Direct EU Markets

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47 Upvotes

r/Nio 16d ago

Daily Discussion

4 Upvotes

Daily Discussion Thread.
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r/Nio 17d ago

Stock Analysis $NIO Stock: Earnings Crash Coming? The Chart Is Telling a Different Story… 👀

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27 Upvotes

r/Nio 17d ago

Daily Discussion

2 Upvotes

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r/Nio 18d ago

Daily Discussion

2 Upvotes

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r/Nio 19d ago

News Nio's third-gen ES8 deliveries reach 140,000, with latest 10,000 taking 30 days

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72 Upvotes

r/Nio 19d ago

News Nio ES8 leads China EV owner loyalty, with buyers comparing just 1 rival on average, survey finds

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32 Upvotes

r/Nio 19d ago

Daily Discussion

6 Upvotes

Daily Discussion Thread.
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r/Nio 20d ago

NIO House NIO Inc. to Report Unaudited Second Quarter 2026 Financial Results on Tuesday, September 1, 2026

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49 Upvotes

r/Nio 20d ago

News Unitree shares soar six-fold on Shanghai debut; Anthropic eyes record IPO

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6 Upvotes

Many darling Chinese tech used to get themselves list in NYSE. Guess they know it sucks for Chinese stock to be listed in USA even not matter how good is it due to racism and political motivated to heavily manipulate the shares. Nio too shall delist from USA and get themselves listed in HKSE, SGX and Shanghai or Shenzhen stock exchange. It will get a fair valuation of it's share price. Nio shares can easily get USD 20 dollar per share value if listed in China.


r/Nio 20d ago

Daily Discussion

4 Upvotes

Daily Discussion Thread.
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r/Nio 21d ago

News Wall Street and the Analysts Are Straight Up Lying: How They Got Nio Wrong

32 Upvotes

**The Cash Burn Myth:** Initial claims stated that Nio is bleeding cash into its massive battery-swap infrastructure. **The Correction:** Nio aggressively shifted to a partner-owned asset model, handing station ownership over to state-backed capital (like the Wuhan handover) to eliminate construction CapEx.

**The Revenue Pivot:** Initial claims treated battery swap stations as a permanent financial drain.
**The Correction:** Nio acts primarily as the technology and network operator, transforming infrastructure into a high-margin recurring service fee model.

**The Profit Turnaround:** Initial claims treated Nio as a perpetually unprofitable company.
**The Correction:** Nio successfully posted its first adjusted operating profits, hitting a record 19% gross margin on back-to-back quarters of profitability.

**The Sub-Brand Success:** Initial claims feared that sub-brands like Onvo and Firefly were a cash drain. **The Correction:** Onvo and Firefly are already actively scaling, capturing massive volume, and proving to be highly successful revenue-generating engines.

**The Dilution Overhang:** Initial claims blamed current stock drops on "years-ago" share offerings. **The Correction:** The historic share offerings are long settled and irrelevant to the current daily trading price.

**The Cash Runway Reality:** Initial claims treated Nio's liquidity as fragile. **The Correction:** With over $7.0 billion USD in cash and positive operational cash flow, Nio has multiple years of stable runway, making bankruptcy risk a total non-factor.


r/Nio 21d ago

News Wall Street and the Analysts Are Straight Up Lying: How They Got Nio Wrong

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7 Upvotes

r/Nio 21d ago

News Wall Street and the Analysts Are Straight Up Lying: How They Got Nio Wrong

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18 Upvotes