Nio Stock Rallies In Anticipation Of Upbeat Q1 Delivery Numbers After America Expansion Efforts

• Earlier this month, the company said it expects vehicle deliveries for the quarter to be between 80,000 and 83,000.
• Last week, the company debuted in the Americas with its first showroom in Costa Rica.
• Nio delivered 42,094 vehicles in the three months through the end of March 2025.

Shares of Nio Inc (NIO) rallied 10% as the company gears up to announce its first-quarter delivery numbers on Wednesday, set to exceed the corresponding quarter of 2025.

Nio delivered 42,094 vehicles in the three months through the end of March 2025. By the end of February this year, the company’s delivery numbers stood at 47,979, exceeding last year’s full quarter numbers with a full month more to go.

Earlier this month, the company had said that it expects vehicle deliveries in the quarter to be between 80,000 and 83,000 vehicles, representing an increase of approximately 90.1% to 97.2%. This implies that the company expects to deliver at least 32,021 vehicles in March.

Global Expansion Efforts

Last week, the company debuted in the Americas with its first showroom in Costa Rica. The opening established the company’s first retail presence in Latin America and is key to the company’s global expansion plans.

The showroom showcases all three of Nio’s brands including its namesake luxury brand in addition to its mass market Onvo and Firefly brands.

“While continuing to deepen our presence in the Chinese market, we are also steadily advancing our global strategy. So far, the Firefly, including its right-hand drive version, is available in 10 countries. In 2026, we will continue to expand overseas through the country distributor model, with Firefly serving as a leading brand,” Nio CEO William Li said during the company's fourth quarter earnings earlier this month.

How Did Retail Traders React?

On Stocktwits, retail sentiment around NIO stock increased from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘low’ levels.

A Stocktwits user expressed optimism for Nio’s share price moving into the double digits.

Another highlighted that the shares traded higher before the company reported its first ever quarter net profit for the fourth quarter of 2025.

According to data from Koyfin, of the 25 analysts covering NIO, 16 rate it ‘Buy’ or higher while  seven rate it ‘Hold’ and two rate it ‘Sell’ or ‘Strong Sell’. The stock has a 12-month average price target of $6.53, representing a potential upside of about 9% from current trading levels.

NIO stock has gained 59% over the past 12 months. 

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