惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

博客园 - 叶小钗
Last Week in AI
Last Week in AI
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
雷峰网
雷峰网
GbyAI
GbyAI
Hugging Face - Blog
Hugging Face - Blog
N
Netflix TechBlog - Medium
博客园 - 聂微东
Y
Y Combinator Blog
罗磊的独立博客
博客园_首页
小众软件
小众软件
有赞技术团队
有赞技术团队
爱范儿
爱范儿
F
Fortinet All Blogs
C
Check Point Blog
Google DeepMind News
Google DeepMind News
云风的 BLOG
云风的 BLOG
Apple Machine Learning Research
Apple Machine Learning Research
M
MIT News - Artificial intelligence
月光博客
月光博客
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
博客园 - 司徒正美
aimingoo的专栏
aimingoo的专栏

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
NIO Nears Technical Bottom - SUV Drives Higher Deliveries...
Juxtaposed Ideas · 2026-06-25 · via All Articles on Seeking Alpha

Summary

  • NIO's YTD vehicle deliveries surged +68.7% YoY while outpacing peers, with the strong demand for its large SUV model, ES8, triggering the ambitious FQ2'26 guidance.
  • Margin expansion across vehicle/other sales segments is evident as well, thanks to the higher ASPs and the improved manufacturing/operating leverage.
  • Further growth inflection is likely from FQ2'26 onwards, given NIO's accelerated delivery volume cadence, the upcoming launch of premium ES9 model, and the growing ONVO/Firefly delivery ratio.
  • Thanks to the recent correction, the double-digit top-line growth prospects, and the ongoing bottom-line inflection, the stock trades at a cheap EV/Sales valuation of 0.66x.
  • NIO is an even better Buy here, given the materialization of my Buy Zones along the uptrend support line established since the April 2025 bottom.
NIO ES8 is an all-electric, 7-seater midsize sport utility vehicle

Michael Vi/iStock Editorial via Getty Images

I previously rated NIO Inc. (NIO) as a Buy in April 2026, given the successful, well-diversified EV/services offerings and the consequently promising top/bottom-line performance metrics.

In this article, I shall discuss why I am

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.