Nomura·2026-09-28CompanyBuy$8.60NIO Inc (NIO.US) Battery-swapping business secures new strategic partner
HSBC·2026-09-15CompanyBuy$7 → $6.40▼NIO Inc (NIO.US) Buy: Solid ES8 ES9 demand supporting margin resilience
Goldman Sachs·2026-09-04CompanyBuy$7 → $6.10▼NIO INC. (NIO 9866.HK) Lower TP on below-expectation 3Q26 volume revenue guidance, maintain Buy on improving profitability
Goldman Sachs·2026-07-13CompanyNeutral → Buy▲$7NIO INC. (NIO.US 9866.HK) Industry-leading growth & premium margin profile with attractive valuation; upgrade to Buy from Neutral
J.P. Morgan·2026-10-26SectorNeutral$4.50 → $3.70▼China Auto Industry: 2027: Will the worst case become the base case?Downgrade BYD-A to UW
Goldman Sachs·2026-10-23SectorChina Mobility Tech: 3Q26 ADRs Preview: Weaker domestic demand, lower government support, higher R&D
Goldman Sachs·2026-09-29SectorCHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK 2026 Week 39 - Weekly order -7% -58% wow yoy, retail wholesale NEV penetration 68% 74%