NIO Inc. (NYSE: NIO, HKEX: 9866, SGX: NIO) will announce its unaudited financial results for the second quarter ended June 30, 2026, on Tuesday, September 1, 2026. The release will occur before the open of the U.S. markets.

Management will host an earnings conference call at 8:00 am U.S. Eastern Time on September 1, 2026. This corresponds to 8:00 pm Beijing, Hong Kong, and Singapore time on the same date.

Accessing the Conference Call

A live and archived webcast of the conference call will be available on the company’s investor relations website. Participants wishing to join via dial-in must register in advance using the provided link. Dial-in numbers, passcodes, and unique access PINs will be provided upon registration. Participants should dial in 10 minutes prior to the call start time.

Replay Details

A replay of the conference call will be accessible by phone until September 8, 2026. The replay PIN is 10056744.

About NIO Inc.

NIO Inc. is a pioneer and leading company in the global smart electric vehicle market. Founded in November 2014, the company operates under the mission of "Blue Sky Coming". NIO designs, develops, manufactures, and sells smart electric vehicles. It offers premium smart electric vehicles under the NIO brand, premium family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand.

NIO Inc. delivered 35,934 vehicles in July 2026, marking a 71.0% year-over-year increase and highlighting the accelerating impact of its multi-brand expansion strategy. This performance significantly outpaced key Chinese electric vehicle peers, including XPeng Inc. and Li Auto Inc., which reported modest growth and a slight decline, respectively. The strong monthly result contributed to year-to-date deliveries of 227,057 vehicles, a 68.0% rise compared to the prior year period, while cumulative deliveries since inception reached 1,224,649 units as of July 31, 2026.

The delivery mix underscores the diversification of NIO’s portfolio beyond its flagship brand. While the core NIO brand delivered 20,008 vehicles, the family-focused ONVO brand accounted for 10,155 units and the compact FIREFLY brand contributed 5,771. Together, ONVO and FIREFLY represented approximately 44% of total July deliveries, demonstrating successful market penetration in segments outside the traditional premium niche.

Peer Performance Comparison

In contrast to NIO’s sharp acceleration, competitor results were more muted. XPeng Inc. delivered 38,027 vehicles in July, a 4% year-over-year increase. Li Auto Inc. delivered 30,468 vehicles, down 0.9% from 30,731 a year earlier and 1.4% from 30,895 in June. During July, Li Auto launched the new Li L6 model and expanded its overseas footprint.

Product Milestones and Stock Outlook

A key driver for NIO’s premium segment momentum was the All-New ES8, which reached 130,000 cumulative deliveries on July 22, 2026, just 305 days after its late September 2025 launch. Deliveries of the All-New ES8 Five-Seat Version began on July 10, expanding the lineup to cover five-, six-, and seven-seat configurations.

Technically, NIO shares traded at $4.88, slightly above the 20-day SMA of $4.82 but below the 50-day SMA of $5.09 and 200-day SMA of $5.51, maintaining a broader bearish trend. The RSI stood at 49.88, indicating neutral momentum. Key resistance is identified at $5.00, with the 50-day SMA near $5.09 serving as a secondary hurdle.

Analyst Estimates

Investors are looking ahead to the estimated September 1, 2026 earnings report. Wall Street consensus remains a Buy with an average price forecast of $6.90. Recent analyst actions include Goldman Sachs upgrading the stock to Buy with a $7.00 forecast on July 13, and HSBC upgrading to Buy with a $6.80 forecast on March 13. EPS estimates show a narrowing loss of 7 cents, up from a loss of 25 cents previously, while revenue estimates rose to $4.87 billion from $2.65 billion.