Overview
- NIO shares rose about 5% after the company posted its first-ever quarterly GAAP profit of $40.4 million and record Q4 deliveries of 124,807 vehicles.
- The company guided for 80,000 to 83,000 vehicle deliveries in Q1 2026 with revenue of about $3.5 billion to $3.6 billion.
- March and full‑quarter delivery figures are due April 1 and will show whether NIO met its target after shipping 47,979 vehicles in January and February.
- Hitting the goal would require roughly 32,000 to 37,000 March deliveries based on the company’s count so far this quarter.
- Separately, NIO opened its first Americas showroom in San José, Costa Rica, signaling planned expansion into more countries through 2026.