Latest news with #L90
Business Insider
3 days ago
- Automotive
- Business Insider
Do Analysts See More Upside in NIO Stock After the Recent Rally?
Nio (NIO) stock has risen 21% over the past month, as investors cheered the Chinese electric vehicle (EV) maker's efforts to improve margins, new launches, and resilient deliveries. However, NIO stock is still down 2.5% year-to-date amid intense competition in the Chinese EV market, macro challenges, and an uncertain path to profitability. Despite improved investor sentiment, most Wall Street analysts remain cautious on NIO stock and see a modest upside potential from current levels. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Analysts Are Cautious on NIO Stock Nio delivered 24,925 vehicles in June 2025, reflecting a year-over-year increase of 17.5%. Overall, the company's Q2 deliveries grew 25.6% year-over-year to 72,056 units. The company is optimistic about its upgraded models, including the ET5 Sedan and ET5 Touring, the recently launched ONVO L90, and upcoming launches, such as the L80 in Q4 2025. However, profitability concerns continue to weigh on Nio. Despite higher sales, the company reported a wider-than-anticipated loss for Q1 2025. Recently, Morgan Stanley analyst Tim Hsiao reiterated a Buy rating on NIO stock with a price target of $5.90. Reacting to the launch of the ONVO L90 SUV, Hsiao noted that the deliveries for this model will commence on August 1. He also noted the various features of the L90 and stated that although he 'strongly' recognizes the new model's advantages in a competitive market, 'beating market expectations isn't without challenges considering ONVO's unsatisfactory track record of execution and inferior brand awareness.' Hsiao believes that it would require additional effort for ONVO to leverage L90 and the upcoming L80 to overcome these shortcomings. Last month, Goldman Sachs analyst Tina Hou upgraded NIO stock to Hold from Sell and slightly increased the price target to $3.80 from $3.70. The 4-star analyst upgraded the rating on NIO stock on early signs that the Chinese EV maker's operating cost cuts may help address margin pressures. Hou noted that the company is targeting 20% to 25% of operating expenses savings through various initiatives, including integration across business units and headcount reductions. However, Hou remains sidelined on NIO stock due to cash flow concerns, high debt levels, and volume growth amid rising competition in the EV industry. Is Nio Stock a Buy, Hold, or Sell? Overall, Wall Street is sidelined on NIO stock based on six Holds, two Buys, and one Sell recommendation. The average NIO stock price target of $4.50 indicates a 6% upside potential from current levels.
Yahoo
11-07-2025
- Automotive
- Yahoo
Why NIO Shares Are Soaring Today
July 11 Nio Inc (NYSE:NIO) shares surged about 8% on Friday after Morgan Stanley reiterated its "Buy" rating and lifted the price target to RMB 5.90, following the debut of its Onvo L90 three?row SUV. Warning! GuruFocus has detected 3 Warning Signs with NIO. The Onvo L90, Nio's first model under its Onvo sub?brand, opened pre?sales at RMB 279,900 or RMB 193,900 with the battery?as?a?service plan. Morgan Stanley's Tim Hsiao expects official pricing to land below RMB 280,000, helping the SUV grab market share upon its Aug. 1 deliveries. Equipped with 900V fast charging, an AR?HUD display, air suspension, a built?in fridge and L2+ autonomous driving powered by Nvidia's Orin?X chip, the L90 stacks up well against premium rivals like Li Auto's L9, AITO M9 and Denza N9 at a more competitive price point. Hsiao also noted the Onvo brand remains unfamiliar and must prove it can meet delivery targets. If Nio can build trust and deliver on performance, the L90, and the upcoming L80, may help reverse the company's year?to?date 15% share decline. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-07-2025
- Automotive
- Yahoo
Why Nio Stock Keeps Going Up
A Morgan Stanley analyst reiterated his buy recommendation on Nio stock Thursday. Nio has a new discount luxury EV coming out in August that compares favorably to its rivals on price and design. What Nio doesn't have is profits. 10 stocks we like better than Nio › Shares of Chinese electric vehicle (EV) manufacturer Nio (NYSE: NIO) were on the rise for a second straight day on Friday, adding 5.6% through 1 p.m. ET on top of Thursday's 6% gain. You can probably thank Morgan Stanley for that. In a note that came out Thursday afternoon, Morgan Stanley analyst Tim Hsiao reiterated his overweight rating on Nio and praised its new Onvo L90, full-size, all-electric, three-row crossover SUV, which has up to 375 miles of range on a full charge. Presale prices, said the analyst in a note covered by StreetInsider, are falling in line with expectations of a 270,000 yuan to 280,000 yuan purchase price (about $37,600 to $39,000 at the current exchange rate), and could get even cheaper once the automaker announces official pricing for Aug. 1 deliveries. Onvo is a discount marque owned by Nio, similar to Hyundai's Kia brand. And as Hyundai does with its Kia models, Nio is taking a more-for-less approach to the new L90, offering "interior space and specs ... fairly competitive" with Li Auto's L9 full-size luxury electric SUV (for example), but at a price more on the level with the mid-size L6 SUV. Hsiao says the Onvo L90 compares favorably on specs to Xpeng's G9 and Xiaomi's YU7, but at similar prices. Prices and specs are what attract car buyers. Car stock buyers, by contrast, are more concerned with revenues and profits -- and it's here that the buy thesis for Nio stock starts to break down. After it tripled its revenues between 2020 and 2023, Nio's sales grew by only 15% last year, and it showed no improvements in profitability. Indeed, to the contrary, its losses increased by 4%. Nio's now losing about $3.3 billion annually, and the analysts covering it don't expect to see the company earn a profit before 2028 -- if ever. As buy theses go, this one looks pretty weak to me. Before you buy stock in Nio, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nio wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,432!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,005,854!* Now, it's worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Nio Stock Keeps Going Up was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
11-07-2025
- Automotive
- Yahoo
Why NIO Shares Are Soaring Today
July 11 Nio Inc (NYSE:NIO) shares surged about 8% on Friday after Morgan Stanley reiterated its "Buy" rating and lifted the price target to RMB 5.90, following the debut of its Onvo L90 three?row SUV. Warning! GuruFocus has detected 3 Warning Signs with NIO. The Onvo L90, Nio's first model under its Onvo sub?brand, opened pre?sales at RMB 279,900 or RMB 193,900 with the battery?as?a?service plan. Morgan Stanley's Tim Hsiao expects official pricing to land below RMB 280,000, helping the SUV grab market share upon its Aug. 1 deliveries. Equipped with 900V fast charging, an AR?HUD display, air suspension, a built?in fridge and L2+ autonomous driving powered by Nvidia's Orin?X chip, the L90 stacks up well against premium rivals like Li Auto's L9, AITO M9 and Denza N9 at a more competitive price point. Hsiao also noted the Onvo brand remains unfamiliar and must prove it can meet delivery targets. If Nio can build trust and deliver on performance, the L90, and the upcoming L80, may help reverse the company's year?to?date 15% share decline. This article first appeared on GuruFocus.
Time of India
11-07-2025
- Automotive
- Time of India
NIO stock surges over 4% after Morgan Stanley says Buy following new SUV Onvo L90 launch
NIO Inc stock rose more than 4% in early trading Friday after Morgan Stanley reiterated its 'Overweight' rating on the electric vehicle maker, citing strong potential for the company's newly launched SUV, the Onvo L90, as per a report. Why Did NIO Stock Surge? The jump in stock price reflects growing optimism around NIO's bold push into the family-orientated EV market with the launch of its first three-row SUV under its new sub-brand, Onvo, according to an report. Are Early Pre-Orders for the Onvo L90 Meeting Expectations? The firm's executives revealed that pre-orders which started on July 10 for the newly unveiled SUV Onvo L90 have met internal targets, as per the report. Nio founder and CEO William Li said, 'Based on market feedback, we met our internal targets,' as quoted in the report. Li highlighted that, 'The key here is that we shipped the cars before holding the launch event,' as quoted in the report. ALSO READ: Wall Street veterans and analysts set bold new price for Nvidia — is it headed for another record run? How Is NIO Balancing Features and Profit Margins With the L90? The company did not specify the margin figures, but Li reiterated that the L90 was engineered for tight cost control, enabling competitive pricing without sacrificing margin, he said, 'It definitely has gross profit,' and also added that Onvo had reused existing seating platforms and avoided overpowered drivetrains to optimize costs, according to the report. Live Events Could the Onvo L90 Disrupt China's Competitive EV SUV Segment? The Onvo L90 is priced at 279,000 yuan (around $39,000) for the 85 kWh version, while the battery-as-a-service (BaaS) model starts at 193,900 yuan ($27,000) and deliveries are scheduled to begin August 1, according to the report. The electric SUV has premium features like the 900V fast charging, AR-HUD, air suspension, and Nvidia's Orin-X smart driving platform, which position it as a serious contender in China's crowded EV market, as reported by After the launch, Morgan Stanley analysts said that the competitive pricing and a feature-rich design of the Onvo L90 will likely attract strong demand, which will potentially drive NIO stock up to a new record of $5.90 over the next 12 months, according to the report. ALSO READ: Should H-1B Visa holders buy a house in the US amid job instability? A viral Reddit post sparks heated debate Why Is Morgan Stanley So Bullish on NIO's Latest SUV? The investment firm even praised the L90's ability to match or exceed rivals in interior space, smart driving capabilities, and charging infrastructure as it forecast another 45% upside in NIO stock from current levels, as reported by Are Other Wall Street Analysts Also Positive on NIO? While Morgan Stanley is not the only Wall Street company that is being bullish on NIO stocks, the consensus rating on the EV stock also currently sits at 'overweight,' with the mean price target indicating a potential increase of over 15%, as per The Wall Street Journal. FAQs What makes the L90 different from other EVs in China? It offers three rows of seating, cutting-edge smart tech, and fast charging, but at a price lower than many rivals, as per the report. Why is Morgan Stanley so bullish on NIO right now? They believe the L90 will sell well due to its features, pricing, and family-friendly design, which could boost the stock.
