TLDR
- NIO stock jumps as Q3 2025 deliveries soar 40.8%, led by strong brand demand.
- NIO logs record Q3 EV deliveries, pushing shares up 5.69% on strong sentiment.
- NIO Inc. delivers 87,071 EVs in Q3 2025, setting a new high and lifting shares.
- NIO’s stock rallies after hitting record deliveries across all vehicle segments.
- Q3 success drives NIO stock higher as September deliveries top 34,000 units.
NIO stock rallied after the company reported record September and third-quarter 2025 deliveries. The automaker delivered 34,749 vehicles in September, marking a 64.1% year-over-year increase. Shares closed at $7.62, up 5.69%, and advanced further in pre-market trading at $7.78, up 2.23%.
NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO)
Q3 Deliveries Surge to New Record
NIO delivered 87,071 vehicles in the third quarter of 2025. This marked a 40.8% year-over-year rise and set a new quarterly record. Cumulative deliveries reached 872,785 units as of September 30, 2025.
Growth was driven by contributions across its diversified brands. Deliveries included 13,728 vehicles from NIO’s premium lineup, 15,246 from ONVO, and 5,775 from FIREFLY. Each brand supported the company’s upward trajectory.
This performance underscored rising demand and improved efficiency. NIO continued to strengthen its market position globally. The quarter reaffirmed its ability to expand despite competitive pressures.
September Sales Highlight Brand Expansion
In September, NIO delivered a record 34,749 vehicles. The figure reflected year-over-year growth of 64.1% and showcased strong adoption across segments. Monthly momentum built confidence in the company’s direction.
The NIO brand achieved 13,728 deliveries, reinforcing its role in the premium sector. ONVO contributed 15,246 units, targeting family-oriented buyers. FIREFLY posted 5,775 deliveries, expanding NIO’s reach in smaller luxury EVs.
This diversified mix supported broader appeal. NIO demonstrated effective penetration across different categories. The strong results enhanced its long-term growth profile.
All-New ES8 Launch Boosts Outlook
On September 20, 2025, NIO launched its flagship SUV, the All-New ES8. Deliveries began immediately, adding to momentum in late September. The vehicle integrates a decade of research and innovation.
The All-New ES8 leads the large three-row premium electric SUV market. It combines safety, advanced performance, and intelligent systems. The model strengthens NIO’s position in the premium electric SUV category.
With this launch, NIO enhanced its high-end portfolio. Analysts expect the SUV to accelerate sales in the final quarter. The ES8 reinforces its strategy of advancing premium mobility.
Market Reaction Reflects Growing Confidence
NIO stock rose 5.69% to close at $7.62, followed by a 2.23% pre-market gain at $7.78. The rally reflected strong sentiment toward the latest operational achievements. Delivery strength aligned with improving fundamentals and brand expansion.
The company’s ability to scale and diversify its offerings attracted renewed market attention. September results reinforced long-term competitiveness. Quarterly growth showed effective execution of strategic goals.
NIO advanced its standing in the global electric vehicle sector. Its record-breaking quarter and September confirmed solid progress. The performance set a firm foundation for continued growth into late 2025.
