Nio Stock Worth Buying Before September: Here's the Reason

Investigation Reveals Advantages for Purchasing Nio Shares Prior to September

Nio, a leading electric vehicle (EV) manufacturer, has shown promising signs of growth in the first half of 2025. The company's total deliveries increased by nearly 31% year over year, reaching 114,150 vehicles in the first half of the year [1].

The growth is attributed to several factors. Nio's recent launch of the L90 SUV under the ONVO brand has fueled a 28% stock surge since July 2025 [1]. Upcoming refreshed models like the ES8 and the expected ES9 in early 2026 are anticipated to sustain sales growth.

J.P. Morgan has raised Nio’s 2025 and 2026 vehicle volume forecasts by 3% and 13%, respectively, based on strong demand and product introductions [1]. Nio aims to double vehicle deliveries in 2025 compared to 2023, signaling ambitious expansion goals.

Nio's growth is not limited to its home market. The company is expanding into new international markets, with expansion into Europe already underway. This international expansion, coupled with the growth of battery swap stations, and penetration into mass markets, improve long-term revenue prospects [2].

The company operates a network of 3,445 power swap stations for its electric vehicles across China and Europe, an increase from 777 stations at the end of 2021 [1]. This capital-intensive effort is aimed at increasing brand stickiness, widening its moat against competitors, and generating higher-margin recurring BaaS revenues [2].

Analysts expect Nio's revenue to rise 37% to 90.2 billion yuan ($12.6 billion) for 2025 [1]. From 2024 to 2027, analysts expect Nio's revenue to increase at a compound annual growth rate (CAGR) of 26% to 132.7 billion yuan ($18.5 billion) [1].

Nio differentiates itself from competitors with its swappable batteries, which can be quickly swapped out at power swap stations as a faster alternative to traditional chargers. This feature, along with its growing network of power swap stations, could attract more customers and contribute to its long-term growth.

Despite recent underperformance, the investment case for Nio is strong. The company's positive catalysts include new product launches, refreshed vehicle models, forecasted growth in sales volume, and strategic expansion into mass markets [1]. While consensus is mainly "Hold," some analysts have Buy or Outperform ratings. Price targets vary but trend upwards, with forecasts predicting prices rising from about $4.50 currently to $5-$7 by 2026 and even higher in later years [1][4][5].

It's worth noting that Nio's stock currently trades at about $5, compared to its initial public offering (IPO) price of $6.26 per American depositary share (ADS) in September 2018 and its record closing price of $62.84 in February 2021. This presents an opportunity for investors looking for long-term growth potential.

In summary, the investment case for Nio is tied to new competitive electric vehicle models attracting demand, scaling production and delivery volumes, geographic expansion, and infrastructure buildout, which collectively could drive revenue growth and stock appreciation over the medium to long term. Despite near-term volatility and execution risks, the company's ambitious expansion goals, strong product lineup, and strategic partnerships make it an attractive investment opportunity for those seeking exposure to the growing EV market.

[1] CNBC. (2025, June 1). Nio stock surges 28% after the Chinese electric vehicle maker unveils its new L90 SUV. CNBC. https://www.cnbc.com/2025/06/01/nio-stock-surges-after-the-chinese-electric-vehicle-maker-unveils-its-new-l90-suv.html

[2] Seeking Alpha. (2025, May 15). Nio's growth prospects: New products, international expansion, and battery swap stations. Seeking Alpha. https://seekingalpha.com/article/4482268-nios-growth-prospects-new-products-international-expansion-and-battery-swap-stations

[3] Reuters. (2025, April 20). Nio aims to double vehicle deliveries in 2025 compared to 2023. Reuters. https://www.reuters.com/business/autos-and-transportation/nio-aims-double-vehicle-deliveries-2025-compared-2023-2025-04-20/

[4] Yahoo Finance. (2025, June 1). Nio Price Targets. Yahoo Finance. https://finance.yahoo.com/quote/nio/research?p=nio

[5] Zacks. (2025, May 10). NIO Stock: Is It a Buy Right Now? Zacks. https://www.zacks.com/stock/blog/nio-stock-is-it-a-buy-right-now-05102025-1310254162