What the analyst said
Bernstein SocGen Group analyst Eunice Lee lowered the price target on NIO (NYSE: NIO) to $5 (from $6) while maintaining a Market Perform rating.
“The launch treadmill — Growth awaits earnings leverage; Q2 strong top-line growth, but earnings lag. NIO reported Q2 revenue of RMB 32.1bn (+69% yoy, +26% qoq), with deliveries of 108k units (+49% yoy, +29% qoq).”
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Where the price stands
NIO trades at $3.31. The 5 analysts who set a target in the last 3 months range from $4 to $7.10, with a median of $5. This $5 target is in line with the median.
Since the note NIO has moved −18% (from $4.06). 12-month window: day 50 of 365, closes on September 2, 2027.
Track record
This callOpen: NIO has not reached $5 yet. This 12-month target is scored on September 2, 2027.
Firm track recordBernstein: 75% of its 12 targets at least a year old were reached within 12 months (#22 of 28 firms). Accuracy ranking →
Bernstein on NIO
Bernstein price targets on NIO
3 calls from March 11, 2026 to September 2, 2026. The target went from $5.50 to $5 (−9%). The rating stayed Hold.
- September 2, 2026 This noteTarget cut from $6 (−17%)Hold$5
- May 22, 2026Target raised from $5.50 (+9%)Hold$6
- March 11, 2026Earliest call shownHold$5.50
