How analysts reacted to NIO’s results
NIO reported on November 25, 2025 (quarter ended Sep 2025). In the next sessions, 5 Wall Street firms published notes: 2 cut their price target and 3 kept it unchanged. The median target of the 5 firms with a before-and-after figure went from $7.60 to $6.70 (−12%). 1 firm downgraded it. The shares fell 4% on Nov 25, the day of the report.
Every firm’s call 5
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 39% ($3.35 on Oct 21), against a median target of $6.70 from these firms. NIO consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Morgan Stanley | Buy | $9 | $9 | Kept | Nov 25 | |
 US Tiger Securities | Buy | $8 | $8 | Kept | Nov 26 | |
 Morningstar | — | $5.30 | $5.30 | Kept | Nov 27 | |
 Bank of America | Hold | $7.60 | $6.70 | −12% | Nov 26 | |
 MacquarieDowngrade | Hold | $6.70 | $5.30 | −21% | Nov 26 |
Earlier NIO reports
Latest earnings reactions
SpaceXOct 209 of 19 raised targetsMedian target +10%Shares +7%
ASMLOct 142 of 5 raised targetsMedian target —Shares −4%
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true