0528 | Dolphin Research Focus 🐬 Stock 1, $Taiwan Semiconductor(TSM.US) — Supply chain checks indicate that, on surging AI compute demand and fully loaded 3nm lines, TSMC plans to raise 3nm foundry pr...
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$NIO Inc(NIO.US) NIO shares rose strongly amid improved risk appetite and renewed interest in China-related stocks after last week's bearish sentiment on China's Cross border trading news. Nio's recen...
$NIO Inc(NIO.US) | 𝐍𝐈𝐎: Bernstein maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟔
Analyst sees strong ES8-driven momentum and improving margins supporting higher sales outlook.
1/ NIO Q1 2026 numbers just dropped.
Revenue: 25.5 billion RMB. Up 112% year-on-year. Deliveries: up 98%. Vehicle gross margin: 4-year high. Net loss: 332 million RMB, down from 6.8 billion a year ago...
$NIO Inc(NIO.US) Nio's Q1 was solid: revenue had a slight miss but margins held at a high level through seasonality. The core driver was the ES8's strong ramp, which shored up GPM and offset headwinds...
$NIO Inc(NIO.US) $NIO-SW(09866.HK) CMB International upgraded NIO Inc. (NIO US / 9866 HK / SGX: NIO) from HOLD to BUY, with target prices raised to US$7.00 / HK$55.00.Key 1Q26 numbers:Revenue: RMB25.5...
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$NIO Inc(NIO.US) | 𝐍𝐈𝐎: BofA reiterates 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, raises 𝐏𝐓 𝐭𝐨 $𝟔.𝟖𝟎
Analyst sees improving margins and stronger model pipeline supporting earnings upside, though sector headwinds remai...
For FY2026, the full-year financial target is positive non-GAAP OP. The goal is to deliver a profit on a non-GAAP operating basis.
The premium ES8 saw strong volume.
This effectively underpinned GPM.
+6
Nio 1Q26 First Take: overall a solid print. Revenue came in slightly below expectations, but the company maintained a high GPM in a seasonally weak quarter, and the net loss was narrower than expected...
