Fiserv earnings missed by $0.61, revenue fell short of estimates
Investing.com - Mizuho has raised its price target on NIO (NYSE:NIO) to $6.00 from $3.50 while maintaining a Neutral rating, citing expectations for delivery growth despite near-term challenges. The stock, currently trading at $6.58, has shown strong momentum with a 46% gain year-to-date, according to InvestingPro data.
The Chinese electric vehicle maker reported second-quarter revenue of RMB 19.0 billion and earnings per share of RMB (1.85), falling short of consensus estimates of RMB 20.0 billion and RMB (2.20), respectively. While revenue growth remains strong at 23.7% year-over-year, InvestingPro analysis shows the company faces profitability challenges with a gross margin of just 10.2%.
NIO provided third-quarter guidance below analyst expectations, projecting revenue of RMB 22.3 billion compared to consensus of RMB 24.1 billion, and deliveries of 89,000 units versus consensus of 91,100 units.
The company’s third-quarter delivery guidance represents a 47% quarter-over-quarter increase, driven by the ramp-up of new lower-priced models including the Firefly and Onvo L90, though Mizuho noted that NIO’s target of reaching 50,000 monthly deliveries by the fourth quarter of 2025 remains challenging.
Mizuho views NIO as fairly valued at 0.8x calendar 2026 estimated price-to-sales, approximately in-line with peers at 0.9x, reflecting better electric vehicle delivery numbers but ongoing margin pressures as new models ramp up production.
In other recent news, Nio Inc. reported the delivery of 31,305 vehicles in August 2025, marking a significant 49% increase from the previous month. The company’s premium smart electric SUVs accounted for 10,525 of these deliveries, although this represents a 17% decrease compared to July. Additionally, US Tiger Securities raised its price target for Nio to $8.00 from $5.00, maintaining a Buy rating, citing a solid outlook for the second half of 2025. In terms of partnerships, SunCar Technology Group Inc. announced an expanded strategic partnership with Nio, enhancing their existing collaboration to offer more customized auto insurance services. Furthermore, Nio unveiled a facelift version of its ES8 model, featuring improved specifications and a lower price, which Morgan Stanley suggests could drive further gains for the company’s stock. The new ES8 model is larger, offers an extended battery range, and includes advanced features such as bigger LED displays and three LiDAR sensors. These developments reflect Nio’s ongoing efforts to strengthen its market position and product offerings.
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