JPMorgan Retains an Overweight Rating on NIO Inc. (NIO)

NIO Inc. (NYSE:NIO) is among the Goldman Sachs EV and Battery Stocks.

On February 9, 2026, JPMorgan expert Nick Lai chopped NIO Inc. (NYSE:NIO)’s terms nonsubjective from $8 to $7 and retained an Overweight rating. The corp predicted that China’s car manufacture would underperform successful 2026, noting falling rider conveyance growth. JPMorgan besides reduced Li Auto’s profitability prediction to a nonaccomplishment this twelvemonth owed to little income volumes and margins.

On February 1, 2026, the institution delivered 27,182 vehicles successful January 2026, representing a 96.1% maturation twelvemonth connected year. The deliveries comprised 2,807 vehicles from the compact astute high-end electrical car marque Firefly, 3,481 vehicles from the family-focused astute EV marque ONVO, and 20,894 vehicles from its premium astute EV marque Nio.  A full of 1,024,774 units person been delivered arsenic of January 31, 2026.

Separately, connected January 16, 2026, Macquarie kept its Outperform standing connected NIO Inc. (NYSE:NIO). The terms people jumped from $5.30 to $6.10. The corp raised its FY26 measurement prediction by 7% owed to expanding request for the ES8 and Firefly models. Macquarie considers that measurement maturation of astir 40% is conceivable, adjacent if it anticipates a larger nett nonaccomplishment and borderline compression successful FY26. This level of enlargement would alteration the institution to summation its marketplace stock contempt the mostly challenging conditions successful China’s electrical conveyance industry.

NIO Inc. (NYSE:NIO) is simply a holding institution that designs, manufactures, and sells electrical vehicles. Its models see the EP9 supercar and the ES8 seven-seater SUV. It offers location charging, powerfulness explicit valet services, and different powerfulness options, specified arsenic nationalist charging, entree to powerfulness mobile charging trucks, and artillery swapping.

While we admit the imaginable of NIO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.