Nio Stock Sank Nearly 25% Last Month. Is It a Buy Now?

• Nio is seeing results from its 2 newest brands.

• The institution realized its 2 highest monthly portion deliveries successful October and November.

• Whether to bargain Nio banal present whitethorn conscionable beryllium connected one's ain hazard tolerance.

• 10 stocks we similar amended than Nio ›

Electric conveyance (EV) income successful China stay robust. Over 1.1 cardinal afloat electrical vehicles were sold determination successful October alone. Nio (NYSE: NIO) has been taking a bigger portion of that pastry this year, too.

Investors mightiness wonder, then, wherefore Nio banal tumbled 24.1% successful November, according to information provided by S&P Global Market Intelligence. Here's a look astatine what investors mightiness like, arsenic good arsenic immoderate concerns, surrounding Nio shares.

Last year, Nio added 2 caller brands to its lineup. Initially focusing mostly connected higher-end, luxury models, Nio added the mass-market marque Onvo and its caller premium compact brand, Firefly, past year. Firefly shipments began successful the outpouring of 2025.

The institution wanted to grow its addressable marketplace with these caller brands. Higher income volumes would assistance the institution little portion costs and attack profitability. That program has been working. October was the company's archetypal period with implicit 40,000 vehicles delivered. Nio followed that up with its second-biggest shipment period ever successful November.

Year-to-date deliveries done November are up 45.6% versus past year. Those higher shipment volumes helped Nio amended gross borderline to 13.9% successful the 3rd quarter. That compares to conscionable 10.7% successful the year-ago play and 10% successful the 2nd quarter.

Nio banal crashed successful November, though. That whitethorn beryllium owed to what investors spot coming. China's authorities has been supportive of the EV manufacture for years. However, a 10% EV acquisition taxation exemption is being reduced by fractional starting successful 2026. Some analysts deliberation that volition lend to little wide conveyance sales.

Additionally, contention is fierce successful China. Chinese multinational corp Xiaomi was a comparative latecomer to the home EV market. Yet deliveries are accelerating quickly. Xiaomi has frankincense acold delivered 500,000 vehicles, little than 2 years aft its archetypal shipment. Following November's deliveries, which exceeded 40,000 units, the institution had already surpassed its yearly transportation extremity of 350,000 units.

The reply to that question is complicated. There are plentifulness of risks involved. The antecedently mentioned contention is conscionable 1 origin among many. The Chinese EV marketplace whitethorn not beryllium arsenic robust arsenic it has been successful caller years arsenic authorities enactment wanes. Nio has ne'er generated a profit, and the institution felt the request to rise caller superior arsenic precocious arsenic September.