NIO Inc. opened nearly 8% higher on Thursday, trading at $4.78. The surge followed the company's release of a profit forecast. Based on a preliminary assessment from the company's unaudited consolidated management accounts and information currently available to the board, NIO anticipates reporting an adjusted operating profit (a non-GAAP measure defined as operating profit excluding share-based compensation expenses) for the fourth quarter of 2025. The profit is expected to be between approximately RMB 7 billion (about USD 1 billion) and RMB 12 billion (about USD 1.72 billion). This marks the first time the company has recorded a quarterly adjusted operating profit on a non-GAAP basis.

In a separate announcement, NIO reported delivering 27,182 vehicles in January 2026, representing a 96.1% increase year-over-year. These deliveries consisted of 20,894 premium smart electric vehicles under the NIO brand, 3,481 family-oriented smart electric vehicles under the Onvo brand, and 2,807 smart electric compact cars under the Firefly brand. Cumulative vehicle deliveries reached 1,024,800 units as of January 31, 2026.