NIO's Cost Controls Likely Effective in 2Q, Bernstein Says -- Market Talk

Dow Jones

09/03

0900 GMT - NIO's cost controls were effective but margin pressure from lower average selling price and discounts persisted in 2Q, Bernstein analysts write in a note. It also guided for higher 3Q sales, which is achievable given strong momentum for the ONVO L90, they add. The management reaffirmed confidence in breaking even on a non-GAAP basis for the 4Q. The company targets 150,000 vehicle deliveries, with the L90 expected to reach 15,000 units monthly from October with the new ES8 expected to deliver 15,000 units in December, they say. Bernstein maintains a market perform rating for the stock but raises its target price to $5.50 from $4.00 for its ADRs, which last traded at $6.58. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

September 03, 2025 05:00 ET (09:00 GMT)

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It also guided for higher 3Q sales, which is achievable given strong momentum for the ONVO L90, they add. The management reaffirmed confidence in breaking even on a non-GAAP basis for the 4Q. The company targets 150,000 vehicle deliveries, with the L90 expected to reach 15,000 units monthly from October with the new ES8 expected to deliver 15,000 units in December, they say. Bernstein maintains a market perform rating for the stock but raises its target price to $5.50 from $4.00 for its ADRs, which last traded at $6.58. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 05:00 ET (09:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO's Cost Controls Likely Effective in 2Q, Bernstein Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO's Cost Controls Likely Effective in 2Q, Bernstein Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-03 17:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0900 GMT - <a href=\"https://laohu8.com/S/NIO\">NIO</a>'s cost controls were effective but margin pressure from lower average selling price and discounts persisted in 2Q, Bernstein analysts write in a note. It also guided for higher 3Q sales, which is achievable given strong momentum for the ONVO L90, they add. The management reaffirmed confidence in breaking even on a non-GAAP basis for the 4Q. The company targets 150,000 vehicle deliveries, with the L90 expected to reach 15,000 units monthly from October with the new ES8 expected to deliver 15,000 units in December, they say. Bernstein maintains a market perform rating for the stock but raises its target price to $5.50 from $4.00 for its ADRs, which last traded at $6.58. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 05:00 ET (09:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564256366","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564256366","pubTimestamp":1756890000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0900 GMT - NIO's cost controls were effective but margin pressure from lower average selling price and discounts persisted in 2Q, Bernstein analysts write in a note. It also guided for higher 3Q sales, which is achievable given strong momentum for the ONVO L90, they add. The management reaffirmed confidence in breaking even on a non-GAAP basis for the 4Q. The company targets 150,000 vehicle deliveries, with the L90 expected to reach 15,000 units monthly from October with the new ES8 expected to deliver 15,000 units in December, they say. Bernstein maintains a market perform rating for the stock but raises its target price to $5.50 from $4.00 for its ADRs, which last traded at $6.58. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来"},"translate_title":"Bernstein表示，蔚来的成本控制可能在第二季度生效——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":1,"NIO.SI":1},"content_text":"0900 GMT - NIO's cost controls were effective but margin pressure from lower average selling price and discounts persisted in 2Q, Bernstein analysts write in a note. It also guided for higher 3Q sales, which is achievable given strong momentum for the ONVO L90, they add. The management reaffirmed confidence in breaking even on a non-GAAP basis for the 4Q. The company targets 150,000 vehicle deliveries, with the L90 expected to reach 15,000 units monthly from October with the new ES8 expected to deliver 15,000 units in December, they say. Bernstein maintains a market perform rating for the stock but raises its target price to $5.50 from $4.00 for its ADRs, which last traded at $6.58. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 03, 2025 05:00 ET (09:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}