🚨NIO STOCK🚨THE STREAK IS DEAD🔥NIO Deliveries Verdict🔥NIO STOCK PREDICTION🔥NIO News🚨Best Stock to Buy

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NIO Inc. (NIO) reported October 2026 deliveries, indicating a downturn after a prolonged growth streak. October deliveries were 34,246 units, a 15.2% decrease year-over-year, marking the end of 31 consecutive months of growth. Despite this, the year-to-date deliveries show a positive growth of 38.5%, totaling 334,547 units, which is past the full year 2025 total. The stock is currently trading near its 52-week low of approximately $3.20. Fundamental analysis suggests that the company needs to deliver significantly higher numbers in November and December to meet the CEO's growth target for the full year. Specifically, 456,439 full-year deliveries are needed for a 40% growth rate, implying a required pace of 60,946 cars per month for the next two months. The best month ever for NIO was 48,135 units, which is 27% above the current required pace. The October print of 34,246 was 34% short of the pace needed, missing the target by 17,754 cars. The breakdown by brand shows that the main NIO brand delivered 18,125 units (+5.7% YoY, -15% vs September), while the ONVO brand halved its deliveries to 8,383 units (-51.7% YoY). The Firefly brand, however, set a record with 7,738 deliveries (up 30.9% YoY), now constituting 23% of all deliveries. The fair value estimates range from a bear case of $1.94 to a bull case of $4.98, with a base case of $3.32. Given the current price near $3.20 and the miss on delivery targets, the outlook remains bearish, with the stock potentially heading towards the lower end of the fair value range.

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