NEW YORK, February 1, 2026, 04:51 ET — The market has closed.
NIO’s U.S.-listed shares are set to draw attention when trading restarts Monday, following the Chinese EV maker’s report of a steep rise in January deliveries. The company also revealed its cumulative deliveries have exceeded one million. (Businessinsider)
Shares ended Friday at $4.70, slipping roughly 1.3% after fluctuating between $4.68 and $5.00. Trading volume hit around 57 million shares.
Why it matters now: monthly delivery updates have turned into a quick gauge of demand in China’s packed EV space, where prices and incentives shift rapidly. For NIO, these figures offer investors a timely snapshot of whether newer rivals are truly growing volume or merely diluting costs.
NIO is pushing to expand beyond its premium offerings. Its sales are now divided among the main NIO brand, the family-focused ONVO lineup, and the compact FIREFLY series.
The company highlighted a software rollout started late last month, extending a driver-assistance update to additional vehicles while refining parking and safety features. The update employs “reinforcement learning,” a training technique that boosts performance by learning from ongoing feedback. (Investing News Network (INN))
Competitive updates are rolling in simultaneously. Li Auto reported January deliveries of 27,668 vehicles and released an over-the-air (OTA) software update introducing new features and improvements. (Businessinsider)
XPeng announced 20,011 vehicle deliveries in January and rolled out its P7+ model in 36 countries, doubling down on international markets to drive expansion. (PR Newswire)
Traders are now focused on whether January’s momentum will stick after early-February delivery figures roll in from several Chinese manufacturers. When those updates drop, U.S.-listed EV stocks usually move in tandem.
That surge in deliveries doesn’t erase the bigger threat: China’s EV price war could squeeze margins despite rising volumes. Plus, the expenses tied to expanding networks and launching new models mean cash burn remains a concern, even with solid unit growth.
Investors are now turning their attention to NIO’s performance in Monday’s U.S. session, awaiting clearer signals on when the company will report its next quarterly results. According to data from Wall Street Horizon, an unconfirmed earnings date is set for March 20, ahead of the market open. (Wallstreethorizon)
