NIO delivered 35,836 vehicles in August 2026, up 14.5% from a year earlier but down slightly from July's 35,934 vehicles. The core NIO brand delivered 21,174 vehicles, more than doubling year over year and rising 5.8% sequentially. ONVO deliveries fell 46.4% annually and 13.2% from July to 8,810, while FIREFLY delivered 5,852 vehicles, up 34.7% year over year and 1.4% from the prior month. First-eight-month deliveries reached 262,893, up 57.9%, and cumulative deliveries totaled 1.26 million as of Aug. 31. NIO opened its 4,000th battery-swap station and first fifth-generation site on Aug. 7, adding FIREFLY vehicles to the NIO Power network. The all-new ES8 reached 140,000 deliveries on Aug. 21, 335 days after its launch. NIO was scheduled to report second-quarter results before Tuesday's U.S. market open. Analysts carried a consensus Buy rating and an average price forecast of $6.90, but the stock remained below major moving averages, with a bearish death-cross pattern and negative MACD momentum. Shares were down 2.84% at $4.11 in premarket trading.