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NIO shares rebound after initial drop, analysts maintain overweight rating

EditorNikhilesh Pawar
Published 18/11/2023, 05:58 am
©  Reuters
NIO
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NEW YORK - NIO Inc ADR (NYSE:NIO), a key player in the Consumer Cyclical sector, experienced a notable swing in its stock price today. After opening at a decreased value of $7.40, down by 6.80%, the company's shares managed to climb back, closing at $7.94 amidst considerable intraday volatility. Trading ranged between $7.14 and $7.5913, with an average volume of $44 million, reflecting broader fluctuations over the past fifty-two weeks.

Despite today's recovery, NIO's financial health shows signs of strain. The company, valued at around $11 billion with approximately 1 billion shares outstanding and floating, has seen impressive sales growth exceeding 65% over the past five years. However, it has been grappling with declining earnings per share annually by more than 4%, which intensified this year with a drop of over 50%. With close to twenty-seven thousand employees, NIO has maintained revenue per worker at about $2 million but records losses per employee nearing -$633K. Key profitability metrics present a mixed picture: while the gross margin is above +8%, operating and pretax margins are concerning at below -32% and under -29%, respectively.

The corporation's liquidity is also under scrutiny, with a Quick Ratio of less than one at 0.82, suggesting potential challenges in meeting short-term obligations. Its Receivables turnover stands just over seven times, with Total Asset turnover around half a point. Institutional holdings represent nearly twenty-nine percent of stakes, indicating significant investment interest despite zero insider ownership.

Analysts have given NIO an Overweight rating based on thirty-five reviews, with an average score close to two. While two analysts suggest selling the stock, no underweight recommendations have been made. Short-term trading data from earlier in the week showed the stock reaching its maximum price point on Wednesday at $7.40 per share—a notable nine percent increase for that day alone.

Investors are now closely watching for NIO's upcoming financial disclosure anticipated between November 17 and November 21. Speculation abounds regarding potential dividend increases despite existing debt challenges. Prominent institutional shareholders include Baillie Gifford and Blackrock (NYSE:BLK) Inc., contributing to about one-third of institutional ownership, while Vanguard-associated funds are among the top mutual fund investors in the company.

The broader market perception seems cautiously optimistic about NIO's future, with an aggregate analyst price target around ninety dollars—indicating potential for strong growth or steep losses depending on whether these projections are realized.

InvestingPro Insights

NIO Inc, a prominent player in the automobile industry, presents a complex case for investors. As per InvestingPro's real-time data, the company has a market cap of $13.16 billion. However, a few key metrics highlight concerns. The P/E ratio stands at -4.40, and the adjusted P/E ratio as of Q2 2023 is -4.49, signaling a decline in earnings per share. Furthermore, the revenue growth for Q2 2023 is 21.56%, but it has seen a quarterly fall of -14.77%.

InvestingPro Tips suggest that NIO is quickly burning through cash and operates with a moderate level of debt. Analysts have also revised their earnings downwards for the upcoming period. The stock's price movements are quite volatile, trading near its 52-week low. The company does not pay a dividend to shareholders, which may be a point of concern for those seeking regular income from their investments.

InvestingPro offers an extensive list of additional tips for investors who wish to delve deeper into NIO's financial health. Currently, InvestingPro subscription is on a special Black Friday sale with a discount of up to 55%. This is an excellent opportunity for investors to gain access to valuable insights, with over 19 more tips available for NIO alone.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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