J.P. Morgan: Don’t Say Bye Bye to NIO Stock, Say Buy Buy

TipRanks2021-03-03

NIO's (NIO) Q4 earnings were disappointing -- and (most) investors were disappointed. The Chinese electric-vehicle maker's stock sold off by 13% Tuesday, one day after NIO delivered a tiny sales "beat...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

WSS
2021-03-07
WSS
Looking at $20-25
Teslawonder
2021-03-07
Teslawonder
Pls like and comment if u want to buy or hold nio!!
Venus888
2021-03-06
Venus888
Buy at what price and when to buy? $38? $32? On monday?
KangRui
2021-03-05
KangRui
Buy and hold. Its gonna go up long term!
健康虎
2021-03-05
健康虎
When u say buy it's time to say bye $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$$Li Auto(LI)$$Tesla Motors(TSLA)$. 垃圾小魔想出货[无语] [无语]
FFX
2021-03-04
FFX
Buy at 38.

发表看法

211

198

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1102082323?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-03-03 23:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1102082323","market":"us","top_or_hot":-1,"title":"J.P. Morgan: Don’t Say Bye Bye to NIO Stock, Say Buy Buy","media":"TipRanks","content":"<div>\n<p>NIO's (NIO) Q4 earnings were disappointing -- and (most) investors were disappointed.\nThe Chinese electric-vehicle maker's stock sold off by 13% Tuesday, one day after NIO delivered a tiny sales \"beat...</p>\n\n<a href=\"https://finance.yahoo.com/news/j-p-morgan-don-t-151001539.html\">网页链接</a>\n\n</div>\n","source":"lsy1606183248679","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>J.P. Morgan: Don’t Say Bye Bye to NIO Stock, Say Buy Buy</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\">\nJ.P. Morgan: Don’t Say Bye Bye to NIO Stock, Say Buy Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/j-p-morgan-don-t-151001539.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's (NIO) Q4 earnings were disappointing -- and (most) investors were disappointed.\nThe Chinese electric-vehicle maker's stock sold off by 13% Tuesday, one day after NIO delivered a tiny sales \"beat...</p>\n\n<a href=\"https://finance.yahoo.com/news/j-p-morgan-don-t-151001539.html\">网页链接</a>\n\n</div>\n\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://finance.yahoo.com/news/j-p-morgan-don-t-151001539.html","article_id":"1102082323","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://finance.yahoo.com/news/j-p-morgan-don-t-151001539.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1102082323","pubTimestamp":1614786370,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"NIO's (NIO) Q4 earnings were disappointing -- and (most) investors were disappointed.\nThe Chinese el","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NIO":"蔚来"},"translate_title":"J.P.摩根：不要对蔚来股票说拜拜，要说买买买","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":0.9},"content_text":"NIO's (NIO) Q4 earnings were disappointing -- and (most) investors were disappointed.\nThe Chinese electric-vehicle maker's stock sold off by 13% Tuesday, one day after NIO delivered a tiny sales \"beat\" -- but lost twice as much money as analysts had bargained for.\nHow bad was the news, exactly? In Q4, NIO reported $1.02 billion in quarterly sales, inching past analysts' predicted $1.01 billion. On the bottom line, however, the 17,353 EVs NIO delivered in the fourth quarter of 2020 cost the company a GAAP net loss of $0.16 per share, and an \"adjusted\" loss of $0.14 per share -- twice the $0.07 pro forma loss Wall Street had predicted.\nNot all of NIO's news was bad. NIO grew its sales 133% year over year in Q4, and turned last year's Q4 gross profit loss into a positive gross margin in Q4 2020 -- 17.2% for the quarter. Operating losses declined by 67%, net losses by 52%, and \"adjusted\" net losses by 53%. And viewed in that context, the quarter was good enough to get a pass from investment bank JPMorgan despite the big net loss.\nMore than just a pass, actually. According to JPMorgan analystNick Lai, NIO's Q4 was \"solid,\" and even a \"meaningful beat\" if you back out the \"unrealized foreign exchange losses\" that were the primary reason NIO lost twice as much money as analysts had anticipated. And the losses aside, the fact that NIO guided to better than 20,000 vehicle deliveries in Q1 2021 (at least 3% more than Lai had been banking on) has the analyst feeling \"optimistic\" about NIO's \"long-term prospects and distinctive business model with [autonomous driving] as a service.\"\nAs Lai pointed out, NIO's partner JAC Motors is expanding production capacity to facilitate NIO's growing sales, aiming to be able to produce 150,000 units annually one a single-shift production model -- or twice that with two shifts per day working on churning out NIO ES6, ES8, and EC6 automobiles -- and the new ET7 electric sedan as well. After seeing how fast production ramped in Q4, and NIO's projections for Q1, the analyst feels confident in predicting that deliveries will more than double this year, to 90,500 units or better.\nLai noted that one bottleneck that might prevent NIO from hitting this goal is the well-publicized deficit in automotive semiconductor chip supplies (and another, constrained supplies of electric batteries). The analyst sees these reducing production rates to perhaps 7,500 units per month in Q2, but easing up thereafter.\nWhat kinds of production rates should investors be looking for, then? Assume 20,000 units produced in Q1, and 22,500 in Q2 -- that leaves 48,000 cars that NIO will need to build and ship in the second half of the year in order to hit its year-long production goal. That works out to 8,000 cars per month in Qs 3 and 4, and if NIO can do 7,500 cars a month with supply chain problems, it seems reasonable to assume it can do 8,000 a month without them.\nIn any case, Lai doesn't seem to worried about the potential for a sales miss. In lowering his price target on the stock from $75 to $70 (but keeping his Outperform rating on the stock), Lai explains that his only real concern is that stock dilution has cut the value of NIO shares slightly. Earnings losses and production risks seem to bother him not at all. (To watch Lai's track record,click here)\nOther analysts share a similar opinion when it comes to NIO. TipRanks data shows out of 10 analysts, 7 are bullish and 3 are sidelined. With a consensus price target of $68.33, the potential upside is about 54%. (See NIO stock analysis on TipRanks)\n\nTo find good ideas for EV stocks trading at attractive valuations, visit TipRanks’Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":320252083,"gmtCreate":1615124855742,"gmtModify":1703484868022,"author":{"id":"3572665963519262","authorId":"3572665963519262","name":"WSS","avatar":"https://static.tigerbbs.com/f98dcc1b399a8448c581410f2da052f7","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Looking at $20-25","listText":"Looking at $20-25","text":"Looking at $20-25","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320252083","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":320299689,"gmtCreate":1615107248541,"gmtModify":1703484775292,"author":{"id":"3574996021054734","authorId":"3574996021054734","name":"Teslawonder","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Pls like and comment if u want to buy or hold nio!!","listText":"Pls like and comment if u want to buy or hold nio!!","text":"Pls like and comment if u want to buy or hold nio!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320299689","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":320081659,"gmtCreate":1614990652671,"gmtModify":1703483964087,"author":{"id":"3572313172431959","authorId":"3572313172431959","name":"Venus888","avatar":"https://static.tigerbbs.com/2eb10c539f367e4d8f1ae8ddf081bfdf","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"Buy at what price and when to buy? $38? $32? On monday?","listText":"Buy at what price and when to buy? $38? $32? On monday?","text":"Buy at what price and when to buy? $38? $32? On monday?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320081659","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":367165996,"gmtCreate":1614923144315,"gmtModify":1703483014073,"author":{"id":"3574391391584475","authorId":"3574391391584475","name":"KangRui","avatar":"https://static.tigerbbs.com/924dc47d9405e56c50a4c96a68a1c9d8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Buy and hold. Its gonna go up long term!","listText":"Buy and hold. Its gonna go up long term!","text":"Buy and hold. Its gonna go up long term!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367165996","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":367917337,"gmtCreate":1614903440629,"gmtModify":1703482708994,"author":{"id":"3555831453050457","authorId":"3555831453050457","name":"健康虎","avatar":"https://static.tigerbbs.com/73ffd9e3d1de8fc676a6c1568cc47972","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"When u say buy it's time to say bye&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>.&nbsp;&nbsp;&nbsp;垃圾小魔 想出货[无语]&nbsp;[无语]&nbsp;","listText":"When u say buy it's time to say bye&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>.&nbsp;&nbsp;&nbsp;垃圾小魔 想出货[无语]&nbsp;[无语]&nbsp;","text":"When u say buy it's time to say bye $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$$Li Auto(LI)$$Tesla Motors(TSLA)$. 垃圾小魔 想出货[无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367917337","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":364527943,"gmtCreate":1614866453982,"gmtModify":1703482195236,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://static.tigerbbs.com/31d604f7babdb5d7e2c3f44209e81bf7","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Buy at 38.","listText":"Buy at 38.","text":"Buy at 38.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364527943","repostId":1102082323,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":198,"commentSize":211,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1102082323"}