Added to YB: 2026-03-16
Pitch date: 2026-03-12
NIU [neutral]
Niu Technologies
-3.37%
current return
Author Info
No bio for this author
Company Info
Niu Technologies designs, manufactures, and sells electric scooters in the People's Republic of China, Europe, and internationally.
Market Cap
$2.2B
Pitch Price
$3.86
Price Target
11.40 (+206%)
Dividend
N/A
EV/EBITDA
26.18
P/E
-96.29
EV/Sales
0.20
Sector
Automobiles
Category
growth
NIU Technologies: The Tesla of E-Scooters? — $NIU
NIU (watchlist): Premium smart e-scooter brand, #1 globally. Q3'25 rev +65% YoY to RMB1.69B, 465k units sold (+49%), gross margin 21.8% (+8pp), net income RMB82M vs RMB41M loss prior year. Net cash ~$190M covers 68% of $280M market cap. Trading ~$3.60 vs fair value $11.40 (20x forward EPS $0.57) = 219% upside, 57% annual return over 3yr. Tailwinds: energy prices, clean mobility regulation, international expansion (53 countries). Risks: China discount, competition (Yadea), Q4 normalization post-regulatory pull-forward. Q4 earnings March 16.
Read full article (7 min)