Core Viewpoint - Rivian Automotive is facing significant challenges in the electric vehicle (EV) market but may be on the verge of a turnaround due to potential market dynamics and growth in software and services [1][10] Industry Overview - The U.S. EV industry is currently struggling, with overall sales dropping 41% in November, influenced by the end of the $7,500 tax credit and relaxed emissions standards for gasoline vehicles [3] - Ford Motor Company's recent pivot away from EVs, including a $19.5 billion asset writedown and cancellation of electric models, may create an opportunity for Rivian to capture market share in the electric pickup truck segment [4][5] Company Performance - Rivian's third-quarter earnings showed a 78% year-over-year revenue increase to $1.56 billion, driven by a 324% surge in software and services revenue, which accounted for 27% of total revenue [9] - Despite the revenue growth, Rivian is still experiencing significant cash burn, with operating losses of $983 million in the third quarter [10] Future Prospects - Rivian could benefit from reduced competition in the electric pickup truck market and a shift towards high-margin software and services, which may help reignite growth [2][10] - The partnership with Volkswagen to develop software and electric architecture could unlock economies of scale and attract interest from other automakers [6][7][8]

Core Viewpoint - Rivian's status as a luxury electric vehicle (EV) maker is detrimental as consumer preferences shift towards used cars and entry-level new vehicles, leading to a significant decline in stock value since its IPO in 2021 [1][2] Group 1: Market Performance - Rivian's stock has decreased by approximately 80% since its IPO, indicating severe market underperformance compared to competitors like Tesla [1] - The current market capitalization of Rivian is $24 billion, with a current stock price of $19.22 [5] - Vehicle deliveries dropped sharply from 14,183 in Q4 2024 to 9,745 in Q4 2025, reflecting a broader trend of declining production and delivery numbers year over year [6] Group 2: Impact of EV Tax Credit - The expiration of the U.S. EV tax credit on September 30, 2025, has negatively impacted sales across the industry, including Rivian [4] - Despite a reported 78% year-over-year revenue growth in Q3, this was largely due to a rush of buyers before the tax credit expired, and subsequent deliveries fell sharply, indicating that this growth was not sustainable [7] Group 3: Business Model Challenges - Over 70% of Rivian's total sales come from automobile sales, which are expected to decline, thereby also affecting the growth of its software revenue [8] - The company's luxury positioning is a disadvantage as consumers are increasingly seeking more affordable vehicle options amid tightening budgets [9]

Rivian Automotive Inc. (NASDAQ:RIVN) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, Goldman Sachs raised the firm’s price target on Rivian to $18 from $16 with a Neutral rating on the shares. The firm highlighted that Rivian’s Q4 2025 deliveries reached 9.7K, which was a slight miss compared to the firm’s estimates. This was also a 26% sequential decline and a 31% drop year-over-year. Goldman Sachs now expects investor attention to center on the R2 platform and the c ...

派杰投资：将Rivian(RIVN.US)目标价从14美元上调至20美元。 ...

Core Viewpoint - Rivian Automotive is recalling 19,641 previously serviced R1S and R1T electric vehicles in the U.S. due to incorrectly assembled rear toe links [1] Group 1 - The recall affects a total of 19,641 electric vehicles [1] - The issue is related to the rear toe link assembly, which has been identified as incorrectly assembled [1] - The recall is being conducted in accordance with the U.S. National Highway Traffic Safety Administration's regulations [1]

Unveiled at CES, the Awards Celebrate Visionaries Redefining the Automotive Industry Through SDV Innovation Download Award Event Photos & Video LAS VEGAS, Jan. 7, 2026 /PRNewswire/ -- MotorTrend, one of the world's leading automotive media brands, today announced the winners of the fourth annual SDV (Software-Defined Vehicle) Innovator Awards, which were presented during a gala event at CES 2026 in Las Vegas, in partnership with QNX, a division of BlackBerry Limited (NYSE: BB; TSX: BB), whose technology is ...

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the AI Stocks Making Waves on Wall Street. On January 2, Morgan Stanley analyst Andrew Percoco reiterated an Underweight rating on the stock with a $12.00 price target. The firm remains cautious on RIVN amid tech transition and policy shifts that are likely to challenge near-term demand. Morgan Stanley noted how Rivian has delivered 9,745 vehicles in 4Q25, which represents a 31% year-over-year decline. The figure is slightly above the firm’s estimate of 9,52 ...

The stock market, buoyed by the U.S. government’s removal of Venezuelan President Nicholas Maduro, is off to a good start in 2026, with the S&P 500 up 1.3% in the first week of trading.Yet some cracks are forming beneath the surface in early 2026 with a handful of widely owned, once-high-growth stocks facing competitive headwinds, valuation pressure, and business growth risks that are likely to shadow any near-term upside.As usual, the most expensive sectors are the most at-risk.Dan Buckley, chief analyst a ...

Key Points Rivian stock has rebounded significantly from its 52-week low in early 2025. The company's next generation of vehicles will offer a more affordable price point. 10 stocks we like better than Rivian Automotive › Rivian (NASDAQ: RIVN) is due to launch its more affordable midsize SUVs in 2026. The fleet of R2 electric vehicles is an inflection point for Rivian, which has thus far manufactured only luxury trucks and SUVs. The starting price for its new generation is around $45,000. So, shou ...

Core Viewpoint - Rivian Automotive's shares have experienced a decline of 4.90% over the last five trading sessions, following a previous drop of 9.06% in the five sessions before that [1] Summary by Category - **Stock Performance** - Rivian Automotive's stock has lost 4.90% in the most recent five trading days [1] - The stock had previously decreased by 9.06% in the five days prior to the latest decline [1]