EV investors shouldn't bet only on Tesla.Tesla (TSLA +0.42%) remains one of the most exciting electric-vehicle (EV) stocks on the market today. The company is rapidly investing in its robotaxi division, which could ultimately become a $5 trillion to $10 trillion opportunity. However, Tesla isn't the only game in town. If you're betting on EVs, you'll want to consider a position in the company below. Its stock price is way cheaper than Tesla's right now.NASDAQ : RIVNRivian AutomotiveToday's Change( 2.44 %) $ ...

Core Viewpoint - Rivian Automotive is positioned to compete with Tesla in the electric vehicle market, potentially offering better long-term investment opportunities due to its upcoming models and lower stock valuation [1]. Group 1: Competitive Positioning - Rivian currently has two electric vehicle models, the R1T and R1S, both priced over $100,000, while Tesla's Model 3 and Model Y, which account for over 90% of its sales, start under $50,000 [2][3]. - Rivian plans to begin production on three new models next year, all expected to have starting prices under $50,000, allowing it to compete directly with Tesla's best-selling models [3]. Group 2: Valuation Comparison - Rivian's market cap is under $20 billion, and its stock trades at a price-to-sales ratio of 3, significantly lower than Tesla's ratio of nearly 16 [4]. - The valuation gap is attributed to Tesla's stronger brand recognition, capital access, and growth potential in the robotaxi market, which is estimated to be a $5 trillion to $10 trillion opportunity [4]. Group 3: Future Growth Potential - Rivian is investing heavily in artificial intelligence and self-driving technology, with plans to unveil new autonomous features that could lead to Level 3 autonomy by 2026 [5]. - Depending on the developments in AI and EV adoption, Rivian presents multiple avenues for long-term growth, with shares currently trading at a discount compared to Tesla [6].

Shares of Rivian Automotive (NASDAQ:RIVN) gained 3.06% over the past five trading sessions after losing 9.21% the five prior. ...

Key Points Rivian Automotive shares briefly surged higher earlier this month following a well-received earnings release. Rivian reported a gross profit in the third quarter, but a key driver of that strong result was a temporary -- and now-absent -- tailwind. Expect Rivian stock to remain volatile as investors await its next major catalyst. 10 stocks we like better than Rivian Automotive › Rivian Automotive's (NASDAQ: RIVN) stock got a nice boost earlier this month after the electric vehicle (EV) ...

Core Viewpoint - Rivian Automotive, Inc. has received a price target increase from Stifel, reflecting positive third-quarter results and a favorable long-term outlook driven by improved software economics and unit costs [1][4]. Group 1: Financial Performance - Rivian's software and service profitability has strengthened, contributing to a reduction in vehicle gross loss [2][3]. - Cost of Goods Sold (COGS) per unit decreased by approximately $2,200 sequentially [3]. - Gross profit (loss) per vehicle, excluding software and services, improved to $(985) from $(3,142) in Q2 2025, surpassing the forecast of $(2,039) [3]. - The company noted potential cost reductions of about 50% from R1 to R2 models [3]. Group 2: Future Outlook - Rivian plans to host an Autonomy & AI Day on December 11, 2025, to discuss its product and technology roadmap, as well as its AI strategy [3][4]. - Upcoming policy changes may reduce tariff impacts to only a few hundred dollars per unit, compared to several thousand previously [2][3]. Group 3: Investment Sentiment - Stifel maintains a "Buy" rating on Rivian, indicating confidence in the company's long-term story [4].

Core Insights - Rivian is expanding its manufacturing footprint and aims to improve cost efficiencies while facing a challenging market for electric vehicle stocks [1][2][16] Company Overview - Rivian went public in 2021 and has seen its stock decline by 92% from its all-time high [1] - The company focuses on in-house manufacturing and has developed many components at its Normal, Illinois facility [3] Technology and Innovation - Rivian's competitive advantage lies in its proprietary technology platform and software stack, which includes a zonal network architecture and Electronic Control Units (ECUs) [4] - The Rivian Autonomy Platform integrates machine learning and AI, with plans to expand its automated driver assistance capabilities [6] Financial Performance - Rivian reported a loss of $4 billion in operations through the first nine months of the previous year, which has been reduced to $2.75 billion in the same period this year [7] - The company aims to achieve positive gross margins by late 2026, with material cost reductions already noted [15] Manufacturing Strategy - Rivian's long-term cost-reduction strategy includes the development of the Midsize Platform, which is expected to improve manufacturing efficiency [8] - The company currently has an installed capacity of up to 150,000 vehicles annually, with plans to expand this to 215,000 units by integrating the R2 vehicle production [11][12] - A second manufacturing facility in Georgia is planned, with an anticipated annual capacity of 400,000 vehicles, expected to begin production in 2028 [13] Market Outlook - Despite challenges from reduced federal support for EVs, Rivian is making progress in improving its cost structure and is optimistic about the sales potential of its new R2 SUV [16]

Core Insights - The joint venture between Rivian Automotive and Volkswagen, known as RV Tech, is a significant development that enhances both companies' positions in the electric vehicle (EV) market [2][10] - Rivian benefits from Volkswagen's backing, gaining credibility and financial support, while Volkswagen secures a technology partner to compete against Tesla and Chinese automakers [2][4] Partnership Benefits - The collaboration allows Rivian to potentially license its electric vehicle technology to other automakers, creating additional revenue streams [3][10] - Volkswagen's history of licensing technology to other manufacturers, such as Ford, indicates a precedent for this type of collaboration [5] Financial Performance - Rivian's gross profit for the third quarter was positively impacted by the joint venture, with software and services generating $154 million in gross profit, offsetting an automotive loss of $130 million [8][7] - The overall gross profit for Rivian in Q3 was $24 million, a significant improvement from the previous year's losses [8] Future Prospects - The first vehicle to utilize the new technology will be Rivian's R2, set to launch in the first half of next year, priced at $45,000, which is expected to enhance market penetration [9][10] - The partnership positions Rivian well for future growth, particularly as it aims to develop high-margin business opportunities through technology licensing [10]

One objective is approaching quickly: Volkswagen will pour another $1 billion into Rivian after reaching a technological milestone of successfully testing the joint venture technology in winter testing in one or more vehicles. The good news for investors is that Volkswagen and Rivian plan to begin winter testing by the end of this year, evaluating system performance in intense conditions on Volkswagen's ID Every1 concept vehicle.A huge part of Rivian's software and services gross profit was driven by its pa ...

PresentationDan LevyBarclays Bank PLC, Research Division Okay. Thanks, folks. As we continue day 1 of the Barclays Global Autos and Mobility Conference. I'm Dan Levy. I lead U.S. autos research coverage at Barclays and very pleased to have with us Rivian, leading EV automaker, leading maker of software-defined vehicles, 1 of the 2 software-defined vehicle makers in the West or leading on this front. Very pleased to have with us Claire McDonough, the company's CFO; as well as Chip Newcom, who's the company - ...

Rivian Automotive (NasdaqGS:RIVN) FY Conference November 19, 2025 11:25 AM ET Company ParticipantsClaire McDonough - CFOConference Call ParticipantsDan Levy - AnalystNone - AnalystDan LevyOkay. Thanks, folks. As we continue day one of the Barclays Global Autos and Mobility Conference, I'm Dan Levy. I lead U.S. Autos Research coverage at Barclays, and I'm very pleased to have with us Rivian, leading EV automaker, leading maker of software-defined vehicles, one of the two software-defined vehicle makers in th ...