Core Viewpoint - Rivian shares are currently undervalued compared to other electric vehicle (EV) stocks, trading at a price-to-sales ratio of 2.9, significantly lower than Tesla's 15.8 and Lucid's 3.3, but this valuation gap is justified due to Rivian's stagnating growth and financial limitations [1][2][5]. Valuation Comparison - Rivian's current market capitalization is $19 billion, with a day's price range of $14.92 to $15.54 and a 52-week range of $10.36 to $22.69 [2]. - Rivian's gross margin is reported at -276.59%, indicating financial challenges [2]. - The valuation gap between Rivian and Tesla is substantial, and while relative valuation techniques are useful, they should be interpreted cautiously [2][4]. Growth Potential - Rivian's growth has stagnated, with previous high valuations (above a price-to-sales ratio of 8) corresponding to annual sales growth rates of over 50%, which have since flatlined [7]. - Analysts expect Rivian's sales growth to be conservative at 6% in 2026, despite the anticipated release of its first mass-market vehicle, the R2, which is expected to drive significant growth [10]. - The R2, along with two other models priced under $50,000, is projected to be released in 2026 and 2027, potentially leading to a surge in growth similar to Tesla's experience with its affordable models [9][10]. Competitive Landscape - Tesla maintains a significant advantage in capital and manufacturing capabilities, allowing it to invest heavily in growth opportunities, including autonomous and AI technologies [3][4]. - Rivian's efforts in self-driving technology and AI are promising, but it lacks the financial resources to compete with Tesla and major tech firms like Alphabet [4].

纯电动汽车制造商 Lucid（LCID）今日盘后公布了喜忧参半的第四季度业绩。随着 Gravity SUV 产 能提升，公司全年亏损扩大。不过，该公司给出了乐观的 2026 年产量指引，总流动性达到 46 亿美元。 根据统计预期，该季度 Lucid 实现营收 5.227 亿美元，高于预期的 4.594 亿美元，同比大幅增长 123%， 主要得益于 Gravity SUV 产能爬坡。 ...

Cantor Fitzgerald将Lucid的目标价从21美元下调至14美元，维持"中性"评级。(格隆汇) ...

Core Insights - Uber announced the launch of air taxi services in Dubai by the end of 2026, allowing users to book rides directly through the Uber app, marking a new option for urban transportation [1] Group 1: Service Details - The air taxi service will utilize electric aircraft developed by Joby Aviation, capable of carrying up to 4 passengers, with all flights operated by professional commercial pilots to ensure safety [1] - Four vertical takeoff and landing sites will be established in Dubai, strategically connecting key transportation hubs and landmarks, including Dubai International Airport and prominent shopping centers [1] Group 2: Strategic Collaboration - Both Uber and Joby Aviation have high expectations for the air taxi service, with Uber's Chief Product Officer stating that this advanced mode of air travel will significantly change urban transportation dynamics [4] - The booking process for the air taxi service will be user-friendly, similar to booking a regular ride, and will include Uber Black premium ground transportation for a seamless travel experience [4] Group 3: Future Expansion Plans - Currently, there are no plans to immediately expand the service to the U.S., as Joby Aviation is nearing completion of certification with the Federal Aviation Administration, preparing for global expansion [4] - Joby Aviation aims to extend its air taxi services to cities like New York and Los Angeles in the U.S., as well as international markets such as the UK and Japan after obtaining regulatory approvals [4] Group 4: Historical Context - The launch of the air taxi service in Dubai represents a significant milestone in the partnership between Uber and Joby Aviation, which began with Uber's acquisition of Joby's Elevate business and a $75 million investment in 2020 [5] - Following a period of divestment in autonomous driving initiatives due to decreased demand during the pandemic, Uber has been re-establishing its presence in the autonomous taxi sector through collaborations with companies like Lucid and Nuro [5]

Rivian's (RIVN) stock has looked weak over the last few trading sessions and has pared some of the gains following an impressive Q4 2025 earnings report last week. Electric vehicle (EV) stocks have been out of favor with investors for quite some time, and even Tesla (TSLA) has stopped talking less about electric cars as it positions itself as an artificial intelligence (AI) play. Rivian, along with Lucid Group (LCID), remains among the rare breed of U.S. EV startups that survived the slump, and most othe ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Electric vehicle manufacturer Lucid Motors is slashing its U.S. workforce by about 12%, excluding hourly production workers in manufacturing, logistics and quality, the company said Tuesday. The plan was launched to reallocate resources following the launch of Gravity, the company’s first SUV model, and to support a new phase of discipline and “margin progress ...

Core Insights - The American robotics industry is experiencing significant growth, driven by commercial breakthroughs, venture capital investments, and regulatory advancements, positioning the U.S. as a leader in global automation [2][4]. Industry Overview - Global industrial robot installations reached a record market value of $16.7 billion, indicating robust demand and adoption across various sectors [3]. - The global robotics funding exceeded $10.3 billion in 2025, marking the highest level since 2021, with significant investments in medical and humanoid robotics [4]. - The global medical robots market is projected to grow from $18.32 billion in 2026 to $72.54 billion by 2035, reflecting a compound annual growth rate (CAGR) of 16.62% [4]. - The humanoid robotics market is expected to grow at a remarkable CAGR of 39.2%, highlighting the rapid evolution and potential of this segment [4]. Company Highlights - Intuitive Surgical's da Vinci 5 robot received FDA clearance for nine cardiac procedures, expanding its surgical capabilities and driving an 18% increase in da Vinci procedures in 2025 [12]. - Teradyne's robotics division is experiencing growth, with its Universal Robots showcasing a new palletizing solution at CES 2026 and launching ElevateX 2026 in Bengaluru to enhance its presence in Asian markets [13]. - Nvidia is establishing itself as a foundational platform for physical AI and robotics, unveiling a comprehensive robotics stack at CES 2026 and partnering with major manufacturers to drive reindustrialization [14]. - Trimble is enhancing its robotics franchise with precision positioning technologies, integrating its systems into autonomous robotics platforms and expanding its distribution for automated construction robotics [15]. Market Dynamics - The surgical robotics sector is becoming increasingly competitive, with Medtronic's Hugo system receiving FDA clearance and Johnson & Johnson submitting a request for its Ottava system [5]. - The elder care assistive robotics market is projected to grow from $3.38 billion in 2025 to $9.85 billion by 2034, driven by aging demographics and increasing demand for assistive technologies [6]. - Collaborative robotics are gaining traction, with nearly half of U.S. small and medium manufacturers now integrating collaborative robots (cobots), up from 27% two years ago [7]. - The U.S. Army's launch of an AI and machine learning officer specialty and the Pentagon's $13.4 billion budget for autonomous systems underscore the growth potential in defense and space robotics [8]. Investment Outlook - Despite trade tensions, there is a push for domestic manufacturing investments, and the convergence of private capital and policymakers is creating a favorable environment for robotics investments [9]. - The current landscape presents a timely entry point for investors, with physical AI becoming essential and humanoid robots being deployed in various environments [9].

While the stock is very expensive, I'm a big fan of Tesla as a business. Why? Because it has a dominant advantage when it comes to investing in artificial intelligence (AI). Autonomous driving technology, at least as far as consumers are concerned, hasn't lived up to the hype thus far. But according to numerous experts, artificial intelligence is rapidly supercharging self-driving technologies. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, ...

Uber riders can hail a car, motorbike, or boat, depending on where they are in the world. Soon, helicopter-like air taxis will join that list. Passengers will be able to book an air taxi ride through the Uber app in Dubai before the end of 2026, the company said on Wednesday. The option will use flying electric vehicles created by startup Joby Aviation.Joby's aircraft can fit up to four passengers and are flown by commercial pilots, the companies said. Joby will operate four landing locations, or "vertiport ...

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Lucid Motors on Tuesday told investors it needs to shore up its margins and leverage autonomy better if it's to succeed as a company. Despite continued losses and hundreds of U.S. layoffs last week, the EV maker argued that its $4.6 billion in liquidity gives it flexibility to fund its operations through the first half of 2027. Lucid aims to scale up Gravity SUV producti ...