How Ethiopia is leapfrogging to EVs and more climate stories on today’s Green Daily newsletter https://t.co/wvPhDWi8FX ...

Industry Overview - Electric vehicles (EVs) experienced a significant slowdown in sales growth after a record year in 2024, where 1.3 million EVs were sold in the U.S. market [1] - The removal of federal government-backed EV sales tax incentives in October 2025 resulted in a drastic decline in total EV sales, which fell by 46% in the fourth quarter compared to the third quarter and decreased by 36% year over year [2] - In 2025, EVs held a 7.8% market share of total U.S. vehicle sales, a decrease from 8.1% in 2024 [2] Company Performance - Rivian Automotive, a manufacturer of premium-priced all-electric SUVs and trucks, has seen its stock price recover despite a challenging market, outperforming Tesla and major indices like the Nasdaq-100 and S&P 500 over the past year [4] - Rivian's stock surged by approximately 26% following its fourth-quarter earnings report on February 12, 2026, which highlighted an 8% increase in annual revenue and a $1.3 billion improvement in gross profits year over year [6] - Although Rivian's automotive revenue decreased by 15% in 2025 compared to 2024, revenue from software and services increased dramatically by 222%, primarily due to a partnership with Volkswagen Group [7] Future Projections - Rivian delivered 42,247 vehicles in 2025 and is forecasting deliveries of 62,000 to 67,000 vehicles in 2026, indicating a potential increase of up to 59% if the high end of the range is achieved [8]

Table of Contents As filed with the Securities and Exchange Commission on February 17, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SCHMID Group N.V. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) The Netherlands 3823 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) Robert ...

Core Viewpoint - D.A. Davidson expresses concerns that Rivian's guidance necessitates an exceptionally strong launch of its R2 electric vehicle (EV) [1] Company Summary - Rivian's future performance is heavily reliant on the successful introduction of the R2 EV, which is critical for meeting the company's projected targets [1]

Core Viewpoint - Lucid's stock has seen a significant decline of over 70% in the past year due to disappointing deliveries and substantial losses, raising questions about its future performance and recovery potential [1]. Group 1: Stock Performance and Challenges - Lucid's stock crash can be attributed to overpromising on vehicle deliveries and underdelivering, similar to other SPAC-backed EV companies [2]. - The company initially projected deliveries of 20,000 vehicles in 2022, 49,000 in 2023, and 90,000 in 2024, but actual deliveries were only 4,369 in 2022, 6,001 in 2023, and 10,241 in 2024, hindered by supply chain issues, competition, inflation, and reduced EV subsidies [3]. Group 2: Future Prospects and Support - Support from the Saudi Arabian government, which owns over 60% of Lucid through its Public Investment Fund, is expected to aid in scaling the business [4]. - Lucid has begun shipping its second vehicle, the Gravity SUV, and has partnered with Uber and Nuro to deploy at least 20,000 autonomous Gravity SUVs across the U.S. over the next six years [5]. Group 3: Product Expansion and Revenue Growth - The company plans to launch a more affordable "Earth" SUV by late 2026 or early 2027 to better compete with Tesla and other EV manufacturers, while also upgrading its production facilities in Arizona and Saudi Arabia [6]. - Analysts project that Lucid's revenue will more than triple from $1.3 billion in 2025 to $4.6 billion in 2027, driven by increased sales of the Air sedan, production ramp-up of the Gravity SUV, and the introduction of the Earth SUV [7]. Group 4: Valuation and Market Sentiment - With a market cap of $3.3 billion, Lucid is considered undervalued at 1.4 times this year's sales, especially compared to Tesla's valuation of 15.2 times [8]. - A significant portion, 43%, of Lucid's float was shorted as of January 30, indicating potential for a short squeeze if positive news emerges, although the stock remains highly speculative [8].

Core Viewpoint - Ford Motor is investing $5 billion in its next generation of all-electric vehicles, incorporating a 48-volt electrical architecture that was first commercialized by Tesla in 2023 [2][4]. Group 1: New Technology Implementation - The automotive industry has traditionally used a 12-volt system, which has led to issues and recalls for many electric vehicles (EVs). The new 48-volt architecture utilizes the EV's high-voltage battery to power accessories, improving efficiency and reducing wiring weight [3][4]. - The 48-volt system enhances electrical bandwidth and can be converted to 12 volts as needed through new electronic control units (ECUs) [4][14]. - Ford's new EVs will be based on a "Universal Electric Vehicle" (UEV) platform, aiming for cost parity with gas-powered vehicles through technological advancements [5][7]. Group 2: Competitive Strategy - Ford's CEO, Jim Farley, emphasized the company's commitment to competing against Tesla and expanding Chinese brands, referring to this initiative as a "Model T moment" for Ford [6]. - The new EVs are expected to reduce parts by 20%, fasteners by 25%, and assembly time by 15%, representing a significant shift in Ford's vehicle design and manufacturing processes [8][18]. Group 3: Market Context and Challenges - Despite a slowdown in U.S. EV sales, which peaked at 10.3% of the new vehicle market in September and dropped to an estimated 5.8% in the fourth quarter, Ford believes that its new pricing strategy will drive greater EV adoption [9][10]. - Ford announced $19.5 billion in write-downs related to a pullback in EV plans but remains committed to investing in its UEV platform through 2027 [12]. Group 4: Manufacturing Innovations - Ford is adopting gigacasting technology, which allows for the production of larger vehicle components, reducing the number of parts from 146 to just two for the new pickup [17][18]. - The new aluminum castings for the upcoming EV are reported to be over 27% lighter than those used in Tesla's Model Y, contributing to overall cost reductions in EV production [18].

Core Viewpoint - Rivian Automotive experienced a significant stock price increase of nearly 27% following its latest earnings report, marking one of its best performance days on record, although the stock remains down over 75% from its IPO price of $78 [1][2]. Financial Performance - In Q4 2025, Rivian generated revenue of $1.29 billion, a 26% decrease year-over-year, but slightly exceeded estimates of $1.27 billion [3]. - The adjusted loss per share was 54 cents, which was a 15% increase year-over-year but better than the expected loss of 68 cents [3]. Gross Margin Analysis - Rivian achieved a gross margin of 9%, only slightly down from 10% in the same period of 2024, despite a 31% year-over-year drop in vehicle deliveries and a 14% decline in vehicle production [4][5]. - The resilience in gross margin was supported by an increase in the average selling price (ASP) per vehicle by $5,500 and a reduction in automotive costs of goods sold (COGS) by approximately $9,500 per unit throughout 2025 [6]. Future Outlook - Rivian anticipates a rise in deliveries by over 50% in 2026 with the introduction of its R2 vehicle, although there are ongoing concerns regarding the overall market and competition [7].

This link https://t.co/pkM7z7286P ...

Core Viewpoint - Rivian is preparing to deliver its new R2 fleet of electric vehicles in the second quarter of 2026, which is crucial for the company's path to profitability and presents a potential investment opportunity for investors [1][2]. Group 1: R2 Fleet Launch - The R2 fleet is set to start at a price of $45,000, significantly lower than Rivian's previous vehicles priced over $75,000, marking a shift from a luxury brand to a mass-market player [4]. - Over 68,000 reservations for the R2 were made within the first 24 hours of the fleet announcement in 2024, indicating strong consumer interest despite recent slowdowns in electric vehicle sales [5]. Group 2: Delivery and Sales Projections - In 2025, Rivian delivered 42,247 vehicles, with projections for 2026 indicating deliveries could reach between 62,000 to 67,000, suggesting a substantial increase in sales driven by the R2 fleet [6]. Group 3: Financial Performance - Rivian's partnership with Volkswagen is enhancing its balance sheet, contributing to a gross profit of $576 million from software and services in 2025 [7]. - Overall gross profit for Rivian was $144 million in 2025, with the automotive segment reporting a loss of $432 million, a significant reduction from a $1.2 billion loss in 2024 [8]. Group 4: Market Performance and Risks - As of February 13, Rivian's stock is down over 10% year-to-date and remains volatile, with a beta of 1.77, indicating potential execution risks related to supply chain issues as the R2 launch approaches [9].

Core Insights - Rivian is set to launch its R2 SUV in the second quarter, contributing to a positive sales outlook and a significant stock surge of over 20% following better-than-expected quarterly results [1][1][1] Financial Performance - Rivian reported quarterly revenue of $1.29 billion, narrowly exceeding revenue estimates, and recorded an adjusted loss of 54 cents per share, which was smaller than analysts had forecast [1][1] - The company aims to deliver between 62,000 and 67,000 vehicles in 2026, representing a more than 50% increase from the 42,247 vehicles delivered in 2025 [1][1] Product Development - The R2 SUV is expected to be more affordable than Rivian's current vehicle lineup, with further product details to be announced at an event on March 12 [1][1] - Rivian is focusing on software upgrades and the introduction of the R2 model to stimulate demand, particularly in the U.S. market where demand has slowed [1][1] Market Position - Rivian is looking to increase its share of the American electric vehicle market amid declining sales for Tesla and a shift in focus from other major automakers away from EVs [1][1] - Analysts from Wedbush express confidence in Rivian's long-term strategy, noting the company's ongoing transformation and production ramp-up for the R2 model [1][1]