Core Insights - The global automotive industry is transitioning towards electrification, with varying paces among automakers, particularly highlighting China's advanced position in electric vehicle (EV) development and infrastructure [1] Group 1: Ferrari's Position in the EV Market - Ferrari is increasingly recognized as an EV stock, contrary to common perceptions that associate EV investments primarily with companies like Tesla and BYD [2] - The sales mix of Ferrari has shifted significantly from 78% internal combustion engines and 22% hybrids in 2022 to approximately 55% internal combustion engines and 45% hybrids in the first half of 2025 [3] - Despite the lower profitability of full-electric vehicles compared to gasoline models, Ferrari's hybrid sales have contributed to margin gains in recent years [3] Group 2: Future EV Strategy - Ferrari is planning the launch of its first full-electric vehicle, the Elettrica, which will be crucial in determining the company's future in the EV market [6] - The timing of entering the full-EV market is critical; entering too early could lead to costly adjustments, while entering too late risks losing future customer engagement [6] Group 3: Market Demand and Brand Strength - Ferrari benefits from strong demand for its products, a backlog of customers awaiting new supercars, and exceptional profit margins compared to competitors [7] - The company's racing heritage enhances its brand appeal, positioning it uniquely in the luxury EV segment, which is still developing [7]

Core Viewpoint - Wall Street analysts are reassessing their outlook on Rivian Automotive as the company navigates a volatile start to the year, with a notable stock surge following an earnings beat [1] Financial Performance - For Q4 2025, Rivian reported an adjusted loss of $0.54 per share, which is narrower than the projected loss of $0.68 per share, indicating improved efficiency amidst margin pressures faced by many EV peers [2] - Consolidated revenue for the full year 2025 rose 8% year over year to $5.39 billion, up from $4.97 billion in 2024 [2] Delivery Guidance and Stock Movement - Rivian updated its 2026 delivery guidance to 62,000 to 67,000 vehicles, reflecting expected growth as production of its next-generation R2 platform ramps up, signaling a shift towards becoming a higher-volume EV competitor [3] - Following the updated guidance, RIVN shares jumped 26% to close at $17.73, although the stock remains down nearly 9% year to date [3] Analyst Ratings and Price Targets - UBS upgraded its rating on Rivian to 'Neutral' from 'Sell' and raised its price target to $16 from $15, citing a more balanced risk-reward profile after a valuation reset [6] - Deutsche Bank upgraded Rivian to 'Buy' from 'Hold' and raised its price target to $23 from $16, highlighting inflecting fundamentals and a de-risked 2026 outlook as key drivers [9] Production and Market Position - UBS noted that Rivian's 2026 delivery guidance could support a stronger exit rate into 2027 if execution improves, although near-term risks remain [7][8] - Deutsche Bank emphasized that the upcoming R2 launch in Q2 could mark an important milestone for Rivian, with cost improvements and a stabilizing competitive landscape strengthening the company's position [10]

The Securities and Exchange Commission closed its investigation into bankrupt electric vehicle startup Fisker last September, roughly one year after the probe was opened.TechCrunch learned the investigation was closed when the financial regulator responded to a Freedom of Information Act (FOIA) request in January. The SEC’s FOIA department said it had identified “approximately 21.7 gigabytes of electronically maintained records” related to the investigation. The agency doesn’t typically make records availab ...

Core Viewpoint - Rivian reported stronger-than-expected Q4 results, achieving its first annual gross profit, which led to a significant increase in its stock price after hours [1][2]. Financial Performance - Rivian's Q4 revenue was $1.29 billion, surpassing the expected $1.26 billion, while the loss per share was $0.54, better than the anticipated $0.68 [2]. - The company achieved its first annual gross profit of $144 million, with Q4 contributing $120 million [2]. Stock Market Reaction - Following a decline of over 5% during the February 12 session, Rivian's stock rebounded by nearly 20% in after-hours trading, reaching a price of $16.77 [1][3]. Future Outlook - Rivian's guidance for 2025 includes expectations to ship between 62,000 and 67,000 vehicles, indicating a potential annual delivery growth of up to 59% [5]. - Despite the positive outlook, the company anticipates operating at a loss in the current year, which poses risks to investors [6]. Analyst Ratings and Market Sentiment - Wall Street analysts maintain a 'Hold' rating for Rivian, with a price target of $17.75, which is above the recent trading price but reflects cautious sentiment [8][11]. - The only recent rating revision was bearish, with Mizuho Securities assigning a 'Sell' rating while raising the price forecast from $10 to $11 [11].

Rivian Automotive (NASDAQ: RIVN) has made tremendous progress as a business in a very short period of time. Building an electric vehicle (EV) manufacturer from the ground up is neither cheap nor easy. And yet Rivian enters 2026 with a fairly impressive production rate of around 42,000 high-end consumer trucks and EV delivery vehicles a year. Here are two key predictions for 2026 that will determine what happens from here for Rivian. Prediction 1 for Rivian: The good news To date, Rivian has focused on bu ...

The electric vehicle (EV) industry is a fascinating option for long-term investors. The global automotive industry is heading toward electrification, some regions faster than others, but it has created full-EV makers like Tesla and BYD. There are also other ways to play the coming growth, including solid-state battery company QuantumScape (NASDAQ: QS), and automakers taking a slower approach, such as supercar maker Ferrari (NYSE: RACE). Where to invest $1,000 right now? Our analyst team just revealed wha ...

The Rivian R2 is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on Nov. 23, 2025 in Los Angeles, California.Rivian Automotive on Thursday beat Wall Street's fourth-quarter expectations and said it's targeting a significant increase in vehicle deliveries this year, but the automaker also cautioned that it will continue losing money as it launches its crucial R2 next-generation vehicle.Rivian's 2026 guidance includes increasing vehicle deliveries to between 62,000 and 67 ...

Albemarle (NYSE:ALB) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Speaker3Hello, and welcome to Albemarle Corporation's Q4 2025 earnings call. I will now hand it over to Meredith Bandy, Vice President of Investor Relations and Sustainability.Speaker2Thank you, and welcome everyone to Albemarle's fourth quarter 2025 earnings conference call. Our earnings were released after market closed yesterday, and you'll find the press release and earnings presentation posted to our website under the Investors se ...

Ford on Tuesday posted its largest quarterly loss since 2008 amid losses in the automaker's electric vehicle (EV) division, as well as the impact of tariffs and a fire that impacted an aluminum supplier. The Detroit automaker reported a fourth quarter net loss of $11.1 billion after previously disclosing large writedowns to its EV programs, which the company is realigning in response to lower-than-expected consumer demand and changing federal subsidies."I think the customer has spoken," Ford CEO Jim Farley ...

Core Insights - The Rivian R2 represents a significant opportunity for the company to scale up, with a starting price of approximately $45,000, making it competitive with the Tesla Model Y [2][3][6] - The R2 is seen as Rivian's entry into the mass market for electric vehicles, with expectations of strong demand despite a general slowdown in the EV market [4][5] - Rivian has paused plans for a new factory in Georgia to focus on upgrading its existing facility in Normal, Illinois, aiming for annual production of over 100,000 units [5][7] Product Features and Reviews - Marques Brownlee noted that the R2 retains appealing features from the R1S but in a smaller and more affordable package [2] - Doug DeMuro praised the R2 as possibly the best all-around electric vehicle he has driven, giving it a score of 70 out of 100, which is only behind the R1S [4] Production and Delivery Outlook - Rivian is targeting deliveries of the R2 in the first half of 2026, which could significantly alter its delivery totals for the year [8] - The company reported 42,247 deliveries in 2025, reflecting an 18% year-over-year decline, but the R2's introduction is expected to positively impact future delivery numbers [8] Stock Performance - Rivian's stock is currently down 1.3% to $14.76, with a year-to-date decline of 24.0% in 2026 [10]