Rivian made a name for itself when it unveiled one of the first electric pickup trucks, the R1T, in 2018. It followed that up with an SUV built off the same platform, the R1S, and has since built a passionate fan base around a brand that celebrates adventure and the outdoors.Now it's preparing for its next chapter with the R2, a smaller spin on the R1S SUV, and the R3, a rally-inspired hatchback."A lot of people were surprised on R3" Rivian Chief Design Officer Jeff Hammoud told CNBC. "It's not something th ...

Key Points Canaccord analyst George Gianarikas has high expectations for Rivian stock. The launch of its first affordable, mass-market EVs could be game-changing for the automaker. The company may soon reveal what it has been working on in the areas of autonomous driving and artificial intelligence. 10 stocks we like better than Rivian Automotive › Wall Street analysts are far from unified in their views of Rivian (NASDAQ: RIVN) stock. Some think shares will sink by 50% over the next 12 months. O ...

Core Viewpoint - Ford's third-quarter sales in the U.S. saw significant growth, driven primarily by trucks and electric vehicles, marking the seventh consecutive month of sales increases for the company [1] Sales Performance - Total sales for Ford in the third quarter reached 545,522 vehicles, an increase of 8.2% compared to the same period last year [1] - Sales of the F-Series, Ranger, and Maverick trucks, along with vans, grew by 7.4% to 313,654 vehicles, with F-Series truck sales up nearly 13% year-to-date [1][2] - Electric vehicle sales hit a record high in the third quarter, with 30,612 units sold, representing a year-over-year increase of 30.2% [2] Electric Vehicle Highlights - The Mustang Mach-E saw sales of 20,177 units, a robust growth of 50.7% [2] - The F-150 Lightning pickup achieved sales of 10,005 units, marking a nearly 40% increase and surpassing competitors like Rivian's R1S and Tesla's Cybertruck to become the best-selling electric pickup in the U.S. [2] Hybrid and SUV Sales - Hybrid vehicle sales reached 55,177 units in the third quarter, setting a record for the quarter, with the Maverick and full-size F-150 hybrids being key contributors [3] - SUV sales surged by 12.2% to nearly 199,000 units, with significant growth in the Expedition (47%), Bronco (41%), and Explorer (33%) models, although the Bronco Sport and Escape saw declines of over 10% [3] Market Context and Strategies - Anticipation of strong third-quarter sales was supported by Ford's performance in July and August, alongside consumer urgency to purchase electric vehicles before the federal tax credit deadline [3] - Ford is collaborating with General Motors to offer agreements through its financial division for existing inventory vehicles, ensuring consumers can still benefit from federal electric vehicle tax credits [4] - Despite challenges such as tariffs and high interest rates, Ford's reliance on domestic production is lower compared to competitors like GM, and the company has introduced long-term loan options to ease monthly payment burdens for consumers [4]

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Core Insights - NIO Inc. and Rivian Automotive, Inc. are both electric vehicle manufacturers facing different market conditions, with NIO benefiting from strong EV adoption in China while Rivian contends with challenges in the U.S. market [1] - NIO's stock has increased by approximately 70% in 2025, while Rivian's stock has only risen by 10% [2] NIO Overview - NIO's product lineup includes a variety of sedans and SUVs, with the third-generation ES8 SUV deliveries starting on September 20 [4] - In the last quarter, NIO's deliveries rose by 25.6% to 72,056 units, driven by the success of its ONVO brand [5] - The company anticipates third-quarter deliveries between 87,000 and 91,000 units, representing a year-over-year growth of 41-47% [6] - NIO expects improved vehicle margins in the third quarter, targeting around 20% gross margin for the ES8 and L90 models [7] - NIO has deployed over 3,500 battery swap stations globally, completing over 84 million swaps, enhancing customer interest [7][9] - Recently, NIO completed a $1.16 billion equity offering to fund R&D and strengthen its battery network, although this raises concerns about shareholder dilution [10] Rivian Overview - Rivian's current vehicle lineup includes the R1T electric pickup and R1S SUV, but it has faced declining delivery numbers, with only 10,661 vehicles delivered last quarter [11] - The company has paused operations at its Illinois factory to prepare for the launch of the R2 model, expected in the first half of 2026 [12] - Rivian's strategic partnership with Volkswagen involves an investment of up to $5.8 billion, with $3.3 billion already committed [13] - Despite achieving a gross profit of $206 million in Q1 2025, Rivian reported a gross loss of $206 million in Q2 2025 due to lower production and sales [14] - Rivian has reduced its delivery guidance for 2025 to 40,000-46,000 units and widened its projected EBITDA loss to $2-$2.25 billion [16] Comparative Outlook - NIO's growth forecasts are improving, with bottom-line estimates for 2025 and 2026 indicating year-over-year improvements of 34% and 74% respectively [17] - In contrast, Rivian's bottom-line estimates for the same periods show a year-over-year improvement of only 32% and 17%, with recent estimates moving downward [18] - NIO is better positioned in the market with a Zacks Rank of 3 (Hold), while Rivian holds a Zacks Rank of 4 (Sell) [19]

Rivian is recalling 24,214 US electric vehicles over a software glitch in its hands-free driver assistance program that can fail to identify lead vehicles and increase the risk of a crash, the National Highway Traffic Safety Administration said Friday.The recall includes 2025 R1S and R1T vehicles running on an older software system. It estimates 100% of these electric SUVs and trucks have the defect.The recall includes some of Rivian’s R1S (above) and R1T models. Bloomberg via Getty ImagesRivian said it is ...

Core Viewpoint - Rivian Automotive (RIVN) has announced a recall of over 24,000 R1S and R1T vehicles due to software flaws in the Highway Assist feature, which pose a risk of crashes [1] Group 1 - The recall affects more than 24,000 vehicles, specifically the R1S and R1T models [1] - The issue is related to the Highway Assist software, which has been identified as having flaws that could lead to potential crashes [1]

Company News - Apple has received FDA approval for its blood pressure detection feature on the Apple Watch, set to launch next week, compatible with Series 9, Series 10, Series 11, Ultra 2, and Ultra 3 models [5] - Giorgio Armani's will designates LVMH, EssilorLuxottica, and L'Oréal as preferred buyers for the company's equity [6] - Google Cloud has signed a £400 million contract with the UK Ministry of Defence to provide sovereign cloud services, ensuring secure infrastructure for information processing and supporting AI and cybersecurity tools [7] - The European Commission has accepted Microsoft's commitments to address competition issues related to its Teams platform, which was found to have an unfair competitive advantage due to bundling with productivity applications [8] - Rivian is recalling 24,214 R1S and R1T electric vehicles in the U.S. due to a software defect that may cause misidentification of vehicles by its highway assistance system [9] - VinFast has signed a memorandum of understanding with Vietmap to jointly develop integrated digital mapping solutions and smart traffic services for its electric vehicles [10]

Group 1 - Rivian is recalling over 24,000 of its 2025 model year R1S and R1T electric vehicles [1] - The recall is due to a software defect in the Hands-Free Highway Assist system [1] - The defect may cause the system to misidentify lead vehicles [1]

Core Viewpoint - Rivian is poised for significant sales growth in 2026, with the potential to increase sales by over 300% due to the introduction of new mass-market vehicles priced below $50,000 [2][10]. Sales Growth - Since going public in 2021, Rivian's sales have surged by over 515,000%, reaching more than $5 billion, although recent growth has slowed to just 2.1% since June 2025 [1][10]. - Rivian's sales trajectory mirrors that of Tesla, which saw explosive growth after launching its mass-market vehicles [5][7]. Product Launches - In 2026, Rivian plans to begin shipments of three new mass-market vehicles: the R2, R3, and R3X, all expected to be priced below $50,000 [8][10]. - The introduction of these models is anticipated to make Rivian vehicles accessible to a broader customer base, similar to Tesla's experience with the Model 3 and Model Y [6][10]. Market Positioning - Rivian's current stock valuation is significantly lower than Tesla's, trading at 2.7 times trailing sales compared to Tesla's 12.9 times, suggesting potential for growth as new models are launched [11]. - Despite Tesla's expected sales decline of 5% this year, Rivian is projected to grow sales by 6.5%, indicating a positive outlook for the company [12].