Core Insights - The automotive industry is experiencing a shift in investor sentiment due to advancements in technology, including autonomous driving and AI integration [1][2] Rivian - Rivian has developed its own AI chip to enhance autonomous driving capabilities, which can process 5 billion pixels per second [4][5] - The new Autonomy+ driver-assistance package will be priced at $2,500 upfront or $49.99 per month, significantly cheaper than Tesla's equivalent offering [6] - Despite these advancements, Rivian's developments may not significantly alter the investment thesis until further revenue streams are established [7][8] Ford - Ford plans to take a $19.5 billion charge to pivot from full electric vehicles to a focus on hybrids and more affordable EVs, expecting hybrids and EVs to make up 50% of global volume by 2030, up from 17% this year [9][10] - The company is also entering the battery energy storage systems market, repurposing a plant in Kentucky and investing approximately $2 billion over the next two years [11][12] - Ford's strategic pivot towards hybrids and energy storage reflects a response to market demand, which could be beneficial for investors [15]

Former Patagonia CEO Rose Marcario is resigning from her position on Rivian’s board of directors, according to a Friday afternoon stock exchange filing. Rivian wrote in the filing that Marcario’s last day will be on January 1, and that she is leaving “to focus on other commitments.” Rivian’s board will shrink from eight members to seven upon her resignation. Marcario’s departure and the downsizing of Rivian’s board comes on the eve of an important year for the company. Rivian plans to start selling its ...

Rivian Automotive (NASDAQ:RIVN), electric truck and SUV maker, closed Thursday’s session at $20.28, up 15.03%. Rivian Automotive IPO'd in 2021 and has fallen about 75% since going public. Trading volume reached 66.4 million shares, about 36% above its three-month average of 49 million shares.Thursday’s move followed a Robert W. Baird upgrade and new price target, while investors are watching how Rivian executes its autonomy roadmap and 2026 R2 launch. How the markets moved today The S&P 500 (SNPINDEX: ^G ...

Key Points One Wall Street analyst boosted Rivian's price target by nearly 80% today. The company's upcoming R2 platform could boost the brand and increase sales next year. Rivian stock is at a 52-week high after today's surge. 10 stocks we like better than Rivian Automotive › Rivian Automotive (NASDAQ: RIVN) held its first "Autonomy & AI Day" last week, surprising investors with the news that it had developed its own in-house artificial intelligence (AI) chip. That gave investors a window into th ...

Core Insights - Tesla maintains a significant presence in the AI market with a market capitalization of $1.6 trillion, despite stagnation in its electric vehicle division [2] - Rivian Automotive is emerging as a more attractive investment opportunity with a market cap of $22 billion and plans for substantial growth in vehicle production [2] Tesla's Valuation and Challenges - Tesla's market capitalization fluctuates around $1.5 trillion to $1.6 trillion, with a Price-to-Sales (P/S) ratio near 17x, necessitating significant growth to justify its valuation [3][4] - Analysts predict a revenue decrease of -3% for Tesla this year, with challenges stemming from various "black box" AI projects and regulatory hurdles [6] - Tesla's competitive edge in Full Self-Driving (FSD) is threatened by rivals like Waymo and Xpeng, which are advancing in autonomous driving technology [6] - Price reductions by competitors such as BYD and Xiaomi in China are eroding Tesla's profit margins, impacting its market share [6] - The rollout of Tesla's self-driving taxi fleet is limited and faces regulatory challenges, hindering its commercial viability [6] - The humanoid robot Optimus is still in experimental stages, with production falling short of expectations, raising doubts about its potential value contribution [6] Rivian's Growth Potential - Rivian is transitioning from a luxury niche to the mass market with the introduction of the R2 SUV, expected to increase revenue by 28% or more in 2026 [6] - Rivian's prudent spending strategy and simpler designs aim to mitigate risks associated with mass-market manufacturing [6] - The company is developing its own autonomy platform, Autonomy+, which offers high-margin recurring revenue opportunities [6] - A $5.8 billion agreement with Volkswagen positions Rivian as a key player in electric vehicle technology, potentially establishing it as a foundational technology provider [6] Market Outlook - The AI sector is showing signs of fatigue, leading investors to prioritize tangible returns over speculative projects [7] - Tesla's high valuation leaves little room for setbacks, while Rivian's lower expectations present significant upside potential if targets are met [7] - Tesla's future hinges on navigating complex technical and regulatory challenges, while Rivian's growth narrative is based on actual production increases and confirmed technology licensing [9]

Core Insights - Rivian has introduced an update for its second-generation R1 electric vehicles, featuring a new "Universal Hands-Free" driving software that allows hands-free driving on over 3.5 million miles of roads in the U.S. and Canada [1][2] Group 1: Software Update and Features - The "Universal Hands-Free" feature significantly expands Rivian's driver assistance capabilities, increasing from 135,000 miles of highways to over 3.5 million miles of roads [2][3] - The updated software includes additional features such as a new digital key for second-generation R1 vehicles and the "Kick Turn" feature for quad-motor variants [5] Group 2: Future Developments - Rivian plans to develop a new autonomy computer with custom silicon for its upcoming R2 SUV, set to debut in 2026, which aims to achieve full autonomy [4] - The company has outlined plans to enable point-to-point autonomous driving, although this feature is not expected to be available until 2026 [3]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Rivian's stock has been wrestling with long-standing investor debates over execution, cash burn and how the next chapter of its product roadmap unfolds, especially as the broader electric vehicle space continues to cool amid slowing demand and elevated financing costs. Recent macro dynamics have weighed on EV makers across the board, and Rivian is no exception as it pushes to scale production, cut costs, an ...

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the Trending AI Stocks on Wall Street. On December 12, Needham raised its price target on the stock to $23.00 from $14.00 while maintaining a “Buy” rating. The price target raise follows the company’s AI & Autonomy Day, with analysts citing vertical integration and R2 launch expectations strengthening long-term conviction. Analyst Chris Pierce sees clearer signs of progress across Rivian’s tech roadmap. He believes that the EV maker has visible catalysts in ...

| RIVN Rivian Automotive | | | --- | --- | | 18.420↑+1.990 +12.11% 收盘价 12/12 16:00 美东 18.680 + 0.260 +1.41% | 盘前价 12/15 04:17 美东 | | 一 2 24 4 3 8 8 目 ♥ 25 | ● 快捷交易 | | 最高价 19.600 开盘价 16.820 | 成交量 1.04亿 | | 最低价 16.730 昨收价 16.430 | 成交额 19.51亿 | | 平均价 18.804 市盈率TM 亏损 | 总市值 225.81亿 (…) | | 振 幅 17.47% 市盈率(静) 亏损 | 总股本 12.26亿 | | 换手率 13.07% 市净率 4.457 | 流通值 146.17亿 | | 52周最高 19.600 委 比 96.08% | 流通股 7.94亿 | | 52周最低 10.360 量 比 2.07 | 色 手 1股 | | 历史最高 179.470 股息TTM -- | | | 历史最低 8.260 股息率ITM -- | | 上周五(12日)大幅收涨12.11%的R ...

Group 1: Tesla's Performance and Prospects - Tesla remains the top electric vehicle maker globally, but faced operational challenges in 2025 with revenue drops in Q1 and Q2 due to decreased automotive deliveries [3] - A recovery was noted in Q3 with a bounce-back in revenue and auto deliveries, although adjusted earnings per share (EPS) fell by 31% and gross margin pressure was felt due to the decline in regulatory credit sales [3] - The future stock performance in 2026 will likely depend on the progress of Tesla's robotaxi business, with current testing in Austin, Texas, and plans for full autonomy by year-end [4][5] Group 2: Rivian's Growth and Strategy - Rivian achieved significant milestones in 2025, including two consecutive quarters of positive gross margins, which unlocked a $1 billion equity investment from Volkswagen [6] - The company successfully mitigated tariff and supply chain pressures, leading to gross profit in Q3 [6] - Rivian's cost reduction strategies included revamping its SUV design and adopting a zonal architecture system, which minimized the number of electronic control units and wiring, facilitating its partnership with Volkswagen [7] Group 3: Comparative Outlook for 2026 - Tesla's 2026 stock performance is expected to hinge on its robotaxi ambitions, while Rivian's performance will be influenced by the launch of its new R2 SUV [8]