Group 1 - Rivian built up a stockpile of batteries for its trucks, SUVs, and commercial vans to mitigate the impact of tariffs imposed by the Trump administration [1] - The company purchased an undisclosed number of lithium iron phosphate batteries from Chinese firm Gotion for its delivery vans, primarily made for Amazon [2] - After the election, Rivian collaborated with Samsung SDI to transfer a significant amount of battery inventory from South Korea to the U.S. [2] Group 2 - The stockpiles are expected to alleviate pricing pressure resulting from Trump's auto tariffs, which affect components imported into the U.S. for vehicle production [3] - Trump's recent tariff adjustments provide some relief compared to the initial 25% tax on imported parts, although price increases on new cars are still anticipated [3]

Rivian Automotive (RIVN 4.42%) shares trade at a significant discount to peers such as Lucid Group and Tesla. Yet the electric vehicle (EV) maker's sales have huge growth potential, with a sales inflection point likely occurring within the next 12 months.But before you jump into this promising EV stock, make sure you understand the two numbers discussed below.These numbers will have a huge effect on Rivian's stockAs you can see in the charts below, Rivian shares now trade at just 2.2 times sales -- a consid ...

Core Viewpoint - Rivian's stock presents a buying opportunity ahead of its earnings report on May 6, as shares have declined over 10% this year, yet growth estimates are improving and shares are trading at low valuations [1][5]. Group 1: Current Valuation and Market Position - Rivian's current valuation reflects its position in the long-term growth journey, with its initial luxury models, R1S and R1T, priced over $100,000, helping to establish a manufacturing base and reputation for quality [2][3]. - Rivian achieved a perfect five out of five rating for customer satisfaction from Consumer Reports, highlighting its strong market presence [2]. Group 2: Future Growth Potential - The company plans to introduce three new models (R2, R3, and R3X) priced under $50,000, targeting a broader customer base, with the R2 expected to debut in 2026 [3][4]. - Analysts project that Rivian's sales growth may be slow or negative in the near term due to the delayed introduction of affordable vehicles, which could impact short-term growth projections [4]. Group 3: Investment Timing and Strategy - Buying Rivian shares before the earnings report could secure a favorable valuation, as the company is expected to provide more clarity on the launch timeline of its mass-market vehicles, potentially leading to revised growth estimates [5][9]. - The long-term growth potential of Rivian is significant, but the timing of news regarding new models may introduce volatility in the stock price [9].

2025 has been a tough year for electric vehicle stocks. Companies like Lucid Group and Tesla have seen their valuations plummet. Rivian's (RIVN 4.42%) decline hasn't been quite as steep, but that's because its stock was already trading at a deep discount compared to those competitors.There are several good reasons why Rivian's valuation is so low, but its stagnating revenue growth tops the list. Looking ahead, however, there's reason to expect its sales growth should spike starting in 2026 thanks to one exc ...

Core Insights - Rivian has appointed Aidan Gomez, co-founder and CEO of generative AI startup Cohere, to its board, indicating the company's interest in leveraging AI technology within the automotive sector [1] - Gomez's term on the board will last until 2026, reflecting Rivian's commitment to integrating AI expertise into its operations [1] Company Overview - Aidan Gomez has a strong background in AI, having co-founded Cohere in 2019, which focuses on training AI foundation models for enterprises and serves clients like Oracle and Notion [2] - Prior to Cohere, Gomez worked at Google Brain and co-authored the influential paper "Attention Is All You Need," which has significantly impacted the development of generative AI models [3] Strategic Initiatives - Rivian is engaged in a $5.8 billion joint venture with Volkswagen Group to develop software, where Gomez's expertise in AI could be beneficial [4] - The joint venture will involve sharing Rivian's electrical architecture knowledge and potentially licensing intellectual property rights, with future plans to sell technology to other companies [4] AI Development - Rivian has been developing an AI assistant for its electric vehicles since 2023, which is separate from the VW joint venture [5] - The integration of cutting-edge technologies, including AI, is a priority for Rivian, as emphasized by CEO RJ Scaringe [5]

Rivian Automotive (RIVN 0.87%) exited 2023 with as much or more momentum than its electric vehicle (EV) start-up peers, but that has slowly eroded through today. Now throw in potential tariffs because Rivian imports key parts for the vehicles it produces in the U.S., and the bears are becoming louder.That includes Bernstein analyst Daniel Roeska and his team, which had quite a bit to say this week.The bear caseThe firm maintained its underperform rating and $6.10 price target, which implies a near 50% drop ...

Core Insights - Rivian achieved a modest gross profit in Q4 2024, totaling $170 million, marking a significant milestone towards sustainable profitability in 2025 [5] - The company produced nearly 50,000 vehicles in 2024, focusing on improving gross profit rather than increasing production volume [4] - Rivian's production ramp-up saw a significant increase from 1,000 vehicles in 2021 to 57,000 in 2023, but faced challenges with profitability [2][3] Production and Financial Performance - In 2021, Rivian produced approximately 1,000 vehicles, which increased to 24,000 in 2022, and reached 57,000 in 2023 [2] - Despite generating $4.4 billion in revenue in 2023, Rivian incurred a loss of nearly $2 billion in gross profit due to high production costs of around $6.5 billion [3] - The production goal for 2025 includes sustaining production levels, with an initial output of about 14,600 vehicles in Q1 2025 [6] Strategic Focus - Rivian's strategy involves shutting down production facilities to upgrade processes and vehicles, aiming for a modest gross profit for the full year of 2025 [4][6] - The company delivered 8,600 EVs in Q1 2025, aligning with expectations but leaving an inventory surplus, which is part of the strategic plan [7] - The first half of 2025 may not yield a gross profit due to production exceeding sales, but a potential turnaround is anticipated in Q2 as production costs decrease [8] Future Outlook - The third quarter of 2025 is expected to be critical for Rivian, where a solid gross profit is anticipated as production ramps back up [9] - Investors are advised to monitor the company's progress throughout 2025 for signs of sustained profitability and operational improvements [9]

If the auto market continues to be weak, this EV company will be in trouble.Shares of Rivian (RIVN 0.87%) have held up well in the market this year, but the company faces challenges from weak demand to increased competition in EVs. In this video, Travis Hoium shows why the company's uphill battle isn't over and may only get harder in 2025.*Stock prices used were end-of-day prices of April 16, 2025. The video was published on April 17, 2025. ...

Rivian founder and CEO RJ Scaringe on Tuesday discussed the Trump administration’s tariffs and how the electric vehicle (EV) maker is navigating them during an appearance on "The Claman Countdown."  Scaringe told host Liz Claman that consumers have a "lot of questions" about "what’s going to happen" with the pricing and availability of vehicles in the U.S. amid President Donald Trump’s tariffs and that Rivian is "trying to navigate that as thoughtfully as we can." The president announced 25% tariffs on impo ...

Rivian (NASDAQ: RIVN ) has recently announced its first quarterly deliveries of 8,640, which were 36% lower than the year-ago quarterly deliveries of 13,588. However, these deliveries still exceeded the consensus estimate of 8,200. The management reaffirmed the earlier annual target, andI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hand ...