Company Overview:
Rivian
RIVN builds adventure-ready electric trucks, SUVs, and commercial vans, giving investors clean exposure to the EV + sustainable transport megatrend.
Key Catalysts:
Record Quarter: 13,201 deliveries in Q3’25; revenue $1.56B (+78% YoY)—evidence of strong demand and improving operations.
Turning the Corner on Profit: First-ever positive gross profit: $24M, driven by cost reductions and a 324% surge in software & services—marking Rivian’s shift toward a software-enhanced platform.
Mass-Market Expansion: R2 at ~$45,000 slated for early 2026, broadening TAM and supporting multi-year volume growth.
Why It Matters:
✅ Proven ability to ramp production
✅ Improving unit economics with software tailwinds
✅ Clear catalyst with R2 launch
Investment Outlook:
Bullish above: $14.00–$15.00
Target: $23.00–$24.00, supported by volume growth, margin improvement, and platform monetization.
📌 RIVN — from premium adventurers to mass-market momentum.
Rivian
Key Catalysts:
Record Quarter: 13,201 deliveries in Q3’25; revenue $1.56B (+78% YoY)—evidence of strong demand and improving operations.
Turning the Corner on Profit: First-ever positive gross profit: $24M, driven by cost reductions and a 324% surge in software & services—marking Rivian’s shift toward a software-enhanced platform.
Mass-Market Expansion: R2 at ~$45,000 slated for early 2026, broadening TAM and supporting multi-year volume growth.
Why It Matters:
✅ Proven ability to ramp production
✅ Improving unit economics with software tailwinds
✅ Clear catalyst with R2 launch
Investment Outlook:
Bullish above: $14.00–$15.00
Target: $23.00–$24.00, supported by volume growth, margin improvement, and platform monetization.
📌 RIVN — from premium adventurers to mass-market momentum.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
