A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buyouts and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities. Analyst's Disclosure: I/we have a beneficial long position in the shares of RIVN either through stock ownership, options, or other derivatives. I wrote this ...

Rivian Automotive RIVN has announced more stops on its R2 Road Tour to bring the R2, R3 and Gen 2 R1S and R1T vehicles to the public for test drives and demonstrations ahead of R2 production starting in the first half of 2026.What Happened: Rivian has said that the R2 will be a "fundamental driver" of growth going forward. That vehicle launch, along with the recently launched joint venture with Volkswagen VWAGY could be the biggest catalysts for Rivian in some time.Rivian announced that the "R2 is coming to ...

核心观点 - 电动汽车(EV)股票估值已大幅下降现在是投资的好时机在众多EV股票中Rivian股票值得关注有3个理由看好该股票且尽管存在一些不利因素但仍有理由在11月30日前购买[1] 看好Rivian股票的理由 - Rivian虽知名度低但客户忠诚度高消费者报告专家批评其现有两款车型后对车主的后续调查发现86%的车主下次购车还想购买Rivian其他汽车制造商都未达到80%[3] - Rivian将推出三款新车型R2 R3和R3X起价均低于50000美元这有助于提升其知名度目前其现有车型R1T和R1S售价约100000美元限制了其像特斯拉那样的增长能力[4] - Rivian股票目前非常便宜其股价仅为销售额的2.4倍远低于特斯拉当前估值从估值角度看现在是自2021年首次公开募股以来购买的最佳时机[5] Rivian股票面临的情况 - 上季度Rivian销售增长率为负这是其上市以来首次出现负增长而特斯拉上季度销售增长约6%这反映了美国电动汽车销售的整体疲软以及Rivian缺乏大众市场车型[6] - Rivian每销售一辆汽车亏损数万美元其股价低迷反映了市场的怀疑态度[6] 11月30日前购买Rivian股票的理由 - 公司预计下季度实现毛利润电动汽车市场当前的低迷可能是暂时现象如果新的大众市场车型能够上市其收入很可能会随着时间的推移翻倍甚至三倍[7]

公司财报情况 - Rivian汽车（RIVN -2.42%）刚公布的第三季度财报结果喜忧参半，亏损超出预期且存在生产和供应问题，但重申了全年的生产、交付指引以及在第四季度实现正毛利的目标[1] 租赁业务情况 - 租赁业务对汽车制造商很重要，一是能降低车辆拥有成本吸引更多对价格敏感的消费者，例如一辆行驶里程16581英里的二手R1T售价62370美元，原价87000美元[3] - 二是为汽车制造商提供将联邦7500美元电动汽车税收抵免转嫁给消费者的机会，部分Rivian汽车因太贵无法获得电动汽车购置税抵免，但租赁车辆都可获得[4] - 虽然Rivian的租赁计划才开展约一年处于早期阶段，但影响显著，第三季度约42%的Rivian销售为租赁[5] 二手车业务情况 - 租赁结束车辆回到Rivian手中后，经检查可为车辆附上保修，这让Rivian能对二手车收取比市场价值更高的价格[8] 业务对公司整体影响 - Rivian的租赁和二手车计划是开辟新营收流的方式，第三季度租赁业务占销售额的42%，对公司财务和未来有重大影响[9] - 特朗普当选总统可能改变或终止电动汽车税收抵免，这可能是Rivian股价周三下跌超8%的部分原因，因为这对Rivian影响较大[6]

Rivian Automotive (RIVN -5.19%) shares have been on a roller-coaster ride since the U.S. election on Nov. 5. A dip after Donald Trump's election victory was followed by a sharp surge in the shares on company-specific news.Rivian stock is ending the week on a down note, though, with shares lower by 5.9% as of 1:15 p.m. ET. That's because there is growing commentary about how the incoming presidential administration could hinder the electric vehicle (EV) start-up's growth plans. But it also could be a buying ...

Investors had mixed reactions when Rivian Automotive (RIVN -6.35%) reported third-quarter results last week. The financial results were disappointing, with lower revenue and a higher reported loss than expected. But the electric vehicle (EV) start-up reaffirmed its delivery expectations for the full year, even though supply chain issues have recently impacted production and its finances.After digesting this latest news, one Wall Street analyst felt the mixed results still meant investors would do well to bu ...

Shares of Rivian Automotive (RIVN -6.30%) are down for a second day on Friday after Reuters reported that the incoming Trump administration plans to end the electric vehicle (EV) tax credit program.As of 10:30 a.m. ET, Rivian's shares were down about 4.7% from Thursday's closing price.Broad concerns for the U.S. EV market if the tax credit program endsRivian's shares closed down over 14% on Thursday after Reuters reported that President-elect Donald Trump's transition team plans to end the consumer tax cred ...

公司股价表现 - Rivian Automotive股价近期剧烈波动反映出电动汽车行业的动荡性投资者仍持怀疑态度当前股价处于低位投资者不确定是否为投资机会[1] - Rivian股价走势狂野受投资者情绪和市场不确定性影响更广泛的电动汽车市场因利率上升地缘政治紧张和补贴政策不确定等因素波动特朗普政治影响力复燃使情况更复杂[2] 与大众合作情况 - Rivian与大众的合作引发市场波动大众将在未来几年向Rivian注资58亿美元初始10亿美元于2024年6月收到11月再收到13.2亿美元后续还有资金投入这有助于稳固Rivian财务状况[3][4] - 投资围绕特定里程碑进行存在不确定性对Rivian运营和盈利的长期影响有待观察[5] 公司风险与机遇 - Rivian虽增长轨迹可观但尚未实现可持续盈利受零部件短缺影响持续亏损特朗普可能影响电动汽车补贴政策增加不确定性大众的合作虽缓解财务压力但盈利之路仍是投资者关注点[6] - 大众的合作是对Rivian技术和市场地位的认可合作将使Rivian利用大众的制造能力和分销网络R2车型即将推出有望扩大客户群并推动销售增长[7][8] - Rivian资产负债表良好市场份额不断增长对未来电动出行有愿景创新投入多品牌声誉好致力于可持续发展这些基本面使它对寻求长期增长的投资者有吸引力[9] 投资观点 - 近期股价下跌对投资者来说是反向投资机会市场可能过度反应短期挑战忽视长期潜力大众合作R2车型推出和公司基本面表明当前低迷可能是暂时的[10] - 投资Rivian有固有风险电动汽车市场年轻面临挑战Rivian盈利需要持续创新高效执行和应对监管环境[11] - 对于想涉足快速增长的电动汽车市场并愿意承担风险的投资者当前股价下跌可能是买入机会[12] 公司发展规划 - Rivian成功之路在于实现可持续盈利需要致力于降低成本提高效率和扩大产品组合R2车型推出是关键里程碑公司还将探索商用车领域[13] - 电动汽车市场潜力巨大全球向可持续交通转变推动行业快速增长Rivian有潜力成为领先企业[14] - 尽管股价下跌投资者应考虑Rivian的长期技术潜力基本面和与大众合作的战略优势当前低迷可能是买入机会[15] 分析师评级情况 - Rivian目前被分析师评为持有顶级分析师推荐其他五只股票[16][17]

股票走势 - Rivian Automotive股票昨日上涨近14%后今日下跌5% [1] 合资企业相关 - 昨日宣布合资企业最终条款后投资者欢呼但今日股价下跌可能反映出合作已被提前宣布以及对公司长期成功的不确定性 [2] - 最初宣布时大众对Rivian的直接投资和合资企业创建总价值50亿美元 昨日交易完成时价值58亿美元 [3] - 这对Rivian是更好的消息 大众深度致力于使用其电动汽车技术 昨日股价飙升合理 此前三个月股价下跌超20% [4] 投资成果与未来发展 - 投资成果还需时间显现 一些投资者锁定股票飙升带来的收益 [5] - 合资企业将致力于创建下一代电动汽车电气架构和垂直集成软件 到2028年大众将承担75%的成本 Rivian承担其余部分 两公司将继续各自设计开发车辆 Rivian盈利和成功还有很长的路要走 [5] - 该交易可能是Rivian成功的重要因素 但还需数年才能知道其下一代低价R2车辆平台是否会引起消费者共鸣 这解释了今日股价未继续上涨的原因 [6]

Last week, we received third quarter results from Rivian (NASDAQ: RIVN ). The electric vehicle maker has been one of the more disappointing names in the market in recent years, as revenue growth has not materialized as muchI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I ...