Rivian Automotive, Inc. Class A Common Stock RIVN

The Motley Fool 12 nov

UBS upgraded Rivian to a buy rating while maintaining its $17 price target, viewing the stock's 19% decline as a buying opportunity ahead of expected R2 production improvements and margin expansion. The R2 became Rivian's best-selling vehicle in Q3 with solid initial demand, but the company still faces challenges with an $80 million automotive gross loss in Q3. Success depends on sustaining R2 demand while improving automotive profitability.

Zacks Investment Research 12 nov

Tesla has secured provisional approval for its Full Self-Driving technology in Finland, becoming the 11th EU country to approve the system. However, EU-wide clearance requires backing from 15 member states representing 65% of the bloc's population, with a critical vote expected in December. Tesla's paid FSD customer base grew 67% year-over-year to 1.74 million in Q3 2026, but approval from major EU economies remains elusive.

The Motley Fool 11 nov

Rivian has upgraded its electric delivery vans (EDV) with all-wheel-drive configuration and 30% more range to attract larger fleet orders. While the R2 SUV dominates investor attention, the improved EDVs offer cost advantages through lower energy and maintenance expenses. However, Amazon retains consent rights over certain last-mile delivery and retail customers, potentially limiting Rivian's commercial expansion despite recent pilot programs with HelloFresh and AT&T.

The Motley Fool 10 nov

Rivian's Q3 deliveries surged 58% to 19,248 vehicles, but automotive gross profit deteriorated despite the sales increase. The decline was driven by R2 ramp-up costs (~$120M), reduced regulatory credit revenue ($81M vs $106M), and underutilized factory capacity. However, software & services gross profit grew to $256M, offsetting some losses. The company needs to demonstrate sustained profitability as production scales and launch costs ease.

The Motley Fool 7 nov

Rivian's R2 has become its best-selling vehicle, marking significant progress toward profitability following Tesla's playbook. The company achieved gross profit and is expanding manufacturing with a Georgia plant expected by late 2028. If Rivian reaches sustainable profitability by 2030, analysts suggest the stock could double or triple, turning a $1,000 investment into $2,000-$4,000, though risks remain for aggressive investors.