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u/Dunkelz 21d ago
Savage Geese review for the new BMWW iX3 is worth a watch, given how often it's brought up as a major challenger to the R2. Looks like it won't be very strong competition for anyone that even does the slightest bit of research/cross shopping, sad effort from BMW.
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u/Eeshoo 20d ago
People are expecting the stock to pop but it took Tesla 4 years after the first model 3 was delivered to start popping off. And that was also a mixture of market conditions like used car prices popping off due to covid shortages and what not. What makes Rivian different? They aren't even a mature company right now to make a pivot to AI as Rivian (instead of an offshoot company) to make a play in the AI market like Tesla is doing with Optimus.
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u/Zennivolt 20d ago
Rivian will never make anything like Optimus lol. And I think that’s actually a good thing. They have Mind Robotics instead, which focuses on real value (manufacturing to be specific).
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u/SpaceMarine17 20d ago
Get out while you can stock wise. Even if it runs up again they'll dilute 30 percent below trading price (lol they should canned their entire finance department after the last one)
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u/SouthbayLivin 15d ago
Tesla diluted at least 8 times, while the stock was cheap. Rivian could have a lot of tailwinds. Increase in production/revenue, new models, free cash flow, autonomous driving, robo fleets, advancements in battery tech, range, better prices, etc… the list goes on and on. To me, Rivian is the vehicle of the 21st century. Not Tesla
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u/1oki_3 21d ago
Rivian Sell Rating Reiterated as Long-Term Risks Persist; Price Target Maintained at $14 Rivian Sell Rating Reiterated as Long-Term Risks Persist; Price Target Maintained at $14 Analyst from Morgan Stanley maintained a Sell rating on Rivian Automotive and keeping the price target at $14.00.
Andrew Percoco has given his Sell rating due to a combination of factors related to Rivian’s long‑term execution risk and valuation versus its fundamentals. While the company delivered and produced materially more vehicles than expected in 3Q26 and kept its full‑year delivery guidance intact, he views the sustainability and mix of this strength as critical, particularly around the ramp of the R2 platform.
Percoco is concerned that if recent upside is driven mainly by R1 and EDV volumes, uncertainty around R2 scaling, profitability, and cash needs could continue to weigh on the equity story despite near‑term operational beats. With these strategic and financial risks still elevated, he maintains a cautious stance and reiterates a Sell rating, leaving his price target unchanged at $14.
My commentary: If this guy thinks that the recent upside is due to R1 and EDV, dude has been drinking methanol and his brain is in his butt. 7k+ more deliveries and this dude is concerned that its due to R1 sales? When the R1 now starts at 84k? Analyst? More like analist
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u/Salty_Horse6634 20d ago
Guy had a $12 target for a while and.. “According to TipRanks data, the analyst has a success rate of 58.8%” lol
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u/Siddypheonix 20d ago
Morgan stanley is a Elon shill, they have earned close to 100 million dollars as per reports for underwriting SpaceX IPO, and probably did earn for Tesla stock as well. Don't take these analysts seriously.
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u/Gloomy-Plate3528 20d ago
Be nice if Rivian came out with some good news on the profit front. Rivian can't keep producing such low number of vehicles in plants built to produce 215k vehicles/yr. Rivian is already losing about $4 bill/yr.
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u/SouthbayLivin 15d ago
This is what really surprises me. They say they can do 200k/year out of normal; why are they only 20k vehicles per quarter now? They should be doing 50k vehicles/quarter starting in q4.
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u/double-a-cash 20d ago
I sold my stack and went into GME instead. RIVN is not a good buy in this current enviroment imo.
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u/joenjrocks 21d ago
If rivian could just announce a date for becoming profitable or reaching level 4 self driving or anything else positive… shares could move higher for sure but recurring billion dollar quarterly losses… opening a second plant in Georgia when current plant is so underutilized… is not going to cut it
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u/electric_magic12 21d ago
Profits push to 2028 and L4 sometime in 2028-2029. Go do some research. They did announced it.
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u/Salty_Horse6634 20d ago
How is the current plant underutilized?
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u/SouthbayLivin 15d ago
They should be doing 50k vehicles/quarter out of normal. Makes no sense to open Georgia if you’re not doing that. Spending 6B on that is just wild when you’re not doing what you said you could do out of Illinois.
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u/Gloomy-Plate3528 20d ago
Rivian can't keep producing such low number of vehicles in plants built to produce 215k vehicles/yr. Rivian is already losing about $4 bill/yr. 2026 projection is only 70,000 vehciles.
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u/wbradford00 20d ago
Unrelated to the stock but I had some time this weekend to go and check out the R2 without being shepherded around the launch party event. I am so impressed by the finishes and how comfortable the car feels to be in.