Added to YB: 2026-05-29
Pitch date: 2026-05-27
RIVN [neutral]
Rivian Automotive, Inc.
+4.04%
current return
Author Info
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Company Info
Rivian Automotive, Inc., together with its subsidiaries, develops, manufactures, and sells category-defining electric vehicles.
Market Cap
$18.8B
Pitch Price
$14.61
Price Target
85.00 (+478%)
Dividend
N/A
EV/EBITDA
-8.03
P/E
-5.07
EV/Sales
3.48
Sector
Automobiles
Category
growth
Rivian Stock Analysis: 4 Catalysts, 3 Risks, and the R2 Ramp (2026)
RIVN (deep dive): Proprietary zonal architecture reduces ECUs from 17→3, validated by VW's $5.8B JV + $1B milestone payment. Software/services rev +221% YoY to $1.6B (29% of total). R2 launch 2026 targets $7,415 gross profit/unit (50% cost cut vs R1) at $53k ASP, ramping to 215k capacity. Uber partnership: 10-50k autonomous R2s by 2031 + $1.25B investment. Bulls: mass-market TAM expansion, software licensing moat, direct sales model. Bears: $3B 2026 net loss, $2B capex burn, hybrid competition, execution risk on GA plant ramp. Trading 3.4x EV/S vs TSLA 14.9x, Bosch 5.0x.
Read full article (29 min)