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https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176064414 $RIVN $BLDP (hydrogen vehicles)
Rivian's long-term story remains intact: Benchmark
Investing.com
Tue, March 18, 2025 at 9:38 AM MDT 2 min read
https://finance.yahoo.com/news/rivians-long-term-story-remains-153818881.html
Rivian's long-term story remains intact: Benchmark
Investing.com -- Despite near-term headwinds, Rivian (NASDAQ:RIVN)'s long-term trajectory remains intact, according to Benchmark analysts, who maintained a Buy rating and an $18 price target on the stock.
The firm sees Rivian’s access to capital, upcoming R2 launch, and growing software and services business as key drivers of future growth.
Benchmark adjusted its first-quarter delivery estimate to 8,000 vehicles, down from a previous forecast of 10,000, in line with Rivian’s own guidance.
“Lower 1Q deliveries are expected due to seasonality and limited demand, partially due to the Los Angeles fires,” analysts noted.
However, they note that Rivian still expects 46,000 to 51,000 deliveries for the full year, with a stronger ramp anticipated in the second half of 2025 as expectations realign and anticipation builds for the R2 platform launch in early 2026.
On the financial side, the firm highlights that Rivian is well-funded, having secured $2.3 billion from its joint venture with Volkswagen (ETR:VOWG_p), part of an expected $5.8 billion in total funding for 2024.
Additionally, the company closed a $6.6 billion DOE loan in January 2025, bringing its total capital on hand to over $10 billion, alongside an existing $7.7 billion cash balance.
“We believe the company has sufficient capital to fund the business in the near-term on its path to profitability,” Benchmark stated.
The firm also highlighted Rivian’s software and services segment, which posted a 28% gross margin on $60 million in revenue in Q4.
This segment is expected to generate nearly $1 billion in revenue for 2025, helping the company move closer to positive gross profit.
While regulatory uncertainty and changing EV incentives remain risks, Benchmark sees Rivian’s DOE loan and domestic manufacturing expansion in Georgia as aligned with government policy, supporting its long-term growth outlook.
Rivian CEO RJ Scaringe on steering through the mess
Fortune · Jamie Kelter Davis—Bloomberg/Getty Images
Allie Garfinkle
Tue, March 18, 2025 at 3:52 AM MDT 2 min read
https://finance.yahoo.com/news/rivian-ceo-rj-scaringe-steering-095223899.html?
In today’s CEO Daily: Allie Garfinkle talks to Rivian CEO RJ Scaringe about how to communicate with employees and investors during a time of turmoil.
Good morning. When in doubt, communicate. That’s the message I took away from Rivian CEO RJ Scaringe, and he told me it applies doubly when your company and industry is facing turmoil.
"The role of leadership is to make sure it's really clear how we're going to chart through the messiness,” said Scaringe in an interview last week with Fortune at SXSW, where Rivian was a headline sponsor. “So, whether it be tariffs, whether it be EV incentives, whether it be the globalization of electrification, we work really hard to drive back to our central vision around helping develop and build the world for our kids’ kids.”
Rivian shares are down about 16% in 2025 to date among a broader EV selloff. Meanwhile, the company, based in Irvine, Calif., is set to launch its new compact SUV, called the R2, which is anticipated to make waves as an affordable EV option. (EV-focused Rivian is currently small compared to the largest U.S. automakers—the company’s 2024 annual revenue was $4.97 billion. Comparatively, Ford clocked $185 billion in 2024 revenue.) Scaringe founded Rivian more than a decade ago, and the company went public in 2021.
"When you're a private company, you talk to your investors very transparently,” said Scaringe. “Suddenly, when you're public, you have to re-learn how to talk to investors in a way that's still incredibly transparent and authentic… I say this all the time in our leadership meetings: What would we do if we were private? It's important to know, because you don't want to be optimized around retail investors who are probably thinking in weeks or months."
Scaringe’s advice to other CEOs looking to communicate in the crosshairs? Stay authentic, don’t get distracted by short-term noise, and speak to all your stakeholders.
“The business we have—we have 15,000-16,000 employees right now—is growing,” he said. “With that large employee base, we have people that are on the right, on the left, in the middle. So, we have to be able to speak to the entirety of that employee base, as well. It’s helpful to draw from things like: We need to make amazing products. We need to ramp production. We need to drive costs down to make [EVs] as affordable as possible. The whole team catalyzes around that.” — Allie Garfinkle.
$RIVN: Rivian having a FiresideChat with NVIDIA ????
HMmmmmmmmmmmmmmmmmmmmmmmmmmmmm.
Interesting.
Now at 14.12
GO $RIVN
In February, electric car manufacturer Rivian announced 100 redundancies for workers at its assembly plant in Normal this year, amounting to 0.6 percent of its salaried workforce in Illinois. The company reported a loss of $1.5 billion in the fourth quarter of last year, compared to a loss of about $1.7 billion during the same period of 2022.
"Our business is facing a challenging macroeconomic environment—including historically high interest rates and geopolitical uncertainty—and we need to make purposeful changes now to ensure our promising future," founder and chief executive R.J. Scaringe wrote in an email to staff, according to AB7 Chicago.
$RIVN https://www.msn.com/en-us/money/companies/illinois-hit-by-mass-layoffs-as-four-factories-close/ar-BB1l3Snx?ocid=feedsansarticle
RIVN...$12.90...🥳... https://schrts.co/NiepseUR ...Bullish 3 gap Downs...
georgie18
Member Level
Re: None
Thursday, January 16, 2025 8:03:44 PM
Post#
1535
of 1540
RIVN...$15.51...🥳...https://schrts.co/gcNDQQGG ...Long term hold here...
These 2 Electric Vehicle Stocks Are Way Too Cheap. But Should You Buy Them Today?
https://www.barchart.com/story/news/30507903/these-2-electric-vehicle-stocks-are-way-too-cheap-but-should-you-buy-them-today $RIVN $NIO
3 EV Stocks Offering Unique Alternatives to Tesla
https://www.barchart.com/story/news/30397895/3-ev-stocks-offering-unique-alternatives-to-tesla $RIVN
The good thing is the bottoms are far apart
RIVN 1-year chart: It’s a big juicy double bottom that’s getting ready for a breakout.
RIVN...$15.51...🥳...https://schrts.co/gcNDQQGG ...Long term hold here...
Trump Wants to Kill the E.V. Tax Credit. https://www.nytimes.com/2024/11/15/climate/electric-vehicles-trump-tax-credit.html Here’s What to Know. $RIVN
Exclusive: Trump transition team plans sweeping rollback of Biden EV, emissions policies
https://www.reuters.com/business/autos-transportation/trump-transition-team-plans-sweeping-rollback-biden-ev-emissions-policies-2024-12-16/ $RIVN
CONGRAT$
$MULN $1 RIVN $16 @Mullen_USA
— THE FINAL COUNTDOWN (@THIS_TIME_X) January 3, 2025
whats your thoughts @DavidMichery
I purchased stock yesterday following the $6.6B news. My first target is $30, then $45. If they secure the funding, it's full speed ahead to potential gains! $$$
Great Post Have some vertical calls for end of 2025 on RIVN
$RIVN
— THE FINAL COUNTDOWN (@THIS_TIME_X) October 10, 2024
Do you have any numbers? You're pulling this out of your ass. I have no idea if EV is more dangerous than internal combustion or any other vehicle. There is no way of moving around that doesn't have risk. Base your argument on facts, not bias.
Refineries are generally located away from populated area based on their inherent danger. EV battery have destroyed how many ships and how many building structures ?
Not a real statistic to stick in the Russian refinery fire due to a WAR.
Please if you feel so secure with the EV battery, park it directly under your bedroom, the bedrooms of your children, and the bedrooms of your closest most beloved family members.
Then charge it.
Let’s us know how that works for you
Good thing you held on to that buggy whip.
Usually start when water hits them. Really no news on how fire started but they need some sort of barrier around battery. Tesla has had several story's of flooding around car and car caught on fire.
Just another lithium ion battery in thermal runaway. One day sooner than later, this is going to happen in the bottom of a high rise building in the U.S. and it’s going to take down a building in a 9/11 style which will be so sad, so predictable, so preventable. These rolling chemical ticking time bombs need to be parked by themselves, away from any structure, including residential garages and public multilevel garages
The tree huggers never talk about the horrific toxic off gassing that comes from these fires.
This is our future…
Building a nice base in this range and then higher.
End of the year 20:00's
$RIVN
Oh...the irony..
Rivian CEO RJ Scaringe says too many carmakers are copying Tesla
Wow, we're being cleaned out today!!!!!
great job! congrats
I presently have 4000 shares and will buy/sell another 1000 weekly. Last week sold 1000 at 17.60, just bought back 1000 at 16.60 about 10 minutes ago. Will sell that 1000 this week at 17.70 or higher.
buy them at what price? what do you think...
Had a big move nice little reset and then new 52 week highs.
Love to see Amazon or WV group buy them sooner than later.
$RIVN
Doubt in the black yet but anything close will show they can make a profit by end of this year.
upcoming earnings call will tell....hoping for some good results and start of something really big!
Same here. I just wish Riv would get serious about cutting cost.
Really thought would hit $20 couple weeks back on VW news. Have to wait till next week.
Rivian still undervalued. They say it's the anti Tesla Stock. I'm long both and think they are both great companies!
$RIVN
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