Rivian's New Production Facility: Rivian Automotive Inc. is set to break ground on a $5 billion production facility in Georgia, covering a 2,000-acre site, with the ceremony scheduled for September 16.
Government Incentives and Production Timeline: The company will receive over $1.5 billion in government incentives, contingent on meeting hiring requirements, and plans to have the plant operational by 2028 to support the production of its upcoming R2 crossover SUV.
Revenue Shortfall and Tariff Impact: Rivian reported a revenue shortfall exceeding $100 million due to reduced demand for ZEV credits, compounded by increased production costs from tariffs imposed by the Trump administration.
Stock Metrics Overview: While Rivian scores well on the Value metric, it shows poor performance in Momentum and Growth, indicating mixed financial health as reflected in its stock rankings.
RIVN
$19.05+Infinity%1D
Analyst Views on RIVN
Wall Street analysts forecast RIVN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RIVN is 13.98 USD with a low forecast of 7.55 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast RIVN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RIVN is 13.98 USD with a low forecast of 7.55 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
8 Hold
5 Sell
Hold
Current: 18.420
Low
7.55
Averages
13.98
High
25.00
Current: 18.420
Low
7.55
Averages
13.98
High
25.00
Needham
Buy
maintain
$14 -> $23
2025-12-12
New
Reason
Needham
Price Target
$14 -> $23
2025-12-12
New
maintain
Buy
Reason
Needham raised the firm's price target on Rivian to $23 from $14 and keeps a Buy rating on the shares after the company's AI & Autonomy Day. The event increases the firm's confidence in Rivian positioning as software defined vehicles increasingly become industry table stakes, with Rivian's vertical integration allowing for fuller control driving faster learning and feature iterations across driver interface and autonomy technology, underpinning the company's "durable competitive advantage", the analyst tells investors in a research note.
Goldman Sachs
Neutral
maintain
$13 -> $16
2025-12-12
New
Reason
Goldman Sachs
Price Target
$13 -> $16
2025-12-12
New
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Rivian to $16 from $13 and keeps a Neutral rating on the shares. Rivian's Autonomy & AI Day outlined a vertically integrated hardware-software strategy, including a new in-house compute platform, a staged autonomy roadmap beginning in 2026, and a paid Autonomy+ service model, the analyst tells investors in a research note. The event underscored how Rivian views the vehicle as a platform for high-margin software, with future opportunities in advanced autonomy, third-party integrations, and potentially broader licensing, the firm says.
RBC Capital
Sector Perform
maintain
$14
2025-12-12
New
Reason
RBC Capital
Price Target
$14
2025-12-12
New
maintain
Sector Perform
Reason
RBC Capital keeps a Sector Perform rating and $14 price target after attending the company's Autonomy and AI Day. The Autonomy+ offering has potential to boost margins, though the low take-rates may persist without an eyes-off solution, the analyst tells investors in a research note. RBC adds that while the advancements enhance Rivian's product offering, they do not address the company's ongoing concerns around liquidity and R2/R3 profitability.
Morgan Stanley
downgrade
2025-12-09
Reason
Morgan Stanley
Price Target
2025-12-09
downgrade
Reason
Mixed options sentiment in Rivian (RIVN), with shares down 3c near $17.58. Options volume relatively light with 47k contracts traded and calls leading puts for a put/call ratio of 0.7, compared to a typical level near 0.4. Implied volatility (IV30) dropped 0.04 near 67.41,and above the 52wk median, suggesting an expected daily move of $0.75. Put-call skew steepened, indicating increased demand for downside protection, following a downgrade to Underweight at Morgan Stanley.
About RIVN
Rivian Automotive, Inc. is an automotive manufacturer, which is engaged in developing and building category-defining electric vehicles (EVs) and accessories, as well as software and services that address the entire lifecycle of the vehicle. The Company’s R1 platform consists of two vehicles: the R1T, a two-row five-passenger pickup truck, and the R1S, a three-row seven-passenger sport utility vehicle (SUV). In the commercial market, the Company offers a Rivian Commercial Vehicle (RCV) platform. The vehicle on this platform is the Electric Delivery Van (EDV), designed and engineered by Rivian in collaboration with Amazon. The Company also offers FleetOS, its proprietary, end-to-end centralized fleet management subscription platform. It also offers a variety of services, including vehicle repair and maintenance, financing, insurance, software subscriptions and FleetOS solutions. Its value-added services include vehicle electrical architecture and software development services, and more.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
