hapabapa/iStock Editorial via Getty Images I Think Rivian Will Survive Some analysts have raised concerns that Rivian (NASDAQ:RIVN) might not survive 2025/2026 due to a high level of cash burn, no profit, and not enough cash on hand to sustain it. These concerns are valid, and there are rising pressures from lower vehicle prices from…
Justin Sullivan The EV sector has had a tough year with waning demand. The EV manufacturers surviving the slump like Rivian Automotive, Inc. (NASDAQ:RIVN) are poised to benefit from the next up cycle in EV demand without competitors like Apple (AAPL) in the market. My investment thesis is ultra Bullish on Rivian with the company…
400tmax/iStock Unreleased via Getty Images Rivian Automotive, Inc. (NASDAQ:RIVN) shares have been crushed over the last couple of years. I remember when I saw this stock trading up to around the $170 range, and I was wondering what are people thinking, paying this much for the stock. However, now I am wondering what people are…
PATRICK T. FALLON/AFP via Getty Images Investment Thesis In the rapidly evolving electric vehicle (EV) industry, I believe Rivian’s (NASDAQ:RIVN) strategic maneuvers, as outlined in its latest earnings call, articulate a firm foundation for future growth and profitability despite their near term underperformance and lower than expected production guidance for 2024. I believe a new…
hapabapa/iStock Editorial via Getty Images Investment Thesis (Big Change Since My Last Article) In a major change, since I wrote my last Rivian (NASDAQ:RIVN) piece in November, Rivian has taken a major strategic development step from an exclusive partnership with Amazon to a broader commercial vehicle market outreach that, in my opinion, cements its position…
NoSystem images A couple of months ago, I was surprised by the large drop in Rivian Automotive, Inc. (NASDAQ:RIVN) shares after a convertible debt offering. While I had been telling everyone that another capital raise was eventually coming, the sooner-than-expected debt deal had investors a bit worried. Since then, Rivian shares have rallied more than…
Mario Tama Rivian Automotive Inc. (NASDAQ:RIVN) has come under renewed pressure after the electric vehicle company launched yet another Green Convertible Senior Note offering that is set to dilute investors. The unexpected issue of yet another Convertible Senior note poses very real dilution risks to investors. I think that Rivian Automotive is making progress in…
Mario Tama Rivian Automotive (NASDAQ:RIVN) saw its share price decline by one-fifth on Thursday after the electric vehicle company announced that it would raise more debt in order to finance the production ramp of the R1T and R1S. In a press release and filing with the SEC, the EV company said that it seeks to…
John Sommer One of the biggest losers in the market on Thursday was Rivian (NASDAQ:RIVN). The electric vehicle maker saw its shares plunge more than 22% after the company announced plans for a convertible bond offering. While the capital raise may have been a bit earlier than expected, I don’t think the selloff was warranted…
Mario Tama Investment thesis My first bearish thesis regarding Rivian Automotive (NASDAQ:RIVN) stock did not age well since the stock rallied more than 80% since May 2. The Rivian frenzy occurred due to multiple-fold YoY revenue growth, but we should not forget that comparatives are low, which makes it easier to demonstrate crazy growth. It…
Mario Tama Rivian Automotive, Inc. (NASDAQ:RIVN) stock has benefited from the recent UAW negotiations involving legacy US automakers such as General Motors (GM), Ford (F), and Stellantis (STLA). As such, while RIVN has significantly pulled back from its July 2023 surge, buyers still hold the $19.5 level. My last update in July urged investors to…
Mario Tama Tesla, Rivian Automotive (NASDAQ:RIVN), and other electric vehicle (EV) companies are striving for a competitive advantage, while Detroit automakers grapple with the looming threat of a paralyzing strike. BofA sees the possible strike as “almost guaranteed” per a report last week. As the industry grapples with the renewed power of labor, non-legacy automakers…
Doucefleur The RIVN Investment Thesis Remains Viable, But With Some Patience We previously covered Rivian Automotive (NASDAQ:RIVN) in July 2023, discussing its surprising FQ2’23 production and delivery report, well exceeding its FQ1’23 numbers. Despite our previous scepticism, it appeared that we had been proven wrong then. For now, thanks to the delivery beats, RIVN has…