文章核心观点 - 里维安（Rivian）首席会计官（CAO）杰夫·贝克（Jeff Baker）将离职，首席财务官克莱尔·麦克多诺（Claire McDonough）将担任临时CAO，公司近期公布二季度交付和生产数据，虽交付量增长但产量下降，同时重申2024年生产指引，即将公布二季度财报 [1][2][3] 管理层变动 - 首席会计官杰夫·贝克将于7月27日辞职，他自2021年5月起就职于里维安，离职是为了寻求其他机会，且与公司在财务报告、运营、政策或实践等方面无分歧 [1] - 首席财务官克莱尔·麦克多诺将担任临时首席会计官，她自2021年1月起加入里维安，此前是摩根大通的董事总经理 [2] 内幕交易情况 - 今年3月11日，杰夫·贝克出售31,425股，平均每股价格13.18美元，总价值414,219美元，出售后他还持有52,415股 [1] - 过去一年里，里维安内部人士共出售价值250万美元的股票，无买入 [1] 二季度交付和生产情况 - 二季度交付量增长9.1%，达到13,790辆，超过分析师预期的12,000辆，超出幅度为14.9%，是里维安迄今为止最大的交付量超预期幅度 [2] - 二季度产量显著下降31.3%，至9,612辆，原因是位于伊利诺伊州诺马尔的工厂因生产升级在4月大部分时间关闭 [2] 生产计划与目标 - 公司计划在年中停产期间对R1生产线进行改造，以提高工厂效率，预计生产率将提高约30% [3] - 公司重申2024年生产指引为57,000辆，截至6月30日已生产23,952辆，意味着下半年至少需生产33,048辆才能实现目标 [3] 后续重要事件 - 公司将于8月6日公布二季度财报 [3]

文章核心观点 - 过去一年,人工智能主题主导了市场,相关股票出现大涨[1] - 但最近,电动车主题重新活跃,特斯拉和Rivian等股票在交付数据良好后价格大涨[2] 特斯拉表现 - 特斯拉股价今年初受到压力,但最近一个月涨幅达40%,大幅超过标普500指数4%的涨幅[3] - 特斯拉第二季度交付量达44.4万辆,生产量达41.1万辆,投资者对此感到满意,尽管同比下降4.1%[3] - 特斯拉的利润率将成为下一季度财报的关注焦点,之前的利润率压力导致其今年初表现不佳[4] Rivian表现 - Rivian交付数据也表现良好,帮助其股价最近一个月上涨34%,但仍较年初下跌30%[5] - Rivian第二季度生产约9.6万辆车,交付约13.8万辆,符合公司预期,并重申全年产量目标约57万辆[5] - Rivian下一季度财报预计将在8月6日发布,分析师对其销售预期已有所上调[6] 总结 - 电动车主题最近有所复苏,特斯拉和Rivian的交付数据表现良好[6][7] - 这反映了整体情绪的显著改善,尤其是考虑到许多电动车股票今年初表现不佳[7]

Key TakeawaysRivian shares jumped Tuesday after the electric vehicle maker reported positive second-quarter production and delivery figures.Rivian's numbers surpassed analysts' expectations, and the company also affirmed its production goals for the full fiscal year.Tesla's production and delivery numbers also beat expectations Tuesday morning, as did some of the U.S. EV companies' Chinese competitors that have reported figures recently. Shares of Rivian (RIVN) rose Tuesday after the electric vehicle (EV) m ...

Shares of Rivian (NASDAQ:RIVN) stock are in the green by 7.5% after the electric vehicle (EV) company announced its second-quarter production and deliveries.Rivian produced 9,612 vehicles compared to 13,992 vehicles a year ago, signaling a drop of 31.3%. On the bright side, the company reaffirmed its 2024 production guidance for 57,000 vehicles. Production for 2023 totaled 57,232 vehicles.Rivian delivered 13,790 vehicles, up by 9.1% compared to 12,640 vehicles year-over-year. Analysts were expecting 12,000 ...

NEW YORK, July 02, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Rivian Automotive, Inc. ("Rivian " or the "Company") (NASDAQ: RIVN) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Rivian investors who were adversely affected by alleged securities fraud between August 12, 2022 and February 21, 2024. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/rivian-automotive-i ...

Investors were happy to see Rivian's vehicle production and deliveries outpace the company's estimates.Share prices of the electric automaker Rivian Automotive (RIVN 4.60%) were rising Tuesday after the company released second-quarter delivery numbers that were better than expected. The good news comes on the heels of a new joint venture with Volkswagen that's worth up to $5 billion for Rivian.Rivian's stock price was up by as much as 6.5% Tuesday and was trading 4.2% higher as of noon EDT.Deliveries topped ...

Electric vehicle (EV) maker Rivian (NASDAQ:RIVN) had its price target raised by RBC Capital following its deal with Volkswagen (OTCMKTS:VWAGY).The German auto giant formed a joint venture with the American company that could be worth $5 billion. Volkswagen is putting $1 billion of cash into Rivian and forming a joint venture around its technology both companies will draw from.The deal initially sent RIVN stock up 25%, but it has since fallen back. It opened today at $14.26 per share, with a market capitaliz ...

U.S. electric vehicle (EV) maker Rivian Automotive (RIVN) hogged the limelight last week with two major developments. First, it announced a massive deal with Germany-based auto giant Volkswagen (VWAGY) . Second, it held its 2024 Investor Day, focusing on its plans for cost-cutting and production efficiency.Shares of Rivian got an immediate boost from a capital injection decision by Volkswagen, with shares rallying 23% the following day. By the end of the week, the stock erased some of the gains as investors ...

The EV stock posted big gains after bullish coverage from analysts.Rivian (RIVN 3.73%) stock stepped on the bullish pedal Monday. The electric vehicle (EV) specialist's share price ended the day's trading up 3.9%, according to data from S&P Global Market Intelligence.With its share price down roughly 41% year to date, Rivian stock has struggled across the first half of 2024. But some analysts think that the sell-off has become overblown. Analysts at both RBC Capital and Canaccord raised their price targets ...

Rivian (NASDAQ:RIVN) enjoyed some excellent momentum last week, and things don’t seem to be slowing down. After Volkswagen (OTCMKTS:VWAGY) announced plans to make a significant investment in the electric vehicle (EV) producer, RIVN stock surged almost instantly.Wall Street sentiment towards the company also rose as analysts began to issue bullish takes on the stock. Now, even more experts are expressing optimism that this growth trend will continue as RIVN stock continues trending upward. And one analyst re ...