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Did the R2 Just Mark a Turning Point for Rivian Stock?
The Motley Fool· 2024-03-15 18:02
文章核心观点 - 分析Rivian下一代汽车展示会要点及投资价值,指出R2是成败关键,虽展示会对股价有积极影响,但公司财务状况仍需关注 [1][7][8] 品牌建设 - 公司打造涵盖多方面能源转型的品牌,产品、配件、可再生能源设施和充电网络等都能提升品牌,目标是到2030年实现每年70亿英里的可再生驾驶里程 [2] - 公司品牌定位为冒险,与特斯拉不同,但品牌建设策略与特斯拉早期相似,不过在未盈利时品牌建设需大量资金,会加速现金消耗 [2][3] - 公司有众多展厅、服务中心、服务车辆和充电站,本月将接入特斯拉超级充电站网络,其冒险网络也将向所有电动汽车开放 [3] R2发布情况 - 3月7日展示会主要围绕R2,这是公司首款中型SUV,尺寸小于R1S,无皮卡版本,采用4695电池单元,起始价格45000美元,低于R1S的74900美元 [4] - R2有单电机、双电机和三电机版本,最快0 - 60英里/小时加速不到3秒,配备11个摄像头和5个雷达,有更高级计算平台和自动驾驶软件 [4] - R2所有配置续航超300英里,2026年上半年开始交付,公司还推出了R3和R3X,R3是跨界车,R3X是其高级版本 [5] - 公司可利用伊利诺伊州工厂生产R2,这有助于降低成本,而佐治亚州的大型制造空间建设目前成本过高 [6] 公司面临的形势 - R2是公司成败关键车型,若成功将助力实现盈利、扩大生产和为未来项目提供资金,但公司目前需在2024 - 2025年削减成本、提升R1需求并填补R2订单 [7] - 公司产品出色且电动汽车市场前景广阔,但财务状况不佳,投资者需重视其财务情况,公司时间紧迫且不能出错 [8]
Why Is Rivian (RIVN) Stock Down Today?
InvestorPlace· 2024-03-15 03:32
电动汽车行业挑战 - Rivian(NASDAQ:RIVN)作为电动汽车制造商,受到整个行业可信度挑战的影响,股价与特斯拉(NASDAQ:TSLA)和Lucid(NASDAQ:LCID)等竞争对手一起下跌[1] - 有报道称一家陷入困境的电动汽车制造商正在考虑破产申请,这一消息可能会对相关企业产生负面影响,包括Mullen Automotive(NASDAQ:MULN)和Canoo(NASDAQ:GOEV)[2] - 电动汽车充电基础设施公司ChargePoint(NYSE:CHPT)和Beam Global(NASDAQ:BEEM)也受到影响,他们的过去52周表现一直受到多方面的压力[3] 市场压力与投资者担忧 - RIVN股票的波动可能与消费者经济面临的严重压力有关,美国宏观经济体系虽然从新冠疫情中恢复良好,但长期的通货膨胀和高借贷成本也给市场带来了挑战,电动汽车行业成为受害者[4] - 尽管RIVN股票收到积极消息的影响,但熊市仍在袭击,大宗交易显示出对RIVN股票看跌期权的交易量较大,其中许多看跌期权的行权价为10美元[5] 行业发展与投资前景 - Rivian推出新款R2 SUV,获得了6.8万份订单,起售价为45000美元,这一消息表明对可负担得起的电动汽车需求增加,但也可能加剧投资者对RIVN股票的担忧[6] - 一些主要汽车制造商已经减少或推迟了转向新移动平台的计划,这可能加剧投资者对电动汽车行业的担忧,特斯拉首席执行官埃隆·马斯克表示预计增长率可能会明显降低,这对RIVN股票构成更大的威胁[7] 分析师观点与目标价 - 目前分析师普遍认为RIVN股票是中等买入,平均目标价为17.95美元,增长潜力超过68%[9]
Why Rivian Stock Is Getting Clobbered Today
The Motley Fool· 2024-03-15 02:30
Shares of Rivian Automotive (RIVN -8.58%) were trading lower on Thursday, a day after The Wall Street Journal reported that rival electric vehicle (EV) maker Fisker (FSR -54.95%) may be preparing to file for bankruptcy.As of 2 p.m. ET, shares of Rivian were down about 8.3% from Wednesday's closing price. Key rival Fisker is in dire straitsThe Journal reported on Wednesday afternoon that Fisker has "hired restructuring advisors to assist with a possible bankruptcy filing," news that sent the struggling elect ...
Rivian's $45K R2: The Make-or-Break EV for the Struggling Startup
InvestorPlace· 2024-03-14 18:05
Rivian (NASDAQ:RIVN) stock has fallen more than 40% this year and could easily slide further. It has made only about 100,000 electric vehicles so far. Though the company is based in Irvine, California, it has plans to build a $5 billion production facility east of Atlanta.The Atlanta plant aims to produce the R3, a crossover that wowed reporters at its unveiling. But it won’t be built if Rivian can’t make the R2, also announced this month, at a profit. The R2 and RIVN StockThe Rivian R2 is described as “a $ ...
1 Wall Street Analyst Warns That Rivian Stock Could Drop to $9
The Motley Fool· 2024-03-13 00:11
Rivian公司新车发布 - Rivian公司发布了两款新的潜在电动汽车,包括R2电动SUV和意外的R3电动掀背车[1] UBS对Rivian公司的警告 - 投资银行UBS对Rivian公司发出了警告,尽管提高了价格目标,但仍保持对Rivian股票的卖出评级,并设定了9美元的目标价[2] Rivian公司生产策略 - UBS认为Rivian推迟在乔治亚州建厂,选择在现有工厂开始生产新的R2 EV是明智之举,这将为Rivian节省超过25亿美元[3] Rivian公司资金压力 - 尽管Rivian开始更加谨慎地花费现金,但其新的R2电动车要到2026年上半年才会开始生产,这意味着Rivian必须让其剩余的94亿美元再维持两年[4] Rivian公司股票发行 - UBS担心Rivian将需要出售更多股票以筹集更多资金,以推出R2,而现在股价飙升是合适的时机,但这将导致每股拥有的Rivian所有权减少[5] Rivian公司股价预测 - 如果投资者面临这种情况,Rivian的股价可能会下跌,甚至可能跌至每股9美元[6]
Is This EV Stock a Bargain on the Dip?
The Motley Fool· 2024-03-12 19:37
Rivian股票表现 - Rivian股票今年下跌超过45%,主要是因为投资者认为电动车需求放缓[1] - 如果Rivian成功执行计划并吸引购买者购买新产品,股票将在当前价格下看起来像是一个便宜的投资[10] Rivian产品发布 - Rivian发布2024年展望后,计划生产的电动车数量与2023年相当,这让投资者感到失望[2] - Rivian推出新的中型SUV车型R2,价格比R1S低约3万美元,拥有超过300英里的续航里程和3秒内达到60英里的加速度[4] - Rivian还推出了一款名为R3的跨界SUV车型,这表明公司有扩大潜在市场的具体计划[5] Rivian生产计划 - Rivian决定暂停在乔治亚工厂的建设,从现有的伊利诺伊州工厂开始生产R2,这将节省公司超过25亿美元[6] Rivian财务状况 - Rivian在2023年第四季度的资产负债表上拥有超过90亿美元的现金和等价物,但去年使用了超过50亿美元的增长资本[7] - 通过节省一半的资本支出,Rivian的财务状况得到改善,降低了破产风险[9]
Rivian's Resurgence: Why RIVN Stock's 13% Surge Is Just the Beginning
InvestorPlace· 2024-03-12 18:10
The past year has been challenging for electric vehicle manufacturers like Rivian Automotive (NASDAQ:RIVN). However, RIVN stock caught a bid recently and this could just be the beginning of a swift recovery for Rivian and its shareholders.Although analysts are divided in their assessments of Rivian Automotive, the company just picked up a bullish rating. Hence, even if 2024 got off to a rough start for Rivian stock, the rest of the year could be amazing.Why Did RIVN Stock Jump 13% in a Single Day?Here’s a t ...
Great News for Rivian Stock Investors!
The Motley Fool· 2024-03-12 05:22
Parkev Tatevosian和The Motley Fool关系 - Parkev Tatevosian和The Motley Fool对所提及的股票均无持仓[1] - Parkev Tatevosian是The Motley Fool的关联方,可能会因推广其服务而获得报酬[2]
Why Rivian Stock Is Higher Today
The Motley Fool· 2024-03-12 02:34
Rivian新车发布 - Rivian上周发布了两款新车型,分别是中型SUV R2和小型越野掀背车R3[3] - Rivian的CEO表示,R2已经吸引了超过68,000个预订,而R3的预订将在R2之后开放[4] - Rivian暂停了在乔治亚州建厂的计划,以节省现金并降低R2和R3的推出成本[4] Rivian资金状况 - Rivian在2023年底拥有约104亿美元的现金和可用信贷额度,但推出新车型需要大量资金[5] - Rivian在2023年燃烧了近60亿美元,但通过两次可转换债券销售筹集了约28亿美元[6] UBS评级和展望 - UBS维持对Rivian股票的卖出评级,但认为公司即将推出的车型前景良好,需求强劲[8]
Is Rivian (RIVN) Stock a Buy Again?
The Dog of Wall Street· 2024-03-10 00:27
Is Rivian (RIVN) Stock a Buy Again?he company continues to bleed money and is losing more than $40,000 per vehicle. Mike Sakuraba graduated with double major of English and Economics. Part time writer, part time investor, full time dad. Mike loves writing about technology, sports, and investing.Rivian Fires Back: is RIVN Stock a Buy Again?It’s been a rollercoaster of a month for shareholders of Rivian ($12.78|2.16%). Wait, let me rephrase that: it’s been a rollercoaster ever since the company went public in ...