Rivian Automotive(RIVN)

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SHAREHOLDER ALERT: Pomerantz Law Firm Announces the Filing of a Class Action Against Rivian Automotive, Inc. - RIVN
GlobeNewswire News Room· 2024-06-14 04:56
NEW YORK, June 13, 2024 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Rivian Automoative, Inc. (“Rivian” or the “Company”) (NASDAQ: RIVN). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. The class action concerns whether Rivian and certain of i ...
Is Most-Watched Stock Rivian Automotive, Inc. (RIVN) Worth Betting on Now?
ZACKS· 2024-06-13 22:33
Rivian Automotive (RIVN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this a manufacturer of motor vehicles and passenger cars have returned +15.7% over the past month versus the Zacks S&P 500 composite's +4% change. The Zacks Automotive - Domestic industry, to which Rivian Automotive belongs, has gained 4.5% over this period. Now the key question is: Where could th ...
Rivian Stock Warning: Don't Buy the Hype on RIVN
Investor Place· 2024-06-13 18:05
Rivian Automotive (NASDAQ:RIVN) stock is rising because of rumor and conjecture. Don’t buy it. The electric vehicle manufacturer still has poor financials amid an ailing industry. With EVs likely to report lower growth this year than last year, there is little reason to expect Rivian to buck the trend.Although the EV stock is generating support, buying RIVN stock without firm commitments is just gambling. If there is something there, investors will have plenty of time to buy in later. But because it appears ...
Why Rivian Stock Jumped Today
The Motley Fool· 2024-06-13 01:39
Rivian will need help to succeed, and it might have just gotten some today.Investors pushed shares of Rivian Automotive (RIVN 2.03%) higher by as much as 5% Wednesday morning. Two news items released today were interpreted as tailwinds for the electric vehicle (EV) maker. Rivian shares pared those gains as the market pulled back from the morning's highs, but they remained higher by 2.2% at 1:05 p.m. ET.Investors received a positive data point in the fight against inflation this morning. That could lead to m ...
The Massive Problem Rivian Won't Be Able to Overcome
The Motley Fool· 2024-06-12 20:13
Rivian's cost structure doesn't match its business.Rivian (RIVN -0.34%) says it'll be gross profit positive by the end of 2024 and that's given investors hope about the future. But when you peel back the company's cost structure and its capacity plans, there's not a viable path to free cash flow. Travis Hoium covers the latest on Rivian in this video.*Stock prices used were end-of-day prices of June 10, 2024. The video was published on June 11, 2024. ...
Rivian Automotive, Inc. (RIVN) Deutsche Bank Global Auto Industry Conference
Seeking Alpha· 2024-06-12 05:44
公司概况 - Rivian是一家专注于轻型和商用车辆生产的电动汽车制造商,提供软件和服务解决方案给消费者和车队客户 [2] - 公司计划今年生产57,000辆汽车 [2] - 最近推出了R2和R3车型,R2计划在2026年上半年发布 [2] - 上周还披露了重新设计的R1车型 [2] 产品更新 - 上周推出了第二代R1车型,包含新技术和功能,旨在降低生产成本和提高制造效率 [3] - 新车型的主要变化包括: - 引入公司自主研发的下一代驱动单元,用于三电机和四电机配置 [5] - 三电机版本0-60英里加速时间缩短至2.9秒,续航里程增加到410英里 [5] - 四电机版本功率达到1,025马力,0-60英里加速时间低于2.5秒 [6] - 引入新的区域网络架构,将ECU数量从17个减少到7个,线束长度减少1.6英里,重量减轻44磅 [7] - 推出Rivian自主平台,计算能力提升10倍,新增11个摄像头和5个雷达 [8] 成本和利润 - 新R1车型的成本和利润改善主要来自供应商谈判和工程设计变化,比例约为60/40 [10] - 公司预计在2024年第四季度实现正毛利率 [10] - 2024年第二季度毛利率较低,因为生产量最低,且销售的是第一代库存 [27] - 公司对年底实现正毛利率有信心,主要基于工厂升级、新供应商关系、成本更低的组件等因素 [29] - 2025年将继续受益于商品成本下降和产品组合改善 [31] - 2025年将继续投资,但资本支出将略高于2024年的12亿美元 [34] 市场需求 - 尽管美国电动汽车需求放缓,但Rivian仍处于市场扩展的早期阶段 [14] - R1是市场上最畅销的7万美元以上电动汽车,Rivian在2024年第一季度拥有前五的电动汽车市场份额 [14] - 公司通过增加服务网络和试驾机会来提高品牌知名度 [15] - 2024年交付量预计将小幅增长,主要来自R2和R3的发布 [17] - 标准续航版R1起价69,900美元,有助于吸引更多消费者 [19] 生产能力 - 工厂升级后,R1生产线产能从每年65,000辆提升到56,000辆 [22] - 2025年R1产量预计稳定,直到2026年R2发布 [22] - 商用货车产能为每年65,000辆,R2发布后总产能将达到215,000辆 [24] - 目前商用货车仅在一班制下生产,需求增长需要时间 [25] 未来产品 - R2和R3将共享R1的电子架构,预计2026年上半年发布 [12] - R2起价45,000美元,目标市场包括北美和欧洲 [45] - R2预计将实现约20%的毛利率 [48] 资本和财务 - 公司有足够的现金支持到R2发布,之后将根据市场情况考虑融资 [55] - 软件和服务是公司长期的重要机会,包括高级连接和自动驾驶功能 [58]
Rivian Automotive, Inc. (RIVN) Deutsche Bank Global Auto Industry Conference
2024-06-12 05:44
会议主要讨论的核心内容 公司最新产品动态 - 公司上周发布了第二代R1车型,新车型在成本、制造效率等方面都有大幅提升 [5][6][7][8][9] - 新R1车型采用了公司自主研发的下一代驱动系统,性能和续航里程都有大幅提升 [7][8] - 公司还推出了更高性能的三电机和四电机车型,最高时速可达2.5秒 [7][8] - 新车型采用了更先进的电子架构,大幅减少了线束长度和重量 [9][10] - 公司还推出了全新的Rivian自动驾驶平台,计算能力提升10倍,配备11个自主研发的摄像头和5个雷达 [10] 成本和毛利改善情况 - 公司通过供应商谈判和工程设计优化,预计在2024年第四季度实现正毛利 [11][32][33][34][35] - 其中约60%-70%的成本改善来自供应商谈判,30%-40%来自工程设计优化 [11] - 公司还计划进一步优化R2车型的成本,目标毛利率约20% [50][51][52] 需求和产能情况 - 公司今年的产销目标为57,000辆,其中消费车型和商用车型各占一半 [19][20][26] - 公司现有产能为65,000辆R1和65,000辆商用车,未来将提升至215,000辆 [26][27][28] - 公司认为需求仍然较好,正在通过扩大试驾体验等方式提升品牌知名度 [17][18][21] - 公司将在2026年上半年推出更亲民的R2车型,预计将进一步拓展市场 [45][46][48] 软件和服务业务 - 软件和相关服务是公司长期的重要机会,包括高级驾驶辅助系统、娱乐等付费功能 [62][63] - 这些服务将为公司带来长期的经常性收入和利润贡献 [62][63] 资本支出和融资计划 - 公司2024年资本支出预计为15亿美元,略高于2023年的12亿美元 [39] - 公司目前有足够现金支持到R2车型的推出,未来会根据资金需求适时融资 [57][58][59] - 公司仍然计划在乔治亚州建设新工厂,但具体时间尚未确定 [56][57] 问答环节重要的提问和回答 问题1 **Emmanuel Rosner 提问** 询问公司在当前宏观环境下的需求情况 [16] **Claire McDonough 回答** - 公司目前的品牌知名度还较低,但R1车型已经是75,000美元以上价格段的销售冠军 [17] - 公司将通过扩大试驾体验、零售网络等方式来提升品牌知名度和需求 [18] 问题2 **Emmanuel Rosner 提问** 询问公司2025年的产销情况 [25] **Claire McDonough 回答** - 公司通过提升R1生产线效率,2025年R1产能可达56,000辆 [26] - 公司将根据市场需求情况决定是否增加R1和商用车的产能 [26][29] 问题3 **Emmanuel Rosner 提问** 询问原材料成本下降对公司的影响 [40][41] **Claire McDonough 回答** - 公司目前使用的磷酸铁锂电池组目前主要从中国进口,尚不确定最新的关税政策会否影响成本 [42][43] - 总的来说,原材料成本下降将是公司2025年毛利改善的一个重要推动因素 [37][38]
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Rivian Automotive, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RIVN
GlobeNewswire News Room· 2024-06-11 04:31
NEW YORK, June 10, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Rivian Automotive, Inc. (NASDAQ: RIVN) between August 12, 2022 and February 21, 2024, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 30, 2024. SO WHAT: If you purchased Rivian securities during the ...
Rivian Introduces Second-Generation Vehicles. With the Stock Down 50% Year to Date, Could They Help the Stock Rally?
The Motley Fool· 2024-06-10 22:00
文章核心观点 - Rivian Automotive公司推出了第二代R1S SUV和R1T皮卡新车型,这对公司来说非常重要 [1][2][3] - 新车型在外观上与前代车型相似,但在内部设计上进行了重大改革,有助于降低成本 [4][7][8][9] - 新车型获得了良好的评价,体现了公司在提高制造效率和降低成本方面的努力 [10][11] 根据相关目录分别进行总结 新车型设计 - 公司从域控制架构切换到分区系统架构,大幅减少了电子控制单元(ECU)和线束数量,降低了制造成本 [7][8] - 公司重新设计了电池系统,提高了续航里程的同时也降低了成本 [9] - 公司采用了高压铸造和热泵等创新技术,提高了效率并降低了成本 [9] 销售和盈利情况 - 公司在2023年大幅提高了产量和交付量,但仍面临着无法盈利的问题 [5][6] - 新车型有助于公司扭转负毛利的局面,公司预计在第四季度实现小幅毛利 [12] 未来发展前景 - 实现毛利只是公司的第一步,距离实现盈利和产生强劲自由现金流还有很长的路要走 [13] - 公司与亚马逊的合作关系为其未来发展提供了良好的基础 [13] - 公司作为一家处于早期阶段的公司,仍面临着诸多风险 [14]
2 Reasons to Buy Rivian Stock (and 1 Big Reason to Sell)
The Motley Fool· 2024-06-10 21:53
This struggling electric vehicle maker has a lot of things going for it. But there is plenty of uncertainty ahead for the industry, too.Some adventurous investors are more open to considering a fast-growing company in the early stages of reaching its full potential. And with a market capitalization of just $11.7 billion, Rivian Automotive (RIVN) is just such a company. In fact, it is a bite-sized investment option compared to electric vehicle (EV) industry leader Tesla with its $565 billion in market value. ...