Rivian recently told investors how it plans to navigate a fine line to profitable growth.2024 has been a year of transition for the electric vehicle (EV) industry. Sales are still growing, but the rate of expanding sales has slowed noticeably. That's led many EV makers to throttle plans to increase production as well as the number of new models being offered.Stocks in the industry have taken a beating as a result. Rivian Automotive (RIVN 6.10%) has thus far been relatively successful in building a customer ...

Rivian needs a massive transformation to eclipse Tesla, but stranger things have happened.Since its initial public offering (IPO), Rivian (RIVN 6.10%) has become one of the most prominent names in the electric vehicle industry (EV). With its sleek lineup of electric pickups and SUVs, many investors likely hoped that Rivian would follow a similar trajectory to the champion of EVs, Tesla (TSLA -1.11%).Although both stocks are currently struggling amid a waning EV market in the U.S., Rivian's stock has done no ...

Electric vehicle manufacturer Rivian (NASDAQ:RIVN) enjoyed a much-needed positive session on Tuesday, with shares swinging up almost 3.5% in late afternoon trading. Nevertheless, a legal overhang clouds the recovery narrative for RIVN stock, which has been battered this year. In particular, anxieties over high borrowing costs threaten to derail any contrarian optimism.According to information provided by Stanford Law School, a class-action lawsuit alleges that Rivian made materially false and misleading sta ...

So far this month, Rivian Automotive (NASDAQ:RIVN) shares have continued to hit new all-time lows. However, I’ll admit that a move to higher prices may be in the immediate future for Rivian stock.Mostly, because the ingredients are in place for shares in this fledgling EV upstart to experience a short-squeeze. Yet while the possibility of a short squeeze could serve as a warning to anyone looking to join the crowded short side by making a bearish RIVN wager, it’s not exactly a sign that now’s the time to “b ...

Upstart electric vehicle (EV) manufacturer Rivian (NASDAQ:RIVN) finally gave stakeholders something to cheer about with its exclusive global partnership with MEVCO, which stands for Mining Electric Vehicle Company. Under the deal, Rivian will provide EVs to the mining, mining services and mining equipment industries. While a compelling opportunity, RIVN stock faces a cloud of skepticism amid the underlying sector’s demand fallout.Mevco — which specializes in providing sustainable and efficient EV fleets to ...

Rivian股票表现 - Rivian Automotive (NASDAQ:RIVN)上周的涨势延续，尽管遭遇华尔街情绪变化，但仍然表现出强劲的韧性[1] - JPMorgan将RIVN股票价格目标从每股11美元降至每股10美元，尽管这不是一个巨大的下调，但仍然显示出对该公司的乐观态度[1] - RIVN股票今天的表现令人放心，但考虑到公司面临的诸多问题，分析师的看法仍值得关注[3] - RIVN股票虽然今天涨幅不大，但在最近遭遇华尔街主要机构的下调后，仍然有所上涨，显示出公司的潜力[4] Rivian公司挑战与前景 - Rivian近六个月来股价下跌约50%，公司最近宣布今年第二轮裁员，同时面临混合动力电动车销售增长的挑战[5] - 尽管Rivian在2024年起步困难，但最近的事件需要放在背景下看，裁员仅影响了1%的员工，JPMorgan虽然下调了RIVN股票的价格目标，但仍然持乐观态度[6] - Rivian正致力于扩大产品线和提高运营效率，预计新车型的推出将拓宽市场吸引力，未来销售将得到推动，公司的生产效率提升和成本降低也是实现盈利的关键[7]

MEVCO与Rivian Automotive, Inc.合作关系 - MEVCO与Rivian Automotive, Inc.达成全球独家合作伙伴关系，为矿业、矿业服务和矿业设备行业提供电动车辆解决方案[1] - MEVCO首席执行官Matt Cahir表示，Rivian R1T因其在和离开公路方面的能力而广受好评，适应性强，是满足矿业挑战的理想选择[3] - Rivian的技术与MEVCO在矿业特定电动车辆方面的经验结合，将产生超越最苛刻操作者要求的车队[4] Rivian R1T车型特点 - Rivian R1T是美国唯一一款获得美国公路安全保险协会（IIHS）顶级安全奖的皮卡车[6] - Rivian副总裁Dagan Mishoulam表示，很高兴看到R1车型被纳入MEVCO的车队，希望能帮助减少尾气排放[7] - MEVCO将定制Rivan R1T以符合矿业规格，支持矿山在充电基础设施、维护和工作流程方面[7] 公司介绍 - Rivian是一家美国汽车制造商，致力于开发和建造定义类别的电动车辆和配件[8] - MEVCO致力于通过提供可持续高效的电动车辆车队来改变矿业行业[9] - MEVCO的产品包括车辆、数据驱动洞察、充电解决方案和持续支持[10]

文章核心观点 - 电动汽车行业处于挑战时期，Rivian试图实现盈利，但其股价下跌，面临诸多问题，投资需谨慎考虑公司创新、R2车型市场接受度和资本筹集情况 [1][7] 行业情况 - 特斯拉作为领先电动汽车公司，其业绩影响整个行业，因需求疲软和竞争加剧增长放缓，还可能放弃低价车型Model 2，且Cybertruck因踏板问题暂停交付 [2] - 电动汽车行业情绪每日下滑，投资者关注行业何时触底 [1] Rivian股价表现 - 4月15日股价下滑8%，4月16日盘中触及每股8.26美元的历史低点 [1] - 年初至今成长股跌幅超60% [1] Rivian应对措施 - 上周进行今年第二次裁员，幅度为1% [1] - 专注能源转型，通过商用和乘用车满足冒险和性能需求，逐步降低车辆入门价格，扩大受众，同时需扩大生产规模以降低固定间接成本对盈利的影响 [4] Rivian面临挑战 - 难以控制汽车行业周期性和消费者对电动汽车的热情 [4] - 高利率时期现金消耗快，虽有资源支撑到2025年运营，但2025年甚至2026年都不太可能盈利，可能需依赖资本市场 [5] - 资本密集型商业模式使公司面临现金危机 [6] Rivian投资分析 - 表面看是深度价值投资，市值86亿美元，现金及现金等价物79亿美元，但公司计划未来两年使用这些现金，结果不确定，R2车型压力大，容错空间小 [7] - 只有相信公司创新、R2受消费者欢迎且能成功筹集资本时，才值得投资 [7]

Rivian汽车的股价表现 - Rivian汽车的股价自2021年11月上市以来一直在下降，从最高的179美元跌至不到10美元[1] Rivian汽车的财务状况 - Rivian汽车虽然增加了生产和交付量，但却在亏损销售电动汽车，去年亏损达20亿美元[2] - Rivian的毛利润为销售汽车价格与制造成本之间的差额，目前的负毛利率表明公司缺乏规模和制造效率，无法与更大的汽车制造商竞争[3] 电动汽车市场趋势 - 最近整体电动汽车销售开始放缓，美国第一季度电动汽车销售仅增长2.6%，而2023年第一季度增长率为46.4%[4] Rivian与亚马逊的合作关系 - 亚马逊是Rivian的重要客户，已经订购了10万辆电动货车，目前已交付约1.35万辆，亚马逊也是Rivian的大股东，持有近17%的股份[5] - 亚马逊的订单为Rivian提供了稳定的需求，同时也为其他公司转向电动车辆提供了示范，AT&T将成为除亚马逊外第一家与Rivian合作的公司[6] Rivian的销售表现和前景展望 - Rivian在第一季度的销售表现强劲，增长约59%，R1S成为第四畅销的电动汽车，公司还推出了更实惠的R2车型，受到了广泛预订[7] - Rivian仍然面临负毛利率的挑战，但通过提高生产效率和降低成本，公司有望实现正毛利率和盈利[8] 投资者展望 - 尽管Rivian具有高风险，但对于寻求高风险回报的投资者来说，该股具有潜力，并最近看到了一些好消息[9]

Parkev Tatevosian, CFA - Parkev Tatevosian在所提及的股票中没有任何持仓[1] - Parkev Tatevosian是The Motley Fool的关联方，可能会因为推广其服务而获得补偿[2]