Rivian: My Best Investment Idea For 2025

Summary:

• Rivian Automotive’s stock fell 42% in 2024 due to supply issues, but 2025 looks promising with potential production growth and a Volkswagen AG joint venture.
• The $6.6 billion DOE loan and new plant plans could boost Rivian’s production capacity by 400K vehicles annually by 2028.
• Rivian’s valuation is compelling, with liquid assets accounting for 50% of its market value, offering a high margin of safety.
• Despite past disappointments, resolving supplier issues and expanding the EV market could drive a strong rebound for Rivian in 2025.

The stock price of Rivian Automotive, Inc. (NASDAQ:RIVN) has decreased by 42% in 2024 as a challenging year for the EV company and the electric-vehicle industry as a whole is drawing to an end.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIVN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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