Does Rivian Still Have An Existential Crisis?

Summary:

  • Rivian’s stock has outperformed its EV peers and the broader market this year.
  • Solid outperformance in profit margin expansion and vehicle production ramp-up in Q2 has increased visibility and confidence in the company’s growth prospects.
  • However, impending execution risks continue to cast a shadow on the durability of the stock’s premium at current levels.

Electric Truck Maker Rivian Recalls Almost All Of Its Vehicles Over Steering Issue

Mario Tama

Rivian’s stock (NASDAQ:RIVN) has consistently outperformed its EV upstart peers and the broader market this year. The steep uptrend in recent months has largely been fuelled by solid improvements to the underlying business’ cost structure, alongside positive progress on


Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


Thank you for reading my analysis. If you are interested in interacting with me directly in chat, more research content and tools designed for growth investing, and joining a community of like-minded investors, please take a moment to review my Marketplace service Livy Investment Research. Our service’s key offerings include:

  • A subscription to our weekly tech and market news recap
  • Full access to our portfolio of research coverage and complementary editing-enabled financial models
  • A compilation of growth-focused industry primers and peer comps

Feel free to check it out risk-free through the two-week free trial. I hope to see you there!

Leave a Reply

Your email address will not be published. Required fields are marked *