Rivian: Cost Cuts Could Deliver Good Results In 2025

Summary:

• Rivian stock has seen a strong post-election buy, rising by more than 50% despite the perceived headwinds for EV sector under the next White House administration.
• Rivian has been able to deliver YoY R&D reduction of $179 million or 33% in the recent quarter, which has reduced the operating expenses significantly.
• Improved ASP in 2025 and better deliveries should improve the revenue projections and also help in improvement of gross margin significantly.
• Consensus forward revenue estimates of Rivian are very strong, which shows Wall Street is optimistic that the company with weather near-term headwinds and ramp up production for next few models.
• Rivian stock is significantly undervalued when comparing its PS ratio with Tesla or even Lucid and better projections in the next earnings call can deliver good sentiment for 2025.

Rivian (NASDAQ:RIVN) stock has seen a 50% jump post-election, which shows that we must not value a company or sector depending on the perceived EV bias of the White House administration. The company has also performed well on some key

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