Rivian: Rightfully Discounted For Opportunistic Dollar Cost Averaging


  • RIVN’s FQ4’23 production/ delivery gap has been grossly misunderstood, since it is attributed to AMZN’s delayed intake during the peak holiday season.
  • Readers must focus on the double-digit growth recorded for its production and delivery capabilities, likely to improve its scale of economy.
  • The peaking observed in the PPI for automotive industry may also contribute to its improved gross margins over the next few years, moderating its cash burn rate.
  • Assuming that RIVN is able to sustain its high growth rate and premium Price/ Sales valuations, we may see the stock more than double from these depressed levels.
  • Its top line expansion may also outperform expectations, as more TSLA drivers consider the R1S and R1T to be alternative EV models.

Black Friday Shoppers Hunt For Bargains Across The UK

Leon Neal/Getty Images News

We previously covered Rivian Automotive (NASDAQ:RIVN) in November 2023, discussing the promising development surrounding its production/ delivery numbers and improving gross margins over the past few quarters.

Combined with the raised FY2023 production guidance and robust

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA 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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