Rivian Automotive, Inc. (RIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Rivian is planning one of the fastest launches of a new all-electric car in the U.S. with its forthcoming R2 SUV, according to company statements and a TechCrunch analysis of historical sales data.
Rivian Automotive, Inc. (RIVN) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript
On March 12, 2026, Rivian (NASDAQ: RIVN | RIVN Price Prediction) holds its full R2 product reveal, and few single events in the company's history carry more weight.
Rivian Automotive remains a 'sell' due to persistent cash burn, ongoing losses, and heavy shareholder dilution despite a strong balance sheet. RIVN's 2025 vehicle deliveries and revenues declined as the company transitioned to the R2 platform, with production and demand impacted by expiring tax credits and supply constraints. The Software and Services segment is a bright spot, delivering $1.56B in revenue and a 37% gross margin in 2025, but automotive losses per vehicle remain significant.
Rivian Automotive (RIVN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Rivian Automotive (NASDAQ: RIVN) stock jumped more than 20% in Friday's trading. The company's Q4 earnings topped Street estimates on both the top and bottom lines, and its 2026 delivery guidance of 62,000 to 67,000 vehicles — representing a 47% to 59% increase over 2025 — came in well above expectations, driven by the upcoming R2 launch.
D.A. Davidson worries that Rivian's guidance would require the company to see an unusually strong debut of its R2 EV.
RIVN's mass market R2 launch and expanded manufacturing capacity (5x of FY2025) position it for outsized top-line performance and adj EBITDA break-even in FY2027. Positive gross profit trends are emerging, aided by software/services and the Volkswagen JV, albeit with near-term margin headwinds from the new R2 ramp ups. Given the planned construction of RIVN's second manufacturing plant between 2026 and 2028, readers may expect intermediate term cash flow/balance sheet headwinds.
Aspiring electric vehicle contender Rivian Automotive NASDAQ: RIVN just saw one of its best stock price performance days on record. The stock popped nearly 27% on Feb. 13.
Rivian (RIVN) delivered decnt Q4 results and introduced confident 2026 guidance, driving shares higher. Cash burn remained significant at nearly $2.5 billion for 2025, with net cash at its lowest point in over a year. The R2 platform launch and manufacturing ramp are pivotal for Rivian's transition to high-volume production.
I am reiterating my “buy” rating on Rivian with a 40% upside to $25, supported by robust FY26 delivery guidance and technical momentum. Management projects 52% YoY vehicle delivery growth in FY26, driven by the R2 launch, marking a major inflection in growth trajectory, especially after two consecutive years of decline in vehicles. RIVN achieved its first full year of positive gross profit, aided by a 109% surge in higher-margin Software and Services revenue and improvement in the cost of goods sold per vehicle.