Rivian rates a Hold at $14.89, with fresh capital best deployed only if a sector flush drags shares toward $11.50.
RIVN's Volkswagen JV generated $282 million in Q1 software revenue, but automotive gross margins stay negative through Q3 2026.
Polymarket traders price a 26.5% bankruptcy probability before 2027, yet Wall Street's average target implies 22% upside from current levels.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ:RIVN) at $14.89 is a Hold, with fresh capital best reserved unless a broader sector panic drags the equity toward $11.50. The stock has slid 24.45% year to date as EV demand cools and the R2 launch absorbs retooling costs, leaving the Volkswagen joint venture as the single most important pillar holding the equity story together.
RIVN's Volkswagen JV generated $282 million in Q1 software revenue, but automotive gross margins stay negative through Q3 2026.
Polymarket traders price a 26.5% bankruptcy probability before 2027, yet Wall Street's average target implies 22% upside from current levels.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ:RIVN) at $14.89 is a Hold, with fresh capital best reserved unless a broader sector panic drags the equity toward $11.50. The stock has slid 24.45% year to date as EV demand cools and the R2 launch absorbs retooling costs, leaving the Volkswagen joint venture as the single most important pillar holding the equity story together.
4 months ago
