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Rivian 'Best Positioned EV OEM': Analyst Praises Long-Term Outlook, R2 Launch, With Short-Term Caution
Rivian 'Best Positioned EV OEM': Analyst Praises Long-Term Outlook, R2 Launch, With Short-Term Caution
Rivian Automotive (NASDAQ:RIVN) gets a lowered price target from an analyst with questions lingering on demand for electric vehicles.
The Rivian Analyst: Needham analyst Chris Pierce has a Buy rating on Rivian. He also lowered the price target from $18 to $13.
The Analyst Takeaways: Electric vehicle demand remains a concern. However, demand for the R1S from Rivian is better than feared, Pierce says.
"R1S used vehicle pricing came in better than feared in our used EV OEM price tracker, and although price decreases are expected as used supply grows, we haven't seen any data that points to a steep drop-off in demand," Pierce said.
The analyst updates delivery estimates after the unveiling of the R2 vehicle. Pierce has estimates of 51,485 units delivered in 2024 and 69,756 units delivered in 2025. Those figures are both below consensus estimates. The analyst's estimates for 2026 (154,378) and 2027 (237,037) are ahead of consensus estimates according to the report.
Pierce notes that the TAM for Rivian will expand with the R2 and R3. The R2, however, is "not a near-term catalyst."
"We see RIVN as the best positioned EV OEM in our coverage, with the bridge to the TAM expanding R2 vehicle sturdier as the company reduces its planned capex by pushing out the timing of the build-out of its Georgia plant."
The lower price target for Rivian comes as the company "navigates a period of slower EV adoption," the analyst said.
"Overall demand has weakened, based on RIVN's own commentary, but used vehicle price declines are in line with their historical averages."
Rivian started with a clean slate in the electric vehicle market, Pierce adds. This could benefit the company when it comes to supply chain and manufacturing.
"Investors key questions are whether the cash pile can sustain growth through a 2026 R2 launch and how quickly the company can hit GM (gross margin) profitability."
The analyst's bull case has a price target of $24, while a bear case shows a price target of $7.50.
Rivian Price Action:
Rivian shares are up 2% to $8.93 on Thursday. Its 52-week trading range is between $8.26 and $28.06. Its shares are down 63% year-to-date in 2024.
Rivian Automotive (NASDAQ:RIVN) gets a lowered price target from an analyst with questions lingering on demand for electric vehicles.
一位分析师下调了Rivian Automotive(纳斯达克股票代码:RIVN)的目标股价,该分析师对电动汽车的需求仍然存在疑问。
The Rivian Analyst: Needham analyst Chris Pierce has a Buy rating on Rivian. He also lowered the price target from $18 to $13.
里维安分析师:尼德姆分析师克里斯·皮尔斯对里维安的评级为买入。他还将目标股价从18美元下调至13美元。
The Analyst Takeaways: Electric vehicle demand remains a concern. However, demand for the R1S from Rivian is better than feared, Pierce says.
分析师要点:电动汽车需求仍然令人担忧。但是,皮尔斯说,Rivian对R1S的需求比人们担心的要好。
"R1S used vehicle pricing came in better than feared in our used EV OEM price tracker, and although price decreases are expected as used supply grows, we haven't seen any data that points to a steep drop-off in demand," Pierce said.
皮尔斯说:“在我们的二手电动汽车OEM价格追踪中,R1S二手车的价格好于预期,尽管随着二手车供应的增长,预计价格会下降,但我们还没有看到任何表明需求急剧下降的数据。”
The analyst updates delivery estimates after the unveiling of the R2 vehicle. Pierce has estimates of 51,485 units delivered in 2024 and 69,756 units delivered in 2025. Those figures are both below consensus estimates. The analyst's estimates for 2026 (154,378) and 2027 (237,037) are ahead of consensus estimates according to the report.
分析师在R2汽车发布后更新了交付估计。皮尔斯估计,2024年交付了51,485台,2025年交付了69,756套。这些数字都低于市场普遍的估计。报告显示,分析师对2026年(154,378)和2027年(237,037)的估计高于市场普遍预期。
Pierce notes that the TAM for Rivian will expand with the R2 and R3. The R2, however, is "not a near-term catalyst."
皮尔斯指出,Rivian的TAM将随着R2和R3而扩展。但是,R2 “不是短期催化剂”。
"We see RIVN as the best positioned EV OEM in our coverage, with the bridge to the TAM expanding R2 vehicle sturdier as the company reduces its planned capex by pushing out the timing of the build-out of its Georgia plant."
“我们认为RIVN是我们覆盖范围内最有定位的电动汽车OEM,随着该公司通过推迟乔治亚州工厂的扩建时间来减少计划资本支出,通往TAM扩张R2汽车的桥梁更加坚固。”
The lower price target for Rivian comes as the company "navigates a period of slower EV adoption," the analyst said.
分析师表示,Rivian的目标股价下调之际,该公司 “正在经历电动汽车采用放缓的时期”。
"Overall demand has weakened, based on RIVN's own commentary, but used vehicle price declines are in line with their historical averages."
“根据RIVN自己的评论,整体需求已经减弱,但二手车价格的下降与历史平均水平一致。”
Rivian started with a clean slate in the electric vehicle market, Pierce adds. This could benefit the company when it comes to supply chain and manufacturing.
皮尔斯补充说,Rivian在电动汽车市场上从头开始。在供应链和制造方面,这可能会使公司受益。
"Investors key questions are whether the cash pile can sustain growth through a 2026 R2 launch and how quickly the company can hit GM (gross margin) profitability."
“投资者的关键问题是,现金储备能否通过2026年R2的推出来维持增长,以及该公司能以多快的速度实现通用汽车(毛利率)的盈利能力。”
The analyst's bull case has a price target of $24, while a bear case shows a price target of $7.50.
分析师的牛市目标股价为24美元,而熊市的目标股价为7.50美元。
Rivian Price Action:
Rivian 价格走势:
Rivian shares are up 2% to $8.93 on Thursday. Its 52-week trading range is between $8.26 and $28.06. Its shares are down 63% year-to-date in 2024.
周四,Rivian股价上涨2%,至8.93美元。其52周的交易区间在8.26美元至28.06美元之间。2024年迄今为止,其股价下跌了63%。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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