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Here's What Rivian's Latest Delivery Numbers Are Saying

Here's What Rivian's Latest Delivery Numbers Are Saying

以下是Rivian最新的送貨數據顯示的情況
InvestorPlace ·  2022/04/06 13:16

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Investors were hoping $Rivian Automotive(RIVN.US)$ first-quarter deliveries report would give the stock a much-needed boost. Instead, RIVN stock is moving in reverse — with the market-wide decline undoubtedly weighing on the electric-vehicle (EV) maker's share price.

投資者原本希望$Rivian(RIVN.US)$第一季度的交貨量報告將給該股帶來亟需的提振。相反,RIVN的股票走勢相反--整個市場的下跌無疑拖累了這家電動汽車(EV)製造商的股價。

In the first quarter, the company was able to produce 2,553 EVs, while delivering 1,227 vehicles to customers. According to the company, production remains on track with expectations:

今年第一季度,該公司生產了2553輛電動汽車,同時向客户交付了1227輛汽車。據該公司稱,產量仍在預期的軌道上:

"These figures are in line with the company's expectations, and it believes it is well positioned to deliver on the 25,000 annual production guidance provided during its fourth quarter earnings call on March 10, 2022."

“這些數字符合該公司的預期,該公司相信自己已做好充分準備,能夠在2022年3月10日的第四季度財報電話會議上實現2.5萬年產量指引。”

At the end of 2021, the company reportedly had 83,000 reservations, giving it a large potential customer base to work with. Despite this, though, Rivian has been slow to get going. The automaker faced numerous supply-chain-related issues and had to walk back a controversial price hike. Furthermore, it lost $2.5 billion last quarter.

據報道,截至2021年底,該公司有8.3萬個預訂,這讓它擁有了一個龐大的潛在客户羣。儘管如此,新浪Rivian的起步一直很緩慢。這家汽車製造商面臨着許多與供應鏈相關的問題,不得不收回有爭議的漲價。此外,該公司上個季度虧損了25億美元。

Despite all this, Rivian remains optimistic that it will hit its adjusted 2022 expectations.

儘管如此,Rivian仍然樂觀地認為,它將達到調整後的2022年預期。

Rivian is a bit different from the other new EV producers. The company counts Amazon (NASDAQ:AMZN) as an investor, the latter of which has an 18% stake. The company also has a deal to build 100,000 electric delivery vans for Amazon. Additionally, Rivian recently took the title of being the first automaker to deliver a fully electric truck — the R1T pickup.

Rivian與其他新的電動汽車生產商略有不同。公司算得上亞馬遜納斯達克(Sequoia Capital:AMZN)作為投資者,後者持有18%的股份。該公司還達成了為亞馬遜生產10萬輛電動送貨車的協議。此外,Rivian最近還成為首家交付全電動卡車的汽車製造商-R1T皮卡。

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So, Rivian has positives working in its favor. That said, not everything is perfect.

因此,Rivian有對其有利的積極因素。話雖如此,但並不是所有事情都是完美的。

Competition is set to increase with the introduction for Ford's (NYSE:F) F-150 Lightning and General Motor's (NYSE:GM) electric Silverado. Moreover, earlier this year, it was announced that Amazon will be "the first commercial customer of Stellantis' Ram ProMaster battery-electric vehicle." While that's not a nail in the coffin for Rivian, it did pour some cold water on the bull case.

隨着新產品的推出,競爭勢必加劇福特的(紐約證券交易所股票代碼:F)F-150閃電和通用汽車的(紐約證券交易所股票代碼:GM)電動Silverado。此外,今年早些時候,亞馬遜宣佈將成為Stellantis的Ram ProMaster電池電動汽車的第一個商業客户。雖然這並不是給Rivian敲響棺材的釘子,但它確實給看漲的案例潑了一些冷水。

Finally, there have been concerns about the automaker's valuation. At one point, RIVN stock sported a market capitalization of more than $100 billion. That was despite little to no revenue and only estimates on the future.

最後,人們一直對這家汽車製造商的估值感到擔憂。RIVN的股票市值一度超過1000億美元。這是儘管收入很少,甚至沒有收入,而且只對未來做出了估計。

Since then, though, we've seen a large reduction in RIVN stock, with shares currently down 73% from the November high. Will that be enough to attract investors? Should the selling pressure and growth in EV stocks continue, investors may still be early on the automaker. That said, the average 12-month price target for RIVN stock is roughly $84 per share, implying 110% upside from current levels.

然而,自那以來,我們看到RIVN的股價大幅下降,目前股價較去年11月的高點下跌了73%。這是否足以吸引投資者?如果電動汽車股票的拋售壓力和增長持續,投資者可能仍然及早了解汽車製造商。話雖如此,RIVN股票12個月的平均目標價約為每股84美元,這意味着比當前水平上漲了110%。

On the date of publication, Bret Kenwell did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至發稿之日,佈雷特·肯威爾並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點,受InvestorPlace.com發佈指南的約束。

Bret Kenwell is the manager and author of Future Blue Chips and is on Twitter @BretKenwell.

佈雷特·肯威爾是未來藍籌股的經理和作者,他的推特是@BretKenwell。

The post Here's What Rivian's Latest Delivery Numbers Are Saying appeared first on InvestorPlace.

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声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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