UBS Upgrades Rivian on Rally, but Sees Limited Upside Ahead

TL;DR Summary
UBS analyst Joseph Spak upgrades Rivian (RIVN) to Neutral after a ~27% Friday surge driven by a Q4 beat and bets on the mass‑market R2 to lift 2026 deliveries to about 62k–67k. However, upside is seen as limited if R1/RCV demand falters, EV tax-credit headwinds persist, and production/ADAS execution risk remains, leaving the stock volatile and range‑bound despite UBS raising its target to $16.
- UBS Upgrades Rivian Stock (RIVN) After 27% Surge – But Sees Limited Upside TipRanks
- Rivian finds a way to shine even as the EV market struggles in the dark Los Angeles Times
- Rivian finds a way to shine even as Tesla, rest of the EV market struggle in the dark Austin American-Statesman
- Rivian tops fourth-quarter expectations, targets significant production increase CNBC
- TechCrunch Mobility: Rivian’s savior TechCrunch
Reading Insights
Total Reads
1
Unique Readers
4
Time Saved
16 min
vs 16 min read
Condensed
98%
3,191 → 64 words
Want the full story? Read the original article
Read on TipRanks