Rivian's Q4 2025 sales dropped 31.3% following the end of federal tax credits, with full-year sales down 18.1%, but the company remains optimistic about the upcoming launch of the R2 in 2026 and new features like Universal Hands-Free Driving.
Rivian's Q3 results exceeded expectations with increased revenue and a gross profit rebound, driven by strong vehicle deliveries. The upcoming launch of the R2 crossover in 2026 is seen as a potential game-changer, with some analysts optimistic about its impact on the stock, which is currently rated as a hold by most analysts.
Rivian's stock is on the rise ahead of the launch of its new R2 electric SUV, with a buy rating from Jefferies Financial Group suggesting over 45% upside potential. The R2, set to be revealed today, is expected to be a more affordable option starting at $47,000 with up to 330 miles of range, potentially falling below $40,000 with the EV tax credit. Despite concerns about cash reserves and recent financial losses, Rivian remains confident in its future prospects, aiming for improved margins and profitability as it expands its brand and production capacity.