Uber and Volkswagen See Value in Rivian: Should You Too Buy RIVN Stock?

As I person noted aggregate times, Rivian and Lucid are 2 of the EV startups that person the wherewithal to past the existent EV manufacture slump. Both connection prime products and person their ain manufacturing operations. Also, investors person been consenting to money their burgeoning losses. While Saudi Arabia’s Public Investment Fund (PIF) has been doing the bulk of the dense lifting for Lucid, Rivian has relied connected extracurricular funding.

Apart from Uber and Volkswagen, Rivian besides secured a $6.57 cardinal indebtedness from the U.S. Department of Energy. These superior raises person helped fortify Rivian’s equilibrium expanse astatine a clip erstwhile the operating situation has been rather challenging. Along with debased demand, the car tariffs and the easing of substance system standards are taking a toll connected manufacture profitability. For startup EV players similar Rivian, it is adding to the losses portion making the way towards sustainable profitability adjacent much cumbersome.

Sell-side analysts person held divergent views connected Rivian contempt the beardown Q4 2025 net study and the caller concern with Uber. Last month, Deutsche upgraded RIVN to a “Buy” and raised its people terms to $23, portion UBS upgraded it to a “Neutral” and raised its people terms to $16. D.A. Davidson, meanwhile, downgraded the banal from a “Neutral” to “Underperform” portion slashing its people terms by $1 to $14.

This month, TD Cowen joined the bullish pack and upgraded Rivian from a “Hold” to “Buy” portion raising the people terms from $17 to $20. Bank of America, however, reinstated sum connected the banal with an “Underperform” standing and $14 people price.