Out Fox The $treet

  Rivian's expansion plan includes a DOE loan for a Georgia plant, aiming for 615K annual production by 2030, despite potential political risks. The upcoming Q4 results are crucial due to the focus on achieving positive gross margins for the 1st time, allowing the market to shift away from large losses. The EV manufacturer moved the focus towards the R2 ramp in 2026, aiming for annual sales of 200K to lead to EBITDA profitability by 2027. The stock is cheap due to the massive opportunity to ramp up production over 10x in the next 5+ years. As the calendar turned to 2025,  Rivian Automotive, Inc.  ( RIVN )  gets closer to fully unleashing their EV platform. The Normal, Ill. plant expansion is in full force and the company recently obtained a government  loan to build the Georgia plant in order to produce R2s and R3s. My  investment thesis  remains ultra-Bullish on the stock. Read the full article on Seeking Alpha.  Disclosure: No position mentione...

  Rivian is benefiting from less competition in the EV space as other automakers pull back from EV production. The company has hit its EV production targets and should have a key shift to profit gross margins later this year. The stock is cheap in comparison to peers, especially considering the forecasted higher growth rates topping 40% through 2027. As some automakers pull back from producing EVs,  Rivian Automotive  ( NASDAQ: RIVN ) should be a beneficiary of less competition. Oddly though, the stock is slumping due to the current negativity on the EV space. My  investment thesis  is  even more Bullish now that the stock has slumped due to fears on EV demand while Rivian has hit EV production targets. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page or more details. 

  Rivian Automotive has rapidly increased EV production and has the potential to become a leading contender in the EV race. The company is still facing significant losses and needs to cut costs to reach its long-term gross margin goal. Rivian has a cheaper valuation compared to Tesla and has faster growth rates, making it an appealing investment option. With the legacy automakers facing major union strikes and potential cost increases,  Rivian Automotive, Inc.  ( NASDAQ: RIVN ) has the potential to quickly become a leading contender in the electric vehicle ("EV") race. The company has ramped up EV  production, and the stock dip last year has provided a much better valuation. My investment thesis is Bullish on Rivian, though a September swoon would provide a more opportune entry point. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.