Out Fox The $treet

  Rivian Automotive is positioned for aggressive growth, as R2 production ramps and demo drives surge. Q3 demo drives are on pace to nearly double Q2, signaling strong demand and supporting a delivery ramp to over 20,000 vehicles. RIVN's 2026 delivery forecast is 65,000–70,000 vehicles, still only 30% of its Normal, IL, plant capacity, with further upside from the Georgia facility. With a $23B market cap and potential $31B+ sales target for current production plans, stars are aligning for RIVN's rapid revenue expansion, including autonomy and VW software deals. Rivian Automotive, Inc. ( RIVN ) has big expansion plans, but the company needs R2 sales to ramp dramatically over the prior versions to be successful. The biggest risk is demand drying up long before the  company reaches goals to 10x production in the next few years and the strong R2 demo drives is a very positive indication. My  investment thesis  is ultra Bullish on the EV manufacturer still trading near th...

  Rivian Automotive is poised for major growth with the upcoming R2 SUV launch, targeting a broader, more affordable EV market segment. RIVN's strong Q3 results, robust technology initiatives, and partnerships with Volkswagen and Mind Robotics highlight its evolution into a tech-driven EV leader. The company has ample liquidity, ambitious production expansion plans, and trades at a significant valuation discount to peers like Tesla and Lucid. With the R2 launch and upcoming Autonomous & AI Day as catalysts, RIVN is a compelling buy on any weakness before its next growth phase. Rivian Automotive, Inc.  ( RIVN ) is making huge progress towards launching the R2 SUV, vastly broadening the market opportunity. The new vehicle allows the EV manufacturer to enter mainstream auto with a list price below  the current average selling prices. My  investment thesis  remains ultra-Bullish with the launch of the R2 and other tech. Initiatives reinvigorating the growth stor...

  Rivian is making significant progress towards profitability due to major cost reductions, despite current sales challenges in the premium EV sector. The upcoming R2 and R3 models are set to dramatically boost sales, with production ramping up at the Normal, Illinois facility in 2026. Tesla's recent struggles and Elon Musk's political distractions create an opportunity for Rivian to capture market share in the domestic EV segment. I'm ultra bullish on Rivian at current levels, especially if the stock dips near $11, as future growth catalysts remain strong. As Elon Musk is still distracted by politics,  Rivian Automotive, Inc.  ( NASDAQ: RIVN ) continues to progress towards launching the next-generation vehicles expected to dramatically boost sales levels. The EV maker has made significant progress towards turning profitable while  Tesla, Inc.  ( TSLA ) has floundered a massive lead in the EV race. My  investment thesis  remains ultra Bullish on Rivian...

Rivian is focused on long-term growth, aiming to produce over 600K EVs annually by the end of the decade despite current production setbacks. Investors should not be swayed by short-term issues; Rivian's retooling and cost-reduction efforts are expected to improve gross margins and profitability. The company's production capacity has increased, and new vehicle models like the R2 and R3 will drive future growth and revenue. Rivian's current market cap of $10 billion presents a buying opportunity, with significant upside potential as the company scales and improves efficiencies. Rivian Automotive, Inc.  ( NASDAQ: RIVN ) is busy building an EV brand and platform for the future while investors are trading the stock based on everyday moves. The EV manufacturer has definitely hit some speed bumps this year, but investors shouldn't trade  the stock based on short-term details. My  investment thesis  remains ultra-bullish on Rivian heading towards the business turning gross ...