Electric tsheb (EV) startup tuam txhab Rivian (RIVN) tau muaj lub xyoo nyuaj.
Txij li thaum nws siab thaum lub Kaum Ib Hlis 2021, cov khoom lag luam tau poob qis.
"Cia peb hu nws zoo li nws yog: Rivian tau ua lub tsheb ciav hlau tawg txij thaum nws IPO thiab tag nrho qhov muag dub rau kev lag luam EV," Wedbush Tus Thawj Coj ntawm Equity Dan Ives tau sau rau hauv daim ntawv tshiab. "Lub tuam txhab muaj peev xwm hloov pauv EV thiab kev lag luam tsheb nrog ntau hype tawm ntawm lub rooj vag, thiab hloov tau qhov kev poob siab loj."
Nyob rau hauv nws cov cov txiaj ntsig tau nyiaj dhau los, California-based carmaker tau tshaj tawm txog $ 95 lab hauv cov nyiaj tau los, uas ploj lawm qhov kev pom zoo kwv yees sau los ntawm Bloomberg ntawm $ 131.2 lab. Lub tuam txhab EV tau sau tseg qhov kev hloov pauv ib feem ntawm $ 1.43 hauv Q1, uas me ntsis ntaus kwv yees ntawm $ 1.45.
Thaum lub quarter "tsis yog tsis muaj teeb meem," Ives tau hais tias, "thaum kawg nws tshwm sim tias Rivian nyob ntawm txoj hauv kev zoo nrog kev thov muaj zog thiab cov saw hlau xa khoom uas yuav tsum tsim 25,000 khoom xa tuaj rau xyoo no rov lees paub nws cov kev taw qhia."
Rivian hais tias nws tseem cia siab tias yuav tsim tau 25,000 lub tsheb xyoo no. Lub tuam txhab kuj tau sau tseg tias nws muaj ntau tshaj 90,000 net R1 preorders los ntawm Teb Chaws Asmeskas thiab Canada txij li lub Tsib Hlis 9. Tsis tas li ntawd, tus tsim EV tau hais tias nws tau txais ntau dua 10,000 R1 preorders hauv Asmeskas thiab Canada txij li nws hloov kho nws cov nqi hauv lub Peb Hlis, nrog tus nqi nruab nrab tshaj $93,000.
'Ib yam tom qab lwm tus'
Tseem muaj kev ua haujlwm ntau ntxiv ua ntej rau tus tsim EV.
Txawm hais tias muaj kev sib tham loj heev, lub tuam txhab nthuav qhia cov teeb meem tsis tu ncua, suav nrog cov saw hlau woes.
"Cov saw hlau txuas ntxiv yog lub hauv paus ntawm peb cov khoom," Rivian hais tias hauv nws tsab ntawv shareholder. "Peb tau raug yuam kom tso tseg kev tsim khoom rau lub sijhawm ntev dua li qhov kev cia siab, ua rau kwv yees li ib feem peb ntawm lub sijhawm tsim khoom lag luam tau poob vim muaj kev txwv rau cov neeg siv khoom."
Ives kuj tseem ceeb rau lub tuam txhab kev coj noj coj ua thiab tau hais tias nws txoj kev sib txuas lus nrog Txoj Kev yog "qhov kev tshawb fawb txog qhov tsis ua."
Nws tau hais tias "Txhua lub hlis twg nws yog ib qho tom qab lwm qhov ntxiv rau qhov kev poob qis ntawm tus nqi nce (uas tau muab rov qab 24 teev tom qab) xab npum opera," nws hais.
Ives tuav nws qhov kev ntsuas qhov ua tau zoo, hais tias nws ntseeg tias Rivian yog "tus yeej mus ntev" hauv qhov chaw, tab sis txo qis nws lub hom phiaj ntawm $ 60 txog $ 30.
"Hais txog zaj dab neeg Rivian tau ua rau peb poob siab (thiab Txoj Kev) txog tam sim no yuav yog qhov tsis txaus ntseeg," Ives tau hais. "Peb ntseeg hais tias Rivian los ntawm ib qho tseem ceeb engineering thiab tsim foundations nrog rau Amazon kev lag luam kev sib raug zoo muaj peev xwm ua ib tug loj EV stalwart nyob rau hauv kaum xyoo tom ntej. Txawm li cas los xij, kom muaj qhov tshwm sim, lawv yuav tsum pib xa cov qauv rau cov neeg siv khoom thiab nres qhov kev zam. "
Ives tsis yog tib qho uas muaj kev pom zoo ntawm Rivian. Cov neeg lag luam muaj lawv qhov muag ntawm Rivian's yav tom ntej Georgia Hoobkas - $ 5 nphom, 7,500-kev cog lus ua haujlwm - uas tau tsim los tsim 200,000 lub tsheb, tshwj xeeb tshaj yog cov qauv R2, midsized SUV, los ntawm 2025, CEO RJ Scaringe tau hais hauv thawj peb lub hlis twg cov nyiaj tau los hu. Cov chaw tsim khoom muaj $ 17 nphom nyiaj ntawm tes uas yuav mus rau qhov kev nqis peev no, cov thawj coj hauv tuam txhab tau hais.
"Peb ntseeg tias qhov no zoo dua li qhov xav tau," RBC Capital Markets Analyst Joseph Spak tau sau rau hauv ib daim ntawv. "Lub tuam txhab ua kom zoo dua lawv cov khoom lag luam thiab opex. [Rivian] tau ua kom yooj yim rau cov qauv lineup simplification (R1 derivatives tau raug tso tseg rau qhov kev thov muaj zog tom qab R1T / R1S), thiab tsom rau R2 los ntawm kev siv cov khoom kawm los ntawm R1 tso tawm. "
Dani Romero yog tus sau xov xwm rau Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter: @daniromerotv
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/rivian-black-eye-ev-industry-right-track-wedbush-134315484.html