Rivian kuj tau lees paub nws lub hom phiaj ntawm kev ua 25,000 lub tsheb fais fab xyoo no.
Saib tam sim no: Rivian poob ze li $ 2 nphom hauv lub quarter thib ob raws li cov nuj nqis nce
"Lub pob yog thaum kawg dov," sau Wedbush kws tshuaj ntsuam Dan Ives, nyob rau hauv ib daim ntawv tshaj tawm hnub Friday, hais txog Rivian cov kab saum toj kawg nkaus, thiab nws cov khoom tsim thiab xa tawm. "Lub tuam txhab tsim 4,401 lub tsheb thiab xa 4,467 tag nrho cov tsheb nyob rau lub quarter no thaum tseem nce tag nrho cov kev tshwj tseg rau 98K nce los ntawm 90K tag nrho peb lub hlis twg txawm tias muaj kev ntshai loj," nws hais ntxiv.
Ives tau sau tias "Peb ntseeg tias Rivian nyob rau hauv txoj haujlwm zoo los ntes cov neeg coob coob ntawm kev thov EV tam sim no thiab yav tom ntej," Ives tau sau.
Wedbush khaws nws qhov kev ua tau zoo tshaj plaws thiab tau tsa nws lub hom phiaj rau $ 45 los ntawm $ 40, uas Ives tau hais qhia ntxiv txog kev ntseeg siab ntxiv hauv lub tuam txhab zaj dab neeg.
Mizuho's Vijay Rakesh kuj zoo siab rau cov txiaj ntsig, thiab hais txog qhov muaj feem cuam tshuam los ntawm txoj cai huv-zog.
"RIVN tau tshaj tawm txog qhov zoo dua JunQ ntawm $ 364M (Cons $ 336M), nrog rau kev thov txuas ntxiv muaj zog, cuam tshuam los ntawm qee qhov kev txwv tsis pub siv," Rakesh tau sau rau hauv daim ntawv tshawb fawb. "Peb ntseeg tias RIVN yuav tau pom qhov phem tshaj plaws ntawm cov khoom siv nruj nruj hauv JunQ, nrog cov khoom siv zoo dua ua ntej raws li kev tsim khoom ramps (ntxiv rau 2nd ua haujlwm).
Rivian piav qhia nws tus kheej ua tus tsim ntawm "lub tsheb taug txuj kev nyuaj," xws li nws cov tsheb thauj khoom R1T thiab R1S SUV. Lub tuam txhab tseem ua hluav taws xob xa hluav taws xob, tshwj xeeb suav nrog Amazon.com. Inc.
AMZN,
+ 2.07%
raws li ib tug qhua tuaj noj mov.
"Txoj Cai Kev Txo Nqi Them Nyiaj tau raug sau tseg tias muaj peev xwm muab tau txog $ 40,000 kev txhawb siab rau cov tsheb lag luam uas tuaj yeem dhau los ua qhov sib tw rau RIVN raws li nws cov EDVs [Electric Delivery Vehicles] ramp, txawm tias peb ntseeg tias R1 cov neeg yuav khoom yuav tsis tsim nyog," sau Rakesh.
Saib tam sim no: Roj cell, EV thiab hnub ci cov khoom lag luam sib sau ua ke raws li daim nqi huab cua ua rau 'lwm txoj kev' lub zog ntau 'hauv cov nyiaj'
Rivian twb tau ceeb toom uas tau npaj kho dua rau EV se credit yuav ua rau nws tsis zoo rau ntau tus neeg sib tw tsim, raws li The Wall Street Journal.
Lub lim tiam dhau los, Senate dhau Txoj cai txo nqi nce nqi, uas aims kom txo cov pa roj carbon emissions los ntawm kwv yees li 40 feem pua los ntawm 2030. Ib qho kev cia siab pov ntawv tawm suab ntawm qhov kev ntsuas yuav tsum nyob hauv Tsev Neeg Sawv Cev rau hnub Friday.
Mizuho tswj hwm nws qhov kev yuav khoom ntawm Rivian, tab sis txo qis nws lub hom phiaj rau $ 65 los ntawm $ 70, hais txog ntau lub hom phiaj compression.
DA Davidson's Michael Shilsky tseem poob qis ntawm Rivian, tab sis tau ua rau nws lub hom phiaj tus nqi, raws li cov saw hlau txaus ntshai yuav ploj mus.
"Peb cov kev kuaj xyuas qhia tias tuaj yeem muaj kev pheej hmoo ntxiv hauv cov saw hlau tab sis tam sim no, peb ua qauv txhim kho ob peb lub hlis dhau los ntawm txoj kev," Shilsky tau sau. "Peb tau sau tseg tias cov xwm txheej macro tsis zoo li muaj kev xav tau rau RIVN tsheb, uas yog qhov qhia meej meej, tab sis net / net peb ntseeg tias RIVN yuav tsum tau kov yeej ntau qhov kev sib tw ze rau qhov muaj peev xwm ua rau peb muaj kev tsim kho ntau dua ntawm cov khoom lag luam. ”
Shilsky khaws nws qhov kev ntaus nqi ntawm qhov ua tsis tau zoo, tab sis tsa nws lub hom phiaj rau $ 27 los ntawm $ 24.
Ntawm 18 tus kws tshuaj ntsuam xyuas los ntawm FactSet, Shilsky yog tus dais ib leeg, thaum 11 tus kws tshuaj ntsuam tau bullish thiab rau qhov nruab nrab.
Meanwhile, Investment research firm New Constructs tsis ntev los no ntxiv Rivian rau nws daim ntawv teev cov tuam txhab "zombie"., hais txog nyiaj ntsuab raws li qhov teeb meem muaj peev xwm rau tus tsim tsheb.
Rivian: 'Zombie' lub tuam txhab lossis them nqes mus rau EV kev vam meej?
Rivian xaus rau lub quarter thib ob nrog txog $ 15.5 nphom hauv cov nyiaj ntsuab thiab qhov sib npaug, nqis los ntawm kwv yees li $ 17.0 nphom thaum kawg ntawm thawj peb lub hlis twg.
Lub tuam txhab cov khoom lag luam tau poob 61.4% xyoo no, tshaj qhov S&P 500 index's
SPX,
+ 1.73%
poob ntawm 11.3%.
Rivian shares nce nyob rau hauv lub quarter thib ob tshwm sim: 'Lub pob yog thaum kawg dov' rau tus tsim EV, hais tias tus kws tshuaj ntsuam
Shares ntawm Rivian Automotive Inc.
-0.13%
RIVN,
tau txais ntau dua 3% thaum sawv ntxov kev lag luam hnub Friday, raws li cov kws tshuaj ntsuam feem ntau tau zoo siab txog lub tshuab hluav taws xob tsim hluav taws xob cov txiaj ntsig thib ob ntawm peb lub hlis twg.
Hnub Thursday lig, Rivian qhia qhov nqaim dua li qhov kev cia siab thib ob hauv peb lub hlis twg poob txawm tias muaj kev nyuaj ntawm cov khoom lag luam-chain ib puag ncig, suav nrog cov teeb meem tsis tu ncua nrog cov chips, thiab cov nyiaj tau los uas tuav cov kev kwv yees.
Rivian kuj tau lees paub nws lub hom phiaj ntawm kev ua 25,000 lub tsheb fais fab xyoo no.
Saib tam sim no: Rivian poob ze li $ 2 nphom hauv lub quarter thib ob raws li cov nuj nqis nce
"Lub pob yog thaum kawg dov," sau Wedbush kws tshuaj ntsuam Dan Ives, nyob rau hauv ib daim ntawv tshaj tawm hnub Friday, hais txog Rivian cov kab saum toj kawg nkaus, thiab nws cov khoom tsim thiab xa tawm. "Lub tuam txhab tsim 4,401 lub tsheb thiab xa 4,467 tag nrho cov tsheb nyob rau lub quarter no thaum tseem nce tag nrho cov kev tshwj tseg rau 98K nce los ntawm 90K tag nrho peb lub hlis twg txawm tias muaj kev ntshai loj," nws hais ntxiv.
Ives tau sau tias "Peb ntseeg tias Rivian nyob rau hauv txoj haujlwm zoo los ntes cov neeg coob coob ntawm kev thov EV tam sim no thiab yav tom ntej," Ives tau sau.
Wedbush khaws nws qhov kev ua tau zoo tshaj plaws thiab tau tsa nws lub hom phiaj rau $ 45 los ntawm $ 40, uas Ives tau hais qhia ntxiv txog kev ntseeg siab ntxiv hauv lub tuam txhab zaj dab neeg.
Mizuho's Vijay Rakesh kuj zoo siab rau cov txiaj ntsig, thiab hais txog qhov muaj feem cuam tshuam los ntawm txoj cai huv-zog.
"RIVN tau tshaj tawm txog qhov zoo dua JunQ ntawm $ 364M (Cons $ 336M), nrog rau kev thov txuas ntxiv muaj zog, cuam tshuam los ntawm qee qhov kev txwv tsis pub siv," Rakesh tau sau rau hauv daim ntawv tshawb fawb. "Peb ntseeg tias RIVN yuav tau pom qhov phem tshaj plaws ntawm cov khoom siv nruj nruj hauv JunQ, nrog cov khoom siv zoo dua ua ntej raws li kev tsim khoom ramps (ntxiv rau 2nd ua haujlwm).
Rivian piav qhia nws tus kheej ua tus tsim ntawm "lub tsheb taug txuj kev nyuaj," xws li nws cov tsheb thauj khoom R1T thiab R1S SUV. Lub tuam txhab tseem ua hluav taws xob xa hluav taws xob, tshwj xeeb suav nrog Amazon.com. Inc.
+ 2.07%
AMZN,
raws li ib tug qhua tuaj noj mov.
"Txoj Cai Kev Txo Nqi Them Nyiaj tau raug sau tseg tias muaj peev xwm muab tau txog $ 40,000 kev txhawb siab rau cov tsheb lag luam uas tuaj yeem dhau los ua qhov sib tw rau RIVN raws li nws cov EDVs [Electric Delivery Vehicles] ramp, txawm tias peb ntseeg tias R1 cov neeg yuav khoom yuav tsis tsim nyog," sau Rakesh.
Saib tam sim no: Roj cell, EV thiab hnub ci cov khoom lag luam sib sau ua ke raws li daim nqi huab cua ua rau 'lwm txoj kev' lub zog ntau 'hauv cov nyiaj'
Rivian twb tau ceeb toom uas tau npaj kho dua rau EV se credit yuav ua rau nws tsis zoo rau ntau tus neeg sib tw tsim, raws li The Wall Street Journal.
Lub lim tiam dhau los, Senate dhau Txoj cai txo nqi nce nqi, uas aims kom txo cov pa roj carbon emissions los ntawm kwv yees li 40 feem pua los ntawm 2030. Ib qho kev cia siab pov ntawv tawm suab ntawm qhov kev ntsuas yuav tsum nyob hauv Tsev Neeg Sawv Cev rau hnub Friday.
Mizuho tswj hwm nws qhov kev yuav khoom ntawm Rivian, tab sis txo qis nws lub hom phiaj rau $ 65 los ntawm $ 70, hais txog ntau lub hom phiaj compression.
DA Davidson's Michael Shilsky tseem poob qis ntawm Rivian, tab sis tau ua rau nws lub hom phiaj tus nqi, raws li cov saw hlau txaus ntshai yuav ploj mus.
"Peb cov kev kuaj xyuas qhia tias tuaj yeem muaj kev pheej hmoo ntxiv hauv cov saw hlau tab sis tam sim no, peb ua qauv txhim kho ob peb lub hlis dhau los ntawm txoj kev," Shilsky tau sau. "Peb tau sau tseg tias cov xwm txheej macro tsis zoo li muaj kev xav tau rau RIVN tsheb, uas yog qhov qhia meej meej, tab sis net / net peb ntseeg tias RIVN yuav tsum tau kov yeej ntau qhov kev sib tw ze rau qhov muaj peev xwm ua rau peb muaj kev tsim kho ntau dua ntawm cov khoom lag luam. ”
Shilsky khaws nws qhov kev ntaus nqi ntawm qhov ua tsis tau zoo, tab sis tsa nws lub hom phiaj rau $ 27 los ntawm $ 24.
Ntawm 18 tus kws tshuaj ntsuam xyuas los ntawm FactSet, Shilsky yog tus dais ib leeg, thaum 11 tus kws tshuaj ntsuam tau bullish thiab rau qhov nruab nrab.
Meanwhile, Investment research firm New Constructs tsis ntev los no ntxiv Rivian rau nws daim ntawv teev cov tuam txhab "zombie"., hais txog nyiaj ntsuab raws li qhov teeb meem muaj peev xwm rau tus tsim tsheb.
Rivian: 'Zombie' lub tuam txhab lossis them nqes mus rau EV kev vam meej?
Rivian xaus rau lub quarter thib ob nrog txog $ 15.5 nphom hauv cov nyiaj ntsuab thiab qhov sib npaug, nqis los ntawm kwv yees li $ 17.0 nphom thaum kawg ntawm thawj peb lub hlis twg.
Lub tuam txhab cov khoom lag luam tau poob 61.4% xyoo no, tshaj qhov S&P 500 index's
+ 1.73%
SPX,
poob ntawm 11.3%.
Tau qhov twg los: https://www.marketwatch.com/story/rivian-shares-rise-on-second-quarter-results-the-ball-is-finally-rolling-for-the-ev-maker-says-analyst- 11660312909?siteid=yhoof2&yptr=yahoo