Phab ntsa Street cheered "cov cim qhia ntawm kev txhim kho" rau Rivian Automotive Inc., tab sis tseem ceev faj txog cov khoom lag luam ntawm kev txhawj xeeb tias cov tuam txhab hluav taws xob tsheb tseem tab tom ntsib txoj kev tsim khoom.
Kev muag khoom tuaj nyob rau hauv me ntsis qis dua qhov kev cia siab, thiab Rivian khaws nws cov lus qhia tsim khoom rau lub xyoo tsis zoo ntawm 25,000 lub tsheb.
Davidson tus kws tshuaj ntsuam Michael Shlisky tau hais tias "Peb tseem yog cov kiv cua ntawm lub tsheb thauj khoom, tab sis tsis tas yuav yog cov khoom lag luam," Davidson tus kws tshuaj ntsuam Michael Shlisky tau hais hauv tsab ntawv ceeb toom hnub Thursday.
"Xov xwm zoo" ntawm kev hu xov tooj feem ntau xav tau, tus kws tshuaj ntsuam tau hais.
Cov "cov khoom npaj txhij txog" uas ua rau Shlisky "ceev faj" suav nrog Rivian qhov kev thawb tawm ntawm nws lub tsheb tshiab, R2, txog 2026 thiab "qhov kev ncua tam sim ntawd ntawm kev nthuav tawm cov khoom ua ntej rov qab."
Related: Lucid tshaj tawm thoob plaws peb lub hlis twg poob, hais tias nws yog 'ntawm txoj kev' nrog cov khoom kim heev EV
Rivian tau hais tias nws muaj ntau dua 114,000 kev xaj khoom ua ntej rau nws cov tsheb hauv Asmeskas thiab Canada txij li hnub Monday, tab sis nws yuav tsis tshaj tawm cov lej ntawd mus tom ntej.
Shlisky tau hais tias "(Rivian) kuj ntseeg tias nws muaj nyiaj ntsuab los nqa mus rau 2025, tab sis peb ntseeg tias ntau yuav tsum mus ntawm no," Shlisky hais. Tus kws tshuaj ntsuam khaws qhov sib npaug ntawm kev muag khoom ntawm Rivian Tshuag.
Joseph Spak nrog RBC Peev tau ntaus lub suab ceeb toom zoo sib xws. Muaj "cov cim qhia ntawm kev txhim kho tab sis (tsim) ramps tsis zoo," Spak hais.
Saib kuj: Tesla cov khoom lag luam xaus rau qis tshaj hauv ze li 2 xyoo raws li kev muag khoom hnyav zuj zus
Kev ncua ntawm R2 lub platform tso tawm tuaj yeem ua rau qee qhov "lub suab nrov nyob ze," Spak hais. Tus kws tshuaj ntsuam tau txo qis nws lub hom phiaj ntawm Rivian mus rau $ 50, los ntawm $ 61, sawv cev rau 52% upside rau Tshuag txij hnub Thursday tus nqi.
Kev ncua sijhawm R2 platform tshaj tawm mus rau 2026 tej zaum yuav yog "xov xwm tsis txaus siab," Emmanuel Rosner nrog Deutsch Bank hais tias, tab sis Rivian zoo li yuav "ua qhov kev hloov pauv los xyuas kom meej lub sijhawm tsim nyog mus txog theem kev nce qib, tso cai rau nws los txhawb kev kawm. los ntawm R1 thiab (tus me nyuam van) platforms. "
"Txhua yam hauv, peb ntseeg tias Rivian tab tom qhia txog kev txhawb nqa kev ua haujlwm nyob ze thiab ua haujlwm hloov tshiab rau kev faib peev nyiaj txhawm rau khaws nyiaj ntsuab, uas yuav tsum tau txais tos zoo los ntawm cov tub ua lag luam," tus kws tshuaj ntsuam tau hais. Nws "txoj kev vam meej ntawm cov paj tau paj tag nrho kuj yog kev txhawb zog tshwj xeeb."
Rosner khaws qhov kev yuav khoom ntawm cov khoom lag luam thiab tweaked nws lub hom phiaj rau $ 43, los ntawm $ 44.
Dan Ives ntawm Wedbush zero nyob rau hauv qhov kev cia siab ntawm kev tsim khoom rau 2022, hais tias Rivian " tab tom taug kev cov saw hlau nyuaj heev hauv txoj kev zoo siab."
"Peb tau ceev faj zoo tias ntau qhov mob taub hau hauv Rivian zaj dab neeg tau pib nyob rau hauv daim iav saib tom qab," Ives hais. "Peb ntseeg tias zaj dab neeg no tsuas yog nyob rau hauv lub sijhawm thaum ntxov ntawm kev ua si nrog cov khoom tsim tawm tam sim no tiag tiag pib nyob rau hauv qhov chaw mus rau xyoo tseem ceeb heev tom ntej raws li kev sib tw EV caj npab ua si."
Ives khaws qhov sib npaug ntawm kev yuav khoom ntawm cov khoom lag luam tab sis kuj txo qis nws lub hom phiaj, mus rau $ 37 los ntawm $ 45.
Shares ntawm Rivian tau poob 69% xyoo no, piv nrog qhov poob ntawm 18% rau S&P 500 Performance index.
SPX,
+ 5.54%
Rivian qhia 'kev txhim kho' tab sis Wall Street tseem ceev faj ntawm cov Tshuag
Phab ntsa Street cheered "cov cim qhia ntawm kev txhim kho" rau Rivian Automotive Inc., tab sis tseem ceev faj txog cov khoom lag luam ntawm kev txhawj xeeb tias cov tuam txhab hluav taws xob tsheb tseem tab tom ntsib txoj kev tsim khoom.
Rivian
+ 17.42%
RIVN,
hnub Wednesday lig tshaj tawm $ 1.7 nphom hauv peb lub hlis twg poob, tab sis cov khoom lag luam tau sib sau ua ke vim qhov poob qis dua li Wall Street xav.
Kev muag khoom tuaj nyob rau hauv me ntsis qis dua qhov kev cia siab, thiab Rivian khaws nws cov lus qhia tsim khoom rau lub xyoo tsis zoo ntawm 25,000 lub tsheb.
Davidson tus kws tshuaj ntsuam Michael Shlisky tau hais tias "Peb tseem yog cov kiv cua ntawm lub tsheb thauj khoom, tab sis tsis tas yuav yog cov khoom lag luam," Davidson tus kws tshuaj ntsuam Michael Shlisky tau hais hauv tsab ntawv ceeb toom hnub Thursday.
"Xov xwm zoo" ntawm kev hu xov tooj feem ntau xav tau, tus kws tshuaj ntsuam tau hais.
Cov "cov khoom npaj txhij txog" uas ua rau Shlisky "ceev faj" suav nrog Rivian qhov kev thawb tawm ntawm nws lub tsheb tshiab, R2, txog 2026 thiab "qhov kev ncua tam sim ntawd ntawm kev nthuav tawm cov khoom ua ntej rov qab."
Related: Lucid tshaj tawm thoob plaws peb lub hlis twg poob, hais tias nws yog 'ntawm txoj kev' nrog cov khoom kim heev EV
Rivian tau hais tias nws muaj ntau dua 114,000 kev xaj khoom ua ntej rau nws cov tsheb hauv Asmeskas thiab Canada txij li hnub Monday, tab sis nws yuav tsis tshaj tawm cov lej ntawd mus tom ntej.
Shlisky tau hais tias "(Rivian) kuj ntseeg tias nws muaj nyiaj ntsuab los nqa mus rau 2025, tab sis peb ntseeg tias ntau yuav tsum mus ntawm no," Shlisky hais. Tus kws tshuaj ntsuam khaws qhov sib npaug ntawm kev muag khoom ntawm Rivian Tshuag.
Joseph Spak nrog RBC Peev tau ntaus lub suab ceeb toom zoo sib xws. Muaj "cov cim qhia ntawm kev txhim kho tab sis (tsim) ramps tsis zoo," Spak hais.
Saib kuj: Tesla cov khoom lag luam xaus rau qis tshaj hauv ze li 2 xyoo raws li kev muag khoom hnyav zuj zus
Kev ncua ntawm R2 lub platform tso tawm tuaj yeem ua rau qee qhov "lub suab nrov nyob ze," Spak hais. Tus kws tshuaj ntsuam tau txo qis nws lub hom phiaj ntawm Rivian mus rau $ 50, los ntawm $ 61, sawv cev rau 52% upside rau Tshuag txij hnub Thursday tus nqi.
Kev ncua sijhawm R2 platform tshaj tawm mus rau 2026 tej zaum yuav yog "xov xwm tsis txaus siab," Emmanuel Rosner nrog Deutsch Bank hais tias, tab sis Rivian zoo li yuav "ua qhov kev hloov pauv los xyuas kom meej lub sijhawm tsim nyog mus txog theem kev nce qib, tso cai rau nws los txhawb kev kawm. los ntawm R1 thiab (tus me nyuam van) platforms. "
"Txhua yam hauv, peb ntseeg tias Rivian tab tom qhia txog kev txhawb nqa kev ua haujlwm nyob ze thiab ua haujlwm hloov tshiab rau kev faib peev nyiaj txhawm rau khaws nyiaj ntsuab, uas yuav tsum tau txais tos zoo los ntawm cov tub ua lag luam," tus kws tshuaj ntsuam tau hais. Nws "txoj kev vam meej ntawm cov paj tau paj tag nrho kuj yog kev txhawb zog tshwj xeeb."
Rosner khaws qhov kev yuav khoom ntawm cov khoom lag luam thiab tweaked nws lub hom phiaj rau $ 43, los ntawm $ 44.
Dan Ives ntawm Wedbush zero nyob rau hauv qhov kev cia siab ntawm kev tsim khoom rau 2022, hais tias Rivian " tab tom taug kev cov saw hlau nyuaj heev hauv txoj kev zoo siab."
"Peb tau ceev faj zoo tias ntau qhov mob taub hau hauv Rivian zaj dab neeg tau pib nyob rau hauv daim iav saib tom qab," Ives hais. "Peb ntseeg tias zaj dab neeg no tsuas yog nyob rau hauv lub sijhawm thaum ntxov ntawm kev ua si nrog cov khoom tsim tawm tam sim no tiag tiag pib nyob rau hauv qhov chaw mus rau xyoo tseem ceeb heev tom ntej raws li kev sib tw EV caj npab ua si."
Ives khaws qhov sib npaug ntawm kev yuav khoom ntawm cov khoom lag luam tab sis kuj txo qis nws lub hom phiaj, mus rau $ 37 los ntawm $ 45.
Shares ntawm Rivian tau poob 69% xyoo no, piv nrog qhov poob ntawm 18% rau S&P 500 Performance index.
+ 5.54%
SPX,
Tau qhov twg los: https://www.marketwatch.com/story/rivian-shows-improvement-but-wall-street-remains-cautious-on-the-stock-11668101901?siteid=yhoof2&yptr=yahoo