Electric tsheb pib Rivian (RIVN) yuav tshaj tawm cov nyiaj tau los lig hnub Wednesday, raws li tus neeg siv khoom tseem ceeb Amazon (AMZN) dov tawm ntau tshaj 1,000 ntawm nws cov hluav taws xob vans tsuas yog nyob rau lub sijhawm rau cov khoom xa tuaj hnub so. Rivian Tshuag Rose.
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Qhov kev nthuav tawm ua raws li kev tshaj tawm thaum Lub Xya Hli uas ntau pua EDVs tau xa mus rau hauv cov nroog xaiv. Amazon tau xaj 100,000 lub tsheb xa hluav taws xob hauv tag nrho, uas nws xav tias yuav muaj nyob hauv tes los ntawm 2030, lub tuam txhab tau hais hauv nqe lus tsis ntev los no.
Rivian yog thawj lub tuam txhab tsim lub tsheb thauj khoom hluav taws xob nrog nws cov qauv R1T thaum lub Cuaj Hlis 2021. Tom qab xyoo ntawd, nws tau nthuav tawm nws lub tsheb R1S kev ua si nawv.
Kev tsim khoom ramp-up tau nyuaj, txawm li cas los xij. Supply-chain woes thiab inflation tau jacked tus nqi ntawm cov khoom thiab kev ua haujlwm. Raws li qhov tshwm sim, Rivian tau nce tus nqi ntawm nws cov tsheb hauv lub Peb Hlis 2022, uas ua rau qee tus neeg yuav khoom tshem tawm cov xaj.
Tseem, nws tswj tau tsim 4,401 lub tsheb thiab xa 4,467 EVs hauv Q2. Thaum lub sijhawm, nws tau lees paub nws lub hom phiaj ntawm kev tsim 25,000 EVs hauv 2022, txo qis nws qhov kev kwv yees ua ntej.
Rivan lub backlog rau nws cov R1T khaws tau nce mus txog 98,000.
Tab sis muaj mob zuj zus lawm. Rivian Tshuag plunged nyob rau hauv Lub kaum hli ntuj thaum lub carmaker tshaj tawm ib rov qab yuav luag tag nrho nws cov tsheb kho qhov tsis xws luag.
Lub tuam txhab forges ua ntej nrog kev koom tes tshiab, txawm li cas los xij. Thaum lub Cuaj Hlis, Rivian thiab German automaker Mercedes-Benz tau kos npe rau daim ntawv cog lus ntawm kev nkag siab los ua cov hluav taws xob loj loj rau txhua lub npe.
"Nrog rau kev tsim khoom xav kom tau raws li 25,000 rau lub xyoo, kev koom tes tseem ceeb ntawm Mercedes thiab Amazon tus khub tseem ceeb, peb ntseeg tias Rivian muaj peev xwm los ua ib tus thawj coj tseem ceeb hauv kev lag luam hluav taws xob tsheb nyob rau kaum xyoo tom ntej," Wedbush kws tshuaj ntsuam Dan Ives hais rau IBD. "Txawm li cas los xij, muab cov kev sib tw macroeconomic, chip tsis txaus thiab kev tsis txaus ntseeg ntau lawm, Txoj Kev tau tsa ob peb nqe lus nug tseem ceeb saib mus rau lub tuam txhab yav tom ntej."
Ives txawm li cas los xij qhov kev cia siab tias Rivian tuaj yeem txuas ntxiv nce kev tsim khoom thaum tseem muaj zog thov.
Rivian Cov Nyiaj Tau Los
Kwv yees: Cov kws tshuaj ntsuam FactSet cia siab tias Rivian yuav txiav kev poob qis dua ib xyoos dhau los los ntawm 77% rau $ 1.79. Tab sis qhov kev poob ntawd yuav ua rau lub quarter dhau los poob ntawm $ 1.62 ib feem. Kev muag khoom tau pom ntaus $ 550.3 lab vs. $ 364 lab lub quarter dhau los.
tau: Khij rov qab Hnub Wednesday.
Thaum Lub Kaum Hli, Rivian tshaj tawm tias nws tau tsim 7,363 lub tsheb hluav taws xob ntawm nws qhov qub, Ill., cog thiab xa 6,584 EVs thaum lub quarter thib peb xaus rau lub Cuaj Hlis 30, 2022.
Rivian Tshuag
Shares tau nce 2.3% rau 32.03 ntawm lub Tshuag lag luam hnub no. Rivian Tshuag yog nyob rau hauv kev sib sau nrog $ 40.96 yuav taw tes, raws li MarketSmith.
Cov Tshuag tau tawm ntawm nws txhua lub sijhawm siab nyob ze 180 thaum lub Kaum Ib Hlis 2021. Rivian Tshuag muaj cov hauv paus tsis muaj zog, nrog rau RS Qhov Kev Ntsuas tsuas yog 27 tawm ntawm qhov zoo tshaj plaws-muaj peev xwm 99.
Shares tab tom ua lag luam hauv qab lawv qhov poob qis 50-hnub kab.
Rival EV pib Xav tau (LCID), uas tshaj tawm cov nyiaj tau los rau hnub Tuesday, poob 3.2%. EV tus thawj coj Tesla (TSLA) poob 2.8%.
Ua raws li Adelia Cellini Linecker ntawm Twitter @IB_Adelia.
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Tau qhov twg los: https://www.investors.com/news/rivian-stock-earnings-on-tap-as-key-client-amazon-rolls-out-more-electric-delivery-vans/?src=A00220&yptr=yahoo