Rivian: 'Zombie' lub tuam txhab lossis them rau txoj hauv kev rau EV kev vam meej?

Qhov no yog lub sijhawm tseem ceeb rau lub tuam txhab tsheb Rivian Automotive Inc., vim nws sib ntaus sib tua rau nws qhov chaw hauv kev sib tw hluav taws xob tsheb lag luam.

Rivian Automotive Inc
RIVN,
+ 2.48%

Tus nqi Tshuag tau poob 64.6% xyoo no, tshaj S&P 500 Index's
SPX,
+ 1.76%

poob ntawm 13.5%. Cov tub ntxhais hluas lub tsheb tsim, uas mus rau pej xeem Xyoo tas los, tau tawm tsam nrog cov teeb meem tsim khoom, tab sis nws cov naj npawb tsim tawm lub hli dhau los tau pom tias yog qhov zoo los ntawm Wall Street, xa nws Tshuag rallying. Lub tuam txhab tseem khaws nws lub hom phiaj ntawm kev tsim 25,000 lub tsheb xyoo no.

Rivian piav qhia nws tus kheej ua tus tsim ntawm "lub tsheb taug txuj kev nyuaj," xws li nws lub tsheb thauj khoom R1T thiab R1S SUV. Lub tuam txhab cov khoom lag luam tau txais kev txhawb nqa lub hli tas los thaum Amazon.com. Inc.
AMZN,
+ 3.13%

pib dov tawm Rivian's electric delivery vans.

Txawm li cas los xij, lub tuam txhab tshawb fawb kev nqis peev tshiab Tshiab Constructs ntxiv Rivian rau nws daim ntawv teev cov tuam txhab "zombie". Hnub Tuesday, hais txog nyiaj ntsuab yog qhov teeb meem uas muaj peev xwm rau tus tsim tsheb. Lwm lub tuam txhab ntawm New Constructs 'cov npe "zombie" suav nrog Carvana Co.
CVNA,
+ 10.09%
,
Freshpet Inc.
FRPT,
+ 4.06%
,
Peloton Interactive Inc.
PTON,
+ 5.32%
,
Snap Inc.
SNAP,
+ 5.86%

thiab Beyond Meat Inc.
NTUJ,
+ 1.86%
.

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 Automotive cov khoom lag luam yog qhov txaus ntshai ntawm kev poob qis rau $ 0 ib feem vim tias nws ntsib cov nyiaj tsis txaus uas yuav tsum txhawj xeeb cov tub ua lag luam," David Trainer, CEO ntawm New Constructs tau sau rau hauv ib daim ntawv. "Rivian yuav tsum txiav cov nqi ntau thiab txo nws cov nyiaj kub kub, uas yuav nyuaj heev vim nws yuav tsum nce ntau lawm thiab ntsuas kom tau raws li cov tub ua lag luam cov kev cia siab siab hauv kev lag luam hluav taws xob sib tw heev."

Lub tuam txhab muaj $ 17 nphom hauv cov nyiaj ntsuab thiab qhov sib npaug ntawm qhov kawg ntawm nws thawj peb lub hlis twg, uas tau xaus rau lub Peb Hlis. Qhov no tsis suav nrog lub peev xwm nyob rau hauv ib qho cuab yeej cuab tam-raws li qhov chaw qiv nyiaj. Lub tuam txhab thawj peb lub hlis twg poob los ntawm kev ua haujlwm yog $ 1.579 billion, tom qab poob ntawm $ 410 lab hauv lub quarter dhau los. Kev lag luam poob tau ua rau muaj qhov loj zuj zus poob ntawm $ 1.593 nphom, tom qab qhov poob ntawm $ 414 lab hauv tib lub sijhawm xyoo tas los.

Thaum New Constructs txhawj xeeb txog Rivian qhov kev cia siab, tsawg kawg yog ib tus kws tshuaj ntsuam ntseeg siab tias lub tuam txhab tab tom mus rau qhov raug. "Peb ntseeg tias qhov tsis sib xws Rivian yog nyob rau hauv txoj hauv kev rau kev vam meej thiab nws txoj kev tsim khoom tam sim no rov qab los," Dan Ives, tus thawj coj tswj hwm thiab tus kws ntsuam xyuas kev ncaj ncees laus ntawm Wedbush, hais rau MarketWatch. "Lub tuam txhab muaj lub hauv siab ua tsov rog muaj zog thiab lawv yuav ua pov thawj rau cov neeg ntxub ntxaug ua txhaum ib qho kev xa khoom ib zaug."

Wedbush muaj qhov ua tau zoo tshaj plaws rau Rivian thiab tsa nws tus nqi phiaj rau $40 los ntawm $30 lub hli tas los. Lub tuam txhab hluav taws xob tsheb, Wedbush tau hais tias, tab tom pib kov yeej cov teeb meem tsim khoom uas tau teeb tsa lub tuam txhab nyob rau lub hlis tsis ntev los no.

Saib tam sim no: Rivian 'thaum kawg pib tig lub ces kaum' hais tias Wedbush, tsa EV tus tsim lub hom phiaj

DA Davidson muaj qhov ntsuas tsis zoo ntawm Rivian thiab $ 24 tus nqi phiaj. "Peb tsis tau muab lub hom phiaj ntawm $ 0 ntawm qhov sib koom, txawm li cas los xij - qhov ntawd yuav yog qhov poob qis heev," Michael Shlisky, tus thawj coj ntawm kev tshawb fawb txog kev ncaj ncees ntawm DA Davidson & Co, hais rau MarketWatch. "Peb muaj kev txhawj xeeb txog cov nqi ntawm kev tsim lub ntug dej hiav txwv-rau-ntxhais network ntawm cov chaw them nqi thiab cov chaw ua haujlwm, nrog rau kev tso tseg kev tshem tawm yog tias tsab cai lij choj txo qis nyiaj txiag zaum kawg tsis hloov pauv."

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 Wall Street Journal.

Hnub Sunday 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.

Lwm qhov chaw, xws li cov nqi siab dua los ntawm cov chaw muag khoom thiab cov nqi nce siab rau kev pabcuam tsheb uas twb muaj lawm, kuj tseem muaj kev pheej hmoo rau Rivian cov nyiaj kub kub, raws li Shlisky.

Saib tam sim no: Cov tuam txhab 'zombie' no tuaj yeem hnov ​​​​cov nyiaj ntsuab hlawv, ceeb toom New Constructs

Rivian kuj tseem yuav tau nthuav dav thoob ntiaj teb kom ua tiav qhov ntsuas xav tau los sib tw ntawm tus nqi, Shlisky ntxiv. "Cov no yog tag nrho hauv Rivian cov phiaj xwm mus sij hawm ntev, tab sis kev ua tiav ntawm cov phiaj xwm no yuav yog qhov tseem ceeb," nws hais.

Ntawm 17 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 10 muaj qhov kev yuav khoom ntawm Rivian, rau qhov muaj kev tuav pov hwm thiab ib qho muaj kev muag khoom.

Rivian tshaj tawm nws cov txiaj ntsig thib ob tom qab kev lag luam kaw rau hnub Thursday.

Tau qhov twg los: https://www.marketwatch.com/story/rivian-zombie-company-or-charging-down-a-path-to-ev-success-11660074800?siteid=yhoof2&yptr=yahoo