Rivian's Mercedes kev koom tes yog qhov tseem ceeb thoob ntiaj teb yeej rau EV tsim, hais cov kws tshuaj ntsuam

Raws li cov lus cog tseg, lub chaw tsim khoom siv hluav taws xob nkaus xwb yuav tsim siv lub chaw Mercedes-Benz uas twb muaj lawm hauv Central lossis Eastern Europe. Cov nqe lus nyiaj txiag ntawm kev sib koom tes tsis tau nthuav tawm.

Saib tam sim no: Mercedes, Rivian ink sib koom ua lag luam los ua hluav taws xob vans

Qhov kev pom zoo muab Rivian nws thawj qhov tseem ceeb thoob ntiaj teb hneev taw kom tau raws li qhov xav tau thoob ntiaj teb rau EVs, raws li Wedbush tus kws tshuaj ntsuam Daniel Ives. "Peb pom qhov no yog qhov kev tawm tswv yim ntse los ntawm Rivian txhawm rau nkag mus rau Tebchaws Europe thaum txhim kho kev tsim khoom ntawm EDV [Electric Delivery Vehicle] platform kom tau raws li nws txoj kev loj hlob mus sij hawm ntev thiab tau txais txiaj ntsig lub hom phiaj," nws sau, hauv tsab ntawv tshaj tawm rau hnub Monday.

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. Amazon.com Inc.
AMZN,
+ 1.51%
nyuam qhuav pib dov tawm Rivian lub tsheb thauj khoom hluav taws xob, muab lub tuam txhab cov khoom lag luam txhawb nqa.

Shares ntawm Rivian, uas tau poob 63.8% xyoo no, tau nce 40.1% hauv peb lub hlis dhau los, piv rau S&P 500 Index's
SPX,
+ 0.62%
poob ntawm 14.7% hauv 2022 thiab 4.3% nce hauv peb lub hlis dhau los.

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

Muaj lub sijhawm ua lag luam loj ua ntej rau Rivian, raws li Ives. "Peb ntseeg hais tias Rivian yog primed los mus ntes cov loj heev influx ntawm tam sim no thiab yav tom ntej EV thov, peev ntawm ib tug tshwj xeeb ntiaj teb no TAM [Tag nrho Addressable Market] los ntawm ib tug core engineering thiab tsim foundations nrog rau Amazon kev lag luam kev sib raug zoo muaj peev xwm los ua ib tug loj EV. stalwart nyob rau kaum xyoo tom ntej, ”nws sau. "Kev tsim khoom tau txhim kho yam tsawg kawg nkaus rau 25k khoom xa tuaj rau xyoo no thiab peb muaj kev ntseeg siab tias cov neeg siv khoom tshwj xeeb txuas ntxiv mus rau FY23 nrog rau theem teeb tsa rau xyoo tom ntej."

Wedbush khaws nws $ 45 tus nqi lub hom phiaj thiab ua tau zoo tshaj qhov ntsuas rau Rivian.

Tus kws tshuaj ntsuam Baird Ben Kallo tseem ntseeg tias Mercedes-Benz deal yog qhov zoo rau Rivian, thiab nws yuav ua rau nws muaj nyob hauv Europe. Nws tau sau tias "Nrog ob peb cov ntsiab lus tau tshaj tawm txog kev sib koom tes, tag nrho cov chaw nyob hauv khw (TAM) rau cov tsheb ciav hlau hluav taws xob tseem tsis meej," nws sau. "Txawm hais tias tsis muaj qhov tseeb, RIVN tau teeb tsa kom tau txais txiaj ntsig los ntawm Mercedes ' nplai thaum qiv los ntawm nws txoj haujlwm thev naus laus zis muaj zog."

Rivian: 'Zombie' lub tuam txhab lossis them nqes mus rau EV kev vam meej?

Baird muaj $ 51 lub hom phiaj tus nqi thiab kev ntaus nqi zoo tshaj rau Rivian. "Raws li lub ntiaj teb ua kom nws hloov mus rau EVs, Rivian muaj lub sijhawm zoo los txhim kho kev sib tw rau Tesla txoj kev tswj hwm tam sim no," Kallo sau.

Tsis yog txhua tus, txawm li cas los xij, zoo li Rivian qhov kev cia siab. Lub hli tas los peev kev tshawb fawb tuam txhab New Constructs ntxiv Rivian rau nws daim ntawv teev cov tuam txhab "zombie"., hais txog nyiaj ntsuab raws li qhov teeb meem tshwm sim rau tus tsim tsheb. Lwm lub tuam txhab ntawm New Constructs 'cov npe "zombie" suav nrog Robinhood Markets Inc.
KHOOM NOJ,
+ 3.35%,
Carvana Co.
CVNA,
+ 7.26%,
 Freshpet Inc.
FRPT,
+ 3.11%,
 Peloton Interactive Inc.
PTON,
+ 2.91%,
 Snap Inc. 
SNAP,
-1.20%
thiab Beyond Meat Inc.
NTUJ,
-0.93%.

Lub hli dhau los Rivian qhia qhov kev poob qis dua li qhov kev cia siab thib ob hauv peb lub hlis twg tab sis hais tias tam sim no cia siab tias 2022 poob ntawm $ 5.45 nphom, dav dua li qhov kev kwv yees ua ntej ntawm $ 4.75 billion poob.

Saib tam sim no: Rivian tshem tawm cov nqi qis dua ntawm nws cov khoom siv hluav taws xob

Ntawm 18 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 11 muaj qhov hnyav dhau los lossis yuav qhov ntsuas ntawm Rivian, rau qhov muaj qhov ntsuas ntsuas thiab ib qho muaj qhov ntsuas qis.