Rivian

RIVN

Market cap $18.6B

Rivian CFO Claire McDonough speaks exclusively with Bloomberg's Lisa Abramowicz at the JPMorgan Leveraged Finance Conference in Miami about the upcoming launch of its lower-cost R2 electric SUV, dealing with tariffs and supply chain issues and hiring plans in the US.

The electric vehicle maker's sales growth is set to ramp up significantly in the year ahead. Rivian is poised to release its R2 model, a smaller SUV that should cost less than $50,000.

Rivian Automotive remains a 'sell' due to persistent cash burn, ongoing losses, and heavy shareholder dilution despite a strong balance sheet. RIVN's 2025 vehicle deliveries and revenues declined as the company transitioned to the R2 platform, with production and demand impacted by expiring tax credits and supply constraints. The Software and Services segment is a bright spot, delivering $1.56B in revenue and a 37% gross margin in 2025, but automotive losses per vehicle remain significant.

Tesla's relative valuation premium is warranted. Rivian stock still offers compelling value due to 2026 upside.

With the threat of a ballot initiative looming, a slate of auto dealers in Washington have come out in support

Austin, TX, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, will host its sixth annual  Inc.  Founders House at SXSW March 13-15, at Foxy's Proper Pub (201 Brazos Street).   Over three days, Inc. Founders House SXSW offers a one-of-a-kind hub for the driven people starting, running, and growing businesses.

AI will determine the future of EV stocks, and Rivian is preparing to compete heavily. This year, it also expects to start shipments of its first vehicle priced under $50,000.

IRVINE, Calif.--(BUSINESS WIRE)--Rivian Automotive, Inc. (NASDAQ: RIVN) today announced that its leadership team will participate at two upcoming investor conferences: J.P. Morgan 2026 Global Leveraged Finance Conference on Tuesday, March 3. Claire McDonough, Chief Financial Officer will participate in a fireside chat at 10:15am ET. A live webcast will be available here. Morgan Stanley 2026 Technology, Media & Telecom Conference on Thursday, March 5. Claire McDonough, Chief Financial Office.

As macro headwinds and a software sell-off raise challenges against Wall Street, Aquiles Larrea, Jr. sees investors setting the stage for a rebound. With today's Big 3, Aquiles sees opportunity in Microsoft's (MSFT) pullback, Caterpillar's (CAT) long-term ties to the AI picture, and Rivian's (RIVN) potential to capitalize on an expanding EV industry.

Rivian expects a sharp rise in EV deliveries this year. It will deploy its third-generation autonomy platform on the R2 later this year.