"Rivian Automotive ( NASDAQ:RIVN) delivered 42,247 vehicles in 2025, down 18% year over year, yet the stock surged 49% over the past 12 months. The company's $23.8 billion market cap reflects investor belief in its Amazon delivery van partnership, optimism around its upcoming R2, and adventure-focused consumer trucks. Third quarter revenue hit $1.56 billion, up 78% year over year, though the company still burns cash with a negative 3.1% gross margin."
"Reddit's retail crowd sees Rivian as the scrappy American underdog, with consistent bullish sentiment scores between 62 and 64. One WSB user captured the market's confusion: "Rivian delivered 42,247 vehicles, down 18% year over year, while NIO delivered 326,028 vehicles, up 47% year over year. Despite this, Rivian's market cap is about $24B, compared to NIO's $11B." That valuation gap shows how much faith investors place in American EV makers versus Chinese competitors, even when the numbers don't support it."
Investor focus has shifted toward robotaxis, robotics, and future addressable energy markets rather than quarterly vehicle delivery counts. Tesla's ten-year chart remains impressive, but the stock has underperformed the broader market over the last five years. Alternatives to NVIDIA were evaluated and ranked by ability to reshape transportation. Rivian delivered 42,247 vehicles in 2025, down 18% year over year, has a $23.8 billion market cap, partnerships with Amazon, plans for the R2, $1.56 billion in third-quarter revenue, and a negative 3.1% gross margin. Retail sentiment favors Rivian despite weaker metrics. QuantumScape has zero revenue, burns cash, and pursues solid-state batteries promising faster charging and longer range.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]