"Rivian beat on both lines last quarter: EPS of -$0.66 versus -$0.71 estimated and revenue of $1.286 billion, though revenue fell 25.8% year over year as federal EV tax credits expired September 30, 2025."
"Management expects roughly 60% year-over-year growth in the Software & Services segment, driven by a Volkswagen joint venture that generated $447 million in Q4 revenue, up 109% YoY."
"Polymarket currently prices a 28% probability of a Rivian bankruptcy announcement before 2027, highlighting the ongoing tail risk for the company."
Rivian reports Q1 2026 results on April 30, 2026, with significant focus on R2 customer deliveries expected in Q2. Last quarter, Rivian exceeded EPS and revenue estimates, despite a year-over-year revenue decline due to expired EV tax credits. CEO RJ Scaringe emphasized 2026 as a pivotal year. Key metrics to watch include R2 readiness, delivery cadence, software revenue growth, cash burn, and potential bankruptcy risks. Analyst consensus targets Rivian shares at $18.16, with outcomes dependent on R2 manufacturing validation and software performance.
Read at 24/7 Wall St.
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