"Rivian Automotive ( NASDAQ: RIVN | RIVN Price Prediction) reports fourth quarter and full year 2025 earnings tonight after market close. After a volatile stretch marked by recall headlines, analyst downgrades, and a sharp stock decline, investors are looking for clarity on execution and the path forward. Wall Street is focused on vehicle delivery numbers and whether Rivian can show progress toward positive gross margins."
"The R2 platform is the make-or-break story. Rivian has begun producing manufacturing validation units for its mid-size SUV, targeting initial deliveries in H1 2026. Any delay or lack of clarity on pre-order demand will hurt sentiment. The R2 is positioned as Rivian's mass-market play, and execution here determines whether the company can scale profitably. Gross margin trajectory is critical. Last quarter showed improvement, but the company needs to demonstrate a clear path to sustained positive gross margins."
Rivian reports fourth-quarter and full-year 2025 earnings after market close. The company delivered 42,247 vehicles for the full year, an 18% year-over-year decline attributed to softer EV market conditions and the expiration of federal tax credits. Q3 2025 EPS was -$0.65, beating estimates and recovering from a larger Q2 miss. Shares have fallen sharply, including a 12.8% drop in mid-January after a major recall, softer guidance, and a UBS downgrade. The R2 mid-size SUV program targets initial deliveries in H1 2026 and is critical for scaling. Gross margin trajectory and cash burn remain key investor concerns, with a $5.8 billion Volkswagen joint venture noted.
Read at 24/7 Wall St.
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