Citigroup Doubles Rivian Stake to New Record in Q3 2025
Citigroup doubled its Rivian stake to 8.54M shares ($125M value) in Q3 2025, reaching a four-year record.
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Rivian Beats Q3 Estimates, Cuts Losses, and Prepares R2 SUV Launch
Rivian Automotive reported better-than-expected Q3 2025 results, cutting per-vehicle costs and boosting revenue by 78% as it gears up for its new midsize R2 SUV launch in 2026.
Mizuho Downgrades Rivian Stock on Slowing EV Demand
Mizuho cuts Rivian rating to Underperform with $10 price target, citing expiring tax credits, weak EV demand, and lower 2026 delivery forecasts amid market headwinds.
General Motors Takes $1.6 Billion Charge to Right-Size EV Capacity
GM booked a $1.6B charge, reducing its EV production plans. Demand is slower than expected due to gov't ending tax credits and changing rules.
Lucid Hits Speed Bumps: Why Deliveries Missed the Mark and Analysts Are Concerned
Lucid missed Q3 deliveries by ~18%. Stock dropped >9%. Analysts downgraded to "strong sell" citing weak demand, cash burn, and high costs.
Rivian Lowers Annual Delivery Forecast Again
Rivian sales jumped due to a tax credit rush, but they cut their yearly delivery forecast. Costs are rising, making future profits tough.