TD Cowen Turns Upbeat on Rivian – $20 Target as R2 Could Crush Forecasts
TD Cowen upgrades Rivian to Buy from Hold with $20 price target after strong R2 demand analysis (212K-335K units). Bullish ahead of March 12 reveal as shares dip 20% YTD.
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Bank of America Downgrades Rivian & Lucid, Upgrades GM & Ford in EV Slowdown
BofA updates ratings on Rivian, Lucid, GM, and Ford. EV startups face headwinds from slower adoption, while traditional giants like GM and Ford benefit from regulatory changes favoring gas-powered trucks and SUVs.
Rivian Delivers Strong Q4 2025 Results and Eyes Big Growth with R2 SUV
Rivian beat Q4 expectations with better losses and revenue, shares jumped, and the affordable R2 SUV launch in 2026 promises higher deliveries despite ongoing challenges in the EV market.
UBS Downgrades Rivian Stock: Why Expectations May Be Too High
UBS cuts Rivian to Sell, raises target to $15, and warns that investor expectations around AI and the R2 launch may be too optimistic.
Wolfe Research Downgrades Rivian: Why the Risk Is Rising
Wolfe Research cuts Rivian to Underperform with a $16 target, citing weaker fundamentals, higher losses, and growing downside risks.
Lucid EV Deliveries Beat Expectations Despite Industry Headwinds
Lucid Group reports Q4 2025 deliveries of 5,345 vehicles, surpassing estimates as new Gravity SUV helps offset expired tax credits and weakening demand for premium EVs.