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.
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Rivian's 2025 EV Deliveries Drop 18% Amid Slowing Demand for Premium Electric Vehicles
Rivian delivered 42,247 EVs in 2025, down 18% year-over-year, missing analyst expectations as the company prepares to launch its affordable R2 SUV in 2026.
Baird Turns Bullish on Rivian as R2 Launch Nears
Baird upgrades Rivian stock to Outperform, raises its price target to $25, and highlights the R2 launch and autonomy progress as key growth drivers.
Rivian Surges as Self-Driving Tech Impresses Analysts
Rivian shares surge to nearly 2-year high as analysts praise custom autonomous driving chip and affordable AI features, positioning company as potential #2 EV player in North America.
Rivian Builds Its Own AI Chip to Boost Future Self-Driving Features
Rivian has built its own AI chip, RAP1, to replace Nvidia tech and boost future self-driving features. The chip improves performance, lowers costs, and will debut in the R2 SUV.
Morgan Stanley Turns Cautious on Rivian Amid Prolonged EV “Winter”
Morgan Stanley downgrades Rivian to Underweight, keeping a $12 price target. The firm expects the EV slowdown to continue through 2026 while showing more confidence in traditional engines and hybrids.