RI RIVN Rivian Automotive Inc. Loading... : Bullish and Bearish Analyst Opinions

Author warns of a 2021-style speculative top and impending downside but does not state a current short position, only advising readiness for volatility.

Author asks for a lookover of NIO, RDDT, and RIVN without stating any personal position or directional view on the tickers.

Author calculates R2 COGS at ~$57,600 vs. realized ASP of ~$66,300, yielding ~$8,700 gross profit per vehicle, with additional savings from non-BOM and potential software revenue. R2’s launch and scaling (target 2026) can flip Rivian from burning ~$700M/quarter to positive automotive gross profit, reducing cash burn and enabling monetization of autonomy/software. If R2 succeeds, Rivian’s path to profitability and re-rating is clear; current stock price (-85% in 5 years) already prices in failure, offering asymmetric upside. R2 production delays, lower-than-expected demand, macroeconomic headwinds (recession, EV credit changes), or cost overruns could invalidate the thesis.

Author acknowledges chart similarity between LYFT and RIVN but hesitates to call them identical, offering a neutral opinion that both are good here.

The author outlines three investment niches—enablers, beneficiaries, and crypto—listing specific tickers as thematic baskets but uses no explicit position language for any single ticker, making all watch.

The author expresses a long-term bullish opinion on Rivian but hedges with uncertainty about short-term direction, making it a watch rather than a position.

Buy RIVN on R2 vehicle launch as a fundamental inflection catalyst, with improving gross profit, net income trajectory, and strong R&D cash position; author holds an existing long-term position and targets $41 then $68.

A +5 upvoted comment says “Looking at RIVN, might be something there” without further detail. The vague mention could indicate a bottom‑fishing play by retail, but no catalyst or thesis is provided. Insufficient data to form a strong trade; treat as a low‑confidence watch. No additional support; RIVN is a volatile EV name with mixed fundamentals.

Author discloses Rivian (RIVN) as fourth-largest long-term portfolio position, indicating active long exposure and sustained bullish view.

Self-RT — speaker reiterates bullish conviction on $RIVN (a disclosed top-5 holding) using holder 'we' language, expecting it to send much higher in 2026; $HOOD is the chart benchmark.

The tweet compares Rivian's stock price behavior to cryptocurrency volatility, implying erratic trading without expressing a clear directional view.

Avoid RIVN as the speaker warns of unsustainable cash burn, with billions lost per quarter and no path to profitability highlighted.

Speaker states Rivian is set up to be a winner over the span of a year or so, favoring fundamentals over hype; bullish multi-month view on $RIVN.

Bullish on RIVN over the next year based on positive trajectory, though catalyst is unspecified.

Speaker is slowly DCAing into $RIVN as a long-term hold, going slow because he expects a possible short-term pullback — confirmed active accumulation of a long position.

Jason argues Waymo's cost criticism is outdated as they and others will deploy 40-50k affordable AVs this year, with Tesla-style two-seater $30k models boosting adoption and SUV demand.

Long $RIVN — speaker self-RTs that the market sell-off made several names undervalued and lists $RIVN as one of his buy-the-dip picks.

Speaker calls $RIVN undervalued after market selloff (valuation thesis).

Explicit portfolio list: 'If I had to hold 10 stocks for 2026' — first-person commitment to holding $RIVN.

Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but

Rivian looks like it will survive.

Explicit 'best portfolio for 2026' equal-weight 10-position list — speaker advocates holding $RIVN at 10% allocation.

Rivian R2 will double company sales.

Speaker says he's 'betting on these companies doing well in the future' including $RIVN — explicit position-grade commitment.

EVs are heavily undervalued with more in the tank; explicitly names RIVN as undervalued and expects EVs to send higher.

Holds RIVN alongside NIO and favors a split position; sees it as riskier but still a hold, timing of takeoff uncertain — first-person ownership with a hold stance.

Explicit 'Buy' recommendation as pick #4 in '5 stocks that you buy and hold' list: structural inflection coming, R2 launch 2026 mass-market, unit economics improving with scale.

Speaker adds $RIVN to his 'best stocks to buy at these levels' list — extension of prior basket buy-the-dip call.

Speaker's '5 stocks to buy and hold for the next year' basket — $RIVN listed fourth.

Rivian lost $3.6B last year on 42,000 deliveries, equating to $86,000 of value destroyed per vehicle. Its new partnership with Uber for 50,000 robotaxis by 2031 lacks a vehicle design, factory, autonomy software, or clear timeline. The company's fundamental economics are unsound, and its ambitious autonomy partnership appears strategically unrealistic given its lack of scale, expertise, and comparable inefficiency versus focused competitors. Rivian's business model is unsustainable without continuous external subsidization, and its new strategic initiative highlights execution risk rather than a viable path to profitability. A new major investor or partner could provide a longer lifeline, or technology breakthroughs could unexpectedly accelerate its timeline.