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RIRIVN

Rivian Automotive, Inc.

$RIVN·$19B·Auto - Manufacturers·Consumer Cyclical
$15.23-2.0%YTD-23.0%1Y+6.4%
Price updated 15h ago·X counts updated 5d ago
RIRIVN
$RIVNRivian Automotive, Inc.
$15.23-1.99%565 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RIVN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

565X posts · last 7 days
Aug 30Sep 12
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RIVN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-16

Rivian bulls are calling $20B priced-for-bankruptcy on a name that just cashed $300M from Uber, expects another $250M this year, and holds an initial 10,000-vehicle order plus a 40,000-vehicle option — plus separately disclosed software licensing fees on every vehicle running Rivian's driver system. Bulls flag $16-$17 as the technical breakout, R2 launch color, robotaxi tests expanding to Chicago. One impatient investor jokes about a class action if autonomy updates don't land by September 30.

Read what X is saying about $RIVN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RIVN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The Uber robotaxi licensing deal is real money — RIVN's still priced 'for bankruptcy' at ~$20B.

Rivian is the electric-vehicle maker best known for R1 pickups and SUVs and, in the last twelve months, for the Uber robotaxi licensing deal that reframes it as a software/autonomy company as much as an OEM. The stock has drifted despite the deal delivering real cash.

  • The Uber deal is the actual bet: $300M already received, $250M more expected on milestone, and additional funding tied to L4 R2 vehicles across 25 markets — a real revenue stream the sell-side hasn't fully modeled.
  • The vehicle business is still bleeding: Q1 revenue grew 11% YoY at $1.38B with a -64% operating margin — R2 launch and margin unlock are FY27 events, so the tape isn't wrong to demand proof.
  • Governance is fresh: CFO Claire McDonough resigned effective Oct 30, with VP Derek Mulvey as Interim CFO — right ahead of Uber-milestone timing, this is a real overhang.

At 31% of the 52w range and just below both MAs — coiling — a hit RAP1 chip test milestone (ending in weeks), a point-to-point autonomy demo by year-end, or a formal CFO successor restarts the move; a Q3 print (Nov 3) with a further margin walk-down or an Uber milestone slip turns coiling into breaking-down.

Agrees with X sentimentX's 'patient bulls, dead-chart bears' framing is honest — the Uber $300M cash is real and the $20B market cap does price too much bankruptcy risk. The CFO departure Oct 30 is what X isn't weighting — CFO transitions right before catalyst timing are the definition of an overhang.

What to watch: RAP1 chip test milestone (weeks away), point-to-point autonomy demo by year-end, or a formal CFO successor announcement. Q3 print Nov 3 with further margin walk-down or an Uber milestone slip turns coiling into breaking-down.

On the calendar: 2026-11-03 — Q3 earnings

uber robotaxi dealcfo departureautonomy milestones

Read the AI verdict on $RIVN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures electric pickup trucks (R1T) and SUVs (R1S) for consumers, plus electric delivery vans for Amazon under a strategic partnership.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $RIVN.

Auto - Manufacturers · Consumer Cyclical

JPMorgan's robotaxi note shows cash flows concentrating at TSLA equity rather than a public network; Goldman's 6.5M humanoid robot forecast doubles down on Tesla as the multi-platform beneficiary of autonomous buildout. Legacy OEMs remain caught between tariff cost structures and margin-dilutive EV scale-up while Chinese brands (BYD, NIO) continue compressing mid-market pricing.

What this means for $RIVN

Partial — Amazon delivery van contract is structurally sound; consumer R1T/R1S ramp is the execution test, and new R2 color options signal normalising order flow rather than demand acceleration.

Industry benchmark

14-name peer basket
-22.6%YTD
-28.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-30.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-68.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-70.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-1.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-0.47$-0.66+29.1%
Q1 2026Apr 30, 2026$-0.55$-0.63+13.0%
Q4 2025Feb 12, 2026$-0.54$-0.71+23.8%
Q3 2025Nov 4, 2025$-0.70$-0.74+5.3%
Next earningsTue, Nov 3·consensus EPS $-0.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+11.4%8.6%-63.8%$-0.33$-526.0M
Q4 FY25$1.3B-25.8%3.2%-64.8%$-0.66$-1.1B
Q3 FY25$1.6B+78.3%-3.1%-63.1%$-0.96$-421.0M
Q2 FY25$1.3B+12.5%-15.8%-85.5%$-0.97$-398.0M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$6.6B – $7.7B-$2.30-$2.57 – -$2.1518
FY27$11.8B$10.6B – $12.6B-$1.89-$2.67 – -$1.3518
FY28$16.0B$13.5B – $23.5B-$1.34-$1.69 – -$0.5517
FY29$26.1B$22.5B – $33.5B-$0.40-$0.54 – -$0.3313
FY30$33.7B$29.1B – $43.3B$0.41$0.34 – $0.568

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Callahan Michael JohnChief Administrative Officer15.0K sh$244KSellAug 20Claire McdonoughCFO8.0K sh$128KSellAug 18Claire McdonoughCFO13.1K sh$191KSellJul 6Karen BooneDirector20.0K sh$400KSellJun 3Claire McdonoughCFO8.0K sh$144KSellMay 29Claire McdonoughCFO8.0K sh$128KSellMay 28Robert J ScaringeCEO34.8K sh$522KSellMay 21Claire McdonoughCFO7.6K sh$106KSellMay 18Claire McdonoughCFO5.5K sh$74KBuyMay 15Aidan N. GomezDirector18.0K sh$251K
1–10 of 14
+ 28 other (16 awards · 12 inkinds) in window

See when $RIVN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Rivian Automotive announced that CFO Claire McDonough will resign effective October 30, 2026, and Derek Mulvey, currently Vice President of Finance, has been appointed Interim CFO effective at the time of her departure while a comprehensive external search for a permanent CFO is conducted. The Board accepted McDonough’s resignation; no disagreement with management or the Board was cited. McDonough’s departure removes an experienced financial executive at a critical juncture in Rivian’s production ramp and capital-raising activities. The CFO transition adds near-term uncertainty to investor relations and capital markets communications.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

Rivian Automotive filed a final prospectus supplement (424B5) for the public offering of 75 million shares of Class A common stock at $15.50 per share, with a full overallotment option for 11.25 million additional shares, bringing maximum total offering to 86.25 million shares and gross proceeds to approximately $1.337 billion. The offering is made pursuant to Rivian's effective shelf registration statement. Goldman Sachs and Morgan Stanley led the offering as joint book-running managers. Proceeds are intended for general corporate purposes including potential repayment of DOE loan obligations and funding ongoing manufacturing scale-up.

424B5Prospectus supplement (offering)Jul 6424B5
AI summary

Rivian Automotive, Inc. filed a preliminary 424B5 prospectus supplement on July 6, 2026 for the sale of 75,000,000 shares of Class A common stock (plus a 30-day 11.25M-share overallotment option), priced at market from a last reported sale of $18.63 on July 2, 2026 — implying gross proceeds of approximately $1.40 billion at that price. The offering is off Rivian's existing shelf (No. 333-295470). This is a large, immediately dilutive equity raise; the 75M share base represents meaningful dilution to existing shareholders and is likely intended to fund ongoing vehicle production ramp and capital investment.

8-KPress release / Reg FDJul 28-K — Item 7.01: Press release / Reg FD
AI summary

Rivian announced Q2 2026 total vehicle production and deliveries via press release (Exhibit 99.1). Actual figures are in the exhibit. Key quarterly production and delivery data disclosure.

8-KShareholder voteJun 268-K — Item 5.07: Shareholder vote
AI summary

Rivian Automotive, Inc. held its 2026 Annual Meeting on June 22, 2026, with approximately 78.39% of combined voting power represented (976,546,842 Class A and 3,912,500 Class B shares). Class II directors Karen Boone (618,888,357 votes for) and Aidan Gomez (702,024,906 votes for) were elected to serve until 2029; KPMG LLP was ratified as independent auditor with 999,469,299 votes for; say-on-pay received 508,489,685 votes for. Routine annual meeting results — board continuity confirmed with no contested director elections or meaningful opposition.

8-KUnregistered equity saleMay 48-K — Item 3.02: Unregistered equity sale
AI summary

RIVN filed an 8-K (Item 3.02) dated 2026-05-04. – Unregistered Sales of Equity Securities In April 2026, Rivian Automotive, Inc., a Delaware corporation (the “Company”) achieved Milestone #1 as defined in the Subscription Agreement dated March 18, 2026 (the “Subscription Agreement”) that the Company entered into with SMB Holding Corporation (“SMB”) and Uber Technologies, Inc. (“Uber”), which was.

S-3ASRAuto-shelf registrationApr 30S-3ASR
AI summary

RIVN filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-04-30. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KMaterial agreementApr 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

RIVN entered into a amendment (8-K Item 1.01, dated 2026-04-30). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 13 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

2 Beaten-Down Stocks With Massive Upside Potentialfool.com·20h agoA Rivian Insider Sells 15,000 Shares for $244,000 Amid a CFO Transitionfool.com·23h agoRivian: Thank You, Demos!seekingalpha.com·1d agoRivian Calls R2 Launch an Inflection Point as Demand, Autonomy Plans Acceleratemarketbeat.com·2d agoRivian Automotive, Inc. (RIVN) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.com·2d ago

In themes

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EVs & Autonomous Vehicles

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Voices on X · last 7 days

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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