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Rivian stock rises 15% as automaker tops Q4 expectations, targets significant production increase

On Thursday, Rivian beat Wall Street's expectations and published its shareholder letter and earnings report, warning it will continue losing money as it launches the R2 next-generation vehicle.
At the same time, software and services revenues surged by more than 100% in Q4 to $447 million, supporting the quarter's strength, while automotive revenues declined due to a $270M regulatory credit sales decrease.
Rivian built 10,974 vehicles in Q4 2025, delivered 9,745, and the full‑year 2025 deliveries totaled 42,247, with Q4 revenue at $5.29 billion.
Heavy insider selling and analyst downgrades have weighed on sentiment, with investors seeking clarity on gross margin trajectory and R2 execution, as UBS and Wolfe Research set targets and downgrades in recent weeks.
The company is guiding to 62,000–67,000 deliveries in 2026 and expects adjusted losses of-$1.8 billion to-$2.1 billion with capital expenditures of $1.95 billion to $2.05 billion.

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Rivian offers investors hope it can withstand a bleak EV market

By Kara Carlson | Bloomberg After a brutal year for the US electric-vehicle industry, Rivian Automotive handed investors a rare reason for optimism. The EV manufacturer based in Irvine reported better-than-expected fourth-quarter results and its first-ever annual gross profit, a key milestone after years of consistent losses. The signs of progress come as the company prepares to begin selling its R2 midsize SUV, a lower-priced EV that Rivian hop…

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