Rivian Stock Is Rallying Monday: What's Driving The Action?
Rivian Stock Is Rallying Monday: What's Driving The Action?
Rivian Automotive Inc (NASDAQ:RIVN) shares are trading higher Monday after multiple analysts raised their price targets on the EV stock.
在多位分析師提高了電動汽車股票的目標股價之後，RIVIAN Automotive Inc（納斯達克股票代碼：RIVN）股價週一上漲。
- Barclays analyst Dan Levy maintained Rivian with an Equal-Weight and raised the price target from $10 to $14.
- 巴克萊分析師丹·利維維持Rivian的同等權重，並將目標股價從10美元上調至14美元。
- Canaccord Genuity analyst George Gianarikas maintained Rivian with a Buy and raised the price target from $20 to $30.
- Canaccord Genuity分析師喬治·賈納裏卡斯維持了買入的利維安，並將目標股價從20美元上調至30美元。
- RBC Capital analyst Tom Narayan maintained Rivian with a Sector Perform and raised the price target from $11 to $14.
- 加拿大皇家銀行資本分析師湯姆·納拉揚維持了Rivian的行業表現，並將目標股價從11美元上調至14美元。
- Goldman Sachs analyst Mark Delaney maintained Rivian with a Neutral and raised the price target from $11 to $14.
- 高盛分析師馬克·德萊尼將Rivian維持在中性水平，並將目標股價從11美元上調至14美元。
What To Know: In a new note to clients on Monday, Goldman's Delaney provided key takeaways from Rivian's investor day last week.
須知：在週一給客戶的一份新報告中，高盛的德萊尼提供了上週Rivian投資者日的關鍵要點。
The analyst highlighted multiple product and technology updates that simplify the manufacturing process and help to reduce costs. Delaney also noted that Rivian provided preliminary second-quarter production guidance of 9,100 to 9,300 units and reiterated 2024 guidance of approximately 57,000 units.
該分析師重點介紹了多項產品和技術更新，這些更新簡化了製造過程並有助於降低成本。德萊尼還指出，Rivian提供了9,100至9,300輛的第二季度初步產量指導，並重申了2024年約57,000輛的預期。
Rivan also reaffirmed that it's still on track to achieve positive adjusted gross profit in the fourth quarter. The Goldman Sachs analyst said management remains confident in its forecast given strong community engagement and receptivity to the brand, design and features.
Rivan還重申，它仍有望在第四季度實現正調整後的毛利。高盛分析師表示，鑑於社區的強烈參與度以及對品牌、設計和功能的接受度，管理層對其預測仍然充滿信心。
"Rivian also discussed R1 platform profitability. Management commented that it expects the R1 platform RPU to see a slight increase with more premium configurations mix (Quad motor configuration is launching in 4Q24)," Delaney said.
“Rivian 還討論了 R1 平台的盈利能力。管理層評論說，隨着更多高級配置組合（四電機配置將於24年第四季度推出），預計R1平台的RPU將略有增加，” 德萊尼說。
Rivian's R1 platform is expected to benefit from scale over time. The company also expects to leverage its improved sourcing position to drive variable cost improvements, the analyst said.
隨着時間的推移，Rivian 的 R1 平台有望從規模中受益。該分析師表示，該公司還預計將利用其改善的採購地位來推動可變成本的改善。
Cantor Fitzgerald analyst Andres Sheppard also provided some takeaways from Rivian's investor day in a note focused on mobility on Monday. The analyst increased his price target to $19 citing benefits from the company's recently announced joint venture with Volkswagen.
坎託·菲茨傑拉德分析師安德烈斯·謝潑德也在週一的一份以流動性爲重點的報告中提供了裏維安投資者日的一些要點。該分析師將目標股價上調至19美元，理由是該公司最近宣佈與大衆汽車的合資企業受益。
Volkswagen will initially invest $1 billion in Rivian through an unsecured convertible note that will be converted into Rivian common stock. The German automaker is expected to invest an additional $4 billion over time as part of the transaction.
大衆汽車最初將通過無擔保的可轉換票據向Rivian投資10億美元，該票據將轉換爲Rivian普通股。作爲交易的一部分，預計這家德國汽車製造商將隨着時間的推移再投資40億美元。
"As a result of this agreement, we think Rivian will be able to extend its cash runway, to achieve additional cost savings, and to improve its margin profile over the medium-to-long term," Sheppard said.
謝潑德說：“根據這項協議，我們認爲Rivian將能夠擴大其現金流道，節省更多成本，並在中長期內改善其利潤率。”
RIVN Price Action: Rivian shares were up 4.14% at $13.98 at the time of publication, according to Benzinga Pro.
RIVN價格走勢：根據Benzinga Pro的數據，在發佈時，Rivian股價上漲了4.14％，至13.98美元。
Photo: courtesy of Rivian.
照片：由 Rivian 提供。