Q3 Earnings Surge: Rivian Automotive's stock has sparked lively debate on X following its recent Q3 earnings report, which beat expectations with a 78% year-over-year revenue increase to $1.56 billion. Many users are buzzing about the company's first positive gross profit of $24 million, seeing it as a potential turning point. Posts on X highlight optimism around reaffirmed 2025 production targets.
R2 Launch and Beyond: Discussions also center on Rivian's upcoming R2 model, slated for a 2026 debut, with some on X calling it a critical moment for the company's growth. Sentiment is mixed as concerns linger over past production hiccups and R1 model softness, though recent stock gains of over 23% have fueled excitement. A few voices on X also note the CEO's new compensation plan tied to stock performance as a point of intrigue.
Note: This discussion summary was generated from an AI condensation of post data.
Rivian Automotive Insider Trading Activity
Rivian Automotive insiders have traded $RIVN stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $RIVN stock by insiders over the last 6 months:
- ROBERT J SCARINGE (Chief Executive Officer) has made 0 purchases and 4 sales selling 213,472 shares for an estimated $3,219,622.
- CLAIRE MCDONOUGH (Chief Financial Officer) has made 0 purchases and 3 sales selling 34,369 shares for an estimated $502,525.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rivian Automotive Hedge Fund Activity
We have seen 321 institutional investors add shares of Rivian Automotive stock to their portfolio, and 337 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA ADVISERS, LP added 12,730,800 shares (+532.9%) to their portfolio in Q2 2025, for an estimated $174,921,192
- TWO SIGMA INVESTMENTS, LP added 11,833,167 shares (+461.2%) to their portfolio in Q2 2025, for an estimated $162,587,714
- UBS GROUP AG removed 10,135,326 shares (-34.8%) from their portfolio in Q2 2025, for an estimated $139,259,379
- GOLDMAN SACHS GROUP INC removed 7,537,636 shares (-64.3%) from their portfolio in Q2 2025, for an estimated $103,567,118
- BANK OF AMERICA CORP /DE/ added 7,076,714 shares (+66.1%) to their portfolio in Q2 2025, for an estimated $97,234,050
- MORGAN STANLEY removed 5,079,695 shares (-29.9%) from their portfolio in Q2 2025, for an estimated $69,795,009
- CITIGROUP INC added 4,954,071 shares (+138.1%) to their portfolio in Q3 2025, for an estimated $72,725,762
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rivian Automotive Analyst Ratings
Wall Street analysts have issued reports on $RIVN in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Underperform" rating on 10/20/2025
- Stifel issued a "Buy" rating on 08/08/2025
- Needham issued a "Buy" rating on 08/06/2025
- Wedbush issued a "Outperform" rating on 08/06/2025
- JP Morgan issued a "Underweight" rating on 08/06/2025
To track analyst ratings and price targets for Rivian Automotive, check out Quiver Quantitative's $RIVN forecast page.
Rivian Automotive Price Targets
Multiple analysts have issued price targets for $RIVN recently. We have seen 10 analysts offer price targets for $RIVN in the last 6 months, with a median target of $13.5.
Here are some recent targets:
- Mark Delaney from Goldman Sachs set a target price of $13.0 on 11/05/2025
- Vijay Rakesh from Mizuho set a target price of $10.0 on 10/20/2025
- Ryan Brinkman from JP Morgan set a target price of $10.0 on 10/20/2025
- Joseph Spak from UBS set a target price of $13.0 on 10/06/2025
- George Gianarikas from Canaccord Genuity set a target price of $21.0 on 10/03/2025
- Chris Pierce from Needham set a target price of $14.0 on 08/25/2025
- Adam Jonas from Morgan Stanley set a target price of $12.0 on 08/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
