Q3 Earnings Impact: Rivian Automotive's stock has sparked lively debate on X following its recent Q3 earnings report. Posts on the platform highlight the company's record deliveries of over 13,000 EVs and a 78% year-over-year revenue increase. However, some express concern over ongoing profitability challenges despite a first-ever positive gross profit.
Market Challenges: Discussion on X also focuses on Rivian's broader struggles in a competitive EV market. Recent workforce cuts and stock price volatility have fueled skepticism among some users about the company's long-term stability. Others remain optimistic, pointing to upcoming models like the R2 SUV as potential game-changers.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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 3 sales selling 87,250 shares for an estimated $1,357,432.
- CLAIRE MCDONOUGH (Chief Financial Officer) sold 7,247 shares for an estimated $88,993
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rivian Automotive Hedge Fund Activity
We have seen 332 institutional investors add shares of Rivian Automotive stock to their portfolio, and 372 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 11,966,036 shares (-79.2%) from their portfolio in Q3 2025, for an estimated $175,661,408
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 10,507,799 shares (+65.4%) to their portfolio in Q3 2025, for an estimated $154,254,489
- RENAISSANCE TECHNOLOGIES LLC added 10,393,910 shares (+522.0%) to their portfolio in Q3 2025, for an estimated $152,582,598
- JANE STREET GROUP, LLC added 7,074,233 shares (+8348.9%) to their portfolio in Q3 2025, for an estimated $103,849,740
- CITIGROUP INC added 4,954,071 shares (+138.1%) to their portfolio in Q3 2025, for an estimated $72,725,762
- BANK OF AMERICA CORP /DE/ removed 4,606,062 shares (-25.9%) from their portfolio in Q3 2025, for an estimated $67,616,990
- MORGAN STANLEY removed 3,618,449 shares (-30.3%) from their portfolio in Q3 2025, for an estimated $53,118,831
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 4 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 11/17/2025
- Tigress Financial issued a "Buy" rating on 11/14/2025
- Mizuho issued a "Underperform" rating on 10/20/2025
- 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 11 analysts offer price targets for $RIVN in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Stephen Gengaro from Stifel set a target price of $17.0 on 11/17/2025
- Ivan Feinseth from Tigress Financial set a target price of $25.0 on 11/14/2025
- Michael Shlisky from DA Davidson set a target price of $15.0 on 11/11/2025
- Mark Delaney from Goldman Sachs set a target price of $13.0 on 11/05/2025
- Ryan Brinkman from JP Morgan set a target price of $10.0 on 10/20/2025
- Vijay Rakesh from Mizuho 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
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.
