Earnings anticipation mounts: Social media traders are abuzz ahead of Rivian Automotive's Q1 earnings release after market close today, expecting an EPS loss of about $0.63 amid ongoing investments in growth. Bullish voices point to catalysts like improving margins on R1 vehicles and accelerating R2 production ramp.
R2 ramp gains traction: Reports of a second production shift for the R2 platform signal Rivian's push toward higher output, potentially surpassing 50,000 units annually sooner than anticipated. Q1 deliveries surged 20% year-over-year to 10,365 vehicles, bolstering confidence in demand despite EV market headwinds.
Options flow turns bullish: Heavy call buying and long positioning reflect optimism on software revenue, VW joint venture progress, and autonomy hires, though skeptics flag persistent losses and CEO pay concerns. The stock has climbed recently, trading around $16.50 amid pre-earnings positioning.
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 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 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 12 sales selling 251,110 shares for an estimated $4,204,195.
- CLAIRE MCDONOUGH (Chief Financial Officer) has made 0 purchases and 4 sales selling 66,627 shares for an estimated $1,148,280.
- PETER KRAWIEC sold 3,655 shares for an estimated $71,076
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Rivian Automotive Revenue
Rivian Automotive had revenues of $1.3B in Q4 2025. This is a decrease of -25.84% from the same period in the prior year.
You can track RIVN financials on Quiver Quantitative's RIVN stock page.
Rivian Automotive Hedge Fund Activity
We have seen 347 institutional investors add shares of Rivian Automotive stock to their portfolio, and 312 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 40,081,320 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $790,002,817
- JPMORGAN CHASE & CO added 16,373,939 shares (+287.6%) to their portfolio in Q4 2025, for an estimated $322,730,337
- D. E. SHAW & CO., INC. added 9,282,134 shares (+212.3%) to their portfolio in Q4 2025, for an estimated $182,950,861
- TWO SIGMA ADVISERS, LP added 6,379,420 shares (+44.7%) to their portfolio in Q4 2025, for an estimated $125,738,368
- JANE STREET GROUP, LLC removed 5,783,322 shares (-80.8%) from their portfolio in Q4 2025, for an estimated $113,989,276
- UBS GROUP AG removed 5,577,143 shares (-28.6%) from their portfolio in Q4 2025, for an estimated $109,925,488
- WORLDQUANT MILLENNIUM ADVISORS LLC removed 4,578,845 shares (-86.7%) from their portfolio in Q4 2025, for an estimated $90,249,034
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 02/13/2026
- Wolfe Research issued a "Underperform" rating on 01/12/2026
- Baird issued a "Outperform" rating on 12/18/2025
- Stifel issued a "Buy" rating on 11/17/2025
- Tigress Financial issued a "Buy" rating on 11/14/2025
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 15 analysts offer price targets for $RIVN in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $25.0 on 04/10/2026
- George Gianarikas from Canaccord Genuity set a target price of $22.0 on 04/06/2026
- Michael Shlisky from DA Davidson set a target price of $14.0 on 04/01/2026
- Itay Michaeli from TD Cowen set a target price of $20.0 on 03/10/2026
- Stephen Gengaro from Stifel set a target price of $20.0 on 02/17/2026
- Alexander Potter from Piper Sandler set a target price of $18.0 on 02/13/2026
- Joseph Spak from UBS set a target price of $16.0 on 02/13/2026
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.
