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Accelerated EV Adoption And Vertical Integration Will Drive Efficient Manufacturing

Published
09 Feb 25
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$13.94
1.7% undervalued intrinsic discount
04 Sep
US$13.70
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1Y
-0.3%
7D
0.4%

Author's Valuation

US$13.9

1.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Rivian’s consensus analyst price target held steady at $13.94 as market caution persists due to weakened EV demand, U.S. policy headwinds, and lower earnings guidance, partially offset by optimism around new product launches and autonomy initiatives. Analyst Commentary Bearish analysts cite ongoing softness in R1 vehicle demand and lower confidence in R2 and R3 volume and ASP assumptions due to weakened long-term market outlooks.

Shared on07 May 25
Fair value Increased 16%

Shared on30 Apr 25
Fair value Increased 1.10%

AnalystConsensusTarget has decreased profit margin from 5.6% to 4.3% and increased future PE multiple from 41.6x to 54.9x.

Shared on23 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on16 Apr 25
Fair value Decreased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.76%

AnalystConsensusTarget has decreased revenue growth from 40.0% to 34.3%.

Shared on02 Apr 25
Fair value Increased 1.09%

Shared on26 Mar 25
Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 9.57%

AnalystConsensusTarget has decreased revenue growth from 38.0% to 34.0% and increased future PE multiple from 33.0x to 40.4x.