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News  ›  The Motley Fool

Rivian Stock: The EV Recovery Play to Watch

The Motley Fool Logo The Motley Fool By Adé Hennis
Rivian Stock: The EV Recovery Play to Watch

Rivian's stock has surged 67% in 2025, reaching levels not seen since early 2024. The company's future hinges on the R2 SUV launching in 2026 at $45,000, which will compete against Toyota's bZ4X, Tesla's Model Y, and Honda's Prologue. Despite recent gains, Rivian faces challenges with declining R1 sales and a negative gross margin, making the R2 launch critical for long-term recovery.

Insights
RIVN   positive

Stock up 67% in 2025 with analyst upgrade to buy rating; R2 SUV launch in 2026 positioned as potential growth catalyst. However, sentiment is cautiously optimistic rather than strongly positive due to weak recent sales performance and negative gross margins.