Cantor Fitzgerald maintains Neutral rating on Rivian stock ahead of earnings

Published 04/08/2025, 16:50
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Investing.com - Cantor Fitzgerald has reiterated its Neutral rating and $15.00 price target on Rivian Automotive Inc (NASDAQ:RIVN) ahead of the electric vehicle maker’s second-quarter earnings report. According to InvestingPro data, the stock has seen a sharp 10% decline over the past week, with analyst targets ranging from $7.05 to $23.00.

Rivian delivered 10,661 vehicles in Q2 2025, closely matching analyst estimates of 10,670 vehicles but falling below the 13,790 vehicles delivered in the same quarter last year. The company produced only 5,979 vehicles during the quarter, significantly below consensus expectations of 11,325 and lower than the 9,612 vehicles produced in Q2 2024.

For the full year 2025, Rivian is guiding for 40,000-46,000 vehicle deliveries, which represents a decrease from the 51,579 vehicles delivered in fiscal year 2024.

Rivian is scheduled to report its Q2 2025 earnings on Tuesday, with analysts expecting revenues of approximately $1,275 million and gross margins of about 1.2%.

Cantor Fitzgerald indicated it will be monitoring updates on Rivian’s $5.8 billion joint venture with Volkswagen (ETR:VOWG_p), progress toward autonomous driving capabilities, and developments regarding the R2 vehicle line, which is scheduled to begin production in the first half of 2026.

In other recent news, Rivian Automotive Inc. reported its second-quarter 2025 production and delivery numbers, which showed that the company delivered 10,661 vehicles, meeting analyst estimates. However, production figures were notably lower at 5,979 vehicles, missing consensus expectations of 11,325 units. Additionally, Rivian announced a partnership with Google (NASDAQ:GOOGL) to integrate Google Maps into its navigation system, enhancing the user experience for its vehicle owners. The rollout of "Rivian Navigation with Google Maps" has already begun. Meanwhile, Rivian plans to resume preparation work on its Georgia factory in August, with groundbreaking set for early 2026. The company also revealed plans to establish an East Coast headquarters in Atlanta, expected to open in late 2025, with a workforce projected to grow to around 500 employees. Cantor Fitzgerald has maintained its Neutral rating for Rivian, with a price target of $15.00, following these developments. Furthermore, Rivian-backed startup Also Inc. has achieved a $1 billion valuation after a significant investment from Greenoaks Capital. Rivian retains a minority stake in this startup, which focuses on small electric vehicles.

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