Piper Sandler lowers Rivian stock price target to $14 on EV demand concerns

Published 06/08/2025, 19:24
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Investing.com - Piper Sandler reduced its price target on Rivian Automotive Inc (NASDAQ:RIVN) to $14.00 from $15.00 on Wednesday, while maintaining a Neutral rating on the electric vehicle maker. According to InvestingPro data, the stock currently trades near $11.69, with analyst targets ranging from $7.05 to $21.00.

The stock traded down 4.6% in after-hours trading following the release of Rivian’s second-quarter results and reduced guidance.

Piper Sandler cited several factors for the target reduction, including an increasingly uncertain electric vehicle demand outlook and the company’s inability to continue relying on regulatory credit sales at 100% margin due to policy changes.

The research firm also noted that Rivian’s lack of near-term product launches contributed to the company’s decision to cut its guidance.

Despite the near-term challenges, Piper Sandler described Rivian as one of the few vertically-integrated automakers that might eventually follow Tesla (NASDAQ:TSLA)’s path, expressing a preference for Rivian over traditional automakers as a long-term investment.

In other recent news, Rivian Automotive Inc reported second-quarter revenue of $1.3 billion, aligning with consensus estimates but exceeding Benchmark’s projection of $1.1 billion. Despite this, the company posted a gross profit of $(206) million, which fell short of Benchmark’s forecast due to lower production volume and under-absorption of fixed costs. UBS lowered its price target for Rivian to $12.00 from $13.00, citing disappointing margins and an increased EBITDA loss forecast for 2025. Mizuho (NYSE:MFG) also reduced its price target to $12.00, mentioning concerns over EV growth and a 23% year-over-year decline in vehicle deliveries.

Bernstein reiterated an Underperform rating with a price target of $7.05, highlighting increased tariff costs and reduced emission credit revenues. Meanwhile, Cantor Fitzgerald maintained a Neutral rating and a $15.00 price target, noting positive partnerships with Amazon (NASDAQ:AMZN) and Volkswagen (ETR:VOWG_p) but expressing concerns over delivery guidance. Benchmark, however, maintained its Buy rating with an $18.00 price target, emphasizing the revenue alignment with expectations. These developments reflect a mixed outlook for Rivian, with analysts expressing varied opinions on the company’s future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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