RIVNConsumer Cyclical · Auto ManufacturersThe 25 Wall Street analysts covering Rivian Automotive, Inc. hold a median 12-month price target of $19 — +15.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 8 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Rivian Automotive, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (84): Analysts have, on balance, been raising their forecasts.
Issuance (18): The company has been issuing shares or taking on financing, diluting existing holders.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Rivian Automotive, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on RIVN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +15.6% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Morgan Stanley | Maintains | Underweight | $13 → $14 |
| 31 July 2026 | Needham | Reiterates | Buy | $23 |
| 31 July 2026 | RBC Capital | Maintains | Sector Perform | $14 → $16 |
| 31 July 2026 | TD Cowen | Maintains | Buy | $20 → $21 |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | $15 → $16 |
| 28 July 2026 | Cantor Fitzgerald | Reiterates | Neutral | $19 |
| 27 July 2026 | Piper Sandler | Upgrade | Overweight | $18 → $20 |
| 14 July 2026 | Morgan Stanley | Maintains | Underweight | $12 → $13 |
| 14 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 9 July 2026 | UBS | Maintains | Neutral | $16 → $17 |
| 9 July 2026 | UBS | Maintains | Neutral | — |
| 8 July 2026 | BNP Paribas | Maintains | Outperform | $22 → $24 |
| 8 July 2026 | BNP Paribas | Maintains | Outperform | — |
| 7 July 2026 | Jefferies | Maintains | Hold | $16 → $17 |
| 7 July 2026 | Jefferies | Maintains | Hold | — |
| 10 June 2026 | Needham | Reiterates | Buy | — |
| 3 June 2026 | TD Cowen | Reiterates | Buy | — |
| 11 May 2026 | DA Davidson | Maintains | Neutral | — |
| 1 May 2026 | Benchmark | Reiterates | Buy | — |
| 1 May 2026 | BNP Paribas | Reiterates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 90% of US stocks
Cheaper than 32% of US stocks
Cheaper than 26% of US stocks
Cheaper than 83% of US stocks
Higher than 77% of US stocks
Higher than 11% of US stocks
Higher than 17% of US stocks
Higher than 9% of US stocks
Higher than 19% of US stocks
Higher than 23% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| RIVNRivian Automotive, Inc. | $23.2B | 31 |
| FFord Motor Co. | $55.7B | 62 |
| VFSVinFast Auto Ltd. | $7.8B | 6 |
| GMGeneral Motors Co. | $76.8B | 80 |
| LCIDLucid Group, Inc. | $2.7B | 4 |
| CYDChina Yuchai International Ltd. | $1.8B | 74 |
| BURLBurlington Stores, Inc.* | $23.2B | 58 |
* Nearest Consumer Cyclical names by size — few auto manufacturers companies of this scale trade in the US universe.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. RIVN appears on the weeks it earns a place.
Zacks notes that Rivian's R2 production ramp and software gains support growth, but heavy cash burn, execution risks, and elevated capital needs lead the firm to maintain a Hold rating on the stock.
Why it matters — RIVN watchers would care because the piece highlights the balance between Rivian's growth catalysts and the financial pressures that keep the stock rated Hold.
Rivian raised its 2026 delivery outlook to 65,000 to 70,000 vehicles and began delivering the R2, its new lower-priced SUV, in June. The article discusses the company's valuation amid the R2's production ramp.
Why it matters — RIVN watchers would care because the raised 2026 delivery guidance and the start of R2 deliveries signal early progress on the new, lower-priced model's ramp.
Rivian raised its FY2026 delivery guidance, driven by strong R2 sales conversion and completion of the Normal facility upgrading, with a heavily weighted Q4'26 delivery cadence. Management expects to exit Q4'26 with positive R2 gross margins and anticipates improved top- and bottom-line metrics in 2027, supported by partnerships with AMZN, VWAGY, and UBER to scale production and diversify revenue.
Why it matters — A RIVN watcher would care because raised delivery guidance, expected R2 gross margin improvement, and strategic partnerships point to the company's progress in scaling production and moving toward profitability in coming years.
The item presents a prediction that a key Rivian metric will turn positive by year-end, citing improvements in vehicle unit economics from reduced parts cost in the R2 and gross profitability gains in software and services from the Volkswagen joint venture.
Why it matters — A RIVN watcher would care because it points to improving unit economics and profitability momentum built on cost cuts and the VW partnership.
Rivian began delivering its R2 SUVs in June. Uber plans to purchase up to 50,000 of those SUVs over the next few years.
Why it matters — A fleet order of up to 50,000 R2 SUVs from Uber could signal meaningful commercial demand for Rivian's new model for RIVN watchers.
The 25 Wall Street analysts covering Rivian Automotive, Inc. have a median 12-month price target of $19, with estimates ranging from $13 to $25. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Rivian Automotive, Inc., 12 rate it a Buy, 8 a Hold and 5 a Sell. Ticker Nerd's systematic factor model ranks Rivian Automotive, Inc. 31 out of 100 across roughly 4,600 US stocks as at 8 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Aug 2026, Rivian Automotive, Inc. ranks 31 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (84 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +15.6% from the last close, and Ticker Nerd's factor model ranks Rivian Automotive, Inc. 31 out of 100 as at 8 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Rivian Automotive, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RIVN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $13 to $25 over the next 12 months.
Rivian Automotive, Inc. returned +32.6% over the 12 months to 7 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Rivian Automotive, Inc. is an American electric vehicle manufacturer focused on designing, developing, and producing battery-electric adventure and utility vehicles for consumers and commercial customers.
The most recent item we track (Zacks Investment Research, 10 Aug 2026): "Is Rivian Stock a Buy as R2 Growth Collides With Heavy Cash Burn?". Zacks notes that Rivian's R2 production ramp and software gains support growth, but heavy cash burn, execution risks, and elevated capital needs lead the firm to maintain a Hold rating on the stock.
Rivian Automotive, Inc. is an American electric vehicle manufacturer focused on designing, developing, and producing battery-electric adventure and utility vehicles for consumers and commercial customers. The company’s core products include the R1T, a two-row, five-passenger electric pickup truck, and the R1S, a three-row, seven-passenger electric sport utility vehicle, both targeting the premium EV segment with off-road capability and advanced driver-assistance technologies. Rivian also develops related accessories and an integrated software stack that supports vehicle performance, connectivity, and over-the-air updates. In addition to vehicles, it offers software and services such as maintenance, repair, remarketing, and other fleet-support solutions, serving both individual owners and commercial fleets. Headquartered in Irvine, California, with additional operations in multiple U.S. states and Europe, Rivian plays a prominent role in the global shift toward electrified transportation and supports decarbonization efforts in the light truck, SUV, and commercial delivery markets.
CEO Dr. Robert Joseph Scaringe Ph.D. · 15,232 employees · United States · https://www.rivian.com