Is Rivian Stock a Buy Now?
Investment
The Motley Fool

Is Rivian Stock a Buy Now?

July 26, 2025
01:06 PM
5 min read
AI Enhanced
investmentmoneyfinancialelectric vehiclesclean energymarket cyclesseasonal analysismarket

Key Takeaways

The electric vehicle maker's stock has been a losing investment for years, but it may be close to turning a corner.

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5 min read

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investment

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Published

July 26, 2025

01:06 PM

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The Motley Fool

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investmentmoneyfinancialelectric vehiclesclean energymarket cyclesseasonal analysismarket

I find it compelling that Rivian Automotive (RIVN -0

Meanwhile, 79%) has captured some investor attention in its quest to establish its place in the electric vehicle (EV) market

Meanwhile, Ing a meteoric rise after its initial public offering in late 2021, Rivian's stock plummeted in the two years that ed

This analysis suggests that stock is still down 92% from its peak (this bears monitoring)

However, recent developments, including its announcement of a joint venture with Volkswagen (VWAP. 20%) and consecutive quarters of positive gross fits, show that Rivian may be turning a corner

Still, challenges remain as the company prepares to expand its manufacturing capacity and scale up duction over the next several years

Furthermore, If you're thinking of in Rivian, here's what you need to know (quite telling)

Moreover, Rivian's in-house focus and nology platform Rivian manages nearly all aspects of its, from engineering to manufacturing, in-house, given the current landscape

The company has developed a nology platform that encompasses a comprehensive software stack, covering everything from vehicle controls to the user interface, and enabling over-the-air and feature enhancements (quite telling), considering recent developments

Additionally, it features an in-house built autonomy platform with driver-assist nology that can be utilized for autonomous driving (quite telling)

This analysis suggests that company leveraged this nology to establish a joint venture with the Volkswagen Group that focuses on software, electronic control units (ECUs), and related network architecture design and development, given the current landscape

Volkswagen plans to utilize Rivian's zonal ECU architecture and software stack across its multiple brands

Nevertheless, In November, Rivian received $1

However, Nevertheless, 3 billion for intellectual perty licensed to Volkswagen

Meanwhile, Volkswagen has also committed to making additional equity investments of up to apximately $2 (remarkable data), given current economic conditions. 5 billion in multiple tranches

Amazon is a major customer and investor One key aspect of Rivian's since 2019 has been its partnership with Amazon (AMZN 0. 77%) to develop the Rivian Commercial Van and Electric Dery Van variants, in today's financial world

On the other hand, Today, there are more than 20,000 of these vehicles on the road

On the other hand, In November 2023, their agreement was am to adjust specific exclusivity rights for Amazon, allowing Rivian to sell its commercial vans to other customers (this bears monitoring)

The data indicates that Amazon contract has been a major portion of Rivian's

Nevertheless, In 2024, Rivian generated over $1

Additionally, 04 billion in revenue from Amazon -- 21% of its total revenue (which is quite significant)

In 2025's first quarter, revenue from Amazon totaled $99 million, a significant decrease from the $338 million reported in the same quarter last year, considering recent developments

On the other hand, Amazon also holds a significant stake in Rivian, representing 13. 3% of its voting power (this bears monitoring), in light of current trends

This leads to the conclusion that partnership with one of the world's largest retailers has been instrumental in helping Rivian establish its foothold in the competitive automotive industry (remarkable data)

Moreover, Still, it will be crucial for the EV maker to develop its other partnerships and revenue s (an important development), in today's financial world

Furthermore, What's next for Rivian, amid market uncertainty

Rivian has a history of incurring significant net losses, including a net loss of $4. 8 billion last year and a $541 million loss in 2025's first quarter (this bears monitoring), amid market uncertainty

However, the company did achieve a gross fit of $206 million in Q1, its highest gross fit to date, considering recent developments

It was also the company's second consecutive quarter of gross fitability, in today's financial world

Management expects to achieve a positive gross fit for 2025 as it continues to focus on cost efficiencies

RIVN Revenue (Quarterly) data by YCharts

The EV maker will continue to ramp up duction and add to its facilities

In contrast, It plans to build a second manufacturing facility near Social Circle, Georgia, to meet demand from the United States and international

At the same time, The plant is expected to have an annual capacity of 400,000 vehicles (this bears monitoring), in this volatile climate

It will be built in two phases, each contributing 200,000 units of annual capacity (this bears monitoring), given the current landscape

Construction of that Georgia facility is expected to begin in 2026, with duction on the first manufacturing line jected to start in 2028, considering recent developments

Vehicles duced there will be on the company's midsize platform, which includes its R2 and R3 models

Moreover, Development of this facility is supported by a loan arrangement with the U

Department of Energy for up to apximately $6

Is Rivian right for you, considering recent developments

Nevertheless, Rivian is expanding its manufacturing foot, strategically its software and services ecosystem, and forming strategic partnerships with key customers and partners

The company is making solid gress in revenue and gross fit, and I would to see it continue to imve its cost efficiency and fitability

Investors buying today could be getting on the ground floor

That said, analysts ject that the EV maker will continue to lose money through 2028, as it will take time and capital to build out its facilities and scale up duction

For these reasons, Rivian is a high-risk, high-potential-reward stock that may take years to pay off, making it best suited for aggressive investors with long-term buy-and-hold timelines.