Morgan Stanley Raises Rivian (RIVN) Price Target to $14 from $13, Maintains "Underweight" Rating
Morgan Stanley has increased its price target for electric vehicle maker Rivian (RIVN) to $14 from $13, citing stronger-than-expected demand for the R2 model. However, the firm maintained its "underweight" rating on the stock, indicating continued caution. This decision comes despite Rivian reporting Q2 revenue of $1.658 billion (up 27% YoY) and a $179 million gross profit, along with raising its full-year delivery guidance to 65,000-70,000 vehicles. The automotive segment still posted a $36 million gross loss, with software and services revenue (partially from a joint venture with Volkswagen) driving the overall gross profit. Investors reacted by sending Rivian shares down over 9% to $15.22, factoring in dilution from a recent $1.3 billion equity sale and rising component costs.
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