គោលដៅរបស់ Rivian មានភាពទាក់ទាញធៀបនឹងក្រុមហ៊ុន Tesla គាំទ្រដោយទស្សនវិស័យកំណើន Topline តម្រូវការដ៏រឹងមាំ អ្នកវិភាគនិយាយថា; ការផ្តល់ជូនបំណុលទំនងជាប្រេងឥន្ធនៈ Capex

• Mizuho analyst Vijay Rakesh maintains ក្រុមហ៊ុន Rivian Automotive Inc (ផ្សារហ៊ុន NASDAQ: RIVN) ជាមួយការទិញនិង lowers the price target from $37 to $35.

• RIVN announced a $1.3 billion green convertible senior note offering.

• Rakesh believes the offering proceeds will likely fuel capex investments at Normal and potentially Georgia while adding ~$60 million – $69 million annual interest expense leading to an estimated ~$0.07 annual negative EPS impact.

• Rivian noted F24E cash burn to improve by ~40% versus F23E, with an estimated F23E OCF at ($3.9 billion).

• Rivian also sees F25E cash burn better Y/Y as it targets reaching near total capacity at Normal.

• ដែលទាក់ទង: Rivian Q4 Earnings Recap: EV Delivery, Production Totals, 2023 Guidance, R2 Update And More

• Rivian noted its ~$2 billion/yr capex plans over the next few years. Around 55% will go towards ramping Normal capacity, ~20% for the next-gen platform (R2) tooling, >15% to go-to-market operations, and the remaining to IT, logistics, and operational investments.

• RIVN noted R2 pricing in the low-$40k to ~$55k range and launching in 2026E, which would be eligible for the $7,500 tax credit and, the analyst believes, also the $10/kWh battery credit with a domestic battery supply chain ramped.

• RIVN reiterated that it expects a positive gross margin in 2024E backed by higher unit volume, higher pricing and lower raw material costs, and regulatory credits starting in 2023.

• Rivian’s long-term targets are 20% vehicle gross margin and 25% overall gross margin.

• The analyst believes Lithium Carbonate (CN) prices are trending down 34% YTD and 31% Y/Y, ~$49k/ton versus ~$6k/ton in 2020, and believes further declines are possible with vertical integration into the battery supply chain and additional supply.

• The price target revision reflects macro concerns, higher interest expense, and potential share dilution. However, the price target is attractive versus ក្រុមហ៊ុន Tesla Inc (ផ្សារហ៊ុន NASDAQ: TSLA), backed by expected topline growth 149%/120% Y/Y and production ramp from robust demand.

• សកម្មភាពតម្លៃ: RIVN shares traded lower by 1.88% at $14.85 on the last check Thursday.

• រូបថតតាមរយៈ Wikimedia Commons

Latest Ratings for RIVN

កាលបរិច្ឆេទ	ក្រុមហ៊ុន	សកម្មភាព	ពី	ទៅ
ថ្ងៃទី2022 ខែមិនា ឆ្នាំXNUMX​	ដាប់ប៊ល	រក្សា		គំរូល្អជាង
ថ្ងៃទី2022 ខែមិនា ឆ្នាំXNUMX​	Wells Fargo	រក្សា		ទំងន់ស្មើ
ថ្ងៃទី2022 ខែមិនា ឆ្នាំXNUMX​	មូលធន RBC	រក្សា		គំរូល្អជាង

View More Analyst Ratings for RIVN

មើលអត្រាអ្នកវិភាគចុងក្រោយ

កុំខកខានការជូនដំណឹងតាមពេលវេលាជាក់ស្តែងលើភាគហ៊ុនរបស់អ្នក – ចូលរួម ប្រូម៉ាណា ដោយ​ឥតគិតថ្លៃ! សាកល្បងឧបករណ៍ដែលនឹងជួយអ្នកឱ្យវិនិយោគកាន់តែឆ្លាតវៃ លឿនជាងមុន និងប្រសើរជាងមុន។.

អត្ថបទ​នេះ គោលដៅរបស់ Rivian មានភាពទាក់ទាញធៀបនឹងក្រុមហ៊ុន Tesla គាំទ្រដោយទស្សនវិស័យកំណើន Topline តម្រូវការដ៏រឹងមាំ អ្នកវិភាគនិយាយថា; ការផ្តល់ជូនបំណុលទំនងជាប្រេងឥន្ធនៈ Capex ដើមដំបូងបានបង្ហាញខ្លួន benzinga.com

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