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Insights into Rivian's stock performance.
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Rivian Stock Faces Setback Post Q3 Delivery Report

Rivian stock fell after Q3 delivery figures exceeded expectations. Analysts remain cautious but see potential in the company's upcoming R2 vehicle.

  • Rivian stock dropped after Q3 results
  • Company reported 13,201 vehicle deliveries
  • Revised guidance lowers total delivery forecast
  • Analysts divided on stock rating
  • Upcoming R2 vehicle generates optimism
  • Buy rating with $21 price target from one analyst

Rivian’s stock declined after its Q3 delivery results were announced, despite exceeding expectations. The company had seen a strong stock rally prior, gaining 35% over the past two months.

Delivery and Production Numbers

  • Rivian delivered 13,201 vehicles in Q3 2025, beating the forecast of about 12,000.
  • Deliveries rose by approximately 32% compared to Q3 2024.
  • Production was 10,720 vehicles in Q3 2025, down 23% from the previous year.
  • Deliveries outpaced production, suggesting inventory was drawn down to meet demand.[1][2][3][8]

2025 Full-Year Delivery Guidance

  • Rivian narrowed its total delivery forecast for 2025 to between 41,500 and 43,500 vehicles.
  • This guidance is more precise than the earlier broader estimate.
  • The forecast implies around 10,000 deliveries in Q4 2025.
  • The company is balancing steady deliveries while pausing production temporarily to retool for the R2 model, aimed at expanding its lineup.[3][8][1]

Market and Analyst Reactions

  • Despite beating delivery expectations, Rivian’s stock dropped roughly 7-8% post-announcement.
  • Concerns focus on the narrower delivery guidance and ongoing challenges, including reduced EV tax incentives and margin pressures.
  • Analysts highlight risks of downward revisions in revenue and earnings.
  • Investors await Rivian’s detailed Q3 earnings report on November 4, 2025, for deeper financial insights.[2][4][1]
Metric Q3 2025 Change YoY
Vehicles Delivered 13,201 +32%
Vehicles Produced 10,720 -23%
2025 Delivery Guidance 41,500–43,500 total Narrowed from prior range

Rivian’s Q3 2025 delivery numbers exceeded expectations with strong year-over-year growth, but production declined due to a planned pause for retooling. The company narrowed its full-year delivery outlook, signaling cautious optimism amid ongoing industry challenges. The stock declined reflecting investor concerns over the tighter forecast and margin risks. Market focus is now on the upcoming Q3 earnings release for comprehensive performance details and forward guidance.[8][1][2][3]

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FAQ

Why did Rivian's stock drop?

It dropped due to revised delivery forecasts.

What are the delivery figures for Q3?

Rivian delivered 13,201 vehicles in Q3.

What is the outlook for Rivian's R2 vehicle?

The R2 is expected to launch in early 2026.