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]
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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