Earnings shock triggers Rivian stock plunge: Rivian earnings shock triggers stock plunge—Q2 miss and $2.25B loss spark 4% drop as EV credit cut, Trump tariffs fuel panic sell-off
Despite the stable progress in the expected R2 SUV, Rivian Stock made a shot after the update. $ 12.15down 4 % After hours.
How did Rivian perform in the quarter of 2025?
Rivian’s Q2 numbers paused the operations to prepare for renewed models and reflected a sharp slowing in both production and delivery. The company was delivered 10.661 Vehicles In the second quarter, almost 23% annuallyonly when producing 5,979 pieces– Under market expectations.
Income came about $ 1.30 billion, which is a little further away from analyst forecasts but could not balance other disappointments. The biggest shock came in the form of Rivian’s corrected loss of $ 0.80 per share, and Wall Street’s $ 0.65 – $ 0.66 is significantly wider.
In total, Rivian recorded a clear loss of $ 1.1 billion, which was still a healing of a loss of $ 1.5 billion in the second quarter of 2024, but investors were not affected.
Why does Rivian predict a deeper loss for 2025?
Currently one of the most important pain points for Rivian, Trump’s latest home tax loan revisionPreviously off the rental gap that allowed Rivian buyers to be entitled indirectly $ 7,500 Federal Home Loan. This loan had become a critical tool to increase Rivian’s income through rental channels. In addition to the pressure, Tariffs in Chinese components and raw materials In particular, it has increased production costs for battery and motor components connected to rare soil elements. The company said that these policy changes have created “important uncertainty ve and entered margins. As a result, the Rivian 2025 increased its loss forecast from $ 1.7 billion to $ 1.9 billion from $ 2.0 billion to $ 2.25 billion.
What does Rivian say about his future plans?
Although short -term winds dominate the headlines, Rivian makes a big bet in the future. The Company confirmed the development of a new one R2 Electric SUV It progresses as planned. Medium SUV is expected to start production. The first half of 2026targeted Start Price 45,000 Dollars.
Rivian to reduce costs and increase profitability, VolkswagenAiming to reduce R2 Material invoice for approximately 32,000 dollars per vehicle– An important margin improvement.
Rivian believes that this mass Market House can be particularly strong range, quality and pricing, it can be the turning point it needs.
What’s next for Rivian deliveries and production?
Even in the number of Q2 decreasing Rivian, Full Year 2025 Delivery Estimation of 40,000 to 46,000 Vehicles. The company is waiting Cultivation in the quarter The buyers hurriedly to buy the remaining tax incentives before the end of September disappeared.
Nevertheless, it is a race and uncertainty stalls against this time. When the loss of the rental solution for tax loans is combined with increasing costs from tariffs and component deficiencies, it can put more pressure on delivery.
How did Rivian react to the earnings report?
To follow the mixed results and updated guidance, Rivian Stock (NASDAQ: RIVN) fallen 4 % After week in trade. The stock is priced from the latest data $ 12.15clearly $ 12.48With a trade range between them $ 11.05 and $ 12.57 For that day.
Investor feeling continues to be careful. While analysts accept Rivian’s long -term potential, many of them “Hold” ratingsExecutive risks and policy difficulties. Price targets $ 12 to 15 Range for now.
Rivian is still a good home stock to watch?
Despite the near -term volatility, Rivian still promises as a key player in the home area. Approaching R2 launch, Volkswagen cooperationAnd a potential recoil in the US demand for home can help the tide turn – but without risk.
Rivian has an upright hill for climbing with ongoing macro headings, policy changes and competitive pressure from Tesla and former car manufacturers. However, if it can efficiently deliver the cost map and Scale R2 production efficiently, there is still room for the upper part.
Important inferences from Rivian’s Q2 2025 report
| Metric | Q2 2025 data |
| Vehicle Deliveries | 10,661 units (–23% yoy) |
| Producing | 5,979 pieces |
| Revenues | ~ 1.30 billion dollars |
| Corrected EPS loss | – $ 0.80 per share |
| Net loss | 1.1 billion dollars |
| 2025 loss estimated | $ 2.0 – $ 2.25 billion (Revised) |
| Stock price (after earnings) | ~ $ 12.15 $ (after hour -4%) |
| R2 SUV launch | H1 2026, starting from $ 45,000 |
Rivian’s latest earnings show a company that is captured among a bold vision and ruthless facts. While the gains are inadequate, production slowdown and policy winds change, the road next way will not be easy. However, Rivian’s long game can still be intact with a clear plan to reduce the R2 SUV on the horizon and costs.
If you watch home stocks in 2025, Rivian continues to be one of the most watched signs In Wall Street-However, now a time, the execution test and the long-term scale to reach the short-term storm to reach.
