Key Stats for Rivian Stock
- YTD Price Change for Rivian stock: 57%
- $RIVN Share Price as of Dec. 26: $20.90
- 52-Week High: $22.69
- $RIVN Stock Price Target: $16.21
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What Happened?
Rivian (RIVN) stock recently jumped nearly 18% after the electric vehicle maker hosted its first Autonomy and AI Day event. Shares of the EV maker are now up almost 60% in 2025, valuing the company at a market cap of $25.6 billion.
Rivian announced it’s developing its own custom chip for self-driving features and unveiled a new subscription package for autonomous driving that significantly undercuts Tesla’s pricing.
The company revealed its Rivian Autonomy Processor, which will be manufactured by Taiwan Semiconductor and will power the upcoming R2 model launching in early 2026.
Rivian stock also got a boost from the announcement of Autonomy+, a driver-assistance package priced at just $2,500 as a one-time payment or $49.99 per month. That’s a fraction of Tesla’s $8,000 upfront price or $99 monthly subscription for Full Self-Driving.
Analysts at BNP Paribas said the event exceeded expectations, noting that Rivian is “leapfrogging Tesla right now in certain AI-integration areas.” Needham raised its price target on Rivian stock by 64% to $23 per share, citing growing confidence in the company’s software strategy.
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What the Market Is Telling Us About RIVN Stock
The market’s enthusiastic response shows investors are finally viewing Rivian stock as a serious AI play, not just another electric vehicle manufacturer.
For most of 2025, Rivian stock barely moved while AI stocks soared. But the past two months have changed everything, with shares climbing over 50% year-to-date.
Rivian’s new R2 model, priced under $50,000, is set to begin production next quarter. This will be followed by two additional affordable models, the R3 and R3X. These vehicles will compete directly with Tesla’s mass-market offerings and give Rivian access to millions of new potential customers.
Unlike the 30-plus EV startups that have failed over the past decade, Rivian has survived the capital-intensive early years and is approaching financial sustainability.
The R2’s design creates manufacturing efficiencies that will improve margins across the entire product line.
Wall Street is betting that 2026 will be transformational. More affordable vehicles mean more cars on the road, which generates more real-world driving data to improve Rivian’s AI systems.
The company expects to launch “eyes-off” autonomous functionality in 2026, putting it in direct competition with industry leaders.
If Rivian can execute on its AI vision and scale production of affordable models, the valuation gap could narrow significantly.
Analysts clearly believe the opportunity is real, with multiple firms raising price targets following the AI Day event.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
