Rivian Is A 'Long-Term Winner' With Established Corporate Order Pipeline: Analyst
Rivian Is A 'Long-Term Winner' With Established Corporate Order Pipeline: Analyst
Needham analyst Chris Pierce reiterated the Buy rating on Rivian Automotive, Inc. (NASDAQ:RIVN), raising the price forecast to $20 from $13.
Needham分析師Chris Pierce重申對Rivian Automotive, Inc. (NASDAQ:RIVN)的買入評級，將價格預測從13美元上調至20美元。
The analyst sees Rivian as a long-term winner in the eventual ICE (Internal Combustion Engine) to EV transition, leaning on its ability to create a brand and produce vehicles that drive high customer passion and satisfaction.
分析師認爲，Rivian在最終的傳統燃油發動機到電動汽車轉型中是長期的贏家，主要依靠其創造品牌和生產驅動高客戶熱情和滿意度的車輛的能力。
Pierce writes that Rivian's strategic focus on cost savings through engineering optimizations, supplier relationships, and factory efficiencies aims to boost gross margins.
Pierce指出，Rivian的戰略重點是通過工程優化、供應商關係和工廠效率優化實現成本節約以提高毛利率。
The recent Volkswagen AG (OTC:VLKAF) JV underscores Rivian's software-defined vehicle strategy and provides crucial capital infusion.
最近的大衆汽車公司(OTC:VLKAF)合資項目突顯了Rivian的軟件定義車輛策略，並提供了重要的資本注入。
Rivian could receive as much as $5 billion in capital from the Volkswagen JV versus the analyst's prior modeling of a $3 billion capital infusion across FY25/26.
與分析師先前對FY25/26進行的30億美元資本注入建模相比，Rivian可能從大衆汽車公司合資項目中獲得多達50億美元資本注入。
The analyst highlights that Rivian doesn't have to undergo complex restructurings, as do many of the incumbent OEMs. It also means it can design its supply chain and manufacturing process to be EV-specific from the outset.
分析師強調，Rivian不必像許多現有原始設備製造商(OEM)一樣進行復雜的重組。這也意味着它可以從一開始就設計其供應鏈和製造過程以適應電動汽車。
Overall, the analyst writes that Rivian has a large and established corporate order pipeline, for which the analyst sees upside potential and an already-formulated, new-model roadmap.
總體而言，分析師指出，Rivian擁有一個龐大且已經建立的企業訂單管道，分析師看到了上行潛力和已經確定了的新模型路線圖。
Pierce raised the FY24 revenue forecast to $4.563 billion from $4.254 billion.
Pierce將FY24營業收入預測從42.54億美元上調至45.63億美元。
Price Action: RIVN shares are trading lower by 7% to $13.46 at last check Friday.
價格行動：截至上週五最後檢查，RIVN股票下跌7%，報13.46美元。
Image via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。