Rivian Automotive begins 2026 focused on the upcoming launch of its R2 vehicle line. The company anticipates the R2 will serve as a crucial catalyst for growth and market penetration. Deliveries for the R2 SUV, priced around $45,000, are expected to commence in the first half of the year.
The company's stock surged over 50% in the latter part of 2025. Excitement around technological advancements in autonomy and AI fueled this surge. Rivian showcased these features at its recent Autonomy and AI Day.
Analysts believe the R2 could significantly boost demand and accelerate the company's journey toward profitability. New software-driven revenue streams, including the Autonomy+ service, also factor into projections.
Despite this momentum, production efficiency and managing the R2 manufacturing schedule remain key challenges. These factors could lead to continued stock volatility. Analyst sentiment is mixed, with some upgrading price targets based on the R2 potential and new software streams.