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RIVN · NASDAQ · STOCK

Rivian Automotive

Consumer Cyclical Updated August 08, 2026
$16.00
52W $11.58 – $22.69
54/100
$19.42B
-6.2
1.60
AI Committee Verdict
Watch
54/100
Conviction: Contested · 50% agreement · 6 analysts
+1.0%
-10.3%
0.10:1
Contested

Is RIVN Bullish or Bearish?

Mixed. Innellis AI committee rates Rivian Automotive (RIVN) Watch with a composite score of 54/100 , based on 6 analysts with 50% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.00 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.00 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — 4 consecutive earnings beats -- consistent execution. Value Analyst remains cautious — price-to-book of 5.3x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.63 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.20 across 33 articles, 14d) — News
Bear Case
  • Price-to-book of 5.3x prices in significant intangible value — Value
  • ROE of only -67.6% -- cheap may mean cheap for a reason — Value
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 20.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
54/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 75%
of 124 Consumer Cyclical peers
Value Analyst bearish
30 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 5.3x prices in significant intangible value
Growth Analyst bullish
77 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 4 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.4% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 33 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 60.0 to 54.0.

Analyst-level changes:
  • Growth Analyst: score 82->77 (-6).
  • Macro Analyst: +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst joined: bearish at 30.

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
48.3
Neutral
MACD Histogram
-0.145
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$14.36
Resistance
$16.17
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$15.91 Above
EMA 21
$16.29 Below
EMA 50
$16.32 Below
EMA 200
$15.76 Above

Fundamental Analysis

Valuation
87
Growth
95
Profitability
0
Financial Health
86
Cash Flow
15
Valuation
P/E Ratio -6.2×
P/B Ratio 4.02×
PEG Ratio -0.27
Dividend Yield 0.00%
52W High $22.69
52W Low $11.58
Quality & Growth
ROE -7985.1%
ROA -2452.9%
Gross Margin 751.3%
Operating Margin -6005.4%
Revenue Growth YoY
Debt / Equity 1.04
AI Fundamental Assessment
P/E ratio of -6.2 (inexpensive relative to a 15-40x range); Price-to-book of 4.0x; PEG ratio of -0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -79.9%; Return on assets of -24.5%; Net margin of -55.0%; Gross margin of 7.5%; Current ratio of 2.10 (healthy short-term liquidity); Debt-to-equity of 1.04; Free cash flow per share is negative (-2.71); Most recent quarter beat estimates by 28.5%; 4 consecutive earnings beats; EPS growth accelerating (-5.6% -> +19.3% QoQ); Average YoY EPS growth of 42.5%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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