Rivian has struggled to ramp up its production since its public debut. It doubled its production from 24,337 vehicles in 2022 to 57,232 vehicles in 2023, but that figure dropped to 49,476 in 2024 and to 42,

Today, Feb. 17, 2026, analysts' higher targets collide with fresh doubts over Rivian's R2 rollout, testing conviction on its growth path.

Rivian Automotive (NASDAQ: RIVN) stock has received a more optimistic outlook from TD Cowen despite the equity’s rough start to 2026.

Rivian stock spiked as investors await the launch of its R2 SUV later this week. Chinese EV maker NIO turned a profit for the first time.

Lucid Group (NASDAQ:LCID) stock and Rivian Automotive (NASDAQ:RIVN) stock are jumping sharply today while Tesla (NASDAQ:TSLA) lags behind. Tesla shares are weighed down by a new federal probe into its Full Self-Driving (FSD) system and intensifying competition from Chinese electric vehicle (EV) manufacturer BYD (OTC:BYDDY).

Shares of electric vehicle manufacturer Rivian (NASDAQ:RIVN) jumped 9.1% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.