Here's How Rivian Can Turn Things Around for Investors in 2026

2026-03-09 08:50:00 ET

This year is setting up to be an important one for Rivian Automotive (NASDAQ: RIVN) investors, especially considering the company is trying to reverse its 2025 $3.6 billion net loss and 18% delivery decline. After a long battle with tariff impacts, policy changes, and no new-vehicle launches last year, Rivian investors are ready to shift into a higher gear. The good news is that's exactly what Rivian's CEO R.J. Scaringe expects to see.

"I believe 2026 will be an inflection point for our business," Scaringe said on the fourth-quarter earnings call Feb. 12, according to Automotive News . "R2 is an exceptional vehicle and I believe will be a game changer for our customers, our company and the industry."

The R2 will be critical for Rivian to reverse its sales and delivery decline as the automaker's first mass-market vehicle. After last year's delivery decline, the R2, with a price target around $45,000, is expected to drive 2026 deliveries to between 62,000 and 67,000. R2 deliveries should begin during the second quarter before adding a second shift toward the end of the year and adding a third shift in 2027.

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