Rivian’s Troubles Don’t End at a 93% Wipeout

  • Valuation reflects rising angst about its ability to compete
  • At least six analysts have cut price targets in April

A Rivian R1T electric vehicle (EV) pickup truck at the company's manufacturing facility in Normal, Illinois, US.

Photographer: Jamie Kelter Davis/Bloomberg
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The relentless erosion in Rivian Automotive Inc.’s share price is revealing an ugly truth: Investors have little faith left in the ability of the Amazon.com Inc.-backed company to compete in a crowded electric-vehicle market.

A market capitalization that exceeded $150 billion days after a blockbuster public trading debut in late 2021 now stands at less than $12 billion after a 93% stock wipeout, reflecting almost no value beyond the company’s cash hoard.