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Rivian cut 2025 delivery forecast due to tax credit expiration, tariffs, and shifting demand, spiking investor concerns.
Rivian Automotive lowered its 2025 vehicle delivery forecast to 41,500–43,500 units, citing the expiration of the U.S. federal EV tax credit, high tariffs on imported auto parts, and shifting consumer demand.
Despite a 32% year-over-year increase in third-quarter deliveries and strong production, the company faces mounting financial pressures, including reduced zero-emission credit revenue and rising manufacturing costs.
The revised outlook contributed to a 7.2% drop in Rivian’s stock, reflecting investor concerns over profitability and growth amid broader economic uncertainty.
The upcoming launch of the R2 SUV in 2026 is seen as critical to the company’s long-term strategy.
Rivian recortó el pronóstico de entrega de 2025 debido a la expiración del crédito fiscal, las tarifas y el cambio de demanda, aumentando las preocupaciones de los inversores.