Market Cap
$21.6B
RIVN
Rivian Automotive, Inc. / DE
$14.30 ▼ -3.12%
Prev close $14.76Market cap$21.6B
ConsensusHold
12-mo target$19.31 (+35.0%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Electric Vehicles
Snapshot
The big-picture read on RIVN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$9.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$1.0B buy / $3.0M sell
Insider Net $
$997.1M
Social Sentiment
65° Warm
SEC Reports
8
Price chart 30d -10.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 Insider
CALLAHAN MICHAEL JOHN sold 15,000 shares
Chief Administrative Officer @ $16.29 ($244.4K)
Sep 10, 2026 ftd
FTD: RIVN — 42,563 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $16.01, FTD Value: $681,433.63, RIVIAN AUTOMOTIVE INC CL A
Aug 20, 2026 Insider
McDonough Claire sold 8,023 shares
Chief Financial Officer @ $16.00 ($128.4K)
Aug 18, 2026 Insider
Jul 30, 2026 SEC McDonough Claire sold 13,144 shares
Chief Financial Officer @ $14.50 ($190.6K)
Rivian reported Q2 2026 revenue of $1.658B (+27% YoY), beating the $1.57B consensus, and an adjusted EPS of -$0.47, a 39
8-K — Impact 7/10
Rivian reported Q2 2026 deliveries of 12,194 vehicles, beating its own guidance range of 9,000-11,000, and raised full-y
8-K — Impact 6/10
Jun 30, 2026 Inst.
D. E. Shaw & — DOUBLED
20,832,777 shares ($361.4M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
11,617,138 shares ($201.6M)
Analyst ratings buy % +28.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 34 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Citigroup | INITIATE | Neutral | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 28, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Jul 27, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Jul 14, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 9, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 9 | 4 | 1 | 59% | |
| Aug 1, 2026 | 5 | 15 | 9 | 4 | 1 | 59% | |
| Jul 1, 2026 | 5 | 14 | 10 | 4 | 1 | 56% | |
| Jun 1, 2026 | 5 | 14 | 10 | 4 | 1 | 56% | |
| May 1, 2026 | 6 | 14 | 10 | 4 | 1 | 57% | |
| Apr 1, 2026 | 6 | 13 | 11 | 5 | 1 | 53% | |
| Mar 1, 2026 | 6 | 11 | 13 | 4 | 1 | 49% | |
| Feb 1, 2026 | 6 | 10 | 13 | 5 | 1 | 46% |
Price targets
Where 26 covering analysts think RIVN trades over the next 12 months.
$19.31 +35.0% upside Strong Buy
Current$14.30 Low$13.00 Median$18.50 High$25.00 26 analysts
$13.00$25.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 3 bullish, 2 bearish, 1 mixed, 2 neutral · avg impact 5.4/10.
BULLISH8-K7/10
Rivian reported Q2 2026 revenue of $1.658B (+27% YoY), beating the $1.57B consensus, and an adjusted
Jul 30, 2026
BULLISH8-K6/10
Rivian reported Q2 2026 deliveries of 12,194 vehicles, beating its own guidance range of 9,000-11,00
Jul 2, 2026
BEARISHINST-CLUSTER6/10
4 major passive/sovereign institutions (Fidelity, Norges Bank, BofA, Morgan Stanley) sold a net $359
Jun 11, 2026
NEUTRALCLUSTER3/10
Rivian's CEO and CFO sold a combined $667K in shares over a one-week window, with the CFO's sale occ
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: RIVN — 42,563 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $16.01, FTD Value: $681,433.63, RIVIAN AUTOMOTIVE INC CL A
Sep 7, 2026
dark_pool
Dark Pool: RIVN — 11.7M shares, 105,378 trades
Week starting 2026-09-07. Total ATS volume: 11,681,304 shares across 105,378 trades.
Sep 1, 2026
ftd
FTD: RIVN — 20,090 shares ($0.3M) failed to deliver
Settlement: 20260901, Price: $16.06, FTD Value: $322,645.4, RIVIAN AUTOMOTIVE INC CL A
Aug 31, 2026
ftd
FTD: RIVN — 108,368 shares ($1.7M) failed to deliver
Settlement: 20260831, Price: $16.07, FTD Value: $1,741,473.76, RIVIAN AUTOMOTIVE INC CL A
Aug 31, 2026
dark_pool
Dark Pool: RIVN — 11.6M shares, 119,630 trades
Week starting 2026-08-31. Total ATS volume: 11,570,875 shares across 119,630 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.73 | $-0.85–$-0.60 | 23.8% | +2.1% | 4↑ 5↓ | $2.0B | 11 |
| Next Q | $-0.67 | $-0.90–$-0.51 | -0.9% | -1.4% | 4↑ 7↓ | $2.5B | 12 |
| Current FY | $-2.44 | $-2.92–$-2.13 | 20.5% | +0.9% | 3↑ 1↓ | $7.4B | 14 |
| Next FY | $-2.17 | $-2.91–$-1.54 | 11.1% | +0.6% | 2↑ 2↓ | $11.7B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.731 | — |
| 7d ago | $-0.729 | -0.003 |
| 30d ago | $-0.747 | +0.016 |
| 60d ago | $-0.774 | +0.043 |
| 90d ago | $-0.774 | +0.043 |
Institutional ownership
Which big funds own RIVN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.6B total value (556,039,108 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, BAILLIE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 56,419,011 | $978.9M | 10.2% | — |
| BAILLIE GIFFORD & CO | 43,210,348 | $749.7M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 39,268,910 | $681.3M | 7.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 34,835,795 | $604.4M | 6.3% | — |
| STATE STREET CORP | 22,396,819 | $388.6M | 4.0% | — |
| JPMORGAN CHASE & CO | 22,651,249 | $381.4M | 4.0% | — |
| D. E. Shaw & Co., Inc. | 20,832,777 | $361.4M | 3.8% | DOUBLED +141.4% |
| TWO SIGMA INVESTMENTS, LP | 19,178,109 | $332.7M | 3.5% | — |
| LMR Partners LLP | 18,829,400 | $326.7M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | DOUBLED | 8,629,435 | 20,832,777 | +141.4% | $361.4M |
| NORGES BANK | NEW | — | 11,617,138 | — | $201.6M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 10,917,096 | 7,599,796 | -30.4% | $131.9M |
| MARSHALL WACE, LLP | ADD | 3,655,106 | 7,167,905 | +96.1% | $124.4M |
| CITIGROUP INC | TRIM | 8,674,247 | 6,127,012 | -29.4% | $106.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,915,150 | 5,711,666 | +45.9% | $99.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 8,896,442 | 5,653,443 | -36.5% | $98.1M |
| CITADEL ADVISORS LLC | DOUBLED | 2,249,760 | 4,578,186 | +103.5% | $79.4M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 868,585 | 2,636,228 | +203.5% | $45.7M |
| DEUTSCHE BANK AG\ | ADD | 1,879,129 | 2,517,003 | +33.9% | $43.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net $997.1M — $1.0B bought, $3.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | CALLAHAN MICHAEL JOHN | Chief Administrative Officer | SELL | 15,000 | $16.29 | $244.4K |
| Aug 20, 2026 | McDonough Claire | Chief Financial Officer | SELL | 8,023 | $16.00 | $128.4K |
| Aug 18, 2026 | McDonough Claire | Chief Financial Officer | SELL | 13,144 | $14.50 | $190.6K |
| Aug 15, 2026 | CALLAHAN MICHAEL JOHN | Chief Administrative Officer | TAX W/H | 42,082 | $15.36 | $646.4K |
| Aug 15, 2026 | Venkataratnam Sreela | Chief Accounting Officer | TAX W/H | 20,297 | $15.36 | $311.8K |
| Aug 15, 2026 | Scaringe Robert J | Chief Executive Officer | TAX W/H | 44,033 | $15.36 | $676.3K |
| Aug 15, 2026 | McDonough Claire | Chief Financial Officer | TAX W/H | 38,640 | $15.36 | $593.5K |
| Jul 20, 2026 | Krafcik John | Director | AWARD | 1,192 | — | — |
| Jul 20, 2026 | Schwartz Sanford Harold | Director | AWARD | 1,192 | — | — |
| Jul 20, 2026 | Krawiec Peter | Director | AWARD | 884 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RIVN.
Shares short
154,207,256
Settlement Sep 15, 2026
Change vs prior
-3.5%
Semi-monthly cycle
Days to cover
9.1
At avg daily volume
Of shares outstanding
≈10.7%
Estimate — not % of float
All RIVN filing & press-release reports (8)
- 8-K reportJul 30, 2026
- 8-K reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportMay 29, 2026
- S-3ASR reportApr 30, 2026
- 8-K reportApr 2, 2026
- INST-CLUSTER reportFeb 28, 2026