Mid-Cap

An Update on NASDAQ-Listed Automobile Stock– Rivian Automotive Inc

April 25, 2024 | Team Kalkine
An Update on NASDAQ-Listed Automobile Stock– Rivian Automotive Inc

RIVN:NASDAQ
Investment Type
Mid - Cap
Risk Level
Action
Rec. Price (US$)

Rivian Automotive Inc

Rivian Automotive, Inc. (NASDAQ: RIVN) designs, develops and manufactures electric vehicles and accessories. It sells its vehicles directly to customers in the consumer and commercial markets. The Company’s R1 platform offers the first-generation consumer vehicles: the R1T, a two-row five-passenger pickup truck, and the R1S, a three-row seven-passenger sport utility vehicle (SUV).

Recent Financial and Business Updates:

  • Production and Delivery Totals: Rivian Automotive, Inc. (NASDAQ: RIVN) unveiled its production and delivery figures for the quarter ending March 31, 2024. The company reported manufacturing 13,980 vehicles at its facility in Normal, Illinois, with a corresponding delivery of 13,588 vehicles during the same period.
  • Meeting Expectations: Rivian's production and delivery results for the first quarter of 2024 aligned with the company's forecasts. Management reaffirmed its guidance for the full year 2024, maintaining expectations for an annual production of 57,000 total vehicles.
  • Upcoming Financial Results: In addition to the production and delivery updates, Rivian announced plans to release its first-quarter 2024 financial results on May 7th after the market closes. Following the release, the company will host an audio webcast at 5:00 p.m. ET on the same day to discuss its performance and outlook for the business.
  • Meeting Expectations: Rivian Automotive, Inc. (NASDAQ: RIVN) unveiled its fourth-quarter and year-end 2023 financial results, indicating success across key performance indicators, including production ramp-up, cost efficiency enhancements, and demand generation through technological innovations. The company notably exceeded its initial production guidance, manufacturing 57,232 vehicles and delivering 50,122 units throughout the year, demonstrating a substantial growth trajectory compared to 2022. Despite seasonal fluctuations impacting fourth-quarter deliveries, Rivian witnessed a significant 147% increase in deliveries year-over-year, ending December 31, 2023, on a high note.
  • Path to Modest Gross Profit: Rivian remains committed to its path to achieving a modest gross profit in the fourth quarter, highlighting its focus on cost efficiency and operational optimization. In 2023, the company reported meaningful improvements in operating efficiency, with a gross profit per delivered vehicle increasing by approximately USD 81,000 compared to the same period in 2022.
  • Guidance and Strategic Initiatives: Considering economic uncertainties and market pressures, Rivian forecasts producing 57,000 vehicles in 2024, consistent with its 2023 production levels. The company plans to navigate these challenges through a comprehensive cost transformation program, aiming to reduce total unit costs for R1 and EDV models through various efficiency measures. Additionally, Rivian aims to drive demand by unveiling its midsize platform, the R2, on March 7th, while expanding customer outreach initiatives and enhancing the overall brand experience.
  • Financial Highlights: Rivian reported total revenue of USD 1,315 million for the fourth quarter of 2023, driven by the delivery of 13,972 vehicles, with total revenue for the fiscal year reaching USD 4,434 million. Despite operating expenses growing to USD 975 million in the fourth quarter, Rivian achieved improvements in gross profit and operating loss compared to the same period in 2022. Adjusted EBITDA* for the fourth quarter improved to USD (1,096) million, reflecting lower gross profit losses, with total capital expenditures amounting to USD (298) million for the quarter and USD (1,026) million for the fiscal year. Ending the fourth quarter with USD 9,368 million in liquidity, Rivian remains well-positioned to navigate future challenges and capitalize on growth opportunities. 

Technical Observation (on the daily chart)

The Relative Strength Index (RSI) over a 14-day period stands at 32.55, currently recovering from oversold zone, with expectations of some consolidation or some upward recovery. Moreover, the price is currently positioned below both the 21-day SMA and 50-day SMA trend-following indicators, which may act as dynamic short-term resistance levels. The price is current trading near an important support zone of USD 7.50-USD 8.00, therefore with an expectation of a decent upward momentum in case these support levels hold.

Individuals can evaluate the stock based on the support and resistance levels provided in the report in case of keen interest taking into consideration the risk-reward scenario.

Markets are trading in a highly volatile zone currently due to certain macro-economic issues and prevailing geopolitical tensions. Therefore, it is prudent to follow a cautious approach while investing.

Related Risk: This report may be looked at from a high-risk perspective and a recommendation is provided for a short duration. This report is solely based on technical parameters, and the fundamental performance of the stocks has not been considered in the decision-making process. Other factors which could impact the stock prices include market risks, regulatory risks, interest rates risks, currency risks, social and political instability risks etc. 

How to Read the Charts?

The yellow colour line reflects the 21-period simple moving average (SMA) while the blue line indicates the 50- period simple moving average (SMA). SMA helps to identify existing price trends. If the prices are trading above the 21-period and 50-period moving average, then it shows prices are currently trading in a bullish trend.

The orange colour line in the chart’s lower segment reflects the Relative Strength Index (14-Period) which indicates price momentum and signals momentum in trend. A reading of 70 or above suggests overbought status while a reading of 30 or below suggests an oversold status.

The red and green colour bars in the chart’s lower segment show the volume of the stock. The volume is the number of shares that changed hands during a given day. Stocks with high volumes are more liquid than stocks with lesser volume as liquidity in stocks helps with easier and faster execution of the order.

The Orange colour lines are the trend lines drawn by connecting two or more price points and used for trend identification purposes. The trend line also acts as a line of support and resistance.

Technical Indicators Defined: -

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock. 

Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock. 

Stop-loss: It is a level to protect further losses in case of unfavourable movement in the stock prices. 

Abbreviations

CMP: Current Market Price

SMA: Simple Moving Average

RSI: Relative Strength Index

USD: United States dollar 

Note: Trading decisions require a thorough analysis by individual. Technical reports in general chart out metrics that may be assessed by individuals before any stock evaluation. The above are illustrative analytical factors used for evaluating the stocks; other parameters can be looked at along with additional risks per se. Past performance is neither an indicator nor a guarantee of future performance. 

Note 1: Past performance is not a reliable indicator of future performance.

Note 2: The reference date for all price data, currency, technical indicators, support, and resistance level is April 22, 2024. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 4: Target Price refers to a price level that the stock is expected to reach as per the relative valuation method and or technical analysis taking into consideration both short-term and long-term scenarios.

Note 5: ‘Kalkine reports are prepared based on the stock prices captured either from the New York Stock Exchange (NYSE), NASDAQ Capital Markets (NASDAQ), and or REFINITIV. Typically, all sources (NYSE, NASDAQ, or REFINITIV) may reflect stock prices with a delay which could be a lag of 15-20 minutes. There can be no assurance that future results or events will be consistent with the information provided in the report. The information is subject to change without any prior notice.



Disclaimer-

This report has been issued by Kalkine Pty Limited (ABN 34 154 808 312) (Australian financial services licence number 425376) (“Kalkine”) and prepared by Kalkine and its related bodies corporate authorised to provide general financial product advice. Kalkine.com.au and associated pages are published by Kalkine.

Any advice provided in this report is general advice only and does not take into account your objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your objectives, financial situation and needs before acting upon it.

There may be a Product Disclosure Statement, Information Statement or other offer document for the securities or other financial products referred to in Kalkine reports. You should obtain a copy of the relevant Product Disclosure Statement, Information Statement or offer document and consider the statement or document before making any decision about whether to acquire the security or product.

You should also seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice in this report or on the Kalkine website. Not all investments are appropriate for all people.

The information in this report and on the Kalkine website has been prepared from a wide variety of sources, which Kalkine, to the best of its knowledge and belief, considers accurate. Kalkine has made every effort to ensure the reliability of information contained in its reports, newsletters and websites. All information represents our views at the date of publication and may change without notice.

Kalkine does not guarantee the performance of, or returns on, any investment. To the extent permitted by law, Kalkine excludes all liability for any loss or damage arising from the use of this report, the Kalkine website and any information published on the Kalkine website (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine hereby limits its liability, to the extent permitted by law, to the resupply of services. Please note past performance is neither an indicator nor a guarantee of future performance.

Please also read our Terms & Conditions and Financial Services Guide for further information.

Employees and/or associates of Kalkine and its related entities may hold interests in the securities or other financial products covered in this report or on the Kalkine website. Any such employees and associates are required to comply with certain safeguards, procedures and disclosures as required by law.

Kalkine Media Pty Ltd, an affiliate of Kalkine Pty Ltd, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website including entities covered in this Report.