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Rivian Automotive price target lowered to $25 from $35 at Evercore ISI

Evercore ISI lowered the firm’s price target on Rivian Automotive to $25 from $35 and keeps an Outperform rating on the shares. The firm says “we wish we could spin some ‘better underlying detail’, but we can’t,” arguing that “this was a rough quarter” and call. The firm cites “a much cloudier path” to positive gross margins by Q4 as well as “debatable core R1 demand” in its post-earnings price target cut, adding that “2024 can now only be a year of ‘beating lowered expectations’ one quarter at a time” for the stock to regain any of its earlier momentum, despite the “mega R2 reveal” coming up on March 7.

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