• Earlier this month, Rivian Automotive appointed Greg Revelle as Chief Customer Officer, tasking the former Kohl’s, Best Buy, AutoNation and Expedia executive and Revatek founder with overseeing the full customer journey and go-to-market functions from January 12, 2026.
• This hire highlights Rivian’s focus on tightening its sales, marketing and ownership experience just as it prepares for the mass-market R2 SUV rollout and expands its software and services offerings.
• We’ll now examine how Revelle’s appointment to oversee Rivian’s end-to-end customer journey may influence the company’s broader investment narrative.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

What Is Rivian Automotive's Investment Narrative?

To own Rivian today, you have to believe it can turn strong revenue growth, a growing Software & Services mix and the upcoming R2 launch into a durable, profitable EV and services platform, despite a rich price-to-sales multiple and ongoing losses. The near term story is still about execution on R2, scaling new factories and managing cash burn while the market weighs soft 2025 deliveries, tariff pressures and an earnings print that is expected to show weaker EPS and revenue. Greg Revelle’s appointment fits directly into the key short term catalysts: sharpening go to market as the R2 moves from validation builds to customer deliveries and as subscription products like Autonomy+ ramp. That said, this hire alone is unlikely to materially change the biggest risks around profitability timing, capital needs and valuation.

However, one risk in particular is something current and prospective investors should keep front of mind. Despite retreating, Rivian Automotive's shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Sixteen members of the Simply Wall St Community currently peg Rivian’s fair value anywhere between about US$10 and roughly US$42 per share, a very wide spread that reflects sharply different expectations for how its R2 rollout, software subscriptions and ongoing losses will ultimately play out. That range sits against a business still unprofitable with a high price-to-sales multiple and meaningful execution risk, so it is worth looking closely at several of these viewpoints before deciding where you stand.

Explore 16 other fair value estimates on Rivian Automotive - why the stock might be worth over 2x more than the current price!

Build Your Own Rivian Automotive Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Rivian Automotive research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Rivian Automotive research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rivian Automotive's overall financial health at a glance.

Ready To Venture Into Other Investment Styles?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• Rare earth metals are the new gold rush. Find out which 32 stocks are leading the charge.
• Find companies with promising cash flow potential yet trading below their fair value.
• These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.