Rivian and Stellantis Face Downgrades, But Tesla's Bull Case Holds Firm

GuruFocus.com03-20

Piper Sandler has adjusted its price targets across the auto sector, cutting estimates for Rivian (NASDAQ:RIVN), Ford (NYSE:F), Stellantis (NYSE:STLA), and Tesla (NASDAQ:TSLA) while raising its outlook on General Motors (NYSE:GM).

Rivian and Stellantis Downgraded Over Policy Risks

Warning! GuruFocus has detected 4 Warning Signs with RIVN.

Rivian and Stellantis took the biggest hits, with Piper downgrading both stocks, citing political and supply chain uncertainties. Rivian's rating was lowered to Neutral from Overweight, with its price target slashed to $13 from $19. Despite appreciation for Rivian's VW joint venture, analysts see few growth catalysts before the R2 launch in 2026.

Stellantis saw an even sharper cut, with Piper dropping its target from $23 to $13, warning of a triple-whammy of policy risks affecting the automaker in 2025.

Ford Faces Challenges, GM Gains Support

Ford's price target was reduced from $13 to $9, as Piper flagged concerns over cash flow being used to cover warranty campaigns and failed EV launches. However, General Motors got a slight upgrade, with its price target increased from $45 to $48, as Piper expects buybacks and a low valuation to provide support.

Tesla Remains a Long-Term Bet

Despite cutting its Tesla price target from $500 to $450, Piper reiterated its Overweight (Buy) rating, maintaining a bullish stance on EV adoption. The firm believes EV penetration in the West will mirror China's push toward 100% adoption and sees Tesla as undervalued based on its auto, energy, and self-driving businesses.

This article first appeared on GuruFocus.

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