Wait on Rivian's Gen 3 Platform Could Hurt Demand -- Market Talk

Dow Jones05-01 22:13

1013 ET - Rivian not introducing its Gen 3 platform until early 2027 poses a significant risk for near-term demand, say Morgan Stanley analysts. Autonomous optionality is core value proposition of battery electric vehicles and the delay of the most advanced autonomy platform could hurt customer interest for now, the analysts say. "The decision to tier the hardware sensor suite introduces an 'upper-bound' to autonomous capabilities on earlier generation vehicles…potentially driving more customers to wait for the next gen product," they say. That could hurt demand for both the company's R1 and R2 cars, extending the path to profitability.(nicholas.miller@wsj.com)

(END) Dow Jones Newswires

May 01, 2026 10:13 ET (14:13 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment