Rivian, Mobileye Seen Well-Positioned for Rise of AI

Dow Jones01:52

1352 ET - As AI upends established industries, Piper Sandler is optimistic about companies that are building next-generation machines--like robotaxis, reusable rockets and humanoid robots--using in-house expertise. Analysts Alexander Potter and Ben Johnson point in particular to Rivian and Mobileye, whose vertically integrated models allow them to build next-generation models without relying on suppliers or supply chains that don't exist yet. The analysts upgrade both to overweight from neutral, and raise the price target to $20 from $18 for Rivian, and to $12 from $10 for Mobileye. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 27, 2026 13:52 ET (17:52 GMT)

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

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2654804294?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-28 01:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654804294","market":"fut","top_or_hot":-1,"title":"Rivian, Mobileye Seen Well-Positioned for Rise of AI","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1352 ET - As AI upends established industries, Piper Sandler is optimistic about companies that are building next-generation machines--like robotaxis, reusable rockets and humanoid robots--using in-house expertise. Analysts Alexander Potter and Ben Johnson point in particular to <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> and Mobileye, whose vertically integrated models allow them to build next-generation models without relying on suppliers or supply chains that don't exist yet. The analysts upgrade both to overweight from neutral, and raise the price target to $20 from $18 for Rivian, and to $12 from $10 for Mobileye. (kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 27, 2026 13:52 ET (17:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian, Mobileye Seen Well-Positioned for Rise of AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian, Mobileye Seen Well-Positioned for Rise of AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-28 01:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1352 ET - As AI upends established industries, Piper Sandler is optimistic about companies that are building next-generation machines--like robotaxis, reusable rockets and humanoid robots--using in-house expertise. Analysts Alexander Potter and Ben Johnson point in particular to <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> and Mobileye, whose vertically integrated models allow them to build next-generation models without relying on suppliers or supply chains that don't exist yet. The analysts upgrade both to overweight from neutral, and raise the price target to $20 from $18 for Rivian, and to $12 from $10 for Mobileye. (kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 27, 2026 13:52 ET (17:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4547","symbol_name":"WSB热门概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2654804294","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654804294","pubTimestamp":1785174720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1352 ET - As AI upends established industries, Piper Sandler is optimistic about companies that are building next-generation machines--like robotaxis, reusable rockets and humanoid robots--using in-house expertise. Analysts Alexander Potter and Ben Johnson point in particular to Rivian and Mobileye, whose vertically integrated models allow them to build next-generation models without relying on suppliers or supply chains that don't exist yet. The analysts upgrade both to overweight from neutral, and raise the price target to $20 from $18 for Rivian, and to $12 from $10 for Mobileye.  Dow Jones NewswiresJuly 27, 2026 13:52 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4547":"WSB热门概念","STLA":"Stellantis NV","IDRV":"iShares Self-Driving EV and Tech ETF","BK4596":"哈里斯概念","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4588":"碎股","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","RIVN":"Rivian Automotive, Inc.","MBLY":"Mobileye Global Inc.","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4124":"机动车零配件与设备","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","LU1064927863.SGD":"JPMorgan Funds - Europe Dynamic A (acc) SGD-H","BK4555":"新能源车","RVNL":"2倍做多RIVN ETF-GraniteShares","VTHR":"Vanguard Russell 3000 ETF","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"Rivian和 Mobileye 被视为人工智能崛起的有利地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTHR":1.5,"FDRV":0.6,"STLA":0.9,"CHAT":1.5,"ARTY":1.5,"AGIX":1.5,"IDRV":0.6,"QTOC":1.5,"AIPO":1.5,"RIVN":1.5,"MBLY":1.5,"RVNL":0.6},"content_text":"1352 ET - As AI upends established industries, Piper Sandler is optimistic about companies that are building next-generation machines--like robotaxis, reusable rockets and humanoid robots--using in-house expertise. Analysts Alexander Potter and Ben Johnson point in particular to Rivian and Mobileye, whose vertically integrated models allow them to build next-generation models without relying on suppliers or supply chains that don't exist yet. The analysts upgrade both to overweight from neutral, and raise the price target to $20 from $18 for Rivian, and to $12 from $10 for Mobileye. (kelly.cloonan@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  July 27, 2026 13:52 ET (17:52 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2654804294","isCrawlerRequest":true}