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Rivian starts a challenging year with a big slip in deliveries

1. Rivian's Q1 2024 deliveries fell to 8,640, the lowest since 2022. 2. The company expects 46,000-51,000 deliveries by the end of 2025. 3. Challenging demand environment influenced by Los Angeles fires affects sales. 4. Plans to release a more affordable EV by 2026 amidst uncertainty. 5. Government policies and regulations could hinder growth and funding.

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FAQ

Why Bearish?

Rivian’s significant drop in deliveries raises concerns for future revenue. Historical performance during tough Q1s has not always improved later.

How important is it?

Declining deliveries and potential government policy impacts could significantly affect Rivian's revenues and growth projections.

Why Short Term?

Immediate delivery numbers may influence investor sentiment and stock price significantly. Previous quarterly performance has immediate market reactions.

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