金牛夫人
2023-09-26
这个媒体专业黑特斯拉
Rivian's Stock Is a Bullish "Fresh Pick" Ahead of Deliveries Data, Tesla's Not so Much
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Rivian Automotive Inc.'s stock was designated Tuesday as a bullish \"fresh pick\" by Baird analyst Ben Kallo ahead of the electric-vehicle maker's deliveries report due out next week, which he believes will beat Wall Street forecasts.While Kallo was also bullish on EV giant Tesla Inc.'s stock , and considered it a \"top pick\" for the second half of 2023, his forecast for third-quarter deliveries of 439,200 fell below the current FactSet consensus of 462,000.Shares of Rivian rose 0.8% in premarket trading, while Tesla's stock slipped 0.6%.Instead, Kallo said, he believes underlying demand remains strong, particularly for the R1S electric sport-utility vehicle, with production improving.\"We see [third-quarter] deliveries as a near-term catalyst and expect sentiment to improve as [Rivian] continues to realize cost benefits from an improving supply chain and the use of in-house components,","content":"<html><head></head><body><p>Rivian Automotive Inc.'s stock was designated Tuesday as a bullish "fresh pick" by Baird analyst Ben Kallo ahead of the electric-vehicle maker's deliveries report due out next week, which he believes will beat Wall Street forecasts.</p><p>While Kallo was also bullish on EV giant Tesla Inc.'s stock <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and considered it a "top pick" for the second half of 2023, his forecast for third-quarter deliveries of 439,200 fell below the current FactSet consensus of 462,000.</p><p>Shares of Rivian <a href=\"https://laohu8.com/S/RIVN\">$(RIVN)$</a> rose 0.8% in premarket trading, while Tesla's stock slipped 0.6%.</p><p>Kallo said concerns over reports of weakening Rivian demand have recently hurt the stock, which has lost 7.0% so far in September after tumbling 17.8% in August. That selloff followed a three-month surge in which the stock more than doubled (up 116%).</p><p>Instead, Kallo said, he believes underlying demand remains strong, particularly for the R1S electric sport-utility vehicle, with production improving.</p><p>"We see [third-quarter] deliveries as a near-term catalyst and expect sentiment to improve as [Rivian] continues to realize cost benefits from an improving supply chain and the use of in-house components," Kallo wrote.</p><p>Rivian is expected to report production and deliveries data on or about Oct. 3, with the FactSet consensus for deliveries at 14,000.</p><p>Kallo reiterated his outperform rating on Rivian's stock and his $30 price target, which implies 42% upside from Monday's closing price of $21.13.</p><p>Kallo said that there is "confusion" among Wall Street analysts regarding third-quarter deliveries based on the company's planned factory downtime, as well as questions regarding demand following price cuts.</p><p>While FactSet's latest "consensus" deliveries estimate for the third quarter is 462,000 EVs, that confusion has led to a wide range of estimates, from a low of 438,000 to a high of 511,000.</p><p>Kallo's delivery estimate of 439,200 implies about a 28% increase from a year ago but a 6% decline from the second quarter.</p><p>Regarding Tesla's refreshed Model 3, Kallo said early reviews have been positive and wait times suggest demand has been strong, particularly in China. However, deliveries are scheduled for early in the fourth quarter.</p><p>Rivian's stock has rallied 14.7% year to date while Tesla's stock has rocketed 100.5%. The S&P 500 index SPX has gained 13% this year.</p></body></html>","collect":0,"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's Stock Is a Bullish \"Fresh Pick\" Ahead of Deliveries Data, Tesla's Not so Much</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's Stock Is a Bullish \"Fresh Pick\" Ahead of Deliveries Data, Tesla's Not so Much\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\">2023-09-26 21:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rivian Automotive Inc.'s stock was designated Tuesday as a bullish "fresh pick" by Baird analyst Ben Kallo ahead of the electric-vehicle maker's deliveries report due out next week, which he believes will beat Wall Street forecasts.</p><p>While Kallo was also bullish on EV giant Tesla Inc.'s stock <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and considered it a "top pick" for the second half of 2023, his forecast for third-quarter deliveries of 439,200 fell below the current FactSet consensus of 462,000.</p><p>Shares of Rivian <a href=\"https://laohu8.com/S/RIVN\">$(RIVN)$</a> rose 0.8% in premarket trading, while Tesla's stock slipped 0.6%.</p><p>Kallo said concerns over reports of weakening Rivian demand have recently hurt the stock, which has lost 7.0% so far in September after tumbling 17.8% in August. That selloff followed a three-month surge in which the stock more than doubled (up 116%).</p><p>Instead, Kallo said, he believes underlying demand remains strong, particularly for the R1S electric sport-utility vehicle, with production improving.</p><p>"We see [third-quarter] deliveries as a near-term catalyst and expect sentiment to improve as [Rivian] continues to realize cost benefits from an improving supply chain and the use of in-house components," Kallo wrote.</p><p>Rivian is expected to report production and deliveries data on or about Oct. 3, with the FactSet consensus for deliveries at 14,000.</p><p>Kallo reiterated his outperform rating on Rivian's stock and his $30 price target, which implies 42% upside from Monday's closing price of $21.13.</p><p>Kallo said that there is "confusion" among Wall Street analysts regarding third-quarter deliveries based on the company's planned factory downtime, as well as questions regarding demand following price cuts.</p><p>While FactSet's latest "consensus" deliveries estimate for the third quarter is 462,000 EVs, that confusion has led to a wide range of estimates, from a low of 438,000 to a high of 511,000.</p><p>Kallo's delivery estimate of 439,200 implies about a 28% increase from a year ago but a 6% decline from the second quarter.</p><p>Regarding Tesla's refreshed Model 3, Kallo said early reviews have been positive and wait times suggest demand has been strong, particularly in China. However, deliveries are scheduled for early in the fourth quarter.</p><p>Rivian's stock has rallied 14.7% year to date while Tesla's stock has rocketed 100.5%. The S&P 500 index SPX has gained 13% this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4592":"伊斯兰概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4555":"新能源车"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2370276473","content_text":"Rivian Automotive Inc.'s stock was designated Tuesday as a bullish \"fresh pick\" by Baird analyst Ben Kallo ahead of the electric-vehicle maker's deliveries report due out next week, which he believes will beat Wall Street forecasts.While Kallo was also bullish on EV giant Tesla Inc.'s stock $(TSLA)$, and considered it a \"top pick\" for the second half of 2023, his forecast for third-quarter deliveries of 439,200 fell below the current FactSet consensus of 462,000.Shares of Rivian $(RIVN)$ rose 0.8% in premarket trading, while Tesla's stock slipped 0.6%.Kallo said concerns over reports of weakening Rivian demand have recently hurt the stock, which has lost 7.0% so far in September after tumbling 17.8% in August. That selloff followed a three-month surge in which the stock more than doubled (up 116%).Instead, Kallo said, he believes underlying demand remains strong, particularly for the R1S electric sport-utility vehicle, with production improving.\"We see [third-quarter] deliveries as a near-term catalyst and expect sentiment to improve as [Rivian] continues to realize cost benefits from an improving supply chain and the use of in-house components,\" Kallo wrote.Rivian is expected to report production and deliveries data on or about Oct. 3, with the FactSet consensus for deliveries at 14,000.Kallo reiterated his outperform rating on Rivian's stock and his $30 price target, which implies 42% upside from Monday's closing price of $21.13.Kallo said that there is \"confusion\" among Wall Street analysts regarding third-quarter deliveries based on the company's planned factory downtime, as well as questions regarding demand following price cuts.While FactSet's latest \"consensus\" deliveries estimate for the third quarter is 462,000 EVs, that confusion has led to a wide range of estimates, from a low of 438,000 to a high of 511,000.Kallo's delivery estimate of 439,200 implies about a 28% increase from a year ago but a 6% decline from the second quarter.Regarding Tesla's refreshed Model 3, Kallo said early reviews have been positive and wait times suggest demand has been strong, particularly in China. However, deliveries are scheduled for early in the fourth quarter.Rivian's stock has rallied 14.7% year to date while Tesla's stock has rocketed 100.5%. The S&P 500 index SPX has gained 13% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1897,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/224049929478328"}
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