How analysts reacted to Rivian’s results
Rivian reported on July 30, 2026 (quarter ended Jun 2026). In the next sessions, 6 Wall Street firms published notes: 4 raised their price target and 2 kept it unchanged; none cut. The median target of the 6 firms with a before-and-after figure went from $17 to $17.50 (+3%). The shares fell 10% on Jul 31, the first session after the report.
Every firm’s call 6
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 25% ($11.45 on Oct 29), against a median target of $17.50 from these firms. Rivian consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 RBC Capital | Hold | $14 | $16 | +14% | Jul 31 | |
 Morgan Stanley | Sell | $13 | $14 | +8% | Jul 31 | |
 Wells Fargo | Hold | $15 | $16 | +7% | Jul 31 | |
 TD Cowen | Buy | $20 | $21 | +5% | Jul 31 | |
 Cantor | Hold | $19 | $19 | Kept | Jul 31 | |
 Baird | Buy | $23 | $23 | Kept | Aug 4 |
Earlier Rivian reports
Latest earnings reactions
IntelOct 290 raised · 19 cut · 2 kept24 firms reactedMedian target −23%Shares —
Alphabet (Google)Oct 280 raised · 22 cut · 3 kept26 firms reactedMedian target −11%Shares −13%
KLAOct 281 raised · 10 cut · 0 kept11 firms reactedMedian target −10%Shares +5%
MicrosoftOct 2822 raised · 0 cut · 2 kept25 firms reactedMedian target +5%Shares 0%
Lam ResearchOct 210 raised · 6 cut · 0 kept6 firms reactedMedian target −10%Shares −12%
MetaOct 2118 raised · 3 cut · 5 kept28 firms reactedMedian target +2%Shares −7%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true