Rivian sacrifices 2027 profit goal to push deeper into autonomy

[kenyee]

https://techcrunch.com/2026/03/19/rivian-sacrifices-2027-profit-goal-to-push-deeper-into-autonomy/

Take it with a grain of salt because it's tech crunch but interesting bit from the Uber filing that I didn't see mentioned anywhere else...

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[BigSkies]

https://techcrunch.com/2026/03/19/rivian-sacrifices-2027-profit-goal-to-push-deeper-into-autonomy/

Take it with a grain of salt because it's tech crunch but interesting bit from the Uber filing that I didn't see mentioned anywhere else...

Techcrunch isn't always a great source, but the article linked directly to an SEC filing where Rivian adjusted their 2027 EBITDA guidance.

Here's a direct link to avoid the Techcrunch grossness. See item 7.01

https://www.sec.gov/Archives/edgar/data/1874178/000110465926031794/tm269292d1_8k.htm

 

[Mark_AZR1T]

Feels like robbing Peter to pay Paul. The stock is stuck, and nothing so far has moved it meaningfully. They need to do something to lift market cap, otherwise any future borrowing is going to get expensive fast.

 

[Time2Roll]

Autonomy seems like a black hole to me.
Like a game the first levels are easy but to get completion grows exponentially harder with an unknown depth.
I would like to see solid profits and positive cash flow before expanding the program.

 

[SANZC02]

Autonomy seems like a black hole to me.
Like a game the first levels are easy but to get completion grows exponentially harder with an unknown depth.
I would like to see solid profits and positive cash flow before expanding the program.

I agree the last mile in autonomy is going to be hard and expensive.

The challenge for someone like Rivian is how to balance that effort with production targets while staying in the autonomy game and not falling way behind the curve. Clearly this is the direction the industry appears to be going. I’m fine holding my Rivian investment a little longer to see how this plays out for them.

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