In 2025, the performance of electric vehicle stocks is mixed. Rivian Automotive (RIVN) is performing the best in a trading range of between $12 – $14. Tesla (TSLA) gave up half of its post-presidential election gain while Lucid Group (LCID) risks retreating to the $2.00 low.
On Feb. 20, Rivian posted a positive gross margin in its fourth-quarter earnings report. The EV truck supplier cut costs by $31,000 per unit. Cost controls, average selling prices, and higher regulatory credit revenue helped results.
Rivian’s tri-motor launch is a bullish catalyst. In addition, the R2 program launch is scheduled for the first half of 2026. Rivian ended Q4 with plenty of cash on hand at $7.7 billion. It received $2.3 billion in funding from Volkswagen Group (VWAGY).
Rivian is the most attractive EV stock compared to Tesla or Lucid. Bears hold a commanding 8.31% short interest against Lucid stock. CEO Elon Musk’s leadership in DOGE – Department of Government Efficiency – is hurting Tesla sales. Musk’s political affiliation divides consumers. Those who do not support his politics are avoiding Tesla vehicles.
Despite weaker sales ahead, firms like Nissan (NSANY) are seeking Tesla as a strategic investor. Before that, merger talks between Nissan and Honda (HMC) broke down. Given Nissan’s junk rating, Tesla shareholders should not support any involvement with the firm.
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