RIVN

Rivian ·Consumer Discretionary
16.77 live · 2026-08-27 14:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Structural Score: displayed 0, underlying value -0.5
20.2%
Brown Bear Score
5.2%
Business Conviction Score
46.6%
Position Health Score
0.0%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +23.6% · range 12.50–22.45

The Businesswhat the company reports

Business & cash flow

FCF / assets -16.7%
OCF / assets -5.2%
FCF / revenue -14.5%
Gross margin 1.0%
ROIC -30.0%
Forward P/E -9.1

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Trailing EPS is negative (-2.53) and forward EPS is not positive, so a growth percentage does not exist

Confidence 35.0/100

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

Reported earnings

Next report 2026-11-02 after the close · consensus EPS -0.65

Q2 23 revenue: 1.12bnQ2 23 net income: -1.20bnQ2 23 EPS: -1.27Q3 23 revenue: 1.34bnQ3 23 net income: -1.37bnQ3 23 EPS: -1.44Q3 23Q4 23 revenue: 1.31bnQ4 23 net income: -1.52bnQ4 23 EPS: -1.61Q1 24 revenue: 1.20bnQ1 24 net income: -1.45bnQ1 24 EPS: -1.48Q1 24Q2 24 revenue: 1.16bnQ2 24 net income: -1.46bnQ2 24 EPS: -1.46Q3 24 revenue: 874.00mQ3 24 net income: -1.10bnQ3 24 EPS: -1.08Q3 24Q4 24 revenue: 1.73bnQ4 24 net income: -744.00mQ4 24 EPS: -0.73Q1 25 revenue: 1.24bnQ1 25 net income: -545.00mQ1 25 EPS: -0.48Q1 25Q2 25 revenue: 1.30bnQ2 25 net income: -1.12bnQ2 25 EPS: -0.97Q3 25 revenue: 1.56bnQ3 25 net income: -1.17bnQ3 25 EPS: -0.96Q3 25Q4 25 revenue: 1.29bnQ4 25 net income: -811.00mQ4 25 EPS: -0.68Q1 26 revenue: 1.38bnQ1 26 net income: -416.00mQ1 26 EPS: -0.33Q1 26

Revenue Net incomeEPS (GAAP) (-1.61–-0.33, own scale) Derived Q4

12 quarters to Q1 26. Revenue and net income share one scale, so the gap between them is the margin. The baseline is zero — bars below it are losses. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) Filed
2026-03-31 1.38bn +11.4% -416.00m -0.33 2026-04-30
2025-12-31 (derived) 1.29bn -25.8% -811.00m -0.68 2026-02-12
2025-09-30 1.56bn +78.3% -1.17bn -0.96 2025-11-04
2025-06-30 1.30bn +12.5% -1.12bn -0.97 2025-08-05

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Growing — shares issued
Diluted shares 1,249.0M as at 2026-03-31
Change over 1 year +9.9%
Change over 3 years +34.3%
Public float $14.30bn as at 2025-06-30 (10-K)

History before 2022-03-31 is not shown. The share count jumps at that date by a ratio no ordinary issuance produces — a split whose factor is not in Brown Bear's split store — so earlier figures are on a different basis and cannot be compared with today's.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 15.86 — 16.41
Protective stop 14.88 (Structure, 7.8% risk)
Support 15.20 (2 touches, 7.4% away)
Resistance 16.60 (1.6% away)

Takeaway The shares are nearer the ceiling than the floor: about 1.6% below 16.60, where sellers have turned up before, and 7.4% above 15.20, where buyers have stepped in before. That floor has held 2 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 7.8% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice INSIDE the cloud | periods 9/25/51 (98% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BEAR
Cloud thickness81% percentile (thick — substantial structure)
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice INSIDE the weekly cloud (context only, not scored)

Takeaway The stock is trading inside its cloud — a shaded band drawn from several of its own moving averages, currently 16.25 to 17.27. Inside the band those averages disagree with each other, so the indicator is not saying much either way. Its shorter-term averages point the other way, so this is a mixed reading rather than a clear one. The band is unusually wide at the moment, so it marks a broad zone rather than a single level.

Trailing returns

21 days -2.2%
63 days +11.1%
126 days +7.1%
252 days +24.6%
Below 252d high27.3%

Trend context

PositionAt trend
ExtensionNormal
Trend slopeRising
Direction of travelHolding its deviation

Takeaway Price is near a rising Kalman fair trend, consistent with a healthy trend setup.

Volatility

State In a squeeze
Current band width16.0% of price
Recent tightest14.4% (4 sessions ago, narrower than 86.0% of its history)
Expansion since1.11×
Band 14.63 — 17.17

Takeaway Lately this share price has been swinging around inside a range roughly 16% wide, and it recently went unusually quiet — calmer than it has been 86% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Historical trends

02550751002026-06-232026-08-26
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger EMA20 continuation hold already above Track 2 pathway: price is above a rising EMA20; sustained hold would support momentum continuation · Broadly stable
  2. Trigger 2 Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure · Broadly stable
  3. Trigger 3 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway · Deteriorating

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityInsider selling
Buy filings0
Sell filings3
Shares sold41,167
Value sold$719.0k
Latest sell2026-08-20
FiledInsiderSharesValue
2026-08-20 Sold McDonough ClaireChief Financial Officer 8,023 $128,368
2026-08-18 Sold McDonough ClaireChief Financial Officer 13,144 $190,650

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

RIVN: no binary-event flag. Near IV 56%, far IV 63% (ratio 0.87), implied move 6.6%.

Implied volatility 56% near (8d) · 63% far (113d)
Term structure 0.88× near/far
Historical volatility 58%
Implied vs historical 0.96×
Implied move ±6.6% by 2026-09-04
Implied move vs ATR 0.62×
Skew Flat (0.95×)
Call wall 20.00 (+19.3% away)
Put wall 5.00 (-70.2% away)
Gamma pin 20.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 6.6% in either direction by 2026-09-04.

Chain as at 2026-08-27. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Leadership Cooling

Rotation health 81.5/100; Strong Rotation Tailwind.

Rotation health 81.5
Rotation strength 65.1
LegQuadrantRS-RatioRS-Mom
Stock vs sector Leading 101.3 115.0
Stock vs SPY Leading 104.4 116.0
Sector vs SPY Weakening 110.8 88.9

Direction of travel: East / relative trend strengthening

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Insider conviction score (+6.0)
  • Gross margin improving by 25.2 pts (+2.0)
  • FCF margin improving by 20.1 pts (+2.0)
  • High earnings quality (accrual ratio -0.193) (+3.0)
  • Track 2: MACD histogram state (0.14) (+2.9)
  • Track 2: MACD line/signal trend quality (+10.5)
  • Track 2: MACD slope expanding (+2.9)
  • Track 2: relative strength trend improving (+9.5)
  • Track 2: 20-day momentum acceleration 0.06 (+6.0)
  • Track 2: bullish DI spread 9.8 (+2.9)
  • Track 2: relative momentum rank 0.67 (+5.5)
  • Track 2: Bullish MACD divergence (+2.3)
  • Track 2: price above EMA20 by 1.2% (+0.6)
  • Track 2: EMA20 slope expanding 1.6% (+2.5)
  • Track 2: RSI trend quality 58.3, 5-day change +17.3 (+11.4)
  • Track 2: VPT strength 0.00 (+0.1)
  • Track 2: price above EMA50 by 0.8% (+0.3)
  • Track 2: constructive pullback within uptrend (+10)
  • Track 2: Bollinger position 0.67 (+5.1)

Negative signals

  • Underperforming sector over 20 days
  • Track 2: negative MACD regime (-3.7)
  • Track 2: weak volume for momentum setup (0.85x average)
  • Track 2: weak/falling ADX (28.1, falling)
  • Track 2: EMA50 slope deteriorating -0.7%
  • Below-average Altman Z-score (-1.32)
  • Track 2 structural exemption: Z-Score -1.32 below the 1.8 insolvency-risk floor and structural score 0.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.