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Rivian Jumps to Two-Year High as Wedbush, Baird Lift Targets to $25

Fresh confidence stems from the R2 timeline alongside a major autonomy software rollout.

Overview

  • Wedbush raised its price target to $25 from $16 with an Outperform rating, and Baird upgraded Rivian to Buy with a $25 target, citing the coming R2 platform and autonomy roadmap.
  • Shares climbed about 15% to $20.28, reaching a 52-week peak and the highest level in nearly two years.
  • Rivian began shipping a major update that expands Universal Hands-Free assisted driving to more than 3.5 million miles of marked roads in the U.S. and Canada for second‑generation vehicles.
  • The software push follows Rivian’s Autonomy & AI Day, where the company revealed development of an in‑house AI chip.
  • Caution persists despite the rally, with 2026 sales projections trimmed to roughly 66,000 vehicles, an average analyst target near $16, and only about 30% of analysts rating the stock Buy.