EV Market Faces Q4 Slowdown, Rivian Emerges as Resilient Play
The U.S. electric vehicle market's growth has lagged initial projections, but the long-term trajectory remains firmly electrified. Savvy investors are eyeing opportunities amid an anticipated fourth-quarter demand slump following the expiration of federal tax credits.
Rivian (RIVN) stands out as a potential winner in the coming turbulence. Unlike competitors launching new models, the automaker faces fewer demand shocks with no 2025 vehicle releases and already-adjusted R1 sales expectations. This positioning could prove advantageous when the post-incentive slowdown hits the broader sector.