RIVN

Over the past six months (March 2026 - September 2026), Rivian's stock experienced several notable events. In Q1 2026, Rivian began production of its R2 mid-size SUV and released its first-quarter 2026 financial results on April 30, 2026, reaffirming its annual delivery guidance of 62,000 to 67,000 vehicles for the fiscal year. Public customer deliveries of the R2 began in June 2026. On July 7, 2026, Rivian announced the pricing of an underwritten public offering of common stock, leading to significant share dilution and an 18% stock price drop, with 75 million shares priced at $15.50 each, a 23% discount. A CFO transition plan was announced on August 27, 2026. In September 2026, the stock decreased by 12.58% in the past month, and a recall of nearly 99,000 vehicles (R1S, R1T, and R2 models) due to a rearview camera issue caused the stock to slip, though this was largely addressed by an over-the-air software update. Despite these fluctuations, strong R2 demo drives in Q2 and Q3 2026, with Q3 nearly doubling Q2's record of 57,000, indicate positive future demand and delivery ramp-up.