

Investor's Corner
How Rivian’s deal with Mercedes bolsters the EV maker’s long-term outlook
After Rivian Automotive (NASDAQ: RIVN) struck a deal with Mercedes-Benz last week for a strategic partnership and joint production effort of electric delivery vans, analysts are explaining how the move could help bolster the EV maker’s long-term outlook.
Last week, Rivian and Mercedes-Benz announced they would build all-electric delivery vans for the European market, where the EV company has yet to deliver a vehicle. In the United States, Rivian is currently offering customers the R1T pickup, but its EDV, or Electric Delivery Van, is one of the main focal points of the company’s early production.
In 2019, Rivian found itself a worthy investor and supporter in Amazon, which ordered 100,000 EDV units from the company. Deliveries began this year after extensive pilot programs yielded adequate data for a controlled launch in several cities. The EDV is an early signal of success for Rivian as it struggles to ramp production of the R1T and R1S due to parts shortages. Supply chain issues have been cited by Rivian in the past for delayed production and delivery dates.
However, the EDV’s arrival in Europe and Rivian’s partnership with Mercedes-Benz is bolstering the company’s long-term future, which has been not in doubt but definitely questioned by those with extensive knowledge of the industry. While armchair commentators have speculated that Rivian and other EV startups would not survive the early days of production, Tesla CEO Elon Musk advised the automaker to cut costs and ramp production at its first factory before expanding with new manufacturing facilities within the United States.
The EDV partnership with Mercedes gives Rivian a new bit life, according to numerous analysts. The electric van sector, while predominately controlled by Ford, is still widely up for grabs due to relatively low volumes. While the United States may have a higher concentration of these vehicles, Europe is still lacking sustainable commercial logistics solutions, and Rivian’s EDV product is suitable for the market, Dan Ives of Wedbush explained (via MarketWatch):
“We view this as a smart strategic move by Rivian to penetrate Europe while ramping production of the EDV platform to meet its long-term growth and profitability targets. We believe Rivian is primed to capture the massive influx of current and future EV demand, capitalizing on a unique global TAM from a core engineering and design perspective along with the Amazon commercial relationship has the potential to be a major EV stalwart over the next decade. Production is improving to at least hit the 25k deliveries this year and we have confidence that customer reservations continue to increase into FY23 with the stage set for a seminal year ahead.”
Ives has a $45 price target on Rivian and an ‘Outperform’ rating on the stock.
Credit: Rivian
Additionally, Ben Kallo of Baird Securities has also said the Rivian deal will help the company solve scalability with the production portion of the deal occurring at an existing Mercedes-Benz facility in Europe. Kallo also said that Rivian has a chance to “mount a challenge to Tesla’s current dominance” in the coming years as it continues to address its total scalable market through strategic partnerships like this one:
“With few details disclosed regarding the proposed partnership, the total addressable market for electric vans is still vague. Despite a lack of clarity, RIVN is set to benefit from Mercedes’ scale while lending from its strong technology position. As the world accelerates its shift to EVs, Rivian has a solid opportunity to mount a challenge to Tesla’s current dominance.”
Kallo and Biard hold a $51 price target with an ‘Outperform’ rating on the stock. At the time of writing, shares were down just 1.6 percent on the day, but have surged over 14.5 percent since the partnership was announced last week.
Disclosure: Joey Klender is not a RIVN shareholder.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
Tesla shares are down just about 2 percent today, trading at $332.47.
Investor's Corner
Elon Musk issues dire warning to Tesla (TSLA) shorts
This time around, Tesla shorts should probably heed his words.

Elon Musk has issued a dire warning to Tesla (NASDAQ:TSLA) short sellers. If they do not exit their position by the time Tesla attains autonomy, pain will follow.
Musk has shared similar statements in the past, but this time around, Tesla shorts should probably heed his words.
Musk’s short warning
The Tesla CEO’s recent statement came as a response to Tesla retail shareholder and advocate Alexandra Merz, who shared a list of the electric vehicle maker’s short-sellers. These include MUFG Securities EMEA, Jane Street Group, Clean Energy Transition LLP, and Citadel Advisors, among others. As per the retail investor, some of Tesla’s short-sellers, such as Banque Pictet, have been decreasing their short position as of late.
In his reply, Elon Musk stated that Tesla shorts are on borrowed time. As per the CEO, TSLA shorts would be wise to exit their short position before autonomy is reached. If they do not, they will be wiped out. “If they don’t exit their short position before Tesla reaches autonomy at scale, they will be obliterated,” Musk wrote in his post.
Tesla’s autonomous program
Tesla short sellers typically disregard the progress that the company is making on its FSD program, which is currently being used in pilot ride-hailing programs in Austin and the Bay Area. While Tesla has taken longer than expected to attain autonomy, and while Musk himself admits to becoming the boy who cried FSD for years, autonomy does seem to be at hand this year. Tesla’s Unsupervised FSD is being used in Robotaxi services, and FSD V14 is poised to be released soon as well.
Elon Musk highlighted this in a response to X user Ian N, who noted that numerous automakers such as Audi, BMW, Fiat-Chrysler, Ford, GM, Honda, Mercedes-Benz, Volkswagen, and Toyota have all promised and failed in delivering autonomous systems for their vehicles. Thus, Tesla might be very late in the release of its autonomous features, but the company is by far the only automaker that is delivering on its promises today. Musk agreed with this notion, posting that “I might be late, but I always deliver in the end.”
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