Rivian’s 2025 rebound outpaces Tesla as AI ambitions fuel optimism

Rivian shares are up over 38% in 2025 after a steep 2024 drop, driven by faster deliveries, improving revenue growth, and optimism around AI-led autonomy and software. While the stock has outperformed Tesla from a smaller base, analysts remain cautious about cash burn, margins, and execution risks tied to upcoming R2 and R3 launches.