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Rivian Automotive (RIVN) Reports $1.3B Q4 2025 Revenue with Strong Software, Services Profitability

Rivian Automotive Inc. (NASDAQ:RIVN) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 12, Rivian Automotive reported total revenue of $1.3 billion for Q4 2025. While the automotive segment faced a gross loss of $59 million during the quarter, the company’s software and services division proved highly profitable, generating $179 million in gross profit with margins in the mid-30% range.

Rivian ended the year with $6.1 billion in liquidity, which was supported by the progress of its joint venture with Volkswagen Group, which contributed significantly to the company’s software revenue growth. The company is now pivoting toward the mass market with the highly anticipated launch of the R2 vehicle, expected to begin deliveries in Q2 2026. This new model aims to fill a market gap for premium electric vehicles priced near $50,000 and has already generated a strong demand backlog.

A Riivan vehicle. Photo from Rivian website

However, management cautioned that the complexity of the R2 production ramp-up, combined with capital expenditures for tooling and construction, will likely lead to an adjusted EBITDA loss between $1.8 billion and $2.1 billion for 2026. Despite potential production bottlenecks and a predicted dip in automotive margins during mid-2026, Rivian Automotive Inc. (NASDAQ:RIVN) remains focused on a full-year delivery target of 62,000 to 67,000 vehicles.

Rivian Automotive Inc. (NASDAQ:RIVN), together with its subsidiaries, develops, manufactures, and sells category-defining electric vehicles. It has two segments: Automotive and Software & Services.

While we acknowledge the potential of RIVN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RIVN and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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