Rivian Automotive, Inc. delivered 42,247 vehicles in 2025, down from 51,579 in 2024, with production totaling 42,284 units. The company plans to launch the more affordable R2 model to expand its market reach. Rivian aims to optimize its Normal facility’s annual capacity of 215,000 units by 2027.

Tesla, Inc. reported over 418,000 vehicle deliveries in Q4 2025, down from over 495,000 in Q4 2024. BYD Company Limited delivered 4.6 million vehicles in 2025, up 7.7% from 2024, evenly split between electric and hybrid models. BYD aims to increase overseas sales to 1.5-1.6 million vehicles in 2026.

Rivian’s stock has outperformed the industry, but appears overvalued based on price/sales ratio. EPS estimates for 2025 and 2026 have narrowed and widened, respectively, in the past 30 days. Zacks’ Research Chief picks a stock with potential to double, with Rivian, Tesla, and BYD stock analysis available.

Read more at Nasdaq: Rivian’s 2025 Deliveries Fall Y/Y: Will a Cheaper R2 Reignite Demand?