FINWIRES · TerminalLIVE
FINWIRES

ウェドブッシュ証券によると、リビアンは「不透明な」EV市場の状況下でも第1四半期の業績を全項目で上回った。

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-- リビアン・オートモーティブ(RIVN)は第1四半期決算で全項目において予想を上回る業績を発表し、2026年の見通しを改めて表明した。同社は「不透明な」電気自動車市場の状況下で、収益目標達成のためにコスト削減に努めている。ウェドブッシュ証券は金曜日のレポートでこのように述べた。 同投資会社は、納車台数が前年同期比20%増加したことが、リビアンの売上高が予想を上回った要因だと指摘した。 また、同社のソフトウェアおよびサービス売上高は前年同期比49%増の4億7300万ドルとなり、これは車両電気アーキテクチャとソフトウェア開発サービスの増加が牽引したとレポートは述べている。 ウーバー(UBER)とのロボタクシー事業における提携は、ウーバーが最大5万台の自動運転車とソフトウェアライセンス料を購入する見込みであり、リビアンの技術ロードマップとAI戦略の正当性を証明するものだとウェドブッシュ証券は指摘した。 ウェドブッシュ証券は、リビアンの投資判断を「アウトパフォーム」、目標株価を25ドルに据え置いた。 リビアンの株価は金曜日の取引で6%以上下落した。

Price: $15.37, Change: $-1.03, Percent Change: -6.30%

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