Amazon (AMZN) and Rivian (RIVN) in talks to end exclusivity in electric-van deal

Amazon (AMZN) increasingly sensitive to AWS performance - William Blair

William Blair analyst Dylan Carden maintained an Outperform rating on Amazon (NASDAQ: AMZN) in a note on Wednesday, telling investors that the shares are increasingly sensitive to the performance of AWS.

"Following the fourth-quarter report and the first-quarter guide, investors are on edge around the margin profile of Amazon, making shares... More

Morgan Stanley compares Rivian (RIVN) and Tesla (TSLA) at 50K milestone

Morgan Stanley reiterated an Overweight rating and $26.00 price target on Rivian (NASDAQ: RIVN) as the automaker targets 50k units of production in 2023. When Tesla crossed the 50k unit milestone in 2015, it earned a positive 21.3% gross margin. However, analyst Adam Jonas estimates a negative 68% gross margin for Rivian.

Morgan Stanley spoke with management last... More

Truist on Rivian (RIVN) and Amazon (AMZN) Deal: 'we believe that opening up sales to other customers could meaningfully accelerate the long-term rollout of RIVN's commercial segment'

Truist Securities analyst Jordan Levy reiterated a Buy rating and $44.00 price target on Rivian Automotive Inc (NASDAQ: RIVN).

The analyst comments "This morning, the Wall Street Journal reported on talks between Rivian and Amazon (AMZN, Buy, Squali) regarding the companies exclusivity framework for Rivian's Electric Delivery Van (EDV) platform. Under the 2019... More

Rivian, Amazon in talks to end exclusivity part of electric van deal - WSJ

(Reuters) -Electric-vehicle maker Rivian Automotive Inc and its largest shareholder Amazon.com Inc are in talks to end the exclusivity part of their electric van deal, the Wall Street Journal reported on Monday citing people familiar with the matter.

Online retailer Amazon had placed an order for 100,000 electric... More

Amazon (AMZN), Rivian Automotive (RIVN) in Talks to End Exclusivity Agreement for Delivery Vans, Sources Say -- WSJ

Amazon (NASDAQ: AMZN), Rivian Automotive (NASDAQ: RIVN) in Talks to End Exclusivity Agreement for Delivery Vans, Sources Say -- WSJ

Amazon (AMZN): For now AWS is the issue, not retail - Bernstein

Bernstein analysts led by Mark Shmulik weighed in on the e-commerce sector as the Q4 earnings season slowly comes to an end.

The analyst noted the solid performance of this sector year-to-date (YTD), underpinned by positive Ebitda revisions. Shmulik notes that stable sales estimates suggest a bottom.

For... More

Bank of America resumes coverage of Rivian (RIVN) at Buy

Bank of America Securities resumed coverage of Rivian (NASDAQ: RIVN), with a Buy rating and lowered the price target on the stock to $40.00 (From $50.00), after the electric vehicle maker announced a proactive capital raise.

Rivian announced a capital raise on March 6 with the... More

BofA Securities Resumes Rivian Automotive Inc (RIVN) at Buy

(Updated - March 10, 2023 6:03 AM EST)

BofA Securities resumes coverage on Rivian Automotive Inc (NASDAQ: RIVN) with a Buy rating and a price target of $40.00.

The analyst comments "Rivian (RIVN) announced a proactive capital raise on March 6 with the sale of $1.3bn in... More

Amazon.com (AMZN): For now AWS is the issue, not retail - Bernstein

Bernstein analyst Mark Shmulik reiterated an Outperform rating and $125.00 price target on Amazon.com (NASDAQ: AMZN).

"If/when we do get that clean EBIT beat, the stock should react strongly. For now AWS is the issue, not retail."

For an analyst... More

Rivian Automotive Inc (RIVN) PT Lowered to $35 at Mizuho Securities

Mizuho Securities analyst Vijay Rakesh lowered the price target on Rivian Automotive Inc (NASDAQ: RIVN) to $35.00 (from $37.00) while maintaining a Buy rating.... More