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Rivian’s R2 Launch Starts at $57,990 as Shares Dip, TD Cowen Turns Bullish and Q2 Deliveries Near

Wall Street remains split over Rivian’s ability to scale R2 production at current price points.

Overview

  • Rivian confirmed the R2 Performance Launch Package at $57,990, a $53,990 Premium trim due late 2026, and an entry Standard model around $45,000 pushed to late 2027.
  • The company says first R2 customer deliveries are slated for Q2 2026, with production beginning at its Normal, Illinois plant on a single shift and 2026 deliveries guided to 62,000–67,000, including 20,000–25,000 R2s.
  • Rivian shares fell roughly 2.9% to $14.86 after the pricing reveal, then gained about 3% Monday after TD Cowen upgraded the stock to Buy with a $20 target.
  • Early R2s ship with Gen 2 driver-assist hardware without LiDAR, while a LiDAR-equipped Gen 3 stack arrives late 2026 with no retrofits planned, a staggered rollout analysts warn could defer some purchases.
  • Sales chief Gary Gaines said the R2’s SXSW reception exceeded management expectations, yet reservations topping 100,000 face conversion tests as rivals undercut on price and many sign-ups predated loss of the federal tax credit.