Rivian Beats Q2 Deliveries, Lifts 2026 Outlook as Lucid Misses
Get the Energy newsletter
Daily energy & climate — solar, EVs, oil, the policy fights and tech bets shaping the transition. Free.
- Rivian reported Q2 delivery numbers that beat expectations and raised its full-year 2026 delivery forecast, citing strong demand and sending its stock higher.
- Lucid missed Wall Street expectations for its second quarter, a contrast highlighted in CNBC's coverage alongside Rivian's raised outlook.
Why it matters: Rivian's raised 2026 guidance and delivery beat — juxtaposed against Lucid missing Wall Street's Q2 bar — signals Rivian is gaining ground in the EV market where peers continue to struggle, with traders rewarding the stock on the print.
