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Tesla Robotaxis vs. Rivian EVs: Who Wins 2026?
14 Dec
Summary
- Rivian's share price is up over 23% year-to-date in 2025, outpacing Tesla.
- Tesla's 2025 operational performance saw revenue drops but Q3 recovery.
- Rivian achieved positive gross margins in Q1 and Q3 2025, securing VW investment.
As of December 14, 2025, Rivian is currently leading Tesla in stock performance for the year, boasting a 23% increase compared to Tesla's 10%. This marks a significant shift in the electric vehicle market, challenging Tesla's long-held top position.
Tesla faced operational headwinds in early 2025 with declining revenue and deliveries in the first two quarters. While Q3 saw a rebound, adjusted earnings per share (EPS) dropped 31%. The company's 2026 outlook hinges on its nascent robotaxi venture, with ongoing tests in Austin, Texas, and ambitious plans for autonomous deployment.
Conversely, Rivian achieved a significant milestone by reporting positive gross margins for two consecutive quarters in 2025, attracting a substantial $1 billion investment from Volkswagen. The company credits its success to manufacturing efficiencies, including a revamped vehicle design and a new zonal architecture system, which significantly reduced production costs.
