Canaccord Genuity analyst George Gianarikas reiterated his Buy rating and $21 price target on Rivian on Friday, hours after the EV maker released its Q4 2025 production and delivery figures.

Lucid Motors extended its $7,500 Lucid Advantage Credit for Gravity SUV leases through mid January, giving US customers an additional 18 days to take advantage of the incentive originally set to expire at year-end.

Stifel analyst Stephen Gengaro said Friday that fourth-quarter delivery figures from Tesla and Rivian contained no surprises, with both US electric vehicle manufacturers reporting results largely in line with the firm's estimates.

Wedbush analyst Daniel Ives said Friday that Tesla's fourth-quarter deliveries came in "slightly below the company's consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k" units.

Tesla delivered 418,227 electric vehicles in the fourth quarter of 2025 while producing 434,358 units, missing Wall Street estimates as EV sales slowed following the expiration of the $7,500 federal tax credit on September 30.

Rivian delivered 9,745 electric vehicles in the fourth quarter of 2025 while producing 10,974 units, meeting its revised annual guidance as the company prepares to launch its more affordable R2 SUV.

Nio shares rose in premarket trading Friday after CEO William Li outlined plans to be present across "40 countries and regions" by year-end and said the company's one-millionth vehicle will roll off the production line "in just a few days."

Nio's core brand recorded its first annual sales decline since the company began delivering vehicles in 2018, as weakening demand for its sedan lineup offset record performance from its flagship ES8 SUV.

Nio's core brand recorded its first annual sales decline since the company began delivering vehicles in 2018, as weakening demand for its sedan lineup offset record performance from its flagship ES8 SUV.

Nio delivered 48,135 vehicles in December, a new monthly record representing a 54.6% increase year-over-year, as the Chinese electric vehicle maker met its reduced fourth-quarter guidance.

Nio's third factory produced 43,668 units of the third-generation ES8 in 2025, exceeding the company's production target by nearly 3,700 vehicles, according to images shared on Chinese social media Wednesday.

US-listed shares of Chinese carmakers tumbled in the final trading session of 2025, erasing gains from earlier in the week as investors braced for monthly delivery figures that will determine whether companies met their annual targets.

Nio is finalizing construction of its first showroom in Singapore, with images circulating on social media Tuesday showing the store nearly ready to open as the Chinese EV maker prepares to launch in the city-state next month.

Michael Burry, the investor whose successful bets against the US housing market were depicted in "The Big Short," called Tesla "ridiculously overvalued" but said he is not betting against the stock.

Lucid Motors interim Chief Executive Officer Marc Winterhoff sent an email to Gravity customers on Saturday acknowledging the company has failed to meet its standards on software quality and outlining steps to address the issues.

Rivian's founder and CEO RJ Scaringe sold 17,450 shares of common stock on December 23 for approximately $374,000, according to a filing with the Securities and Exchange Commission (SEC) on late Monday.

In April 2021, Zhang climbed onto a Tesla display car at the Shanghai Auto Show wearing a white T-shirt emblazoned with "brake malfunction" and shouted "Tesla brakes failed!" for several minutes before being dragged away by security guards.

Lucid Motors' shares fell to a new all-time low Tuesday as investors await fourth-quarter production and delivery figures that will determine whether the struggling electric vehicle maker met its 2025 target.

Tesla published Wall Street delivery consensus estimates on its investor relations website for the first time Monday.

Nio has begun renting meeting rooms and co-working spaces at its flagship European showrooms, seeking to generate additional revenue and attract new audiences as the Chinese electric vehicle maker struggles to gain traction in the region.