---
title: "Rivian Projects 53% Growth in 2026, Stock Surges: TDS"
date: "2026-02-13"
modified: "2026-02-13"
authors:
  - name: "Joel Feder"
    job_title: "Director of Content and Product"
    link: "https://www.thedrive.com/authors/joel-feder"
url: "https://www.thedrive.com/news/rivian-projects-53-growth-in-2026-stock-surges-tds"
categories:
  - "News"
  - "The Downshift"
---

# Rivian Projects 53% Growth in 2026, Stock Surges: TDS

![2026 Rivian R1S Quad](<https://www.thedrive.com/wp-content/uploads/2025/07/Quad-R1S-Tahoe-2-e1770984180475.jpg>)
*\<em\>Rivian\</em\>*

Good morning and welcome to *The Downshift*, or *TDS* for short.

Quick, dense, and lacking filler, *TDS* gathers the latest automotive headlines from around the globe and puts them in one place. Stories are summarized in a single sentence accompanied by a link for those seeking more information.

Somehow I've had no coffee and it's definitely needed, so let's get into it.

🚘 What I’m driving: Headed into the weekend with the 2026 Lexus NX 350h AWD F Sport Handling and am finding myself surprised at how much bolstering there is on the F Sport-specific front seats every time I slide into them. The seats hug my no-so-large frame, though those bolsters are nowhere near as overstuffed as the standard seats in an Alfa Romeo Stelvio, which deliver a bear hug.

📈 Rivian reported its fourth-quarter earnings and is projecting the smaller, less expensive R2 arriving in the coming months will [increase vehicle deliveries by 53%](<https://www.reuters.com/business/autos-transportation/rivian-sees-2026-delivery-jump-driven-by-rollout-smaller-more-affordable-r2-suvs-2026-02-12/>) in 2026; [software revenue saved the automaker](<https://techcrunch.com/2026/02/12/rivian-was-saved-by-software-in-2025/>) in 2025 and helped annual revenue grow by 8% beating Q4 Wall Street estimates leading to a surge in after hours stock trading.

🙈 The [2027 Volkswagen Atlas was teased](<https://www.autonews.com/volkswagen/an-2027-vw-atlas-redesign-camo-0211/?utm_id=gfta-ur-260213&share-code=TKKXCCRVHZHOZMHISHYCR7BF7Q&user_id=4532198&customer_secondary_source=aac_articleGifting>) in multicolor camouflage ahead of its New York auto show debut next month.

🇨🇦 Stellantis is talking with the Canadian government and union about what will happen with the [automaker's shuttered Brampton plant](<https://www.bloomberg.com/news/articles/2026-02-12/stellantis-wants-to-build-cars-at-idled-ontario-plant-canada-ceo-says?srnd=phx-industries-transportation>) after Jeep Compass production was moved to the U.S.

🤖 Waymo is now reportedly [trying to find DoorDash drivers](<https://www.bloomberg.com/news/articles/2026-02-12/waymo-tries-finding-doordash-drivers-to-shut-open-robotaxi-doors?srnd=phx-industries-transportation>) to shut open robotaxi doors.

🧾 Genesis has [expanded its U.S. dealership footprint ](<https://thekoreancarblog.com/genesis-now-has-84-dedicated-retail-facilities-in-the-u-s/>)to 84 showrooms.

💰 Sticker price shock is now sending more Americans searching for and [buying basic and entry-level models](<https://www.reuters.com/business/autos-transportation/americans-ditch-premium-trims-entry-level-cars-affordability-takes-hit-2026-02-12/>) over premium trims in a bid to save money.

🚕 Waymo's [next-gen robotaxi is ready for passengers](<https://www.cnbc.com/2026/02/12/waymo-begins-deploying-next-gen-ojai-robotaxis-to-extend-its-us-lead.html>) and "high-volume production" after years of testing and validation.

*Got a news tip or feedback? Drop us a line at tips@thedrive.com*

## Author
Overseeing what you see, read, touch, hear, and interact with from the vast lakes of Minnesota, Joel Feder shapes how The Drive looks and operates as the head of content and product initiatives. On a daily basis, Joel leads the newsroom and editorial staff playing point on both short-term coverage and long-term strategic plans. His mission is to help ensure The Drive shapes the future of automotive media by helping the team execute original reporting, breaking news, and exclusive opportunities. Regarded as an industry insider and recognized by colleagues, fellow journalists, and manufacturers as a point-person and leader in the industry, Joel owns and runs the largest automotive professionals group on Facebook in an effort to serve and help others. Joel serves as a juror for the World Car Awards. In addition, he is the board chair and chair of the governance and nominating committee for Move Forward MN, a local non-profit that helps at-risk youth with barrier-free mental health and housing services. While you’re reading this he’s either on his computer or iPhone chasing the latest news or drafting a story.

### Author social links  
[Instagram](<https://www.instagram.com/joelfeder/>)  
[LinkedIn](<https://www.linkedin.com/in/joelfeder/>)  
[Bluesky](<https://bsky.app/profile/joelfeder.bsky.social>)  
[Email](<mailto:joel@thedrive.com>)