Rivian shares rose over 3% on Tuesday after a van in Walmart+ livery was spotted on a car hauler in Indiana, raising hopes of a possible new fleet customer; Rivian has not named Walmart and it is unclear whether the van is a pilot or demo unit. The stock had hit a fresh 52-week low the day before. Amazon remains Rivian's largest commercial customer. Cox Automotive estimated Rivian sold 8,469 commercial vans in the U.S. in Q3 2026, up 221% from a year earlier, and about 15,685 in the first nine months, 38% of total sales in the period. Analysts expect revenue to rise 28% to $1.99 billion ahead of earnings on Oct. 29, with a loss of $0.56 per share versus $0.65 a year earlier; the stock is down 40% year-to-date.
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