REE Automotive Ltd
REE
REE Automotive Ltd AI Insights
Informational only. Not investment advice.Snapshot
- Revenue collapsed 97% YoY to 183K TTM - company has essentially no commercial traction despite 49.5M R&D spend[Total Revenue 1Y Growth]
- Gross margin -1,911% TTM (cost 3.7M on 183K revenue) - unit economics catastrophically broken[Gross Margin]
- Cash burn of 69M TTM with 72M cash remaining - ~12 months runway without dilutive financing[Cash Flow]
Watch Triggers
- Cash and Equivalents: Falls below 40M — Would signal <6 months runway, forcing emergency financing at distressed terms
- Total Revenue: Exceeds 5M quarterly — Would indicate commercial traction that could attract strategic interest or financing
- Gross Margin: Turns positive — Minimum threshold for viable business model - currently destroying value on each sale
Bull Case
Trading at 0.6x book value with 42M PPE - potential liquidation or acquisition value floor if EV technology has strategic worth
3Y revenue CAGR +26% suggests some commercial progress before recent collapse - pivot or partnership could revive trajectory
Bear Case
Negative gross margin means every sale destroys value - no path to profitability without fundamental business model change
12-month cash runway with 2.19x debt/equity leaves dilution or bankruptcy as only options - equity likely worthless
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Company faces existential risk within 12-18 months absent major capital raise or strategic transaction
- Cash burn rate of ~69M/year vs 72M cash
- No meaningful revenue to offset losses
- Debt/equity at 2.19x limits borrowing capacity
Public Strategies Rankings
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REE Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$13.64M | — | ||
$-7.97M | — | ||
0.00 | — | ||
$183,000 | -88.6% | — | |
$-5.43 | — | ||
-43,240% | -35783.9% | — | |
-61,068% | -53965.3% | — | |
$-76.52M | — | ||
-2.2 | -130.7% | — | |
Beta 5Y (Monthly) | unknown | — |
REE Dividend History
REE Stock Splits
REE SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
05/15/25 | 12/31/24 | Unknown | |
12/17/24 | 09/30/24 | 6-K | |
09/26/24 | 06/30/24 | 6-K | |
05/30/24 | 03/31/24 | 6-K | |
03/27/24 | 12/31/23 | 20-F | |
11/30/23 | 09/30/23 | 6-K | |
08/29/23 | 06/30/23 | 6-K | |
05/30/24 | 03/31/23 | 6-K | |
03/28/23 | 12/31/22 | 20-F | |
11/16/22 | 09/30/22 | 6-K | |
08/16/22 | 06/30/22 | 6-K | |
05/17/22 | 03/31/22 | 6-K | |
05/17/22 | 12/31/21 | 6-K | |
11/16/21 | 09/30/21 | 6-K | |
08/17/21 | 06/30/21 | 6-K | |
05/17/22 | 03/31/21 | 6-K | |
03/28/23 | 12/31/20 | 20-F | |
11/16/21 | 09/30/20 | 6-K | |
08/17/21 | 06/30/20 | 6-K |