Rivian sends safety message to thousands of drivers

Rivian sends safety message to thousands of drivers

Backing out of a driveway is about as routine as driving gets: shift into reverse, glance at the screen and roll. Regulators treat that screen as safety equipment.

Backover crashes were killing nearly 210 people a year when the National Highway Traffic Safety Administration (NHTSA) mandated backup cameras for most new vehicles built from May 2018, CNN reported.

Rivian Automotive (RIVN) said on Wednesday, September 23, 2026, that it is recalling about 100,700 vehicles because a software prompt can block the rearview camera image, according to CNBC. That total covers most of the vehicles Rivian has produced, Reuters reported.

Yet Rivian is not aware of any customer reports, crashes or injuries tied to the problem, according to its recall notice. More than 95% of affected vehicles already carry the fix, the same notice says, making this recall less a warning than a receipt.

Related: Top EV executive joins the AI boom. Now what?

A tiny glitch broke a strict federal rule

The flaw is narrow. In rare cases with stability control off, a prompt urging drivers to turn it back on can cover the camera view in reverse, Rivian told Reuters. The image returns once the vehicle starts moving, the company said.

That brief overlap means the vehicles may not meet FMVSS 111, the federal rear visibility standard, according to Rivian’s notice. Reuters described the case as a noncompliance matter, meaning the trigger is a missed standard rather than a reported crash.

The U.S. filing covers 62,259 R1S SUVs, 34,088 R1T pickups and 2,481 R2 SUVs, according to InsideEVs. The outlet noted it is the first recall to reach the R2, which began deliveries in June.

For owners, the fix is simple: Rivian asks drivers to install the latest over-the-air update and check their VIN on its recall page.

Owner letters are due November 9, according to AutoGuide, so many drivers will get a notice for a fix they already have.

The biggest recall may cost Rivian the least

Headline numbers can mislead. Rivian has issued four recalls since January, according to its recall page, and the smaller ones demand the most work.

The January toe link recall covered 19,641 vehicles and needed new suspension bolts fitted by technicians, Seeking Alpha reported.

The August turn signal recall added 3,829 vehicles that need lamp inspections, according to Carscoops. Rivian, by contrast, built the camera fix into every vehicle produced after August 10, Reuters reported, more than a month before the recall went public.

That flips the usual logic. In a software-defined vehicle, the recall count shows how far one piece of code reaches, not how many parts failed. This one bug spans vehicles built from August 2021 through August 2026, according to InsideEVs.

Speed matters. Ford Motor Co. (F) agreed to a $165 million civil penalty in 2024 after NHTSA questioned the timing of a rearview camera recall, according to its SEC filing.

The agency also opened a probe into rear suspension failures on Rivian’s R1 in May, TechCrunch reported, so a quick filing on a finished fix is cheap insurance.

Rivian says more than 95% of the roughly 100,700 U.S. and Canadian vehicles in its rearview camera recall already carry the free over-the-air fix.

Chicago Tribune / Getty Images

Rivian stock is trading on the R2, not recalls

For newcomers, Rivian’s shares are a bet on whether a young automaker can move from premium models to an affordable SUV. They trade near $15, far below the $78 IPO price in 2021, according to The Motley Fool. The stock slipped about 1% on the recall news and is down 24% this year, according to Stocktwits.

That muted reaction fits a fix that needs no service visit.

Fifteen analysts rate the stock a consensus Hold with an average price target of $17.13, according to TipRanks, implying roughly 13% upside.

The real test is Rivian’s target of 65,000 to 70,000 deliveries this year, reaffirmed in July, CNBC reported. Hitting it means nearly doubling the first-half pace of 22,559 deliveries, Electrek calculated. Its finance chief also leaves October 30, midway through that push.

More Auto:

  • Nissan has good news for U.S. auto stock investors
  • Waymo is bringing driverless taxis to a fourth country
  • Tesla Cybercab features unexpected restriction at launch

Recall counts are becoming the wrong scorecard

The pattern is spreading. Lucid Group (LCID) had already fixed most of its 27,185 recalled sedans over the air before filing in August. As more vehicles run on shared software, recall totals are likely to balloon while the cost of each fix shrinks.

Code quality also matters beyond Rivian’s fleet. Software and services revenue reached $515 million last quarter, $308 million of it from a joint venture with Volkswagen AG (VWAGY), according to Quartz.

Clean, compliant code is now part of what Rivian sells.

Recall rules still count a car patched overnight the same as one needing a mechanic. For drivers and investors, the number worth remembering is not 100,700 but the more than 95% fixed before a single letter goes out, according to Rivian. That figure will say more about the next software recall than any headline.

Related: Automakers keep quiet about a U.S. probe into their sensors