Core Viewpoint - The electric vehicle (EV) industry faced challenges in 2025, but companies like Lucid Motors and Nio are showing strong momentum heading into 2026, with differing investment prospects for risk-tolerant investors [1][2]. Group 1: Nio's Performance - Nio set a new monthly record for deliveries in December, achieving a 54.6% increase to 48,135 vehicles compared to the previous year [3]. - The fourth quarter saw an impressive 71.7% year-over-year growth in deliveries, totaling 124,807 vehicles [3]. - Nio's newer brands, Onvo and Firefly, contributed to only one-third of December's deliveries, indicating potential for further growth as market reach expands [4]. - Vehicle margins and gross profits improved significantly in Q3, suggesting that Nio's growth is becoming more profitable [4]. - Nio aims for 2026 to be its first breakeven year, which would be a significant milestone for both the company and the EV industry [9]. Group 2: Lucid's Performance - Lucid produced 8,412 vehicles in Q4, marking a 116% increase year-over-year, and delivered 5,345 vehicles, a 31% increase from the prior year [5]. - Lucid has set delivery records for eight consecutive quarters, with production of the Gravity SUV accelerating after overcoming supplier bottlenecks [6]. - Despite delivery growth, Lucid continues to experience cash burn, with widening adjusted EBITDA losses, and faces challenges in its market entry into Saudi Arabia due to the Public Investment Fund's significant stake [8]. Group 3: Investment Considerations - While both Nio and Lucid show delivery momentum, Lucid's financial challenges suggest that investors should monitor its stock from the sidelines [9]. - Investments in Nio are recommended to be limited to small positions, given its improving financial metrics compared to Lucid [9].

At the heart of the Lucid Air Grand Touring lies Lucid's advanced proprietary electric powertrain technology. With a WLTP range of up to 960 kilometers and a combined consumption of 13.5 kWh/100 km, the Lucid Air Grand Touring is the benchmark in its segment. "We are proud to be part of the NAF Winter Test for the first time. I believe it's fair to say that the Lucid Air Grand Touring is the king of range – even under extreme winter conditions," said Lawrence Hamilton, President of Europe at Lucid. "This te ...

Lucid (NASDAQ: LCID) stock continues to see volatile trading and has fallen roughly 5% over the last month. Meanwhile, shares are down 41% over the last three months and 59% over the last year. There are a few key reasons behind company's valuation slide over the last 12 months of trading. For starters, Lucid's business has continued to post huge losses. The company has also continued to raise funds by selling new stock to its largest shareholder -- Saudi Arabia's Public Investment Fund (PIF). The electric ...

NEWARK, Calif., Jan. 27, 2026 /PRNewswire/ -- Lucid Group, Inc. (NASDAQ: LCID), maker of the world's most advanced electric vehicles, today announced that it will host an Investor Day on March 12, 2026, offering the investment community and media a comprehensive update on the company's strategic priorities, operational execution, long-term growth roadmap, and financial outlook. The event will feature presentations from Lucid's senior leadership team focused on key growth drivers, including the core technol ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Electric vehicle manufacturer Lucid Motors updated the compensation arrangements for its CFO Taoufiq Boussaid, adjusting a housing agreement and making tweaks associated with his retirement, relating to his status as a French national, according to a recent securities filing. Boussaid took Lucid’s CFO seat last February, receiving a temporary housing subsidy ...

Core Insights - Tesla and Lucid Motors are both electric vehicle makers but operate under significantly different business models and strategies [1] - Tesla has successfully expanded its customer segments and geographical reach, while Lucid aims to achieve similar growth in the future [1] Market Entry Strategies - Both companies see potential in markets like India and Saudi Arabia, which currently have low EV adoption but optimistic consumer bases [2] - Tesla's entry into India contrasts with Lucid's approach in Saudi Arabia, highlighting their differing strategies [2] Lucid Motors' Developments - Lucid opened a manufacturing plant in Saudi Arabia in September 2023, with the Public Investment Fund (PIF) holding a nearly 60% stake [4] - The plant is expected to begin full-scale production by 2026, aiming for an annual capacity of 150,000 vehicles by 2029 [4] Market Opportunities - Saudi Arabia's Vision 2030 plan aims to diversify its economy away from oil, creating a favorable environment for EV manufacturers [5] - Lucid is leveraging local production to avoid high import tariffs and establish its brand early in the market [6] Competitive Challenges - Tesla faces challenges in India due to high import duties, leading to a starting price of nearly $70,000 for the Model Y and necessitating discounts to clear inventory [6]

Core Viewpoint - Lucid Group's stock price has shown volatility, with an 8% increase year-to-date due to the integration of Rockwell Automation's software in its Saudi manufacturing plant, although it remains down 60% over the past year and 98% from its all-time high [1][2]. Financial Performance - Lucid reported $831.1 million in revenue for the first three quarters of the previous year, a significant increase from $573.4 million in the same period the year before [4]. - The cost of goods sold for the same period was approximately $1.67 billion, leading to an operating loss of around $2.44 billion [4]. - The company produced 18,378 vehicles and delivered 15,841 vehicles in 2025, marking a 104% increase in production and a 55% increase in deliveries compared to 2024 [5]. Market Position and Future Outlook - Lucid has a market capitalization of approximately $3.5 billion and is expected to continue incurring annual losses exceeding $2 billion in the foreseeable future [7]. - The company is likely to rely on funding from Saudi Arabia's Public Investment Fund (PIF), which may lead to further share dilution for retail shareholders [7]. - Despite the potential benefits from automation, reaching positive gross margins and operating income remains a distant goal for the company [6].

Lucid Group, Inc. (NASDAQ:LCID) is one of the stocks Jim Cramer shared his take on. A caller mentioned that they bought LCID shares back in 2021 and are in the red. In response, Cramer said: Take the loss, take the loss, take the loss. I mean, look, Rivian is at 16… If you like that, Rivian is better. I don’t, but that’s the one you want to be in. Electric Vehicle michael-fousert-YhXlYJYlr3c-unsplash Lucid Group, Inc. (NASDAQ:LCID) develops and produces electric vehicles, powertrains, battery systems, ...

Core Viewpoint - Lucid Group aims for a transformative year in 2026, anticipating a significant increase in sales volume following the launch of its second vehicle type last year. The stock has surged 12% this week, reflecting investor optimism [1]. Group 1: Company Developments - Saudi Arabia's Public Investment Fund (PIF) is Lucid's largest shareholder, owning approximately 60% of the company, and has been a critical source of funding since the company's inception [3]. - Lucid manufactures vehicles at its Arizona plant and has begun shipping vehicles to Saudi Arabia for final assembly, with an additional 1,000 vehicles built for this purpose in the third quarter [4]. - A partnership with Rockwell Automation has been established to enhance manufacturing operations in Saudi Arabia, utilizing Rockwell's enterprise software solutions across various production areas [5]. Group 2: Investor Sentiment - Recent discussions with PIF have reinforced investor confidence, as analysts report the fund's long-term commitment to supporting Lucid [6]. - The expansion of manufacturing capabilities in Saudi Arabia has further boosted investor sentiment, leading to increased interest in Lucid shares [7].

Lucid Group, Inc. (NASDAQ:LCID) shares surged nearly 18% on Wednesday and continued to climb on Thursday following news of reinforced backing from the Middle East.Despite being largely overlooked by the media, a recent Cantor Fitzgerald report lifted Lucid shares after the EV maker hit a record low of $9.50 on Tuesday.LCID stock is climbing. See the chart and price action here. Saudi PIF Committed To LucidCantor analysts met with representatives from the Saudi Public Investment Fund (PIF) to discuss the cur ...