Financial Highlights - Lucid Group reported second quarter revenue of $259.4 million, an increase from $200.6 million in the same period last year, representing a growth of 29.2% [4][22] - The company delivered 3,309 vehicles in Q2 2025, up 38.2% compared to Q2 2024 [4][7] - Lucid ended the quarter with approximately $4.86 billion in total liquidity [4][7] - The GAAP diluted net loss per share was $(0.28), while the non-GAAP diluted net loss per share was $(0.24) [7][22] Operational Highlights - Lucid produced 3,863 vehicles in Q2 2025 [7] - The production outlook for 2025 has been revised to 18,000 - 20,000 vehicles from the previous guidance of 20,000 vehicles [4][7] - The company announced a robotaxi partnership with Uber and Nuro, which will deploy a minimum of 20,000 Lucid Gravity vehicles equipped with Level 4 autonomy [7] - Lucid expanded its DreamDrive Pro functionality to include Hands-Free Drive Assist and Lane Change Assist [7] Strategic Initiatives - The company introduced Timothée Chalamet as its first global brand ambassador to enhance brand awareness [5][7] - Lucid has initiated discussions to develop new revenue streams for its EV technology [5] - The company has provided access to over 23,500 Tesla Superchargers in North America for all Lucid Air models using a Lucid-approved NACS adapter [7]

While Lucid Group Inc LCID plugs into Uber Technologies Inc's UBER robotaxi dreams; and Rivian Automotive Inc RIVN expands its Amazon.com Inc AMZN delivery fleet — Tesla Inc TSLA remains the only profitable pure-play EV maker. Track TSLA stock's performance here. Add a $5.8 billion software JV with Volkswagen AG VLKAF and a battery deal with LG, and Rivian's hedging its bets on both mass-market scale and tech muscle. It's a solid strategy—but still deeply in cash burn mode. Tesla's Doing Tesla Things Meanwh ...

Lucid (NASDAQ: LCID) may be preparing to cut its annual production guidance, according to Cantor Fitzgerald analyst Andres Sheppard, ahead of the company's highly anticipated second-quarter earnings call scheduled for Tuesday. "There is a possible scenario where LCID could revise down its guidance," Sheppard wrote in a new investor note released Monday. He reiterated a Neutral rating on the stock and set a $3 price target, implying an upside of roughly 24% from Lucid's current trading price of $2.42. Sheppa ...

Industry Overview - The Auto-Tires-Trucks sector is currently in the second-quarter earnings season, with companies like Tesla, Ford, General Motors, Aptiv, and O'Reilly Automotive reporting quarterly numbers that exceeded earnings estimates [1] - The auto sector's earnings for Q2 2025 are projected to decline by 27.7% year-over-year, with revenues expected to decrease by 6% [2] Market Performance - U.S. vehicle sales showed modest year-over-year growth in Q2, driven by strong demand for gasoline-powered and hybrid vehicles, with a seasonally adjusted annual rate of 15.3 million units in June [4] - Retail vehicle inventory reached 2.16 million units in June, marking a 22.9% increase from June 2024, while average transaction prices rose to $46,233, up $1,400 from the previous year [4] Impact of Tariffs - Higher tariffs on imports initially increased demand among price-sensitive buyers, but as prices stabilized, this momentum began to wane [5] - Elevated operating costs, particularly in R&D for advanced technologies, are likely to have negatively impacted earnings [5] Potential Winners - Companies identified as well-positioned to exceed earnings estimates include Cummins Inc. (CMI), Rivian Automotive, Inc. (RIVN), Lucid Group, Inc. (LCID), and American Axle & Manufacturing Holdings, Inc. (AXL) [3] Company Highlights Cummins Inc. (CMI) - Cummins is the largest engine manufacturer globally, with a strong product lineup and a focus on electrification and clean energy technologies [8][9] - The company has an Earnings ESP of +2.79% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at $4.99 per share and $8.47 billion, respectively [10][11] Rivian Automotive, Inc. (RIVN) - Rivian is targeting budget-conscious consumers with its upcoming R2 and R3 models, with the R2 expected to launch in H1 2026 at a starting price of around $45,000 [12] - The company has an Earnings ESP of +8.53% and a Zacks Rank of 3, with Q2 revenue estimated at $1.26 billion [14] Lucid Group, Inc. (LCID) - Lucid's vehicles are now compatible with Tesla's Supercharger network, enhancing convenience for owners and potentially boosting sales [15] - The company has an Earnings ESP of +3.08% and a Zacks Rank of 3, with Q2 revenue estimated at $253.4 million, reflecting year-over-year growth of 26.4% [17] American Axle & Manufacturing Holdings, Inc. (AXL) - American Axle is advancing in the electric drive space and has a strong electrification portfolio, with key launches driving growth [18] - The company has an Earnings ESP of +17.59% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at 13 cents and $1.51 billion, respectively [20]

Lucid's stock has historically struggled after earnings As the chart above shows, it's historically been a bad move to buy Lucid's shares ahead of the company's earnings reports. Most of its quarterly releases have corresponded with big sell-offs for the stock, and the EV specialist's share price is now down roughly 87% over the last three years. Sales and earnings performances have generally come in below the levels needed to spur gains for the stock: Lucid is gearing up to publish its second-quarter resul ...

Group 1 - Lucid Group's shares have decreased by 17.1% amid broader market declines, with the S&P 500 down 2.4% and the Nasdaq-100 down 2.2% [1] - The company plans to initiate a 10-for-1 reverse stock split, which requires shareholder approval, aimed at making the stock more attractive to institutional investors [2][3] - A reverse stock split is typically used to maintain a share price above the $1 minimum required by the NYSE and Nasdaq, although Lucid claims there is no immediate risk of falling below this threshold [3] Group 2 - The company is at a critical juncture, needing to significantly grow sales and reduce costs to achieve profitability, which it has not yet reached [6] - The overall economic environment is challenging, with recent job data indicating a slowdown in hiring, as only 73,000 jobs were added in July, below the expected 100,000 [4]

Key Takeaways The loss per share estimate for the second quarter of 2025 has narrowed by 2 cents over the past seven days. The bottom-line projection indicates a year-over-year improvement of 24%. The Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 26%. Factors Shaping Lucid's Q2 Results Lucid Group (LCID) is slated to release second-quarter 2025 results on Aug. 5, after market close. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a loss of 22 cent ...

The webcast will be available at the investor relations section of the Company's website at luciddx.com. Alternatively, to access the conference call by telephone, U.S.-based callers should dial 1-800-836-8184 and international listeners should dial 1-646-357-8785. All listeners should provide the operator with the conference call name "Lucid Diagnostics Business Update" to join. Following the conclusion of the conference call, a replay will be available for 30 days on the investor relations section of the ...

Lucid stock plunges on reverse stock split fears as EV maker hits lowest levels in nearly a month. Lucid's decline stood out against broader market weakness, as the S&P 500 fell 0.3% and the Nasdaq Composite dropped 0.4%. The stock also led EV peers lower, with Tesla (TSLA -1.35%) declining 1.4% to $321.20 and Rivian Automotive (RIVN -5.15%) falling 5.2% to $13.06. The outsized decline underscores increased scrutiny on smaller-cap, pre-profit EV manufacturers amid challenging market conditions for the secto ...

This an electric vehicle automaker is expected to post quarterly loss of $0.22 per share in its upcoming report, which represents a year-over-year change of +24.1%. Lucid Group (LCID) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near ...