Key Points Lucid's operating losses are widening, and its recent sales spike was likely fueled by the temporary tailwind of Washington's elimination of the EV tax credit. Vehicle production and deliveries are rising, but the totals aren't impressive for a company that has been making EVs for four years. Signs say EV demand is weakening. 10 stocks we like better than Lucid Group › Shares of Lucid (NASDAQ: LCID) have fallen by 50% to under $13 over the past year as a broader pullback on some elect ...

Group 1 - Tesla, the world's leading EV brand, experienced significant volatility in the stock market this year, initially losing half of its value due to deteriorating relations between Elon Musk and the White House [1] - The article highlights the combined experience of Gary Alexander, who has a background in covering technology companies on Wall Street and working in Silicon Valley, indicating a deep understanding of industry trends [1]

Core Insights - Lucid Group's vehicles, Lucid Air and Lucid Gravity, have been recognized in Car and Driver's 10Best lists for 2026, with Lucid Air making the list for the third consecutive year and Lucid Gravity in its first year of eligibility [1][2][5] Vehicle Recognition - Lucid Air was named to the 10Best Cars list, praised for its combination of range, performance, and innovative design, starting at $70,900 and offering an EPA-estimated range of up to 420 miles [5][6] - Lucid Gravity, the newest model, was included in the 10Best Trucks & SUVs list, noted for its impressive range of up to 450 miles, fast charging capabilities, and spacious interior, starting at $79,900 [4][6] Performance and Features - Lucid Gravity features advanced specifications, including peak charging power of 400 kW, the ability to add up to 200 miles of range in less than 11 minutes, and room for up to seven adults [4][6] - The Lucid Air Pure continues to offer luxury and driving excitement in a spacious sedan package, maintaining its status as a top choice in the electric vehicle market [6] Company Commitment - The recognition of both vehicles reflects Lucid's commitment to innovation and engineering excellence, as stated by the company's SVP of Engineering & Digital [5][6] - Lucid Group focuses on creating advanced electric vehicles with best-in-class performance and energy efficiency, assembling vehicles in state-of-the-art factories in Arizona and Saudi Arabia [8]

Shares have performed surprisingly poorly in 2025.It's generally a bad idea to catch a falling knife, because it can cut you on the way down. Investors in Lucid Group (LCID 5.62%) learned this the hard way. Shares in the embattled electric vehicle (EV) start-up have fallen by a whopping 87% since hitting the market in 2021. And this trend has intensified this year, with shares losing 57% of their value in 2025 alone. It isn't hard to see why Lucid is shedding value. The company is burning through cash, and ...

Core Insights - Lucid Group, Inc. has launched its first certified pre-owned vehicle program named Lucid Recharged™, aimed at providing consumers with access to advanced electric vehicles [1][2]. Group 1: Program Details - Lucid Recharged™ will feature single-owner vehicles with fewer than 62,000 miles, ensuring quality through a comprehensive 160+ point inspection [3][4]. - Each vehicle will undergo mechanical and cosmetic reconditioning using only Lucid-approved parts, enhancing reliability and performance [3][4]. - The program includes the balance of the original 4-year/50,000-mile factory warranty, along with an additional 12-month/12,000-mile manufacturer limited warranty [5]. Group 2: Customer Benefits - Customers will receive roadside assistance for the full warranty period, a verified clean title and service history, a CARFAX report, and an inspection report with their purchase [5]. - The program allows customers to upgrade certain vehicles with additional features, such as the DreamDrive Pro advanced driver assistance system [4]. Group 3: Company Overview - Lucid Group is a technology company based in Silicon Valley, focused on producing advanced electric vehicles, including the award-winning Lucid Air and Lucid Gravity SUV [6]. - The company operates state-of-the-art, vertically integrated factories in Arizona and Saudi Arabia, emphasizing innovation and energy efficiency in its vehicle offerings [6].

Core Viewpoint - The article discusses the ongoing debate in Europe regarding the potential withdrawal of the EU's ambitious green agenda, particularly the ban on the sale of new internal combustion engine vehicles starting in 2035, which has implications for both traditional and electric vehicle manufacturers [4][5][6]. Group 1: Industry Challenges and Opportunities - European automakers are struggling to transition to zero-emission driving but may receive a reprieve from stringent regulations, which could impact the future direction of the transportation sector [5][6]. - The proposed delay in the ban is a result of lobbying from major companies like Stellantis and Mercedes-Benz, aiming to avoid potential fines exceeding €1 billion (approximately $1.2 billion) in the coming years [5][11]. - The automotive industry, contributing about €1 trillion (approximately $1.2 trillion) to the economy, may welcome this flexibility, but it risks slowing technological advancement and widening the gap with competitors like Tesla and Chinese manufacturers [5][6]. Group 2: Political and Regulatory Dynamics - Six EU leaders, including Italy's Prime Minister Giorgia Meloni, have called for a relaxation of vehicle emission rules to prevent the effective ban on internal combustion engines in the mid-2030s [8][10]. - The letter to the EU Commission emphasizes the need for a balanced approach to climate goals without compromising competitiveness, highlighting the importance of technological neutrality [10][11]. - The review of current regulations has been expedited due to slower-than-expected electric vehicle adoption, with an announcement expected soon [10][11]. Group 3: Market Trends and Consumer Preferences - Data from the European Automobile Manufacturers Association (ACEA) indicates that from January to October 2025, electric vehicles accounted for 16.4% of the EU market, up from 13.2% in the same period of 2024 [18]. - Hybrid vehicles remain the preferred choice for EU consumers, with a registration share of 34.6%, while plug-in hybrids accounted for 9.1%, an increase from 7% year-on-year [18]. - The combined market share of gasoline and diesel vehicles has decreased to 36.6%, down from 46.3% in 2024, indicating a shift in consumer preferences [18]. Group 4: Industry Perspectives on Policy Changes - Executives from companies like Volvo and Lucid Motors express concerns that delaying the transition to electric vehicles could undermine industry confidence and increase costs in achieving climate goals [12][19]. - The commitment to the 2035 target is seen as crucial for maintaining investor confidence and ensuring that substantial investments in infrastructure and technology are not jeopardized [18][19]. - The debate over extending the lifespan of fossil fuel-based vehicles is viewed as detrimental to long-term industry efficiency and innovation [19].

Group 1: Tesla Inc. Developments - Tesla is considering collaborating with Boxabl for upgrades to its Supercharger locations, potentially enhancing user experience with improved amenities [3] - Elon Musk's recent housing investment in Boxabl highlights his ongoing support for innovative housing solutions [3] Group 2: Competitive Landscape - Ross Gerber, an investor, suggests that Uber Technologies Inc. is facing challenges due to the rapid growth of Waymo, which has reached 450,000 weekly rides and boasts an annual revenue of $200 million [2][5] - General Motors Co. has seen its stock surge approximately 45% year-to-date, driven by a renewed focus on autonomy under the leadership of Sterling Anderson, a former Tesla executive [5][6] - Rivian Automotive and Lucid Group are emerging competitors in the robotaxi market, each pursuing different strategies that could reshape the autonomous vehicle industry [7]

Core Viewpoint - Tesla, Inc. remains the leader in the robotaxi market with its Cybercab, while Rivian Automotive, Inc. and Lucid Group, Inc. are competing for the second position with different strategies [1]. Rivian's Strategy - Rivian's "Autonomy and AI Day" highlighted its focus on vertical integration, moving away from NVIDIA to develop its own custom RAP1 silicon chip [2][3]. - The company is implementing a sensor-rich suite that includes LIDAR and plans to offer autonomous driving technology to consumers at a low cost of $50 per month [3]. - Rivian's approach is capital-intensive and aims to create a superior autonomous system compared to Tesla's camera-only technology, with the goal of transforming every R2 owner into a potential micro-robotaxi fleet [4]. Lucid's Strategy - Lucid has opted for a partnership model, collaborating with Uber Technologies, Inc. and Nuro to position its Lucid Gravity as part of an existing robotaxi network [5]. - This asset-light strategy allows Lucid to focus on vehicle production while relying on partners for software and rider acquisition, potentially simplifying the execution of its robotaxi plans [6]. Comparative Analysis - Rivian is focused on controlling the entire robotaxi experience and competing in the technology space, while Lucid is prioritizing financial sustainability through partnerships [7].

Group 1: Marvell Technology Inc - Marvell Technology Inc reported strong quarterly earnings, with revenue reaching $1.5 billion, a 15% increase year-over-year [1] - The company highlighted growth in its data infrastructure segment, which contributed significantly to the overall revenue increase [1] - Marvell's strategic focus on cloud and 5G technologies is expected to drive future growth [1] Group 2: Robert Half International Inc - Robert Half International Inc experienced a revenue increase of 10% year-over-year, totaling $1.2 billion [1] - The company noted a rise in demand for skilled professionals in the finance and accounting sectors, which has positively impacted its business [1] - Robert Half's expansion into new markets is anticipated to further enhance its growth prospects [1] Group 3: Lucid Group Inc - Lucid Group Inc reported a significant increase in vehicle deliveries, with a total of 3,000 units delivered in the last quarter, marking a 25% increase compared to the previous quarter [1] - The company is ramping up production capabilities to meet growing demand for its electric vehicles [1] - Lucid's focus on luxury electric vehicles positions it well in the competitive EV market [1]

Core Insights - Lucid Group is heavily investing in autonomy, which is becoming a crucial aspect of its future strategy [1] - The company has initiated partnerships with Nuro for Uber's robotaxi program and NVIDIA for Level 4 feature development, indicating a focus on fleet autonomy and software upgrades [1][6] - Despite improving demand with record deliveries, Lucid faces significant financial challenges, including negative gross margins and high cash burn [5][6] Group 1: Autonomy and Partnerships - Lucid is collaborating with Nuro to supply engineering vehicles for Uber's robotaxi program, with a pilot launch planned for San Francisco in 2026 [1] - A partnership with NVIDIA aims to co-develop consumer-focused Level 4 autonomous features, enhancing Lucid's software capabilities [1] - These initiatives position Lucid to capitalize on the growing demand for autonomous vehicle technology [1][6] Group 2: Product Development and Upgrades - Major Advanced Driver Assistance Systems (ADAS) upgrades are planned for the Gravity and midsize platforms by late 2026, aimed at expanding software features and increasing pricing power [2] - The Gravity model's order mix is already contributing to higher Average Selling Prices (ASPs), with expectations for increased deliveries in Q4 as production ramps up [2] Group 3: Financial Challenges - In Q3'25, Lucid reported a GAAP gross margin of negative 99%, with tariffs impacting margins by approximately 13 percentage points [5] - The company experienced a negative free cash flow of $955.5 million for the quarter, with full-year capital expenditures projected between $1 billion and $1.2 billion [5] - Ongoing supply chain issues, particularly with magnets, aluminum, and semiconductors, add to the financial strain, necessitating a focus on improving margins and cash flow before pursuing autonomy [5][6]