MarketBeatยท2025-06-20 11:36Group 1: Tesla's Current Position - Tesla shares have recovered somewhat since April 2025 but remain down about 15% year-to-date (YTD) [1] - The company has faced analyst downgrades and may experience weak Q2 deliveries due to a production pause [1] - Chinese rival BYD Co. has surpassed Tesla in global battery electric vehicle sales for 2024 and European EV sales in April [1] Group 2: Rivian Automotive - Rivian shares have fluctuated significantly, reaching over $18 in July 2024 and dropping below $10 last fall, currently up about 4% YTD [3] - The company achieved positive gross profit in the last two reported quarters, indicating improved operational efficiency [4] - Rivian's joint venture with Volkswagen is expected to provide billions in funding and access to Volkswagen's distribution network [5] Group 3: Lucid Group - Lucid shares have fallen about 27% YTD, but expanding its product lineup with an SUV may attract more customers [8] - The Gravity SUV could capture interest as SUVs account for nearly 60% of new vehicle sales domestically [9] - Lucid currently lacks an affordable model to compete with Tesla's Model 3 or Model Y, which may limit its market reach [10]