Lucid (US:LCID) Yahoo Finance·2025-10-06 11:22Group 1 - The core concern for EV stocks, particularly Lucid Group, is the potential for a challenging year in 2026 due to the elimination of federal tax credits, which could increase vehicle prices by up to $7,500 [1][2] - The lack of federal tax credits has historically supported EV demand by lowering purchase costs, making this change significant for cost-conscious consumers [2] - Although Lucid's luxury models were not eligible for the tax credit for outright purchases, they benefited from a leasing loophole, suggesting that demand may not decline as sharply as for other EV manufacturers, but sales are still expected to be lower than previously anticipated in 2026 [3] Group 2 - Lucid is planning to introduce lower-priced models with production potentially starting in late 2026, which could qualify for federal subsidies if the timeline holds true [4] - A more pressing issue for Lucid is the loss of federal automotive regulatory credits, which previously provided a profit driver, as the elimination of noncompliance fees has diminished this revenue source [5] - Overall, the outlook for Lucid and other EV makers in 2026 appears rocky due to these regulatory and market changes [5]