Lucid's vehicle production increase is impressive, but the company is burning through cash and doesn't have a clear path for success.Lucid (LCID +2.18%), which makes the all-electric Air sedan and Gravity SUV, recently reported its fourth-quarter and full-year vehicle production numbers, and by most accounts, they're impressive.The company's vehicle production jumped 155% in the quarter to 8,412 vehicles, which helped Lucid produce a total of 18,378 last year -- a 104% increase from 2024. Adding to the good ...

Lucid Motors built twice as many electric vehicles in 2025 as it did in the prior year, a sign that the company has bounced back from early production struggles with its new Gravity SUV. The company announced Monday that it finished the year having built 18,378 EVs, with 8,412 of those coming in the fourth quarter alone. That’s more than Lucid built at its Casa Grande, Arizona factory in the first half of the year. Lucid also said it delivered — meaning sold — 15,841 vehicles across the whole year, a 55% in ...

Lucid Group, Inc. (NASDAQ:LCID) is among the 9 Best Auto Stocks to Buy Now. Lucid Group, Inc. (LCID)'s SUV Arrives With High Hopes And Significant Risks CNBC reported on December 20, 2025, that Lucid Group, Inc. (NASDAQ:LCID) is expanding the manufacturing of its Gravity three-row SUV. It is marking its first entry into the SUV market, which is expected to retail for approximately $79,900. So far, the business has sold just a few hundred Gravity products in 2025, with manufacturing limited due to magnet, ...

Lucid consistently increased its deliveries over the past year and a half, and there should be room to run -- but here's why it still might fall short.If you bought $10,000 of Tesla stock the day it went public, you'd have roughly $2.9 million right now. That's in a different world compared to the same investment in the broader S&P 500 that would be worth only about $66,000. While Tesla is one of a kind, it's that opportunity and those potential returns that have investors intrigued by other start-up electr ...

Core Insights - Lucid Group Inc. is experiencing a noticeable decline in demand for electric vehicles (EVs) in both the US and Europe, as stated by the company's interim CEO [1] - The discontinuation of federal tax credits in the US has led to a surge in EV purchases in the third quarter, according to the interim CEO [2] - Lucid is on track to produce approximately 18,000 EVs this year, aligning with the lower end of its forecast range [4] Demand and Market Conditions - The company is currently managing a backlog of orders, which provides some insulation against the slowdown in demand [3] - Analysts from Morgan Stanley have downgraded shares of Lucid, Rivian, and Tesla, anticipating an "EV winter" to continue into the next year [3] - Lucid's stock has decreased by over 7% since the downgrade report and has fallen 59% year-to-date [3] Product Development and Future Plans - The first batch of Lucid's Gravity sport utility vehicles is expected to arrive in Europe by the end of this year, with deliveries commencing in the first quarter of 2026 [2] - The interim CEO emphasized the company's commitment to achieving its production goals for the year [4]

Core Insights - The article discusses the potential struggles of three companies: Beyond Meat, GoPro, and Lucid Motors, questioning whether this holiday season could be their last [4][10][14][17]. Beyond Meat (BYND) - Beyond Meat reported a loss of $111 million in Q3 2025, with revenue declining by 13% to $70 million, driven by a 20% drop in U.S. plant-based meat sales [6][8]. - The company experienced a peak in sales in 2022, but inflation and premium pricing led to a significant decline in demand, with U.S. plant-based meat sales falling by 19% in 2023 [8]. - Despite slight improvements in gross margins to 15% through cost-cutting, the company faces a net debt of $215 million and is projected to potentially go bankrupt by 2027 [10]. GoPro (GPRO) - GoPro's Q3 revenue fell by 37% to $163 million, with GAAP losses more than doubling from the previous year [13]. - The company has struggled due to competition from smartphones and drones, which have eroded its market position [12]. - Analysts have set a target price of $0.75 per share, with current shares at $1.63, indicating a challenging outlook for the company [14]. Lucid Motors (LCID) - Lucid Motors reported a Q3 revenue increase of 68% to $336 million, but net losses reached $1.03 billion, equating to a loss of over $250,000 per vehicle sold [16]. - The company has faced production delays and increased competition, leading to a significant cash burn nearing $1 billion quarterly [16]. - Although backed by Saudi Arabia's Public Investment Fund, there are concerns about the sustainability of continued financial support if losses persist [17].

Core Insights - Lucid Motors reported a third-quarter net loss of $978 million, showing a 1.4% improvement year-over-year, with revenue increasing by 68% to $337 million due to record sales before the electric vehicle tax credit cutoff [1] - Deliveries reached a record high of 4,078 vehicles in the third quarter [1] Production and Sales - In Q3, Lucid had two vehicles available: the Air sedan and the Gravity crossover, with the latter facing production delays due to supplier issues [2] - The production forecast for 2025 was lowered to 18,000 vehicles from a previous estimate of 18,000 to 20,000 due to slow ramp-up of Gravity production [2] - The company faced supply chain crises affecting magnets, aluminum, and chips, which impacted Gravity production [3] Future Expectations - Lucid anticipates that Gravity sales will surpass Air sales for the first time in Q4, with October deliveries increasing despite the loss of the tax credit [4] - The company is collaborating with Nuro and Uber to deploy the Gravity crossover for a new robotaxi service in the San Francisco Bay Area next year [4][5] Financial Position - Lucid has improved its total liquidity, with the Saudi Public Investment Fund increasing a loan credit facility to approximately $2 billion, raising current liquidity to about $5.5 billion [6] - The company is investing in a new midsize platform for multiple vehicles, including a lower-priced crossover expected to launch late next year, aimed at boosting volume and achieving profitability [7]

Core Insights - Lucid Motors is undergoing significant executive changes, with the departure of key figures including Chief Engineer Eric Bach and VP of Engineering James Hawkins, amidst a broader shake-up in leadership [1][2][4] Executive Departures - Eric Bach, who has been with Lucid Motors since 2015 and previously worked at Tesla and Volkswagen, is leaving the company [1] - James Hawkins, VP of Engineering, has also departed after a decade with Lucid Motors [2] - Jeri Ford, Vice President of Quality, is retiring and will be succeeded by Marnie Levergood from Scout Motors [2] Leadership Restructuring - Emad Dlala, the current Senior Vice President of Powertrain, is being promoted to oversee all of "Engineering and Digital" [3] - The company has been without a permanent CEO since Peter Rawlinson's resignation in February, with Marc Winterhoff serving as interim CEO [3] Context of Changes - The executive shake-up occurs as Lucid Motors has launched its new luxury SUV, the Gravity, which is expected to outperform the Air sedan in sales [5] - The company is also developing a midsized vehicle priced around $50,000, projected for release in 2026, but may require additional funding [6] Financial Developments - Lucid Motors' majority owner, Saudi Arabia's sovereign wealth fund, has increased the cap of a loan agreement from $750 million to approximately $2 billion, ensuring liquidity until 2027 [6]

Core Insights - Lucid Motors is experiencing significant executive turnover, with the departure of key figures such as Chief Engineer Eric Bach and Vice President of Quality Jeri Ford [1][2][4] - The company is currently without a permanent CEO, following the resignation of Peter Rawlinson in February, with Marc Winterhoff serving as interim CEO [3] - These leadership changes occur as Lucid Motors launches its new luxury SUV, the Gravity, and plans to introduce a mid-sized vehicle priced around $50,000 by 2026 [5] Executive Departures - Eric Bach, who has been with Lucid Motors since 2015 and previously worked at Tesla and Volkswagen, is leaving the company [1] - Jeri Ford is retiring, with Marnie Levergood set to replace her, while Emad Dlala is promoted to oversee all Engineering and Digital functions [2] - The company has seen multiple executive departures in the past year, including its head of investor relations and several vice presidents [4] Strategic Developments - The launch of the Gravity SUV is seen as a critical moment for Lucid Motors, with expectations that it will outperform the Air sedan in sales [5] - The company is also planning a mid-sized vehicle aimed at a more affordable market segment, which will require additional funding before its expected release in 2026 [5]

Core Insights - Lucid Group aims to be the first automaker to offer advanced self-driving capabilities, referred to as "mind-off" driving, allowing vehicles to operate autonomously under normal conditions without human intervention [1][2] Group 1: Self-Driving Technology - The "mind-off" driving system will enable occupants to engage in activities like playing cards or watching TV while the vehicle drives itself [2] - Lucid plans to utilize Nvidia's "Drive AV" platform along with a multisensor suite, including cameras, radar, and lidar, to enhance the vehicle's perception of its environment [3] - The new self-driving system is expected to debut in the coming years, specifically in Lucid's upcoming midsize vehicle, with plans to expand to other models thereafter [4] Group 2: Strategic Partnerships and Development - The interim CEO of Lucid emphasized the importance of leveraging Nvidia's technology to expedite the development of the self-driving system, citing time to market and cost considerations as key factors [5] - Lucid will continue to enhance automated technologies in its existing models, the Air sedan and Gravity SUV, in collaboration with Nvidia [6]