Autonomous Fleets And EV Platforms Will Redefine Global Mobility

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Mar 25

Updated

23 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-41.7%

7D

-1.5%

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1Y

-41.7%

7D

-1.5%

You can edit this narrative until Nov 24 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$18.4327.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

Fair value Decreased 19%

LCID: Autonomous Ride Partnership Will Accelerate Expansion Amid Robotaxi Launches

Analysts have lowered their average price target for Lucid Group from approximately $22.88 to $18.43. This revision reflects expectations for the need of additional capital in the coming years and dilution from recent convertible note offerings.

Shared on 09 Nov 25

Fair value Decreased 3.82%

LCID: Autonomous Ride Partnerships Will Drive Broader Market Expansion Despite Industry Headwinds

Lucid Group's analyst price target has been revised downward from $23.79 to $22.88 as analysts take into account slightly reduced revenue growth expectations and margin forecasts, despite ongoing product and autonomy feature developments. Analyst Commentary Recent analyst actions reflect a blend of optimism and caution regarding Lucid Group's future trajectory, as the company navigates margin pressures and evolving market expectations.

Shared on 29 Sep 25

Fair value Increased 2.35%

Analysts have modestly raised Lucid Group’s price target to $23.79, citing optimism around new robotaxi initiatives, enhanced vehicle autonomy, and positive management engagement, though tempered by a largely cautious near-term outlook. Analyst Commentary Bullish analysts are factoring in Lucid’s exploration and pursuit of new robotaxi opportunities for both the Air and Midsize platforms, as well as additional Gravity variants.

Shared on 14 Sep 25

Fair value Decreased 4.27%

Lucid Group’s consensus analyst price target has been revised modestly downward from $24.28 to $23.25, a move driven entirely by the mechanical impact of its 1-for-10 reverse stock split, with no change in underlying fundamentals or analyst sentiment. Analyst Commentary Recent price target adjustments are almost entirely a mechanical response to Lucid Group’s 1-for-10 reverse stock split, effective September 2, which consolidated 3.07B outstanding shares into 307.3M.

Shared on 30 Aug 25

Fair value Increased 870%

A slight decline in net profit margin and a modest increase in the future P/E ratio have led analysts to lower Lucid Group’s consensus price target from $2.50 to $2.43. What's in the News Lucid Group shareholders approved a reverse stock split at a special meeting on August 18, 2025, giving the board discretionary authority to effect the split at a later date (Key Developments).

Shared on 07 Aug 25

Fair value Decreased 6.48%

The downward revision in Lucid Group’s price target reflects reduced consensus revenue growth expectations and a higher discount rate, resulting in a new fair value estimate of $2.50. What's in the News Lucid formed the Minerals for National Automotive Competitiveness Collaboration (MINAC) with multiple U.S. mineral and battery material providers to secure domestic critical minerals, reduce reliance on foreign supply chains, and foster sector collaboration.

Shared on 01 May 25

Fair value Decreased 3.71%

Shared on 24 Apr 25

Fair value Increased 6.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 5.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 4.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$18.43

27.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

44.62%

Auto revenue growth rate

0.45%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.50%

Calculation

US$310.59m

Earnings '28

x

33.45x

PE Ratio '28

=

US$10.39b

Market Cap '28

US$10.39b

Market Cap '28

/

396.38m

No. shares '28

=

US$26.21

Share Price '28

US$26.21 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$18.41

Fair Value '25