Loading...

Autonomous Fleets And EV Platforms Will Redefine Global Mobility

Published
20 Mar 25
Updated
29 Sep 25
AnalystConsensusTarget's Fair Value
US$23.79
11.8% undervalued intrinsic discount
29 Sep
US$20.98
Loading
1Y
-38.3%
7D
-15.3%

Author's Valuation

US$23.7911.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 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 on14 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 on30 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 on07 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 on01 May 25
Fair value Decreased 3.71%

Shared on24 Apr 25
Fair value Increased 6.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 5.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 7.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 4.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.