Update shared on29 Sep 2025
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.
- The company’s increased focus on ramping up autonomy features in its vehicles is viewed positively for future customer offerings and potential revenue streams.
- Several price target increases are a direct reflection of Lucid’s completed 1-for-10 reverse stock split, adjusting valuations and outstanding share counts accordingly.
- Analysts maintain cautious to neutral outlooks, indicating that while operational initiatives and product pipeline are promising, near-term rating upgrades may remain on hold.
- The actions highlight confidence in Lucid’s management engagement and forward strategic direction discussed during investor meetings with company leadership.
What's in the News
- Lucid Group (LCID) faces increased international competition as XPeng (XPEV) plans to launch its mass-market Mona brand outside China in the coming year, with potential industry consolidation also signaled (CNBC).
- Canada is set to keep tariffs on U.S. automobiles, which may impact U.S.-based automakers such as Lucid Group (LCID), while dropping many other retaliatory tariffs (Bloomberg).
- Delays in the NHTSA's processing of EV regulatory credits have harmed Lucid (LCID), alongside Rivian (RIVN), by holding up significant revenue tied to these credits (Wall Street Journal).
- The evolving international tariff landscape, including persistent Canadian duties on U.S. autos, presents ongoing challenges for Lucid Group's North American operations (Bloomberg).
- Regulatory actions stalling the sale of zero-emission vehicle credits pose near-term revenue headwinds for Lucid and other smaller U.S. EV manufacturers (Wall Street Journal).
Valuation Changes
Summary of Valuation Changes for Lucid Group
- The Consensus Analyst Price Target has risen slightly from $23.25 to $23.79.
- The Net Profit Margin for Lucid Group remained effectively unchanged, moving only marginally from 5.06% to 5.16%.
- The Discount Rate for Lucid Group remained effectively unchanged, moving only marginally from 12.32% to 12.23%.
Disclaimer
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