Update shared on30 Aug 2025
Fair value Decreased 3.00%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).
- Lucid and Uber, alongside Nuro, entered a vehicle production agreement for a minimum of 20,000 Lucid Gravity autonomous robotaxis to be deployed over six years, with Uber planning multi-hundred-million-dollar investments in Lucid and Nuro (Key Developments).
- Lucid is advancing U.S.-centric battery supply chain initiatives, joining forces with mineral companies (e.g., Graphite One, RecycLiCo) through the newly formed MINAC collaborative to secure domestic sources of critical minerals and graphite for EV batteries (Key Developments).
- Lucid revised its 2025 production outlook downward to 18,000-20,000 vehicles (from 20,000) and launched updates to the Lucid Air lineup, including access to Tesla's Supercharger network and enhanced range and ADAS features (Key Developments).
- The National Highway Traffic Safety Administration’s halt on finalizing EV regulatory credits is hampering revenue streams for Lucid and Rivian, while Canadian tariff policy may retain duties on U.S. auto imports, potentially affecting Lucid’s cross-border sales (Wall Street Journal, Bloomberg).
Valuation Changes
Summary of Valuation Changes for Lucid Group
- The Consensus Analyst Price Target has fallen slightly from $2.50 to $2.43.
- The Net Profit Margin for Lucid Group has fallen from 5.41% to 5.12%.
- The Future P/E for Lucid Group has risen slightly from 37.88x to 38.89x.
Disclaimer
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