Update shared on07 Aug 2025
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.
- Lucid and Uber entered a six-year vehicle production agreement for a minimum of 20,000 Lucid Gravity vehicles outfitted with Level 4 autonomy, to be deployed as Uber robotaxis in partnership with Nuro; Uber plans multi-hundred-million dollar investments in both Nuro and Lucid.
- Lucid announced updates to the Lucid Air lineup, including enhanced EPA-estimated ranges, access to the Tesla Supercharger network starting July 31 via adapter, and major DreamDrive Pro ADAS upgrades featuring new hands-free driving capabilities.
- Lucid entered a $300 million subscription agreement for a private placement of Class A Common Stock with SMB Holding Corporation, expected to close in Q3 2025.
- Lucid proposed a reverse stock split of its Class A common stock, pending stockholder approval at a special meeting in August.
Valuation Changes
Summary of Valuation Changes for Lucid Group
- The Consensus Analyst Price Target has fallen from $2.68 to $2.50.
- The Discount Rate for Lucid Group has risen from 11.60% to 12.32%.
- The Consensus Revenue Growth forecasts for Lucid Group has fallen from 88.0% per annum to 82.5% per annum.
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