Lucid: Investors Are Overreacting To Q2
Lucid Group, Inc. posted strong delivery growth and revenue expansion in Q2 '25, but missed earnings estimates and continues to suffer from unsustainable negative gross margins. Despite lowering FY 2025 delivery guidance, Lucid still projects up to 95% year-over-year delivery growth, driven by the Gravity SUV. Lucid has a healthy liquidity profile and access to billions in cash to finance the ramp of its production plans.
Lucid Motors Is Not Dead Money
Despite widening losses and a trimmed 2025 delivery forecast, I maintain my buy rating on Lucid Motors due to its strategic Uber partnership. Lucid's Q2 results showed rising sales but significant cash burn, with negative free cash flow exceeding $1 billion and net losses growing year-over-year. Strong liquidity, backed by $3.6 billion in cash and investments and support from the Saudi Sovereign Wealth Fund, provides a safety net for ongoing expansion.
Lucid Is a Penny Stock
Lucid Group Inc. (NASDAQ: LCID) stock is down 28% to $2.18, while the S&P 500 is 8% higher.
Lucid Group, Inc. (LCID) Q2 2025 Earnings Call Transcript
Lucid Group, Inc. (NASDAQ:LCID ) Q2 2025 Earnings Conference Call August 5, 2025 5:30 PM ET Company Participants Marc Winterhoff - Interim Chief Executive Officer Taoufiq Boussaid - Chief Financial Officer Conference Call Participants Andres Juan Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Stephen David Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Thomas Jacob Scholl - BNP Paribas Exane, Research Division Operator Ladies and gentlemen, thank you for standing by, and welcome to the Lucid Group Second Quarter 2025 Earnings Conference Call. Please be advised that today's conference is being recorded.
Lucid Group (LCID) Reports Q2 Loss, Beats Revenue Estimates
Lucid Group (LCID) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.29 per share a year ago.
Lucid softens full-year production forecast as EV maker misses second-quarter estimates
Lucid Group reported second-quarter earnings that missed expectations. The electric vehicle maker now anticipates producing between 18,000 and 20,000 vehicles for the year after previously projecting a goal of 20,000.
Analyst revises Lucid (LCID) stock price target
Lucid (NASDAQ: LCID) may be preparing to cut its annual production guidance, according to Cantor Fitzgerald analyst Andres Sheppard, ahead of the company's highly anticipated second-quarter earnings call scheduled for Tuesday.
Can Lucid Pull Off a Beat This Earnings Season? Things to Note
LCID is expected to top Q2 estimates as record deliveries, rising production and Gravity SUV generate fuel optimism.
Here's Why Lucid Group (LCID) Fell More Than Broader Market
Lucid Group (LCID) closed the most recent trading day at $2.56, moving 8.24% from the previous trading session.
US stocks close lower, US trade deals analysis, Timothee Chalamet partners with Lucid
Market Domination Overtime anchor Josh Lipton breaks down the latest market news for July 29, 2025. US stocks, markets and data reporter Jared Blikre breaks down the details.
Lucid Group (LCID) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Lucid Group (LCID) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Rivian vs. Lucid: 1 Reason Jim Cramer Likes One Stock Over the Other
Lucid Group (LCID -2.34%) soared in value following the announcement of its partnership with Uber Technologies. According to the deal's terms, Uber will invest $300 million in the electric vehicle (EV) maker.
