
Lucid Group (LCID) Stock Forecast & Price Target
Lucid Group (LCID) Analyst Ratings
Bulls say
Lucid Group is expected to reinstate its 2026 guidance next quarter, and its RoboTaxi/AV progress has been promising. While the recent stock price pressure is a concern, we remain Hold rated as we wait for strong commercial momentum and improved gross margins. The company's AV opportunity, both in RoboTaxi and Consumer AV, provides upside potential, but its limited liquidity runway, Q1 delivery shortfall, and temporary suspension of 2026 guidance keep us on the sidelines. With additional capital raised through PIF, Uber, and a public offering, the company has improved its liquidity to ~$3.2B, excluding the recent capital raise of $1.05B. Despite a decrease in revenue due to vehicle delivery estimates, the company's long-term growth potential remains compelling with a 10-year DCF analysis resulting in a $14 PT. However, risks such as negative gross margins, additional capital needs, supply chain disruptions, and competitive market environment should be carefully monitored.
Bears say
Lucid Group is facing several challenges in the near-term, including weaker-than-expected deliveries and uncertainty regarding demand. The company's decision to suspend 2026 guidance and the recent CEO transition add to the visibility gap, while the need for additional funding and potential dilution remains a concern. Despite its strong long-term narrative and product roadmap, the current execution risks and limited visibility lead to a negative outlook for the stock in the medium term.
This aggregate rating is based on analysts' research of Lucid Group and is not a guaranteed prediction by Public.com or investment advice.
Lucid Group (LCID) Analyst Forecast & Price Prediction
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