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Target $0

TahoeMichael said:
Near as I can tell, Lucid isn’t really working on autonomy. They're focused on building the vehicle platform, and hoping someone else can get the software side working. Personally,
I think that's very sensible. They're need to get the basics right before they tackle something like in-house autonomy.
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I think it's a little of both. The continuum of robotaxis runs from the Jaguar/Waymo partnership where Jaguar did little more than provide the vehicle and Waymo did the rest, to the Cybercab model where the vehicle is designed by Tesla from the ground up. The Lucid/Nuro partnership appears to be a hybrid with each company contributing technology and engineering to the final product.

The challenge facing Lucid is that the money being invested into the company appears to be earmarked towards specific future initiatives. And that makes sense as Uber doesn't really have a vested interest in solving existing customer support and service issues with the Air and Gravity. And the PIF is clearly prioritizing domestic manufacturing with their investment dollars. That suggests that the existing business has to pay for itself which is difficult to do given the losses the company is sustaining. The extent to which Napoli and the leadership team can solve the customer service issues is likely dependent on how much cost and cash they can take out of the day to day operations. That's not an easy feat to accomplish.
 
Adnillien said:
Do you have any evidence to support that Peter Rawlinson was against robotaxi or are you just assuming this. I have been following Lucid since 2019 and have met Peter multiple times and I have not seen that he was against robotaxi. If you have evidence, please share. Otherwise please stop spreading misinformation.
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Speculation, but timing sounds suspicious
 
LVAGT said:
Does anyone else secretly wish Apple would buy Lucid and make the best possible effing car ever? The engineering combined with Apple software...
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Absolutely not! My LCID holdings are in the just-for-fun account. AAPL is my #1 holding. :)

I would be in favor of LCID hiring some of Apple’s former car project personnel though.
 
Production update today:

"Lucid produced 2,954 vehicles and delivered 3,806 vehicles during the third quarter of 2026.1 Deliveries exceeded production as the companycontinued to execute its planned inventory reduction, converting existing vehicle inventory into customer deliveries as part of the previouslyannounced operating reset targeting $1.4 billion of cash flow improvements in 2026. Demand for the Lucid Gravity continued to regain momentum."

Neutral, better than bad.
 
This target appears increasingly realistic, as deliveries fall below last year’s third quarter despite steep discounts on 2026 gravities 😱—the situation looks quite concerning.
 
Can't compare YoY numbers because the tax credit was ending last year and a lot of EVs got sold to take advantage of the credit. Next quarter will also be fuzzy because people moved up their purchases so a big YoY jump won't be accurate either.
 
erigion said:
Can't compare YoY numbers because the tax credit was ending last year and a lot of EVs got sold to take advantage of the credit. Next quarter will also be fuzzy because people moved up their purchases so a big YoY jump won't be accurate either.
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Yes but Lucid has been subsidizing and putting the $7500 discount basically since November on sales, so it's not really going to be fuzzy for them.
 
sri said:
This target appears increasingly realistic, as deliveries fall below last year’s third quarter despite steep discounts on 2026 gravities 😱—the situation looks quite concerning.
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It had no effect on the stock though. Same with the Aston Martin delay. This is probably the bottom.
 
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sri said:
Seems not, Lucid rocks proves us always wrong 🤣
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did something new happen?!?

Google AI is doing them dirty when you look up their stock now

⚠️ High-Risk Warning
  • Total capital loss potential: Micro/small-cap EV stocks like LCID carry severe bankruptcy and dilution risk
...I feel like Google shouldn't do that. Just report the stock value that's all I asked for.
 
socktucker said:
It had no effect on the stock though. Same with the Aston Martin delay. This is probably the bottom.
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I want $5 everytime I read “this is the bottom” on this forum 😂. I cannot imagine being a long term holder. I exited at $5ish
 
Napoli said capital raise will be positive for shareholders, wonder what he meant by that…..
 
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