Looking For Exposure to Lucid Stock (LCID)? Try These Two ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 10 2025
0mins
Should l Buy LCID?
Source: TipRanks
Lucid Motors Performance: Lucid's share price has increased by 7% over the past three months due to strong sales and new vehicle launches, reporting $235 million in revenue for Q1 2025, a 36% year-over-year increase, despite a loss of $0.24 per share.
ETF Investment Options: Investors can gain exposure to Lucid through ETFs like ACES and RNEW, which focus on clean energy and environmentally friendly infrastructure, respectively, offering diversified investment opportunities while reducing risk compared to direct stock investments.
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Analyst Views on LCID
Wall Street analysts forecast LCID stock price to rise
6 Analyst Rating
1 Buy
4 Hold
1 Sell
Hold
Current: 9.530
Low
10.00
Averages
17.00
High
30.00
Current: 9.530
Low
10.00
Averages
17.00
High
30.00
About LCID
Lucid Group, Inc. is a technology company, which designs, engineers, and manufactures electric vehicles (EVs), EV powertrains, and battery systems in-house using its equipment and factories. It sells vehicles directly to consumers through its retail sales network and through online channels. Its vehicles include Lucid Air and Lucid Gravity. Lucid Air is an advanced sedan, featuring powertrain technology. It offers 420 miles of Environmental Protection Agency (EPA)-estimated range, with an 84-kWh battery pack. The Lucid Air Sapphire is the highest-performance version of the Lucid Air, boasting 1,234 horsepower from three motors, 427 miles of an EPA-estimated range. The Lucid Gravity provides the interior space and practicality of a full-size sport utility vehicle (SUV) within the exterior footprint of a mid-size SUV. It provides space for up to seven adults. It has engineered the Lucid Gravity Grand Touring to deliver up to 450 miles of EPA-estimated range.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Volkswagen Partners with Xpeng to Accelerate Tech Transformation
- Intensified Market Competition: Volkswagen's profits in China fell approximately 45% in 2025, from $2 billion to $1.1 billion, highlighting fierce competition from local firms that forces a reassessment of market strategies to maintain share.
- Deepened Technological Collaboration: The partnership with Xpeng enables Volkswagen to rapidly build hardware and software architecture in China, particularly the CEA architecture completed in 18 months, significantly shortening new vehicle development cycles and enhancing market responsiveness.
- Product Innovation Speed: The jointly developed ID.UNYX 08 vehicle was produced in 24 months, a speed deemed 'unheard of' in the Western automotive industry, reflecting the high efficiency of Chinese manufacturing capabilities.
- Global Expansion Strategy: Xpeng's launch of new models in Mexico indicates its intent to compete globally, potentially posing a greater threat to Volkswagen and other non-Chinese automakers, especially in the competition for high-value technology components.
See More
Google Introduces AI-Powered Features for Electric Vehicles, Offering Intelligent Battery Predictions and Charging Locations
Personalized Guidance for EV Drivers: Google has introduced a feature that allows drivers to input their vehicle details and current charge levels to receive tailored guidance, enhancing navigation for electric vehicle (EV) users across the U.S. and supporting over 15 automotive brands.
Integration of Advanced Battery Forecasting: The new system integrates advanced battery forecasting and charging recommendations directly into in-car navigation systems, aiming to make long-distance travel more predictable for EV drivers.
Real-Time Data Utilization: The feature leverages real-time conditions and vehicle-specific data to provide updated arrival estimates and charging locations, addressing common concerns about battery range during longer journeys.
Expansion of EV Navigation Tools: This update is part of a broader trend among automakers to enhance EV offerings, with Google’s navigation tools expected to support more than 350 electric vehicle models, improving trip planning accuracy compared to traditional navigation systems.
See More
Lucid Struggles with Growth Amid Challenges
- Delivery Shortfall: Lucid delivered only 4,369 vehicles in 2022, significantly below its pre-merger promise of 20,000, indicating major challenges in production capacity and market demand that could undermine investor confidence.
- Risk of Saudi Dependence: With the Saudi Public Investment Fund owning over 60% of Lucid's shares and placing a 100,000 vehicle order in 2022, recent Iranian attacks on Saudi Arabia pose significant risks to Lucid's production plans, increasing operational uncertainty.
- Future Production Outlook: Although Lucid expects to produce 25,000 to 27,000 vehicles in 2026, an increase from 15,841 in 2025, this still pales in comparison to Tesla's 22,477 deliveries in 2013, highlighting its insufficient market competitiveness.
- Valuation and Profitability: With an enterprise value of $5.2 billion and a price-to-sales ratio of 2.3 times this year's sales, Lucid's stock will likely continue trading at a discount unless it can reduce losses and scale up production, limiting potential returns for investors.
See More
Lucid Electric Vehicles Faces Production Challenges
- Production Challenges: Lucid delivered only 4,369 vehicles in 2022, significantly below its target of 20,000, with 6,001 in 2023 and 10,241 in 2024, although deliveries rose by 55% to 15,841 in 2025, it still lags behind Tesla's 22,477 vehicles delivered in 2013, indicating ongoing struggles in scaling production.
- Heavy Reliance on Saudi Investment: The Saudi Public Investment Fund owns over 60% of Lucid's shares and placed a 10-year order for 100,000 vehicles in 2022; however, recent Iranian drone strikes on Saudi Arabia could severely impact future production plans, despite funding for the AMP-2 plant expansion in 2023.
- Low Market Valuation: With an enterprise value of $5.2 billion, Lucid appears cheap at 2.3 times this year's sales, but unless it successfully scales production, narrows losses, and reduces dependence on Saudi investors, its stock will likely remain at a steep discount, reflecting market skepticism about its future.
- Executive Changes Impact: The resignation of founder Peter Rawlinson in 2025 marks a significant leadership change that could affect Lucid's strategic direction and execution, especially after the delay of the Gravity SUV launch to late 2024, potentially further eroding investor confidence in its future.
See More
Lucid Group Faces Profitability Challenges Amid Delivery Growth
- Delivery Growth: Lucid Group has achieved eight consecutive quarters of record vehicle deliveries, and is expected to maintain this momentum throughout 2026; however, its stock has plummeted nearly 90% since its IPO, indicating significant progress in delivery volume but a pressing need to improve profitability to attract investors.
- Cost Optimization: Lucid achieved approximately a 25% improvement in bill of materials costs for the Gravity model, successfully navigating supply chain challenges and optimizing production processes, which significantly lowers manufacturing costs and is crucial for enhancing future profitability.
- Quality Improvement: Over the past three years, Lucid has reduced warranty costs for the Air sedan by 85% while improving vehicle quality and defect rates, which not only boosts consumer confidence but also lays a solid foundation for future sales growth.
- Comparison with Rivian: While Rivian still outsells Lucid in total delivery volume, it experienced declines of 14.5% in production and 18% in deliveries in 2024, indicating that Lucid's performance in delivery growth is stronger, yet it still needs to catch up in unit economics and gross margin improvement.
See More
Lucid Group Continues to Set Delivery Records
- Strong Delivery Momentum: Lucid Group has recorded eight consecutive quarters of delivery records, indicating a significant enhancement in its production and delivery capabilities, and this momentum is expected to continue, particularly as Gravity production has just begun.
- Increased Market Opportunities: With Tesla discontinuing the Model S and X in Q2, Lucid has seen a notable uptick in consumer trade-ins, which is likely to further drive delivery growth, positioning Lucid as a preferred brand in the luxury EV market.
- Competitive Pressure Intensifies: Despite Lucid's 55% delivery increase in 2025, its 15,841 vehicles delivered fall short compared to Rivian's 42,247, highlighting challenges in scale and profitability that need to be addressed for future growth.
- Profitability Needs Improvement: While Lucid excels in deliveries, failure to achieve consistent gross profit improvements may disappoint investors, especially as Rivian has already achieved its first full-year positive gross profit, emphasizing the urgency for Lucid to enhance its margins.
See More
Volkswagen Partners with Xpeng to Accelerate Tech Transformation
- Intensified Market Competition: Volkswagen's profits in China fell approximately 45% in 2025, from $2 billion to $1.1 billion, highlighting fierce competition from local firms that forces a reassessment of market strategies to maintain share.
- Deepened Technological Collaboration: The partnership with Xpeng enables Volkswagen to rapidly build hardware and software architecture in China, particularly the CEA architecture completed in 18 months, significantly shortening new vehicle development cycles and enhancing market responsiveness.
- Product Innovation Speed: The jointly developed ID.UNYX 08 vehicle was produced in 24 months, a speed deemed 'unheard of' in the Western automotive industry, reflecting the high efficiency of Chinese manufacturing capabilities.
- Global Expansion Strategy: Xpeng's launch of new models in Mexico indicates its intent to compete globally, potentially posing a greater threat to Volkswagen and other non-Chinese automakers, especially in the competition for high-value technology components.
See More
Google Introduces AI-Powered Features for Electric Vehicles, Offering Intelligent Battery Predictions and Charging Locations
Personalized Guidance for EV Drivers: Google has introduced a feature that allows drivers to input their vehicle details and current charge levels to receive tailored guidance, enhancing navigation for electric vehicle (EV) users across the U.S. and supporting over 15 automotive brands.
Integration of Advanced Battery Forecasting: The new system integrates advanced battery forecasting and charging recommendations directly into in-car navigation systems, aiming to make long-distance travel more predictable for EV drivers.
Real-Time Data Utilization: The feature leverages real-time conditions and vehicle-specific data to provide updated arrival estimates and charging locations, addressing common concerns about battery range during longer journeys.
Expansion of EV Navigation Tools: This update is part of a broader trend among automakers to enhance EV offerings, with Google’s navigation tools expected to support more than 350 electric vehicle models, improving trip planning accuracy compared to traditional navigation systems.
See More
Lucid Struggles with Growth Amid Challenges
- Delivery Shortfall: Lucid delivered only 4,369 vehicles in 2022, significantly below its pre-merger promise of 20,000, indicating major challenges in production capacity and market demand that could undermine investor confidence.
- Risk of Saudi Dependence: With the Saudi Public Investment Fund owning over 60% of Lucid's shares and placing a 100,000 vehicle order in 2022, recent Iranian attacks on Saudi Arabia pose significant risks to Lucid's production plans, increasing operational uncertainty.
- Future Production Outlook: Although Lucid expects to produce 25,000 to 27,000 vehicles in 2026, an increase from 15,841 in 2025, this still pales in comparison to Tesla's 22,477 deliveries in 2013, highlighting its insufficient market competitiveness.
- Valuation and Profitability: With an enterprise value of $5.2 billion and a price-to-sales ratio of 2.3 times this year's sales, Lucid's stock will likely continue trading at a discount unless it can reduce losses and scale up production, limiting potential returns for investors.
See More
Lucid Electric Vehicles Faces Production Challenges
- Production Challenges: Lucid delivered only 4,369 vehicles in 2022, significantly below its target of 20,000, with 6,001 in 2023 and 10,241 in 2024, although deliveries rose by 55% to 15,841 in 2025, it still lags behind Tesla's 22,477 vehicles delivered in 2013, indicating ongoing struggles in scaling production.
- Heavy Reliance on Saudi Investment: The Saudi Public Investment Fund owns over 60% of Lucid's shares and placed a 10-year order for 100,000 vehicles in 2022; however, recent Iranian drone strikes on Saudi Arabia could severely impact future production plans, despite funding for the AMP-2 plant expansion in 2023.
- Low Market Valuation: With an enterprise value of $5.2 billion, Lucid appears cheap at 2.3 times this year's sales, but unless it successfully scales production, narrows losses, and reduces dependence on Saudi investors, its stock will likely remain at a steep discount, reflecting market skepticism about its future.
- Executive Changes Impact: The resignation of founder Peter Rawlinson in 2025 marks a significant leadership change that could affect Lucid's strategic direction and execution, especially after the delay of the Gravity SUV launch to late 2024, potentially further eroding investor confidence in its future.
See More
Lucid Group Faces Profitability Challenges Amid Delivery Growth
- Delivery Growth: Lucid Group has achieved eight consecutive quarters of record vehicle deliveries, and is expected to maintain this momentum throughout 2026; however, its stock has plummeted nearly 90% since its IPO, indicating significant progress in delivery volume but a pressing need to improve profitability to attract investors.
- Cost Optimization: Lucid achieved approximately a 25% improvement in bill of materials costs for the Gravity model, successfully navigating supply chain challenges and optimizing production processes, which significantly lowers manufacturing costs and is crucial for enhancing future profitability.
- Quality Improvement: Over the past three years, Lucid has reduced warranty costs for the Air sedan by 85% while improving vehicle quality and defect rates, which not only boosts consumer confidence but also lays a solid foundation for future sales growth.
- Comparison with Rivian: While Rivian still outsells Lucid in total delivery volume, it experienced declines of 14.5% in production and 18% in deliveries in 2024, indicating that Lucid's performance in delivery growth is stronger, yet it still needs to catch up in unit economics and gross margin improvement.
See More
Lucid Group Continues to Set Delivery Records
- Strong Delivery Momentum: Lucid Group has recorded eight consecutive quarters of delivery records, indicating a significant enhancement in its production and delivery capabilities, and this momentum is expected to continue, particularly as Gravity production has just begun.
- Increased Market Opportunities: With Tesla discontinuing the Model S and X in Q2, Lucid has seen a notable uptick in consumer trade-ins, which is likely to further drive delivery growth, positioning Lucid as a preferred brand in the luxury EV market.
- Competitive Pressure Intensifies: Despite Lucid's 55% delivery increase in 2025, its 15,841 vehicles delivered fall short compared to Rivian's 42,247, highlighting challenges in scale and profitability that need to be addressed for future growth.
- Profitability Needs Improvement: While Lucid excels in deliveries, failure to achieve consistent gross profit improvements may disappoint investors, especially as Rivian has already achieved its first full-year positive gross profit, emphasizing the urgency for Lucid to enhance its margins.
See More
