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Home»Business»3 Issues You Need to Take into account Earlier than Even Entertaining Lucid
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3 Issues You Need to Take into account Earlier than Even Entertaining Lucid

EditorBy EditorMay 20, 2026No Comments6 Mins Read
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3 Issues You Need to Take into account Earlier than Even Entertaining Lucid
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Most buyers perceive it is most likely an unimaginable process to seek out the subsequent Tesla presently. However the attract of on the lookout for such an funding stays, and it is one cause many look to Lucid Group (NASDAQ: LCID), contemplating it is well known for making a number of the most superior electrical autos (EVs) on the planet.

That stated, each time the corporate seems to be turning a nook, one thing comes up. Earlier than you even think about investing in Lucid, it is vital to think about these three elements.

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Manufacturing hiccups

Lucid’s early historical past was marred by a number of provider and manufacturing points, making progress far bumpier than buyers would have favored. Simply as buyers hoped Lucid had grown previous that — and within the automotive trade, you by no means completely develop out of those hiccups – one other subject reared its ugly head.

The EV maker not too long ago launched Gravity SUV has been slower to speed up manufacturing than hoped. Making issues worse, Gravity deliveries have been considerably impacted in February as a consequence of a rear-seat defect that triggered a recall. Between the hiccup in Gravity manufacturing, the recall, and the following non permanent halt in Gravity gross sales, in addition to a widening first-quarter internet loss, the corporate opted to droop its full-year manufacturing steerage and can present an replace on the finish of the second quarter.

Picture supply: Lucid.

Lucid is a younger automaker working by way of the method, and that is going to return with pace bumps, seemingly greater than buyers would really like. It is only one factor to think about.

Funding purple flag?

You may assume that Lucid and LIV Golf don’t have anything in widespread, however that may be wildly inaccurate because of a sure investor. Saudi Arabia’s Public Funding Fund (PIF) was instrumental in beginning up LIV Golf, and it was intriguing to see the way it all performed out, with many considering the PIF cash might be basically limitless.

Then one thing a bit of humorous occurred: PIF determined it was time to cease throwing cash on the start-up golf entity. The PIF started main monetary backing of LIV Golf when it launched in 2021, and over time, the rich fund has invested over $5 billion within the circuit, solely to announce final month that it might cease funding LIV Golf on the conclusion of the 2026 season.

PIF was pretty fast to tug the plug on funding LIV Golf, however buyers contemplating Lucid ought to perceive the identical entity has poured roughly $9.5 billion into the Lucid group over a barely longer timeline, beginning again in 2018. Traders might argue that the PIF’s ties with Lucid are deeper because the Saudi fund is making an attempt to ascertain an impartial automotive sector in Saudi Arabia and hopes Lucid’s give attention to the way forward for EVs, sensible mobility, sustainable vitality, and willingness to function within the nation will make it a cornerstone of that future.

That stated, we now have our newest proof that the PIF funding is not basically limitless, and that it will probably and can pull the plug. That is one thing buyers have to think about as a result of shedding that investor can be devastating for Lucid.

Path to earnings

Rivian Automotive (NASDAQ: RIVN) is a pure competitor to Lucid as each are younger automakers centered purely on EVs. Whereas Lucid has fewer deliveries and fewer scale, Rivian’s progress on gross profitability has been spectacular. Rivian reported its first-ever quarterly gross revenue within the fourth quarter of 2024, partly pushed by a major discount in prices per car as soon as the second-generation R1 autos hit the street.

Rivian adopted that up with continued cost-cutting, then took a fast step ahead by leveraging its surging software program and companies income from its Volkswagen three way partnership to attain its first full-year gross revenue in 2025. Whereas each are nonetheless burning by way of money and reporting internet losses, the distinction in trajectories is obvious within the following graph.

RIVN Gross Profit (TTM) Chart
RIVN Gross Revenue (TTM) information by YCharts

What all of it means

Lucid stays an intriguing and distinctive funding alternative, however these three easy elements to think about spotlight simply how advanced and dangerous it’s. The younger EV maker continues to face manufacturing points that hinder its outcomes, has looming funding questions and issues, and hasn’t made almost as a lot gross revenue progress as Rivian, which exhibits buyers it has a path to earnings.

For the overwhelming majority of buyers, it is not time, maybe not even near time, to entertain Lucid as an funding.

Do you have to purchase inventory in Lucid Group proper now?

Before you purchase inventory in Lucid Group, think about this:

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Take into account when Netflix made this record on December 17, 2004… should you invested $1,000 on the time of our suggestion, you’d have $481,750!* Or when Nvidia made this record on April 15, 2005… should you invested $1,000 on the time of our suggestion, you’d have $1,352,457!*

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*Inventory Advisor returns as of Might 20, 2026.

Daniel Miller has no place in any of the shares talked about. The Motley Idiot has positions in and recommends Tesla. The Motley Idiot has a disclosure coverage.

3 Issues You Need to Take into account Earlier than Even Entertaining Lucid was initially revealed by The Motley Idiot

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