Lucid Shares Tumble Ahead of Critical Q4 Earnings -- Revenue Could Jump 97%

SelfRugger · 2026-02-26T09:57:02+00:00

Lucid shares fell over 8% as investors await critical Q4 earnings, projected to show a 97% revenue increase to $461.5 million due to vehicle deliveries and production growth. However, the company faces ongoing losses and competition challenges.

SelfRugger

2026-02-26 09:57:02

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Lucid Shares Tumble Ahead of Critical Q4 Earnings – Revenue Could Jump 97%

Nauman Khan

Thu, February 12, 2026 at 3:28 AM GMT+9 1 min read

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LCID

-7.83%

This article first appeared on GuruFocus.

Lucid (NASDAQ:LCID) shares slipped more than 8% Wednesday, as investors weigh the electric vehicle maker’s upcoming fourth-quarter 2025 results. Year-to-date, the stock is down nearly 10%, reflecting ongoing pressure in the EV sector.

Analysts project Lucid’s revenue could surge almost 97% year over year in Q4 to roughly $461.5 million. Vehicle deliveries, production ramps, and Gravity SUV momentum are expected to be key factors. Despite revenue growth, the company continues to face losses and cash constraints amid stiff competition.

Warning! GuruFocus has detected 4 Warning Signs with LCID.

Is LCID fairly valued? Test your thesis with our free DCF calculator.

Recent developments may influence performance. Neil Marsons joined as Senior Vice President of Supply Chain to improve operations. The Lucid Air performed strongly in extreme cold tests, and UBS increased its institutional stake late last year.

GuruFocus shows a mixed outlook based on six analysts: one Buy, four Hold, and one Sell, with an average 12-month target of $17, suggesting about 61% potential upside. Price targets range from $10 to $30, highlighting differing views on EV adoption and Lucid’s path to profitability.

Investors will closely monitor the February 24 earnings report for guidance and operational updates.

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