Lucid Group (LCID)
Builds the Lucid Air sedan and Gravity SUV for the global luxury EV market.
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Produces the Lucid Air sedan and Gravity SUV for the global luxury market. Vehicle design, engineering, and vertically integrated assembly form one operating segment, while the Midsize platform targets lower-price, higher-volume vehicle segments.
Builds the Lucid Air sedan and Lucid Gravity SUV for the global luxury market. Vehicle design, engineering, and vertically integrated assembly operate within one reportable segment. Air and Gravity are assembled at AMP-1 in Casa Grande, Arizona.
Manufacturing spans Arizona and King Abdullah Economic City in Saudi Arabia. The future Midsize platform is intended to extend the lineup into lower-price, higher-volume vehicle segments.
Ayar, an affiliate of Saudi Arabia's Public Investment Fund, is the majority stockholder. Its preferred-stock financing was designated for general corporate purposes, capital expenditures, and working capital.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Loop Capital Markets | Target | Target: $8 | Target: $14 |
| Aug 24, 2026 | Loop Capital Markets | Target | Target: $8.50 | Target: $8 |
| Aug 3, 2026 | William Blair | Downgrade | Rating: — | |
| Jul 22, 2026 | Loop Capital Markets | Target | Target: $3 | Target: $8.50 |
| Jul 13, 2026 | RBC Capital | Reiterate | Rating: —Target: $10 | Target: $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $761.3M · Total debt $3.36B · Total assets $7.70B · Shareholders' equity $1.85B
- Revenue
- $405.3M
- Operating income
- −$1.08B
- Net income
- −$1.26B
No dividends on record.
| Institutions | ≈ 95.60% | 303.88M shares | |
|---|---|---|---|
| 443 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.56% | 24.04M shares | |
| 16 holders · as of Sep 3, 2026 | |||
| Adds to | 103.16% | ||
317.88M company shares as of Sep 9, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (394.07M in the company's Sep 22, 2026 report, 317.88M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 103.16%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Public Investment FundInstitution | 55.71% | 177.09M | as of Jun 30, 2026 |
Uber Technologies, IncInstitution | 11.88% | 37.75M | as of Jun 30, 2026 |
Saud H. R. H. Prince Alwaleed Bin Talal Bin AbdulazizInsider | 6.14% | 19.51M | filed Jul 28, 2026 |
UBS Group AGInstitution | 4.20% | 13.36M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 3.83% | 12.17M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Ori Winitzer | director | −1,000 | $4.80 |
| Aug 3, 2026 | Ori Winitzer | director | −1,000 | $7.46 |
| Apr 28, 2026 | Public Investment Fund | director, 10 percent owner: | +55,000 | |
| Nov 25, 2025 | Public Investment Fund | director, 10 percent owner: | +1 | $16.99 |
- Tesla
Premium EV sedans and SUVs with far greater scale
- Rivian
Premium electric SUVs and the midsize R2 crossover
- General Motors
Cadillac luxury electric SUVs backed by an established OEM
- Polestar
Premium electric fastbacks and SUVs in the same markets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lucid Group | $4.24 | −1.51% | $1.37B | — | — | 0.9 | +56.2% |
| Tesla | $376.99 | +0.45% | $1.48T | 347.5 | 182.9 | 14.3 | +25.5% |
| Rivian | $15.10 | −1.73% | $18.65B | — | — | 3.2 | +27.2% |
| General Motors | $83.48 | −0.57% | $75.93B | 42.4 | 5.9 | 0.4 | +1.9% |
| Polestar | $7.49 | −4.16% | $550.0M | — | — | 0.2 | −14.0% |
| Median | 194.9 | 94.4 | 1.8 | +13.7% |