文章核心观点 - 公司近期连续三个季度交付量创新高,但最近遇到两个障碍 [1][2] - 公司的动力正在从竞争对手Rivian转向自身 [2] - 公司预计第三季度亏损将超预期,并计划进一步增发股票 [3] 公司动力转向 - 公司交付量连续三个季度创新高,而竞争对手Rivian交付量下降36% [2] - 公司第三季度交付量增长91%,创历史新高 [2] 公司遇到的障碍 - 公司预计第三季度亏损将超预期,达7.65-7.9亿美元 [3] - 公司计划增发超过2.6亿股,进一步稀释股东权益 [3][4]

The company is growing deliveries but is still a subscale automotive player.The 2020 and 2021 stock market bubble brought many companies public that should have stayed private. Specifically, a lot of electric vehicle (EV) stocks with shaky business models.People wanted to copy Tesla, and investors were fueling the EV makers with absurd levels of funding. It was a fun time. Well, maybe only if you didn't buy the stocks.One company still kicking around is Lucid Group (LCID). The aspiring luxury EV brand went ...

Lucid Group, Inc. NASDAQ: LCID has made headlines with its recent stock sale, raising a staggering $1.75 billion. CEO Peter Rawlinson has confidently declared that this will fuel the company’s operations "well into 2026," allowing them to ramp up production of the Gravity SUV and launch new models. However, investors are hesitant, as Lucid's stock price has fallen over 30%. Is this stock sale a strategic move toward dominance in the electric vehicle (EV) automotive sector or a desperate attempt to stay aflo ...

Interest rates and the anticipation of big news from Tesla played roles in Lucid stock's moves Wednesday.Lucid (LCID -4.60%) stock lost ground in Wednesday's trading. The company's share price closed out the daily session down 4.6% and had been down as much as 5.4% earlier in the day.Lucid stock fell in today's daily trading as investors weighed the possibility that the Federal Reserve will adopt a slower-than-anticipated pace for interest rate cuts. The market was also feeling jittery about electric vehicl ...

文章核心观点 - 公司CEO表示,上周公司进行的公开发行筹资约17.5亿美元,是公司及时做出的战略性决策,以确保公司有足够资金用于持续经营和未来发展计划 [1][2] - 公司目前有充足的现金流,可以维持到2026年,为未来新车型的推出做好准备 [3][4] - 公司正处于高度资本密集型投资期,需要大量资金用于扩建工厂、开发新车型和建设销售网络等 [4] - 公司最大股东沙特公共投资基金将继续按比例认购新股,以保持其约59%的持股比例,这应该被视为积极信号 [5] 公司经营情况 - 公司今年交付量创历史新高,并计划全年生产9,000辆车 [6] - 但销量和财务表现未能如期扩张,主要受成本上升、电动车需求放缓以及市场知名度不足等因素影响 [6]

Lucid Group (LCID) has been on a downward spiral lately with significant selling pressure. After declining 24.6% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock ...

文章核心观点 - 豪华电动车制造商Lucid Motors (NASDAQ: LCID)股价近期大幅下跌,引发市场关注 [1] - 公司计划发行2.624亿股普通股以筹集资金,同时最大股东沙特公共投资基金将增持3.747亿股,引发投资者担忧 [2] - 尽管公司第三季度交付量超出预期,但资本运作可能会影响公司的业务动能 [3][4] - 一些分析师下调了对Lucid的评级和目标价格,对公司短期前景持谨慎态度 [5] 根据相关目录分别进行总结 公司业务表现 - Lucid在第三季度交付2,781辆车,超出分析师预期的2,242辆 [4] - 得益于折扣和优惠的融资方案,公司的豪华电动车需求有所增加 [4] 公司融资计划 - Lucid计划发行2.624亿股普通股以筹集资金,同时最大股东沙特公共投资基金将增持3.747亿股 [2] - 这一融资计划引发了投资者的担忧,因为公司此前曾表示不需要额外融资直到2026年 [2] 分析师评级和目标价格 - 一些分析师下调了对Lucid的评级,如Baptista Research将其从"跑赢大盘"下调至"持有" [5] - BofA Securities维持中性评级,并将目标价从3.55美元下调至3.40美元 [5] - 分析师对Lucid短期前景持谨慎态度 [5]

文章核心观点 - 过去一年,Lucid和Rivian的发展轨迹截然相反,Lucid交付量创新高而Rivian却遭遇生产瓶颈[1] - Lucid第三季度交付量大增91%,创下历史新高,但部分得益于大幅提高车型补贴[2] - Rivian第三季度交付量下降36%,并下调全年产量指引,主要受制于部件短缺问题[3][4] - 尽管Rivian短期内面临生产挑战,但仍有望在第四季度实现全年交付目标[4] - 投资新兴电动车公司需要承受较大波动,这些公司距离盈利还有很长路要走[6] 根据目录分别总结 Lucid - Lucid第三季度生产1,805辆车,交付2,781辆,交付量同比增长91%,创历史新高[2] - Lucid交付量大增部分得益于大幅提高Air车型补贴,达19,403美元/辆[2] - 凭借连续三个季度交付量创新高,Lucid有望完成全年9,000辆的交付目标[2] Rivian - Rivian第三季度交付量下降36%至10,018辆[3] - Rivian下调全年产量指引,从57,000辆降至47,000-49,000辆,主要受制于部件短缺[4] - 尽管第三季度交付不佳,但Rivian仍有望在第四季度实现50,500-52,000辆的全年交付目标[4] - 分析师关注Rivian在第四季度是否能实现毛利[5]

A large secondary stock offering and a weak preliminary earnings report disappointed investors. Shares of Lucid Group (LCID -15.55%) shifted into reverse Thursday after the electric vehicle (EV) maker announced a secondary stock offering and released disappointing preliminary results for the third quarter Wednesday night. As of 12:41 p.m. ET, the stock was down 15.2%. Lucid faces more skepticism Investors tend to dislike secondary stock offerings as they dilute existing shareholders, and the weak thirdquart ...

Key Takeaways Lucid Group announced it would be selling approximately 637 million shares in a public offering and to its largest shareholder. The struggling electric vehicle maker said the money raised would be used for general corporate purposes, which may include capital expenditures and working capital. Lucid also reported that it anticipates a third-quarter loss greater than analysts' forecasts. Shares of Lucid Group (LCID) plunged Thursday as the struggling luxury electric vehicle (EV) maker announced ...