Stock Hits Record Lows: Lucid Group (LCID) has been a hot topic on X recently, with discussions focusing on the stock's plunge to all-time lows. Many users express frustration over analyst downgrades and persistent concerns about the company’s capital requirements. The sentiment has been fueled by a recent price target cut from a major investment firm, as noted in web updates.
Funding and Debt Moves: Conversations on X also highlight Lucid’s efforts to manage its financial challenges, including replacing 2026 debt with longer-term 2031 notes. Some users are optimistic about institutional investments nearing $1 billion and potential upside shown by conversion prices, though skepticism remains about delivery targets. This mix of hope and doubt keeps the dialogue lively.
Partnership Buzz: Adding intrigue, there’s chatter about potential partnerships, including a significant deal with Uber for robotaxi development that previously spiked the stock. Posts on X reflect excitement over such strategic moves, though many caution that scaling production remains a critical hurdle. The blend of innovation and uncertainty drives ongoing engagement.
Note: This discussion summary was generated from an AI condensation of post data.
Lucid Group Hedge Fund Activity
We have seen 110 institutional investors add shares of Lucid Group stock to their portfolio, and 410 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBER TECHNOLOGIES, INC added 13,715,121 shares (+inf%) to their portfolio in Q3 2025, for an estimated $326,282,728
- VANGUARD GROUP INC added 11,359,460 shares (+inf%) to their portfolio in Q3 2025, for an estimated $270,241,553
- BLACKROCK, INC. removed 5,367,603 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $127,695,275
- UBS GROUP AG removed 5,245,008 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $124,778,740
- MILLENNIUM MANAGEMENT LLC added 4,981,728 shares (+500.0%) to their portfolio in Q3 2025, for an estimated $118,515,309
- D. E. SHAW & CO., INC. removed 2,698,590 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $64,199,456
- GEODE CAPITAL MANAGEMENT, LLC removed 2,264,284 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $53,867,316
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lucid Group Price Targets
Multiple analysts have issued price targets for $LCID recently. We have seen 3 analysts offer price targets for $LCID in the last 6 months, with a median target of $21.0.
Here are some recent targets:
- Stephen Gengaro from Stifel set a target price of $17.0 on 11/17/2025
- Andres Sheppard from Cantor Fitzgerald set a target price of $21.0 on 11/06/2025
- Adam Jonas from Morgan Stanley set a target price of $30.0 on 09/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
