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Lucid stock seen with 50% upside amid strong 2026 production guidance and robotaxi plans.

Analyst Insights
18 May 2026
24/7 Wall Street
View Source
Bullish
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Lucid's stock, despite a tough year with a 77% drop, shows potential for a 50% gain based on a $9.42 price target from $6.27. The company reported strong Q4 revenue growth and vehicle deliveries, with plans to ramp up production to 25,000-27,000 vehicles in 2026, including new models and robotaxi deployments. Key risks include ongoing cash burn, negative margins, and a significant bankruptcy probability, but continued Saudi backing and execution on production could improve outlook. Analysts remain divided, reflecting the high-risk, high-reward nature of Lucid's stock.

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