Wall Street Pours Millions Into Lucid Group in 2025: What Investors Need to Know About This Surging EV Stock
Institutional investors ramp up stakes in Lucid Group amid sharp earnings swings and swelling EV sector competition. Is LCID a buy or a wait?
| Top new stake: | 200,000 shares by Leicht Financial |
| Institutional ownership: | 75.17% |
| 2025 Consensus price target: | $2.68 |
| Q1 Earnings: | Revenue up 36.1% YoY |
Lucid Group (NASDAQ:LCID) has turned heads on Wall Street as leading investment firms drastically increased their stakes in the sleek electric vehicle (EV) pioneer. The latest filings reveal a flurry of institutional buy-ins and portfolio shifts—raising the stakes and intensifying the debate about Lucid’s long-term trajectory.
Leicht Financial Planning & Wealth Management Inc. shook up its holdings by purchasing a hefty 200,000 shares, positioning Lucid as a significant 18th largest portfolio holding. At a value of $484,000, this bold move signals a renewed appetite for EV stocks in 2025, even as volatility rattles the sector.
They’re not alone. Other giants, including BI Asset Management and Voya Investment Management, amped up their Lucid positions by as much as 44%, showing strong institutional confidence. Collectively, over 75% of Lucid stock is now in professional hands, underscoring its enduring appeal despite headwinds.
Why Are Investors Rushing Into Lucid Group?
The EV market is fiercely competitive, with legacy automakers and new disruptors flooding the space. Yet, Lucid continues to attract heavyweight investors. The company’s Q1 2025 earnings unveiled a 36.1% surge in revenue compared to last year, though net margins remain deep in the red.
Lucid stands out for its luxury electric sedans and advanced powertrain technologies. Its direct-to-consumer and online sales approach mirrors the strategies of giants like Tesla, maximizing reach and consumer data insights.
What Are Analysts Predicting For LCID in 2025?
Wall Street analysts remain cautious. LCID’s average price target hovers at $2.68 per share, reflecting serious skepticism about profitability in the near term—even as some, like Benchmark, set an ambitious $5.00 target. Most firms—Cantor Fitzgerald, Stifel Nicolaus, Needham & Company—label Lucid a “Hold,” highlighting both potential and uncertainty.
Should You Buy Lucid Group Stock Now?
Potential investors grapple with Lucid’s mixed signals. On the one hand, revenue growth and wide institutional backing suggest long-term optimism. On the other, a negative return on equity of nearly 75% and a net margin below -400% point to unrelenting challenges.
Lucid’s market cap now stands at $6.56 billion, but with a complex debt-to-equity picture and rising pressure from rivals like Ford and GM, the path to profitability is uncertain.
How To Track Institutional Moves and Analyst Ratings?
Follow SEC filings on sec.gov and monitor analyst updates from trusted financial platforms like MarketWatch and Bloomberg. Evaluating both insider trading and evolving price targets will help you spot major trends before prices move.
FAQ: Key Questions on Lucid Group in 2025
Is Lucid outpacing Tesla?
Lucid remains a niche luxury competitor, far behind Tesla in sales but leading in select technology metrics.
What’s Lucid’s 2025 profit outlook?
Analysts predict continued losses this year, but hope hinges on scaling production and managing costs.
Are other institutions still buying?
Yes. Continuous filings show regular accumulation and increased institutional ownership—a bullish sign if trends persist.
How high can LCID stock go?
The most bullish analysts see a path to $5.00, but consensus remains near $2.68 amid execution risks.
How To Make the Most of This EV Opportunity
Ready to bet on the next big EV player? Weigh your appetite for volatility against Lucid’s growth narrative. Diversify, monitor earnings closely, and follow institutional money—these are your north stars in today’s high-risk, high-reward market.
Take Charge: Watch Lucid Group’s Next Moves—And Use This Checklist Before You Invest
- ✔ Review latest SEC filings on LCID
- ✔ Compare price targets from leading analysts
- ✔ Monitor quarterly earnings and growth rates
- ✔ Check institutional accumulation trends
- ✔ Balance portfolio exposure to EV sector volatility
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