Despite Production Guidance, Lucid Still Has a Long Road Ahead

2026-03-05 20:25:00 ET

One of the frustrating things about investing in companies is that even when they're making progress toward their goals, the results may not happen fast enough. Unfortunately, I think that's what's happening with Lucid (NASDAQ: LCID) and its goal of increasing vehicle production to between 25,000 to 27,000 vehicles this year.

While the company saw impressive production gains in 2025, the current year's guidance represents a slowdown in growth. And it comes as the electric vehicle (EV) industry is in a tough spot.

Image source: Lucid.

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