The call, on record
LCID bullish call
Target Price(split-adjusted)
$31.50
Said $3.15· today's shares after the 1-for-10 reverse split (Sep 2025)
Quoted text as recorded“I can honestly see it getting very close to the $3 range... and if it can actually get above that then anticipate 315”
Our interpretation
- Source published
- Feb 26, 2025
- Interpreted confidence
- medium
- Specificity
- specific
Why this call is unscored
- Status
- Not scored: condition
- Notes
- The claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
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Evidence and source
Our summary of the thesis
MixedStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
Lucid delivered a rare triple beat on Q4 earnings (EPS, revenue, production guidance) but the market reacted negatively due to Peter Rawlinson's abrupt departure and the lack of specific Gravity production guidance. The speaker views the selloff as overdone and personally bought 1,000 shares at $2.50, believing the new interim CEO Mark Winterhoff and CFO are better communicators and the long-term story remains intact.
Key arguments
- Triple beat on Q4 earnings: EPS -$0.22 vs -$0.25 forecast, revenue $234M vs $214M estimate, 20,000 production guidance for 2025
- Peter Rawlinson unofficially fired/stepped down; Mark Winterhoff as interim CEO seen as a positive with focus on marketing and production ramp
- Analysts (Adam Jonas $3, John Murphy, Tom) gave bearish post-earnings ratings citing lack of Gravity guidance details
- PIF prospectus allowing share sales spooking market, though speaker sees it as a routine formality
- 75% of Gravity orders from new customers; better-than-expected order intake at $120K+ configured price
Counter-arguments acknowledged
- Analyst ratings are very negative post-earnings; consensus price target around $2.64
- Gravity production details not provided by management disappointed investors
About this record
Reviewed by a moderatorSubmitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.
- Source published
- Feb 26, 2025, 1:58 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:33 PM UTC
- Record last updated
- Oct 6, 2026, 6:32 AM UTC
- Moderator review recorded
- Apr 26, 2026, 9:32 AM UTC
- Transcript provenance
- YouTube captions (manual or automatic)
- Recorded analysis processor/source label
- manual_claude_session
- This can identify a workflow rather than an exact AI model version.
- Submission path version
- manual_v1
- Identifies the precomputed submission path. It does not identify an AI model version or imply human authorship.
- Outcome methodology version
- 2026-10-06.5
- Outcome reason code
- unverified_condition
Recent record changes 4 shown
Oct 6, 2026, 6:32 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.4
After2026-10-06.5
Oct 6, 2026, 5:14 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.2
After2026-10-06.4
Oct 6, 2026, 4:00 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:27 AM UTC
unverified condition
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Direction-adjusted price movement (%)
Before17.07
AfterNot recorded
- Reference price
Before22.55
AfterNot recorded
- Recorded outcome date
Before2025-05-27
After2026-10-06
- Outcome explanation
BeforeHorizon window passed. Only 43% progress toward target $31.5. Price: $26.40.
AfterThe claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
- Outcome price
Before26.4
AfterNot recorded
- Outcome reason
BeforeNot recorded
AfterUnverified condition
- Outcome status
Beforemiss
Afterunverifiable
Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.
Stored outcome evidence
- Stored reference price
- Not recorded
- Not recorded · provider not recorded
- Target as extracted
- $3.15
- Stated deadline as extracted
- None recorded
- Recorded outcome date
- Oct 6, 2026
- Outcome price observation
- Not recorded
- Not recorded · provider not recorded
Stored explanation
The claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
Missing timestamps, providers and versions are historical gaps. Stored observations can include daily closes; they do not show every intraday touch or prove an executable trade. Read the methodology.