The call, on record
LCID bearish call
Target Price
$17
Quoted text as recorded“In my personal opinion, I do feel like they will be cutting the guidance to between that most likely. I would assume 16 to 18.”@ 7:57 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Nov 2, 2025
- Extracted deadline
- Nov 5, 2025
- Interpreted confidence
- medium
- Specificity
- vague
Why this call is unscored
- Status
- Not scored: deadline
- Notes
- The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
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Evidence and source
Our summary of the thesis
NeutralStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
The speaker provides a neutral-to-slightly-bearish earnings preview, expecting Lucid to guide within a lowered range of 16,000–18,000 units versus the previous 18,000–20,000. Retail questions are dismissed as softball setups. The speaker sees no major new partnerships being announced, but notes Nvidia will be highlighted. A 11.1% implied earnings move ($2) is expected.
Key arguments
- Speaker expects guidance cut to 16,000–18,000 from prior 18,000–20,000
- Wall Street focuses almost exclusively on Lucid's future guidance, not current metrics
- 12% implied earnings move — watch for options plays rather than common stock
- Lucid Q3 revenue estimate: $370.64M (85.28% YoY growth) — bar is low
- No major new partnerships expected to be announced
Counter-arguments acknowledged
- If Lucid reiterates 18,000–20,000 guidance, market could take it positively
- Low expectations mean any positive surprise could trigger a V-shaped recovery
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
- Nov 2, 2025, 2:15 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:22 PM UTC
- Record last updated
- Oct 6, 2026, 6:32 AM UTC
- Moderator review recorded
- Apr 26, 2026, 9:34 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_stated_deadline
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 stated deadline
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Direction-adjusted price movement (%)
Before0
AfterNot recorded
- Reference price
Before16.64
AfterNot recorded
- Recorded outcome date
Before2025-11-03
After2026-10-06
- Outcome explanation
BeforeTarget ≤$17 reached on 2025-11-03. Price: $16.64. Return: 0.0%.
AfterThe stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
- Outcome price
Before16.64
AfterNot recorded
- Outcome reason
BeforeNot recorded
AfterUnverified stated deadline
- Outcome status
Beforehit
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
- $17
- Stated deadline as extracted
- Nov 5, 2025
- Recorded outcome date
- Oct 6, 2026
- Outcome price observation
- Not recorded
- Not recorded · provider not recorded
Stored explanation
The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
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.