Lucid 2025 Production Targets | What Will Be CONSIDERED a Success ?! ⚠️ Important Updates
Overall SentimentNeutralStrength: 50%
Overall Thesis
Lucid's 2025 success will hinge on whether it can deliver 25,000 vehicles — two-thirds from Gravity — with the speaker expecting management to initially guide 15,000 which would disappoint the market.
Narratives
LCIDLucid Motors
NeutralThe speaker discusses what 2025 production targets will be considered a success. He argues 25,000 units (with at least 2/3 from Gravity) would be a market-pleasing result, but realistically expects Lucid to start with 15,000 guidance, which would cause a negative market reaction. The speaker also notes concerns about a Q4 2024 production surplus signaling potential demand issues.
Key Arguments
- 25,000 production units for 2025 (with 2/3 from Gravity) would be seen as a big success and prompt a strong move higher
- AMP2 capacity is 10,000 units and AMP1 can do ~90,000, so 25,000 is achievable if demand supports it
- Gravity uses the same assembly line as Air, so production disruptions should be minimal
- Q4 2024 first time produced > delivered — raises mild demand concern
- Market will punish vague guidance on Gravity demand
Predictions (1)
Bull
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