Will Lucid Group’s Latest $484K Stake Ignite an Electric Vehicle Stock Rally in 2025?
Institutional investors increase positions in Lucid Group as EV revenue rises. Could this be a buying opportunity for 2025?
- 200,000 shares purchased by Leicht Financial in Q1 2025
- +36.1% growth in quarterly revenue year-over-year
- 75.17% ownership by institutions & hedge funds
- $2.15—current LCID stock price (June 2025)
The electric vehicle universe just got a shock. Leicht Financial Planning & Wealth Management Inc. has accelerated into Lucid Group, Inc. (NASDAQ:LCID) with a bold purchase of 200,000 shares, worth nearly $484,000. This move positions Lucid as Leicht’s 18th largest holding, raising eyebrows on Wall Street and sparking questions about the future of this ambitious EV manufacturer.
Meanwhile, Lucid is capturing fresh investment from big money managers. Institutions like BI Asset Management, Sei Investments, Voya Investment Management, and Alpine Global Management have quietly increased their positions in late 2024 and early 2025. Arizona State Retirement System alone holds more than 270,000 LCID shares.
With institutional investors now controlling over 75% of outstanding shares, confidence is growing—but not without plenty of scrutiny from analysts and traders.
Q: Why Are Major Investors Charging Into Lucid Stock?
Lucid’s rapid financial growth and expanding market presence are turning heads. The company’s Q1 revenue surged 36.1% year-over-year, a striking signal in a competitive EV market. Lucid’s direct-to-consumer approach, with a blend of retail locations and online sales via Lucid Financial Services, has brought fresh energy to its sales strategy.
New institutional support often precedes momentum moves in high-growth sectors like electric vehicles. These heavyweight buyers study fundamentals, growth projections, and market sentiment meticulously.
How Are Analysts Rating Lucid Group in 2025?
Wall Street remains split on Lucid. The consensus rating, based on MarketBeat data, is “Hold,” with an average price target of $2.68 for the year.
Recent analyst notes reveal the tension:
- Cantor Fitzgerald maintains a “neutral” view, with a $3.00 target.
- Benchmark is more bullish, reiterating a “buy” rating and a $5.00 goal.
- Robert W. Baird sees a rebound to $3.00 after recent lows.
- Other firms, including Stifel Nicolaus and Needham & Company, advise caution with “hold” recommendations.
So far in 2025, Lucid’s shares have bounced between a 12-month low of $1.93 and a high of $4.43, currently stabilizing at $2.15 with a market cap of $6.56 billion. The company’s negative earnings (-$0.24 in Q1) still concern some analysts, but revenue outpacing last year has kept hope alive.
Q: What’s Fueling Lucid’s Rebound—and What’s Next?
Lucid isn’t just another EV maker. It engineers its cars, powertrains, and even proprietary software in-house, using a vertically integrated model admired by tech-forward investors. With rising revenue and strong liquidity—current ratio of 3.71 and quick ratio of 3.26—Lucid has the financial runway to keep innovating through 2025.
As competitors—like Tesla and Ford—adapt their EV plans, Lucid’s relentless R&D may give it a critical edge.
How To Evaluate Lucid Stock for 2025
1. Check Recent Earnings: Lucid missed analysts’ Q1 EPS expectations but reported robust revenue growth.
2. Track Institutional Moves: Watch for continued buying from hedge funds and pension systems.
3. Analyze Analyst Ratings: A mixed “hold” consensus suggests both potential upside and risk in 2025.
4. Survey the EV Landscape: Stay aware of macro EV sector trends and innovations at MarketWatch and Reuters.
Q: Should You Buy Lucid Now?
With heavy institutional backing, improving revenue, and an expanding product lineup, Lucid might be poised for a rebound. But caution is wise: persistent losses and volatile trading mean the stock still carries risk.
Ready to ride the next EV wave?
- Watch for Lucid earnings updates
- Track analyst price target changes
- Keep an eye on institutional buying patterns
- Compare performance to EV giants like Tesla and Ford
Stay plugged into the latest Lucid Group news and market trends. Bold moves by investors could mean big shifts ahead.