Lucid Group: The EV Stock to Buy Now Before the Surge in 2026

The electric vehicle (EV) market is a battlefield, but Lucid Group (NASDAQ: LCID) is about to drop the bomb. With its 2026 affordable models on track, a sales growth catalyst in 2025, and a valuation that's screaming “buy now,” this is your last chance to jump in before the stock rockets. Let's break it down.

The 2026 Affordable Models: A Game-Changer

Lucid's most critical catalyst is its trio of under-$50,000 models launching in 2026, targeting Tesla's Model Y and Rivian's R2. These aren't just “me-too” cars—they're packed with Lucid's proprietary tech, including 400 kW ultra-fast charging and ranges up to 450 miles. Derek Jenkins, Lucid's SVP, confirmed the timeline is “on track,” with production starting in 2026.

But here's the kicker: These models are Lucid's Tesla-moment. Just as Tesla scaled from the Roadster to the Model 3, Lucid is pivoting from luxury to the mass market. Analysts project these vehicles could double Lucid's sales by 2027.

2025 Sales Growth: The Gravity Effect

While the world waits for 2026, Lucid's 2025 sales are already firing on all cylinders. The Gravity SUV, despite early hiccups (only 5 units registered in April 2025), is now ramping up. Deliveries hit 3,109 in Q1 2025—up 58% year-over-year—and Lucid aims for 20,000 units in 2025, fueled by Gravity's momentum.

The Gravity's Grand Touring variant, priced at $95k, is selling like hotcakes, but it's the lower-priced Gravity variants (starting at $75k) that are unlocking demand. By mid-2025, production bottlenecks will be ironed out, and volumes will soar.

Valuation: Lucid's Discounted Growth Opportunity

Here's where it gets juicy. Despite its growth story, Lucid trades at a staggering discount to peers.

• Price-to-Sales (P/S): Lucid's P/S is 10.4x, but compare that to Tesla's 5.4x and Rivian's 2.2x. Wait—that's actually higher! But hold on. Lucid's revenue is exploding—$235M in Q1 2025, up 58%—while its valuation is still tethered to old expectations. As 2026 models hit the road, this multiple will snap to reality.

• EV-to-Revenue: Lucid's enterprise value (EV) is $5.76B, but its Q1 revenue was just $235M. That's a 24.5x EV/Revenue multiple—high now, but consider this: Once those 2026 models add $2B+ in annual revenue, this multiple could drop to 3x, making the stock a steal.

Risks? Yes, But They're Manageable

Skeptics will cite Lucid's $2.4B net loss over 12 months and reliance on Saudi funding. True, cash burn is a concern, but:
1. Lucid's $5.76B in liquidity gives it 2+ years of runway.
2. The Gravity's ramp-up will slash costs—$200k/unit today vs. $120k by 2026—freeing up cash.
3. Competitors like Tesla and Rivian face their own headwinds (e.g., Tesla's profit warnings, Rivian's delayed R2).

Why Buy Before August 4, 2025?

Time is critical. By late 2025, Lucid will begin production testing for its 2026 models, and investors will start pricing in that upside. But by August, the stock could already be on fire.

This is your window to buy before the valuation re-rating—when the market realizes Lucid isn't a “Tesla clone” but a tech-driven disruptor with a clear path to profit.

Action Plan: Go Long Now

• Buy LCID before August 4 to catch the rally ahead of 2026.
• Set a target of $10–$12 by end-2025 (up from ~$2.70 today).
• Watch for Q3 2025 production updates and Gravity sales milestones.

The EV race isn't over—Lucid is just getting started. This isn't a bet on hype; it's a bet on execution, tech, and a timeline that's finally falling into place. Don't miss the ride.

Final Call: Lucid Group is the next EV star—act now before the crowd catches on.