Why Lucid Group (LCID) Is Up on Nvidia Partnership and Robotaxi Push With Uber and Nuro

Lucid Group recently announced a landmark collaboration with Nvidia, aiming to accelerate the rollout of its next-generation autonomous vehicles and expand into robotaxi services via a major partnership with Uber and Nuro. This push into advanced AI-powered autonomy marks Lucid's broader transformation from a premium electric vehicle maker into a technology-driven mobility platform, with its first robotaxis planned for integration with Uber starting in 2026. We'll examine how Lucid's alignment with Nvidia on Level 4 autonomy recalibrates the company's long-term investment outlook.

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Lucid Group Investment Narrative Recap

To be a Lucid shareholder, you need confidence in its transformation from a luxury EV maker to an advanced mobility technology platform, benefitting from high-volume robotaxi partnerships and next-generation autonomous driving. The recent Nvidia and Uber collaborations aim to fuel revenue growth through fleet deals, but do not immediately reduce the company's most pressing risk: negative gross margins due to high production costs and dilution threats from ongoing capital needs.

Among recent announcements, Lucid's agreement to supply Uber with at least 20,000 Gravity vehicles for its robotaxi fleet is directly relevant, as it aligns with the rollout of proprietary autonomy technology and can help catalyze operating leverage if execution meets expectations. While this partnership could accelerate market penetration, the underlying need to control production costs and improve margins remains front and center for short-term performance.

By contrast, the scale of Lucid’s net losses and ongoing dilutive capital raises means investors should also be aware of the sustained pressure these actions...

Read the full narrative on Lucid Group (it's free!)

Lucid Group's narrative projects $5.6 billion in revenue and $285.8 million in earnings by 2028. This requires 82.4% yearly revenue growth and an earnings increase of approximately $3.4 billion from current earnings of -$3.1 billion.

Uncover how Lucid Group's forecasts yield a $23.79 fair value, a 45% upside to its current price.

Exploring Other PerspectivesLCID Community Fair Values as at Nov 2025

Sixteen fair value estimates from the Simply Wall St Community put Lucid’s worth between US$0.53 and US$54.82 per share. Ongoing operating losses and dilution from new fundraising may temper optimism, so take the time to explore several perspectives.

Explore 16 other fair value estimates on Lucid Group - why the stock might be worth less than half the current price!

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Build Your Own Lucid Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Lucid Group research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Our free Lucid Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lucid Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LCID.

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