The buzz surrounding electric vehicle (EV) stocks is primarily about Tesla’s robotaxi debut in Austin, Texas. In a more subtle development, shares of Lucid Group (LCID) had dropped by nearly 25% in the year 2025 before rebounding this week due to a deal with Uber. Yet, Lucid may be on the verge of significant achievements. If you’re interested in investing in the next potential Tesla, this could be an opportunity worth considering.
Lucid Group could be the next Tesla for two reasons
Lucid is effectively replicating Tesla’s successful growth approach. Initially, they introduced their luxury Air sedan and Gravity SUV platforms, which are pricier alternatives akin to the Model S and Model X cars from Tesla. Subsequently, they intend to introduce several economical vehicles, aiming to rival the affordably-priced Model Y and Model 3 vehicles from Tesla, with both models starting under $50,000.
After introducing their budget-friendly vehicles, Tesla witnessed a significant increase in sales, with figures doubling and then tripling in subsequent years. Currently, the Model Y and Model 3 make up nearly 90% of Tesla’s total vehicle earnings. By developing their own affordable models, Lucid Motor has a chance to emulate this achievement. As per company officials, production on these new vehicles is expected to commence by the end of 2026. However, there’s an additional factor that could further strengthen Lucid as a worthwhile long-term investment.
From my perspective, I find myself in agreement with numerous analysts who posit that the primary source of Tesla’s worth over the upcoming decade might not stem from car sales alone. Rather, it seems that Tesla’s competitive edge could be rooted in sectors such as its innovative robotaxi division – services like these could potentially hold the key to their continued dominance.
In a similar vein, Lucid’s long-term worth might stem more from its service offerings rather than manufacturing. Recently, Peter Rawlinson, the former CEO of Lucid, emphasized that the company’s software and technological infrastructure could potentially be licensed to automakers globally. Rawlinson expressed his hope for a 20-80 split: “20% dedicated to vehicle production, while 80% focused on licensing.
Investing in companies like Lucid, which boasts a modest $7 billion market capitalization, could yield substantial returns over time for both cautious and daring growth-oriented investors. This is because such investments often come with higher profit margins and a more robust protective barrier against competitive threats (economic moat).
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2025-07-19 14:37