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Cantor Fitzgerald Cites Lower Production and Forecasts for Lucid Group, Inc. (LCID) Target Cut

Lucid Group, Inc. (NASDAQ:LCID) is among the 12 Most Promising EV Battery Stocks to Buy Now.

Lucid Group, Inc. (NASDAQ:LCID) is among the most promising stocks.

TheFly reported on February 25 that Cantor Fitzgerald reduced its price target for LCID to $14 from $21 while maintaining a Neutral rating on the stock. Lower production and forecast, persistently high negative gross margins, extra capital requirements, a difficult macroeconomic climate, and tariff concerns were among the causes cited by the firm. With an estimated 23,185 vehicles delivered in FY26, Cantor predicts that the Gravity model will account for the majority of sales; deliveries of the Air model are anticipated to remain largely unchanged from the previous year.

On February 24, Lucid Group, Inc. (NASDAQ:LCID) released its financial results for the fourth quarter and full year, which ended on December 31, 2025. The company reported Q4 revenue of $522.7 million and total annual revenue of $1,353.8 million, and closed the quarter with roughly $4.6 billion in liquidity. Moreover, the report also shows that full-year vehicle deliveries reached 15,841 units, with the company setting its 2026 production guidance at 25,000 to 27,000 vehicles while continuing to manage output to match demand.

Lucid Group, Inc. (NASDAQ:LCID) is an electric vehicle manufacturer focusing on luxury EVs with advanced battery technology, high energy efficiency, and long-range performance, aiming to compete in the premium EV market and drive innovation in sustainable transportation.

While we acknowledge the potential of LCID as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LCID and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 14 Best GARP Stocks to Buy According to Analysts and 14 Best Affordable Dividend Stocks to Buy According to Analysts.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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