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Lucid Sinks 24% in a Month After a Delivery Miss: BNP Sees a “Long and Difficult Journey”

yf_tkr_LCID · 2026-10-20

$LCID

Key TakeawaysLucid stock fell 24% in the past month after its 3,806 third-quarter deliveries missed analysts’ estimates. Lucid planned the miss when it cut production to sell down inventory, but the bigger question now is how long its cash lasts.

Sector coverage: Consumer Cyclical · Auto Manufacturers

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