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Lucid Motors Analysts Trim Price Targets After Q1 Earnings: Worries Over EV Maker's Future Trigger Discussion Of 'Licensing Model'

Lucid Motors Analysts Trim Price Targets After Q1 Earnings: Worries Over EV Maker's Future Trigger Discussion Of 'Licensing Model'

Lucid Motors分析師在第一季度財報後下調了目標股價:對電動汽車製造商未來的擔憂引發了關於 “許可模式” 的討論
Benzinga ·  2023/05/09 23:40

Electric vehicle company Lucid Group (NASDAQ:LCID) reported first-quarter financial results that saw revenue and earnings per share come in below consensus Street estimates. Here's a look at what analysts are saying about the first quarter and future production.

電動汽車公司 Lucid 羣組 納斯達克股票代碼:LCID)公佈的第一季度財務業績,收入和每股收益低於華爾街的共識預期。以下是分析師對第一季度和未來產量的看法。

The Lucid Motors Analysts: Needham analyst Chris Pierce has a Buy rating and lowered the price target from $16 to $10.

Lucid Motors 分析師: Needham分析師克里斯·皮爾斯的評級爲買入,並將目標股價從16美元下調至10美元。

Cantor Fitzgerald analyst Andres Sheppard has an Overweight rating and lowered the price target from $13 to $10.

坎託·菲茨傑拉德分析師安德烈斯·謝潑德的評級爲增持,並將目標股價從13美元下調至10美元。

Related Link: Trading Strategies For Lucid Stock After Q1 Earnings

相關鏈接:第一季度財報後 Lucid 股票的交易策略

The Lucid Motors Takeaways: The first-quarter financial results were worse than "low expectations," Pierce said in a note.

Lucid Motors 要點: 皮爾斯在一份報告中說,第一季度的財務業績不如 “低預期”。

"We continue to see value in LCID's EV technology, particularly vs. legacy OEM EV technology, but the window for LCID to prove customers will respond to their vehicles is closing given company liquidity constraints," the analyst said.

這位分析師表示:“我們繼續看到LCID的電動汽車技術的價值,尤其是與傳統的OEM電動汽車技術相比,但鑑於公司的流動性限制,LCID證明客戶會對他們的汽車做出反應的窗口正在關閉。”

The analyst said Lucid is lowering its full-year vehicle production guidance and is now calling for 10,000 units versus a previous range of 10,000 to 14,000.

這位分析師表示,Lucid正在下調其全年汽車產量預期,現在呼籲生產10,000輛,而之前的區間爲1萬至14,000輛。

During the earnings report, Lucid said it will show off its Lucid Gravity SUV later this year, with a launch planned for 2024.

在財報中,Lucid表示將在今年晚些時候展示其Lucid Gravity SUV,計劃於2024年推出。

The analyst sees this and the upcoming Dream Ahead Tour event as potential catalysts to drive consumer interest and increase confidence from investors before Lucid requires additional capital.

分析師認爲,本次活動以及即將到來的Dream Ahead Tour活動是潛在的催化劑,可以在Lucid需要額外資金之前激發消費者的興趣並增強投資者的信心。

Another option if confidence doesn't improve for customers and investors could be a licensing model, Pierce said.

皮爾斯說,如果客戶和投資者的信心沒有改善,另一種選擇可能是許可模式。

"A licensing model becomes necessary to drive near term revenues and improve margins if LCID needs to reboot its consumer message again ahead of the Gravity SUV launch."

“如果LCID需要在Gravity SUV發佈之前再次重啓其消費者信息,則許可模式對於推動短期收入和提高利潤率是必要的。”

Sheppard lowered the price target for Lucid after the automaker posted lower-than-expected revenue in the first quarter and lower production guidance for the full year.

謝潑德下調了Lucid的目標股價,此前該汽車製造商公佈了第一季度收入低於預期,全年產量預期也下調。

"Recall that the company produced and delivered 7,180 and 4,369 vehicles, respectively, in FY22, above our 2022 production estimate of 6,500, and above company guidance of 6,000-7,000 vehicles," Sheppard said.

謝潑德說:“回想一下,該公司在22財年分別生產和交付了7,180輛和4,369輛汽車,高於我們2022年估計的6,500輛產量,也高於公司預期的6,000-7,000輛汽車。”

The analyst highlighted the Gravity SUV slated for 2024.

這位分析師強調了定於2024年推出的Gravity SUV。

"Recall that the Lucid Gravity is a seven-seater SUV. Management expects the Gravity SUV to provide customers with 'game-changing range, faster charging speed, voluminous interior space and an unrivaled combination of luxury and performance.'"

“回想一下 Lucid Gravity 是一輛七人座 SUV。管理層預計,Gravity SUV將爲客戶提供'改變遊戲規則的續航里程、更快的充電速度、寬敞的內部空間以及無與倫比的豪華與性能結合'。”

The company's technology is a key differentiator, he said.

他說,該公司的技術是關鍵的差異化因素。

"We continue to believe that the Lucid's vehicles are able to provide greater battery efficiency, longer battery range, faster charging and more interior space relative to other passenger EVs, which are important differentiators, in our view."

“我們仍然相信,與其他乘用電動汽車相比,Lucid的車輛能夠提供更高的電池效率、更長的電池續航里程、更快的充電速度和更多的內部空間,在我們看來,這些是重要的差異化因素。”

LCID Price Action: Lucid shares are down 7.91% to $7.10 Tuesday.

LCID 價格行動: 週二,Lucid股價下跌7.91%,至7.10美元。

Read Next: Lucid's Q1 Miss: Elon Musk Spells Out 'Easy,' 'Hard' And 'Excruciating' Parts Of Making EVs

繼續閱讀:Lucid 的第一季度失誤:埃隆·馬斯克闡述了製造電動汽車的 “簡單”、“難” 和 “令人難以忍受” 的部分

Photo courtesy of Lucid Motors.

照片由 Lucid Motors 提供。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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