RuralCars(Nasdaq: rivn) and A clear group(Nasdaq: LCID) Once it was one of the hottest stocks on the market (EV) on the market. Rivian became public at $ 78 per share in November 2021, and more than twice to its standard price of $ 172.01 a week after the public subscription. Lucid was announced by integrating with a special purpose acquisition company in July 2021. Its shares opened at $ 25.24 per share and more than twice to a record closing price of only $ 55.52.
But today, the shares are trading Rivian and Lucid about $ 16 and $ 3, respectively. The two companies were widely lost their ambitious production estimates, and they were fighting with the restrictions of the supply chain, and they hit continuous losses.
Should you buy any of these falling stocks as a shift theater?
Photo source: Review.
Rivian sells three types of electric cars: Pickup R1T, Full SUV R1S, EDV truck (EDV) for the best investor Amazon And other commercial customers.
Rivian originally planned to produce 50,000 vehicles in 2022, but produced only 24,337 cars that year while struggling with the supply chain restrictions. Its production rose to 57232 cars in 2023, overcoming these challenges, but produced only 4,9476 cars in 2024.
This slowdown was the result of high prices, the EV cooling market, and a temporary closure of its main factory in Illinois to upgrade its productive capabilities.
In 2025, you expect to produce between 40 to 46,000 cars only as it faces a higher tariff on its raw materials and batteries, disrupting the new supply chain, and another closure of its main factory for launching to launch mid -size R2 SUVs in 2026.
But despite these tremendous challenges, analysts expect that Rivian revenues will increase by 5 % to $ 5.24 billion this year, as the growth of delivery is slightly exceeding its production.
It also expects its total margin, which has become positive in the fourth quarter of 2024, will remain green this year because it improves the costs of its materials, transfer and destruction for each vehicle, and sell more organizational credits to other auto industry companies, and expand their programs and services with higher margins. Analysts expect his net loss from $ 4.75 billion in 2024 to $ 3.38 billion in 2025.
In 2026, they expect Rivian’s revenues to increase by 41 % to $ 7.37 billion because it narrows its net loss to $ 3.33 billion. This view is Rosy Outlook, highly dependent on a successful launch of the R2, which claims CFO CLAIRE MCDONOUGH to be “truly transformative” for “its growth and profit”. If the company withdraws this acceleration, its shares may be a deal at the present time at 3.7 times sales this year.
Lucid is currently selling two cars: the original air sedan, and SUV Gravity, which was recently launched after many delay in late 2024. The company initially attracted a lot of attention because it was driving it TimingFormer chief engineer Peter Rolinson.
Before its first appearance on the market, Lucid Management claimed that the company can provide 20,000 vehicles in 2022, 49,000 vehicles in 2023, 90,000 vehicles in 2024. But in reality, only 4369 vehicles provided in 2022, 6,001 vehicles in 2023, and 10,241 vehicles in 2024.
Amazing production numbers – which are mainly blamed for the supply chain restrictions and other overall challenges – have led to bulls. In February, Rolinson resigned and gave birth to Mark Mark Winterhhof.
However, 2025 years may be brighter for Lucid because it increases gravity delivery. It is expected that about 20,000 vehicles will produce this year, more than twice 9029 vehicles produced in 2024.
Analysts expect its revenues to increase by 73 % to $ 1.4 billion because it narrows its net loss from $ 3.06 billion to $ 2.78 billion. This is a lot of red ink. But Lucid is still firmly supported by the Saudi government, which has more than 60 % of its shares through the PIF, and has finished its last quarter of about $ 5.76 billion of liquidity.
For 2026, analysts expect Lucid’s revenues to reach nearly $ 2.73 billion because it narrows its net loss to $ 2.34 billion. This is an optimistic look, but its stock is not cheap at 6.1 times sales this year. It produces fewer vehicles, and its total margins are still negative, and there is nothing to ensure that gravity will emerge in the increasingly crowded market to obtain luxury electric SUVs.
Each of these EV stocks are still very speculative investments. But if you have to choose one over the other, I will buy a rural. It intensifies its production at a faster rate, as it loses less money on each vehicle sold, its shares appear cheaper, and its founder RJ Scaring is still driven by its founder RJ Scaringe. Lucid may not go bankrupt soon, but simply has not proven that her business model is sustainable yet.
Before buying shares in rural cars, think about this:
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John Maki, former Chole Foods Market, a affiliate company, a member of the Motley Fool Board of Directors. Liu Sun has sites in Amazon. Motley Fool has positions in Amazon and Tesla. Motley Fool has a disclosure policy.
Best EV: Rivian vs. Lucid originally by motley fool
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