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Lucid Approaches a Make-or-Break Period as Preparation for Turnaround Begins

Investors might have been anxious when Lucid hired AlixPartners, but the company is putting the advice into a turnaround it needs to gain traction quickly. Here's what you need to know.

Lucid Approaches a Make-or-Break Period as Preparation for Turnaround Begins

Published September 23, 2026 · Category: Finance

Overview

There's no question that Lucid (NASDAQ: LCID) has disappointed investors. On one hand, the young electric vehicle (EV) maker designs and produces some of the most advanced EVs on the planet -- and, for what it's worth, they look great to boot. On the other hand, the company has consistently hit speed bumps due to supplier issues, recalls, production delays, and heavy cash burn, with little improvement in gross profitability, unlike close rival Rivian (NASDAQ: RIVN). The next year will be critical for Lucid to begin turning things around, and it starts immediately, now that AlixPartners has wrapped up its review of the company and set some targets.

Alarm bells may have started ringing for anxious Lucid investors about a month ago when the company hired consulting firm AlixPartners to help sharpen its turnaround efforts. In July 14 trading, Lucid's stock spiraled roughly 50% before quickly regaining losses and closing a less alarming 16% lower. AlixPartners' initial focus was to explore improving execution, strengthening operations, and conserving cash to preserve the company's ability to drive this turnaround into meaningful value for investors.

Details

The first thing to know is that, despite bankruptcy rumors, it seems far from the focus of Lucid and AlixPartners.

Continue reading

Source

Originally published at www.fool.com.

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