<div id="readability-page-1"><p><strong>Tesla</strong> (TSLA) and <strong>Lucid Group</strong> (LCID) are two very different EV stories, but both are under close watch as investors look ahead to 2026. Tesla is a mature EV leader with global scale, while Lucid remains a smaller, high-risk player focused on premium vehicles and long-term growth. Using TipRanks' Stock Comparison Tool, we look at how Wall Street analysts currently view Tesla and Lucid — and which stock appears better positioned as 2026 approaches.</p><h3>Claim 70% Off TipRanks This Holiday Season</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> <h2><strong>Is Tesla Stock Still a Buy?</strong></h2> <p>Tesla remains one of the most profitable EV makers, but growth is slowing and margins are under pressure. Despite being up about 18% year-to-date, the stock has swung sharply as markets react to slowing EV demand, price cuts, and margin pressure. At the same time, Tesla continues to invest heavily in AI, autonomy, and new products.</p> <p>Analysts point to Tesla's scale, strong balance sheet, and leadership in software as key strengths. Many also see long-term value in the company's push into full self-driving, robotics, and energy storage, even if near-term growth looks uneven. For example, recently, Canaccord Genuity analyst George Gianarikas increased the price target for Tesla stock to $551 from $482 and reaffirmed a Buy rating. He argued that Tesla's software, AI, and autonomy efforts remain the core of its long-term value, even as vehicle growth slows.</p> <p>That said, Wall Street is no longer uniformly bullish. Several analysts have trimmed price targets, citing softer vehicle demand and rising competition, especially in China. While Tesla is still expected to be profitable through the cycle, expectations for rapid growth have cooled heading into 2026.</p> <p>(<strong>Note:</strong> For a detailed analysis of Tesla's challenges heading into 2026, see TipRanks' article, &#34;<em>Tesla Stock Faces a Reality Check Heading Into 2026</em>.&#34;)</p> <h2><strong>Is Lucid Stock a Buy Now?</strong> </h2> <p>Lucid<strong> </strong>remains a high-risk EV stock, best known for its luxury vehicles and strong in-house technology. The stock has fallen about 62% so far this year, pressured by weak demand, high cash burn, and ongoing losses. The company is working to cut costs and improve production, while the Gravity SUV is expected to support near-term volumes.</p> <p>Wall Street analysts remain cautious on the stock. Many believe Lucid's path to profitability depends on whether it can move beyond luxury EVs and reach a broader market. To address this, Lucid is working on a lower-priced electric crossover, referred to internally as <em>Project Midsize</em>, that would compete with Tesla's Model Y. The vehicle is expected to enter production in late 2026 with a starting price near $50,000, a major shift from Lucid's luxury-only focus.</p> <p>Given these risks, Andrew Percoco of Morgan Stanley downgraded Lucid to Sell and cut his price target to $10, citing a tough EV market and a long road to profits. He said Lucid may need to raise more cash before reaching gross profit, raising dilution risk.</p> <h2><strong>Tesla vs. Lucid</strong><strong>: Which EV Stock Offers Higher Upside, According to Analysts?</strong></h2> <p>Using TipRanks' Stock Comparison Tool, we compared Lucid and Tesla to see which EV stock analysts currently favor. Both stocks carry a Hold consensus rating.</p> <p>Analysts see more downside risk for Tesla, with an average price target of $385.34, implying about 19% downside from current levels. In contrast, Lucid's average price target of $17.00 suggests nearly 49% upside, reflecting higher potential gains, but that potential comes with higher risk heading into 2026.</p></div>

TSLA

LCID

<p>Analysts compare Tesla and Lucid's EV stocks for 2026. Tesla, a mature leader, faces slowing growth and margin pressure but invests in AI and autonomy. Lucid, a high-risk luxury EV maker, struggles with demand and cash burn. Analysts see Tesla's long-term value in software and AI, while Lucid's profitability depends on expanding beyond luxury. Both stocks have a Hold rating, with Tesla's price target suggesting 19% downside and Lucid's indicating 49% upside, albeit with higher risk.</p>

- Tesla and Lucid Group are both under scrutiny as investors analyze their prospects leading up to 2026, with Tesla positioned as a mature leader and Lucid as a high-risk contender.  
- Tesla's stock has gained approximately 18% this year despite challenges, while Lucid's stock has dropped around 62% due to declining demand and losses, prompting analysts to express caution about Lucid's profitability.  
- Analysts generally rate both stocks as a Hold, with Tesla expected to face downside pressure and a price target of $385.34, while Lucid's higher risk comes with the potential for a 49% upside, targeting $17.00.

Tesla vs. Lucid: Which EV Stock Do Analysts See Holding Up Better Into 2026?