The Lucid (LCID) share price has climbed 7% over the last three months driven by strong sales, the launch of new vehicles, strengthening supply chains and the woes of rival EV maker Tesla (TSLA).
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For Q1 2025, Lucid reported $235 million in revenue, up 36% year over year. Deliveries climbed 58% to 3,109 vehicles, but it also posted a loss of $0.24 per share, slightly narrower than last year’s $0.30 loss. Also last month it began production of the Gravity SUV at its Arizona facility and is planning to launch a midsize SUV around $50,000 by 2026—this time targeting Tesla’s bread-and-butter Model Y.
This month it has bolstered its supply chain by signing a new long-term supply deal with Graphite One to receive natural graphite that will be processed in the U.S.
Some analysts believe it can gain market share in the U.S. from Tesla following chief executive Elon Musk’s fallout with President Trump continues. However, others believe the company is stagnating, not helped by its expensive vehicle range, rollback of government subsidies and customers’ draining enthusiasm for EVs.
Investors looking for exposure to LCID stock may consider these two ETFs: ALPS Clean Energy ETF (ACES) and the VanEck Green Infrastructure ETF (RNEW).
Let’s take a closer look at both:
ALPS Clean Energy ETF
The ACES ETF is strategically focused on the theme of clean energy encompassing industries such as solar, wind, hydroelectric, and other innovative energy technologies.
LCID stock constitutes 4.56% of the ETF’s holdings. Apart from LCID, some of the top holdings in the ETF include fellow EV maker Rivian (RIVN), Tesla and First Solar (FSLR).
Overall, the ETF has $87 million of assets under management (AUM) and an expense ratio of 0.55%. Year-to-date the ACES ETF has generated a return of minus 3%.
On TipRanks, ACES has a Moderate Buy consensus based on 24 Buy, 13 Hold and 1 Sell rating. Its consensus price target is $31.65 implying a 25.50% upside.
VanEck Green Infrastructure ETF
The RNEW ETF provides investors with a targeted exposure to companies that are leading the charge in developing and implementing environmentally friendly infrastructure solutions. In a world increasingly conscious of climate change and sustainability,
LCID stock constitutes 3.55% of the ETF’s holdings. Apart from LCID, some of the top holdings in the ETF include Waste Management (WM) and Cheniere Energy (LNG).
Overall, the ETF has $1.85 million in AUM and an expense ratio of 0.47%. Year-to-date it is down around 1%.
On TipRanks, RNEW has a Moderate Buy consensus based on 28 Buy, 11 Hold and 2 Sell ratings. Its consensus price target is $27.62 implying a 10.89% upside.
Concluding Thoughts
ETFs provide indirect exposure to LCID, reducing risk compared to investing directly in the stock. Furthermore, ETFs are a liquid and transparent way to participate in the market. Investors seeking ETF recommendations might consider ACES and RNEW, as these ETFs offer exposure to Lucid stock.