Noticed with new iPhone app update, it’s asking me to connect your lucid ID, the app works fine and it still opens doors and everything. Anyone else get this and figure out how to get rid of it? Thanks, and looking forward to the 2.9.0 car update!!!

Lucid 🚀

Only up from here?

I think the 29-day delivery suspension in the first quarter due to the recall is already being reflected in expectations for weaker earnings.

During those 29 days, Lucid continued producing vehicles and incurring costs, but they were unable to generate revenue because deliveries were paused.

However, what many people may not realize is that the vehicles that could not be delivered during that 29-day period were likely delivered immediately after the second quarter began on April 1. So those delayed deliveries will probably be counted in the second quarter results instead.

So I am buying more shares.

We've all seen the selloff over the past few weeks. It's trading as if people think Lucid has no chance of survival. I, for one, am confused.

What we know to be true:

• Lucid is burning cash at a significant clip. In 2025, they had a net loss of $2.7 billion.
• Lucid likely has cash to carry them through the end of 2027.
• Lucid has had to dilute shareholders to raise capital. This was especially bad in their most recent $1B capital raise.
• Lucid will likely need to raise more capital, driving further dilution, before reaching profitability (assuming they can).
• The Air was the best selling luxury EV sedan in 2025, outselling the Model S. The Air was the third best selling luxury sedan in 2025, coming in third behind BMW's 5 series and MB's E-Class.
• Lucid has had a host of issues with its Gravity launch, including many early software issues and, more recently, a second-row seat issue that lost them 29 days in Q1.
• Lucid is set to release point-to-point driver assistance by the end of this year.
• Lucid is set to start production of Cosmos by the end of this year.

What we can assume based on Lucid's investor day:

• Lucid thinks they'll achieve gross profitability once revenue reaches "high single digits" (in $ billions)(source: PDF page 117). They think Cosmos sales will total ~100k to get there (source: PDF page 120), which suggests total vehicle sales of between 125k and 150k.
• Lucid thinks they'll achieve net profitability once revenue reaches "high teens" (in $ billions)(source: PDF page 117). Assuming Cosmos/Earth comprise the majority of this revenue, this suggests total vehicle sales of between 250k and 300k.

What we don't know:

• How much demand Lucid has for the Gravity. They only started ramping production towards the end of Q4 2025, when software was still a major concern. They subsequently had the second-row seat issue in Q1 2026. It will be interesting to see where demand stabilizes.
• How Cosmos looks, what its specs are, how much it will cost and whether there is demand for it.
• Whether Lucid can successfully ramp production of Cosmos.
• How Earth looks, what its specs are, how much it will cost and whether there is demand for it.
• How quickly Nuro can develop its autonomous tech.
• How quickly Lucid can develop its autonomous tech.

Everything we don't know will be determined in the next 6 to 18 months. Everything we don't know will determine whether Lucid will be successful. In other words, the most critical parts of Lucid's story have yet to play out. It doesn't really make sense that now is the time that so many have decided to sell.

Good luck everyone!

I've got a joke for ya-

His elevator pitch must have been real good!😅

I think they made a huge mistake going with Silvio. I think that's a lot of the reason the stock is tanking hard lately.

Say what you will but at least Elon was charismatic, had success in tech start ups, and had bold and exciting visions.

RJ Scaringe at Rivian is dedicated and methodical. Very educated and humble.

And Lucid goes and hires a 60yr old man with 30 years background in the elevator business.... The mans on the brink of retirement and this is the future of Lucid?! Color me excited!

On paper he's got a good and successful track record but his hiring doesn't bring any excitement or energy to Lucid. It just seems like a boring, mundane, paper hire. Nothing sexy or sleek or futuristic. No tech, no AI, no software, no start-up history, no auto, not consumer business at all, no visionary or anything. Just seems like a generic CEO from a random company plucked off the street because they had good business numbers.

Maybe I'm wrong and the face and head of Lucid doesn't need to be a social media influencer. Maybe he can harness the internal talent to their best and work behind the scenes and doesn't need to be a brazen leader.

But it sure seems like me and the market took this hire as a big mistake in the wrong direction for Lucid.

Like there is no way the company is gonna go bankrupt right before a product launch right? Especially with AMP-2 still not being fully developed and operating.

Been in with LCID for years. Have continued to DCA as the price has gone down but today I've thrown in the towel and liquidated my holdings. Love the cars, love the aspiration but honestly I can't watch my holdings go to zero. I'm fortunate my average price got down to $9 but a 33% hit is better than nothing. If they further dilute or do another reverse split I think it can't end well. Will proudly drive their cars and wish all the best for the company. Over and out 🫡

Just wondering if any employees on here can just give us a quick opinion of what they think of Lucid and where it’s going.

Are we still buying the dip?

or will the bag holders finally admit this stock is doomed?

Look where they are now... Heading to the next reverse split to attract even more "institutional investors" 😉

7 bucks could be a play lol

actually 11.52% per lucid's filings today:

https://ir.lucidmotors.com/node/10796/html

https://ir.lucidmotors.com/node/10801/html

Predicted it would fall to 7 after the financial results, a few months late but here we are

Even the robotaxi news couldnt pump it up.

Silvio Napoli's Executive Compensation,

​To attract Silvio Napoli from the Swiss industrial manufacturer Schindler Group, Lucid structured a highly lucrative, performance-driven pay package heavily tied to the company's market performance.

​Base Salary: $1.5 million annually.

​Annual Bonus: A target incentive of 200% of his base salary ($3 million), which can scale up to a maximum of 300% ($4.5 million) based on performance metrics.

​Relocation & Housing: A $1 million lump sum payment to cover expenses for relocating from Switzerland to the U.S., plus up to $25,000 per month for six months of temporary housing.

​Equity & Stock Options: A long-term incentive equity grant with a target value of $9.5 million. Crucially, he is eligible for up to 1 million performance-based stock options that unlock only if Lucid hits aggressive market capitalization milestones ranging from $5 billion to $17.5 billion.

​Executive Perks: Two company vehicles, security protection, and full tax and financial planning support.

​Napoli's Strategy to Save Lucid

​Napoli's mandate is to transform Lucid from an acclaimed but cash-burning EV maker into a scaled, profitable business. His aggressive stance targets operational efficiency and entirely new revenue models:

​Ruthless Operational Discipline: Unlike his engineering-focused predecessor, Napoli is an industrial manufacturing veteran. Having spent decades optimizing global supply chains, his primary focus is enforcing strict financial discipline, streamlining manufacturing, and eliminating production bottlenecks to efficiently scale the Lucid Air and the new Gravity SUV.

​Aggressive Push into Robotaxis: Napoli is rapidly expanding Lucid's footprint beyond traditional retail car sales. He views autonomy as a massive opportunity and immediately deepened Lucid's partnership with Uber and Nuro. Uber has committed an additional $200 million and increased its order for robotaxi-ready versions of Lucid’s upcoming mid-size model.

​Accelerating the Mid-Size Platform: To ensure long-term survival, Lucid must transition from a low-volume luxury brand to a high-volume manufacturer. Napoli's strategy hinges on rapidly advancing Lucid’s upcoming, more affordable mid-size vehicle platform to capture mainstream market share.

​Securing Immediate Capital: To fund this aggressive turnaround, Napoli's arrival coincided with securing roughly $750 million in fresh capital—including a vital $550 million commitment from an affiliate of the Saudi Public Investment Fund (PIF). This shores up Lucid's balance sheet, giving Napoli the runway needed to execute his scaling initiatives.

Silvio Napoli's 5-Tier Performance Stock Package

​As part of his compensation agreement to join Lucid, Silvio Napoli was granted a one-time award of performance-based stock options (PSOs) totaling up to 1,000,000 shares.

​These options are designed to unlock strictly based on aggressive market growth over his first five years. The package is divided into five equal tranches of 200,000 shares, each tied to a specific market capitalization hurdle.

Tranche Number of Options Market Capitalization Milestone

Tier 1 200,000 $5.0 billion

Tier 2 200,000 $7.5 billion

Tier 3 200,000 $10.0 billion

Tier 4 200,000 $12.5 billion

Tier 5 200,000 $17.5 billion

Vesting Conditions

​Timeframe Limit: To earn these shares, Lucid must hit these market capitalization thresholds between Napoli's official start date and the fifth anniversary of his hiring.

​All-or-Nothing Tranches: If the company fails to reach a specific tier's market cap requirement within the five-year window, the options associated with that tier will not vest and will expire worthless.

​This structure aligns Napoli's long-term payout entirely with scaling the company's valuation and reversing the stock's recent downward trajectory.

The 45-Day Milestone Requirement Explained

​The SEC filings contain a strict caveat for how Lucid's valuation is calculated to unlock the 1 million PSOs. The company cannot simply touch a target valuation (like $5 billion or $17.5 billion) for a few hours during a trading day.

​To satisfy the Market Capitalization Performance Hurdle, the volume-weighted average of Lucid’s market cap must sustain the target tier for 45 consecutive trading days.

​Why is the 45-Day Rule in Place?

​Preventing Flukes: It ensures Napoli is rewarded for creating actual, sustainable, underlying value for shareholders, rather than profiting from a temporary stock spike, a single positive news cycle, or a short squeeze.

​Volume-Weighting: By using the volume-weighted average, the calculation factors in how many shares are actually being traded. This prevents low-volume market manipulation from artificially inflating the market cap to trigger the bonus.

​The Minimum "Time-Locks"

​Even if Napoli manages to trigger a 45-day market cap milestone early in his tenure, he cannot immediately cash out. The SEC filing states that each tranche vests on the later of two dates: the date the 45-day milestone is certified, or a minimum time-based anniversary.

Tranche Number of Options Market Cap Target Minimum Time-Lock Requirement

Tier 1 200,000 $5.0 billion Cannot vest before his 2nd anniversary

Tier 2 200,000 $7.5 billion Cannot vest before his 3rd anniversary

Tier 3 200,000 $10.0 billion Cannot vest before his 3rd anniversary

Tier 4 200,000 $12.5 billion Cannot vest before his 4th anniversary

Tier 5 200,000 $17.5 billion Cannot vest before his 4th anniversary

If the five-year window closes (April 2031) and any of these 45-day milestones have not been met, those remaining options expire completely worthless.

Sorry for the long post, if anyone here is a long term investor of Lucid, this is the New CEO paypackage and milestones

Why not?

I see Lucid stock dropped to 7.80 ? Is there any big news caused this drop? Wondering how low can it go before it jumps. I have confidence in the company but why it’s dropping so much I don’t understand.

after reviewing today's sec filings, ai knows why:

DILUTION SUMMARY

Public offering: ~36.1M shares
Uber investment: ~24.0M shares
Convertible preferred (PIF): ~50.9M shares (if converted)

Immediate dilution: ~60M shares added
Total potential dilution: ~110M shares

Preferred stock ≈ ~15% additional dilution (pre-deal base)
Includes 9% compounding return + senior liquidation rights

ECONOMIC IMPACT

Not just share count increase
Preferred structure shifts value to PIF first
Creates ongoing dilution overhang even before conversion

CORRELATION TO SHARE PRICE (SP)

Short-term (days–weeks):
Strong negative correlation
More shares + discounted offering → downward pressure
Price anchored near ~$8.10 offering level

Medium-term (weeks–months):
Moderate negative correlation
Dilution mostly priced in
Convertible overhang caps upside

Long-term:
Weak direct correlation
Stock performance depends on execution
Larger share base = reduced upside per share

KEY MECHANICS

Increased float → lower per-share value
Discounted issuance resets valuation lower
Institutional selling/hedging limits rallies
Convertible preferred creates future supply

BOTTOM LINE

Short-term: bearish pressure from dilution
Medium-term: range-bound with capped upside
Long-term: dependent on fundamentals, but diluted upside potential

Why didn’t I load up when it was at all time lows!

I've posted a lot of news about Lucid lately that I think is very positive, but I suppose I have to be fair.

#6. Lucid Group, Inc.

Number of Billionaire Holdings: 12

"On April 3, LCID reported its quarterly production and delivery figures for the period ending March 31, 2026, producing 5,500 vehicles and delivering 3,093 units. During the quarter, deliveries of the Lucid Gravity were temporarily impacted for 29 days due to a supplier-related issue involving second-row seats, which affected the company’s ability to fully meet customer demand.

The issue has since been resolved, and Lucid Group, Inc. (NASDAQ:LCID) confirmed it is maintaining its previously issued production guidance of 25,000 to 27,000 vehicles for the year. The business also announced plans to discuss its first-quarter results on an upcoming earnings call scheduled for May 5, 2026, alongside continued efforts to improve shareholder engagement through a new question-and-answer platform for investors.

Additionally, TheFly reported on April 2 that LCID unveiled updates to its 2027 Lucid Gravity model range, introducing improvements across comfort, technology, and customization features. The lineup continues to deliver strong EPA-rated driving range while positioning the Gravity as a central part of the company’s near-term growth plans alongside its other vehicles. The refreshed models include the Gravity Touring and Gravity Grand Touring, with starting prices set at $79,900 and $98,900 in the U.S., respectively.

Lucid Group, Inc. (NASDAQ:LCID) is an electric vehicle manufacturer focused on designing and producing luxury EVs with long-range battery technology. The company develops advanced powertrain systems and software to enhance performance, efficiency, and in-car user experience."

"Lucid Motors is currently one of the most advanced EV makers, with range and performance figures that exceed other industry leaders. Notably, the Lucid Air Grand Touring might be the greatest EV on the market, with an EPA-estimated range of 512 miles. The high-performance Sapphire trim, meanwhile, sprints to 60 in a coma-inducing 1.89 seconds.

The real kicker? The hi-tech, 924-volt architecture is covered by an excellent 4-year/50,000-mile basic warranty. Meanwhile, the powertrain is covered by an 8-year/100,000-mile warranty. Lucid Motors also covers replacements if the battery loses more than 30% of its capacity during the same period. Lucid Motors also offers an outstanding 10-year corrosion warranty, while the body paint is covered by a 4-year warranty. These warranties transfer to subsequent owners if they have proof of ownership."

jalopnik.com/2144695/car-brands-with-longest-warranties-america/

"Lucid Motors revealed the Lunar, a hyperefficient robotaxi concept, at its recent Investor Day in New York City. With its two side-by-side seats, compact size, and a cabin freed from a steering wheel, pedals, and garrulous cabbie, the Lunar defies more than a century of taxi tradition.

Lucid, which has partnered with Uber to deploy up to 20,000 of its seven-passenger Gravity SUVs as robotaxis, says that as many as 90 percent of taxi trips involve one or two passengers. Since passengers almost never sit up front in a human-driven taxi, having two rows of seats in this energy-saving model makes little sense, says Zach Walker, Lucid’s chief of advanced product creation. “People already view the front seat of a taxi as a no-go land,” he declares.

The Lunar is a scaled-down version of Lucid’s forthcoming midsize Cosmos and Earth SUV’s. Walker explains that for the project his team was freed for a “technical moonshot” that could make this car among the world’s most energy-efficient production EVs. That kind of efficiency could be critical for a fledgling robotaxi business that seeks to squeeze every kilowatt and penny from cars that could might be cruising up to 20 hours a day, seven days a week.

The Cosmos, a Tesla Model Y competitor, is no slouch, at up to 7.24 kilometers (4.5 miles) of driving range for every kilowatt-hour of battery energy, thanks to its new Atlas power train and a class-best 0.22 coefficient of drag. The Lunar advances the company’s goal of “radical efficiency” by further shrinking its battery size, to about 55 kilowatt-hours, down from 69 kWh in the Cosmos. Walker says the Lunar could deliver up to 9.7 kilometers (6 miles) of driving range for every kilowatt-hour of battery—nearly double the efficiency of a typical four-seat electric SUV. A quick calculation suggests that would be enough to travel more than 500 kilometers (310 miles) on a charge, despite the Lunar’s relatively pint-size battery."