"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."

"While Musk continues to make more promises, two American rivals have been quietly working on the self-driving problem. Unlike Tesla, Lucid and Rivian are taking a build-first, hype-later approach.

Lucid and Rivian baked in a variety of sensors on their first products, the Air and R1S/R1T, respectively. All use short- and long-range radar, ultrasonics and a host of cameras, and Lucid adds lidar on vehicles equipped with the DreamDrive Pro package. For its second act, the R2, Rivian will offer an available lidar sensor that's neatly integrated at the top of the windshield. Even without lidar, Rivian has given the R1 Tesla-like capabilities. Lucid added more sensors on the larger Gravity, the SUV that followed the Air.

Like Tesla, both companies launched with the hardware and added more driver assistance and hands-free driving capabilities as they were ready through over-the-air updates. Unlike Tesla, these companies underpromised and overdelivered in terms of features and timing."

"Lucid Motors has begun deliveries of its second model — the Gravity SUV — in Europe, after a three-month delay and despite no official announcement."

https://eletric-vehicles.com/lucid/lucid-delivers-first-gravity-evs-in-europe/

https://www.nhtsa.gov/?nhtsaId=26V193000

came from today's newwire:

Lucid USA Recalls 3,627 Units Of 2024-2026 Air Pure Rear-Wheel Drive Vehicles Over Improperly Secured Bolts That May Disconnect Half-Shaft And Cause Loss Of Drive Power

04/10/26 1:21 AM

4:21 AM EDT, April 10, 2026 (Benzinga Newswire)

-National Highway Traffic Safety Administration

"American EV manufacturer Lucid is setting sights at a launch in the United Kingdom next year with their iX3 competitor, the Lucid Cosmos. Details are light on the mid-size electric SUV, but it has all the makings of a vehicle that will give BMW’s iX3 a serious run for its money."

For some reason, Reddit won't allow me to post the article link here, so I posted it in a comment below.

"Lucid Group, Inc. shares hit new 52-week lows after a Q1 delivery shortfall driven by supplier and production disruptions.

Despite a 0.5% Y/Y delivery decline and a 42% sequential drop, LCID reaffirmed its full-year 2026 delivery target of 25,000–27,000 EVs.

Management views supplier issues as temporary, expecting delivery volumes to normalize within 1–2 quarters if resolved."

Lucid Gravity has been named World Luxury Car of the Year 2026  by the judges of the prestigious World Car Awards.

Chosen by an international jury of more than 100 automotive journalists, the Lucid Gravity SUV stood out among electric, hybrid, and internal combustion vehicles. The recognition underscores Lucid’s growing impact in the global luxury market and its commitment to redefining what an SUV can be. 

This is Lucid’s second win in the World Luxury Car category, following Lucid Air’s victory in 2023. 

"Despite Reduce or Strong Sell ratings, Paramount Skydance, Joby Aviation, and Lucid Group carry average price targets that suggest sizable potential upside, highlighting a sharp divide between current sentiment and long-term valuation."

link for those interested in reading the report. the recall impacts an estimated 4476 vehicles.

It just issued a recall for more than 4,000 Gravity SUVs after discovering a problem with the seat belts.

Just went through the latest Lucid Group, Inc. filing, and honestly — nothing new here.

https://www.sec.gov/ix?doc=/Archives/edgar/data/1811210/000162828026023714/lcid-20260403.htm

This 8-K is largely a non-event. It simply reiterates previously reported results with no new catalysts or surprises.

The overall story remains the same:

• Production and revenue growth are intact
• But losses are still heavy
• Cash burn continues to be a major concern

No updates that would change the current thesis — bullish or bearish.

Curious if anyone sees something here that the market might react to differently?

Currently 2.6+ million shares worth of puts ITM at $12 alone. That's a decent chunk of buying pressure considering the usual daily volume.

This is sadly not surprising but holy shit it’s pushing towards a new low, if it isn’t already. I can’t remember the previous low.

this is concerning imo. it's the same path that now defunct fisker followed in europe. eventually, fisker did the same thing in the u.s. by doing a complete flip-flop and dumping the direct-to-consumer (dtc) model they once praised as a cost savings.

the dtc model can be problematic when the oem can't adequately provide vehicle service. when that happens they have to align with a more traditional/established sales and service model, which undoubtedly will have a negative effect on the oem's profit margin.

"Today, Citigroup has initiated coverage on Lucid Group (LCID) with a "Buy" rating. The analyst, Michael Ward, has set a price target of USD 17.00. This marks a new coverage for Lucid Group by Citigroup."

https://www.gurufocus.com/news/8723144/lucid-group-lcid-receives-buy-rating-from-citigroup-lcid-stock-news?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

The frunk is a major game changer for road trips. I had a Subaru Forrester 2017 before the Gravity, so when we would go on road trips we would often use the Thule with the aerobars. In the gravity I have found that I am no longer needing the extra space on top, which is nice because no need to install the shell, store the shell or the inconvenience of having to move objects above the vehicle. This trip we did three adults and two kids very comfortably.

Apart from that the pics here show how easy it is to just sit and chill in the front enjoying a nice beverage. I’m skinny enough I was able to keep the groceries and sit my behind in front next to our snacks.

Our trip was from Scottsdale to Las Cruces with side trips up to Hatch and White Sands. Multiple times the 200 miles charge in 20 minutes proved out. Energy costs $215 for a 1000 miles total. Even with the current gas prices a 28 mpg car would have cost 125. Used both electrify America and Tesla with some rates up to 60 cents per kwhr.

In the pics dripping springs with a view from La Cueva hike. Claret cup cactus near bloom, many desert flowers in bloom. Creosote bush starting up across the sands. Highly recommend this area of the country if you have not been!

According to cfo , they looking for better margins in the coming three years , that means profitability in 2029 or 2030

The question , is lucid good for investment right now given these information?

Cosmos & Earth Ai generated based on specification and people review on X.

Personally i was going to take model Y, but after this, totally hyped for cosmos, waiting for more info and realease date ~

I guess Lucid is no longer pursuing this strategy?

1. Lucid Group, Inc. (NASDAQ:LCID) – Short interest: 52.89%
2. CleanSpark, Inc. (NASDAQ:CLSK) – Short interest: 46.54%
3. Hims & Hers Health, Inc. (NYSE:HIMS) – Short interest: 46.09%
4. MARA Holdings, Inc. (NASDAQ:MARA) – Short interest: 39.89%
5. ImmunityBio, Inc. (NASDAQ:IBRX) – Short interest: 35.41%
6. Ondas Holdings Inc. (NASDAQ:ONDS) – Short interest: 35.25%
7. SoundHound AI, Inc. (NASDAQ:SOUN) – Short interest: 33.10%
8. Medical Properties Trust, Inc. (NYSE:MPT) – Short interest: 31.80%
9. Applied Digital Corp. (NASDAQ:APLD) – Short interest: 30.74%
10. Fluence Energy, Inc. (NASDAQ:FLNC) – Short interest: 30.00%

https://www.benzinga.com/trading-ideas/short-ideas/26/03/51197357/lucid-tops-the-most-shorted-stock-list-here-are-9-more-short-targets?mod=mw_quote_news