Lucid Group

Company LCID

Last mentioned: Mar 9, 2026

Timeline

  1. Gravity Production Ramp

    Lucid shifts focus to the Gravity SUV as its primary production volume driver for the second half of the year.

  2. Tesla Model S/X Sunsetting

    Tesla begins the process of discontinuing its flagship luxury models.

  3. Record Deliveries

    Lucid completes its 8th consecutive quarter of record vehicle deliveries.

Stories mentioning Lucid Group 1

Market Trends Neutral

Lucid Eyes Market Share Capture as Tesla Sunsets Model S and X

Lucid Group is positioning itself as the primary beneficiary of Tesla's decision to discontinue its flagship Model S and Model X vehicles in Q2 2026. Despite a projected slowdown in production growth, Lucid is reporting record delivery streaks and increased customer inquiries from displaced Tesla owners.

2 sources