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Air, Gravity, Sapphire and the KAEC ramp — Lucid coverage with the range-efficiency lens it deserves.

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Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Q4 2025: Revenue and Production Guidance Both Beat Analyst Expectations — So Why Did the Stock Drop 6%?

Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…

Lucid Reveals 2026 Software Roadmap After Engineering Explained's Viral Complaint
Lucid

Lucid Reveals 2026 Software Roadmap After Engineering Explained’s Viral Complaint

After a million people watched Jason Fenske document his frustrating Lucid Air ownership experience, Lucid didn’t just apologize. They gave the Engineering Explained host an insider preview of their entire 2026 recovery plan. The reveal includes UX 3.0, a complete user interface overhaul coming in early fall 2026, plus vehicle-to-home backup power that doesn’t require…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of ‘EV Winter’ Into 2026

Morgan Stanley’s new automotive analyst just declared open season on EV startups. The investment bank downgrades Lucid and Rivian to Sell, warns ‘EV winter’ will last into 2026 as post-subsidy demand collapses, reports Barron’s. GM was upgraded to Buy. Why it matters: The call validates what EVXL has warned about for months: the post-subsidy EV…

Lucid Air Problems: Engineering Explained Owner Documents 25+ Failures in 3,000 Miles
Lucid

Lucid Air Problems: Engineering Explained Owner Documents 25+ Failures in 3,000 Miles

We’ve been covering Lucid‘s struggles all year, from production shortfalls to customer relations crises. Now, one of the most credible voices in automotive engineering is adding his own nightmare to the pile. Jason Fenske, the mechanical engineer behind the 4-million-subscriber YouTube channel Engineering Explained, just published a devastating ownership report on his 2025 Lucid Air…

Lucid

Lucid Beats Tesla and Porsche for Best Luxury EV Brand With Just Two Models

A four-year-old startup with only two vehicles just embarrassed the entire luxury EV establishment. U.S. News & World Report named Lucid Motors the Best Luxury Electric Vehicle Brand for 2025, ranking the American upstart above Tesla, Porsche, BMW, and Rivian. The recognition validates what Lucid has been claiming since its founding: engineering excellence can trump…

Lucid Pushes for EV Tax Credit Extension to Boost Small Brands Through 2026
Lucid

Lucid Launches $79,900 Gravity Touring: A Price Drop That Missed The Tax Credit

Lucid Motors just dropped the price of its critical SUV to under $80,000, but for buyers hoping for a federal subsidy, the timing couldn’t be worse. Lucid Group (NASDAQ: LCID) officially launched the Lucid Gravity Touring on Thursday with a starting price of $79,900, a strategic move to broaden the luxury SUV’s appeal as demand…

Lucid

Lucid Cuts 2025 Production Forecast To 18,000 As Supply Chaos And Weak Demand Squeeze Luxury EV Maker

Lucid Motors slashed its 2025 production forecast to 18,000 vehicles on Wednesday, marking the second consecutive cut in three months as the Saudi-backed luxury EV maker struggles with supply chain disruptions and collapsing post-tax-credit demand. Interim CEO Marc Winterhoff told Reuters the company would hit the lower end of its August guidance range of 18,000-20,000…

Lucid's Bold Move: Expanding EV Lineup to Challenge Industry Giants
Lucid

Lucid Motors Faces Backlash Over $7,600 Lease-End Bill As EV Startup Revises Wear Policies

Lucid Motors is scrambling to contain a customer relations crisis after lease-return customers reported receiving excessive wear-and-tear bills reaching thousands of dollars for minor cosmetic damage. One customer’s jaw-dropping $7,600 charge for issues including a nearly $5,000 taillight replacement has sparked widespread complaints on Reddit and owner forums, forcing the financially struggling E

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