Lucid Motors Hits New Delivery High as Gravity SUV Orders Surge Despite Tax Credit End

📅 Published: 10/6/2025
🔄 Updated: 10/6/2025, 11:40:16 PM
📊 15 updates
⏱️ 10 min read
📱 This article updates automatically every 10 minutes with breaking developments

Lucid Motors has reached a new delivery milestone in the third quarter of 2025, delivering a record 4,078 vehicles driven in large part by surging orders for its new Gravity SUV despite the expiration of the federal EV tax credit at the end of September. The company has responded to the tax credit’s end by offering a $7,500 incentive on Gravity leases through the end of 2025 to accommodate customers who missed the official deadline[2][4].

The Gravity SUV, Lucid’s first foray into the luxury SUV mar...

The Gravity SUV, Lucid’s first foray into the luxury SUV market, has seen strong demand since deliveries began in spring 2025. Although early production ramp-up was slower than initially hoped, with a slight adjustment in the company’s 2025 production target to between 18,000 and 20,000 units, the SUV is already making a significant impact. Lucid clarified that contrary to some reports of minimal sales in the first half of 2025, Gravity registrations are well into the three-digit range and growing rapidly[1][3]. The Gravity is currently offered in a GT trim featuring 828 horsepower and a 450-mile EPA range, priced from around $96,550, with additional trims expected in 2026 that could further boost sales[3].

The timing of the Gravity’s production increase coincided wi...

The timing of the Gravity’s production increase coincided with the federal EV tax credit ending on September 30, which only applied to leases for vehicles priced above $90,000 like the Gravity. Lucid’s interim CEO Marc Winterhoff noted that while the tax credit’s expiration might not significantly impact overall sales given the vehicle’s premium price, many customers requested deliveries before the cutoff. To address this, Lucid is honoring the $7,500 credit for Gravity customers taking delivery through the end of 2025, paying the incentive internally to avoid disappointing its order backlog[4].

This record delivery quarter marks the seventh consecutive q...

This record delivery quarter marks the seventh consecutive quarter of increasing sales for Lucid Motors, signaling growing market traction for the luxury EV maker despite challenges. The delivery surge also mirrors broader industry trends, with other EV manufacturers like Tesla, Ford, General Motors, and Rivian reporting strong third-quarter sales, partly fueled by the tax credit’s final push[2]. Lucid is expected to release full financial results for the quarter on November 5, which will provide further insights into the company’s performance.

In addition to product demand, Lucid has been expanding its...

In addition to product demand, Lucid has been expanding its marketing efforts, including signing actor Timothée Chalamet as a global ambassador earlier this year to raise brand awareness and attract affluent buyers[2]. The company has also benefited from fleet and rental sales in some quarters, helping sustain delivery growth.

Overall, Lucid Motors’ recent delivery record highlights the...

Overall, Lucid Motors’ recent delivery record highlights the successful market entry of the Gravity SUV and demonstrates resilience in the face of the federal tax credit’s expiration, supported by strategic incentives and robust consumer interest in luxury electric vehicles[1][2][4].

🔄 Updated: 10/6/2025, 9:20:14 PM
Consumer and public reaction to Lucid Motors’ surge in Gravity SUV orders has been notably positive, countering earlier reports of weak demand. Lucid clarified that Gravity deliveries are already well into the three-digit range in 2025, with interim CEO Marc Winterhoff highlighting that daily orders have nearly doubled since the SUV became available for test drives and showroom displays[2]. Additionally, Nick Twork, Lucid’s communications head, emphasized that social media posts from customers disproved claims of low sales, reflecting strong buyer enthusiasm despite the federal EV tax credit ending, which Lucid is addressing by extending the $7,500 credit on Gravity leases through the end of the year to preserve customer savings[2][4].
🔄 Updated: 10/6/2025, 9:30:12 PM
Lucid Motors achieved a new delivery milestone in Q2 2025 with 3,309 vehicles delivered, contributing to 6,418 deliveries in the first half of the year despite the recent end of EV tax credits[1]. Industry experts note this surge is driven by strong demand for the new Gravity SUV, with Lucid selling at least 9 units so far, signaling robust consumer interest even amid regulatory shifts[2]. Analysts view Lucid’s ability to sustain growth post-tax incentives as a positive indicator of its market strength and brand appeal.
🔄 Updated: 10/6/2025, 9:40:14 PM
Lucid Motors delivered a record 4,078 vehicles in Q3 2025—its highest ever quarterly total—while Gravity SUV interest surged even as U.S. federal EV tax credits expired, but third-quarter production of 3,891 units lagged behind deliveries, raising questions about inventory management as the company builds toward a revised 2025 target of 18,000–20,000 vehicles[2][7]. Industry analysts note that, while the delivery rebound is encouraging after earlier supply chain disruptions, Lucid is still far below its ambitious 2021 forecasts of 135,000 annual deliveries by 2025, with actual 2024 deliveries at just 10,241[1][2]. “We recently put out a
🔄 Updated: 10/6/2025, 9:50:13 PM
Despite the federal EV tax credit ending at September's close, consumer reaction to Lucid's Gravity SUV remains strong, with the company confirming "well into the 3-digit range" of deliveries for 2025, far exceeding a misleading report of only nine registrations in the first half of the year[2][3]. Lucid's interim CEO Marc Winterhoff highlighted that daily orders for the Gravity nearly doubled after test drives became widely available, prompting Lucid to extend the $7,500 tax credit benefit through the end of 2025 for buyers to honor existing orders[2]. Social media feedback from customers also contradicts earlier doubts, showing enthusiasm and a growing demand despite initial production delays and supply chain challenges[2].
🔄 Updated: 10/6/2025, 10:00:13 PM
Lucid Motors has achieved a new delivery high globally in 2025, with estimated sales of between 18,000 and 20,000 units for its Gravity SUV this year, despite the expiration of U.S. tax credits. While earlier data showed only nine Gravity SUVs registered in the U.S. in the first half of the year, Lucid confirmed actual sales are well into the three-digit range, reflecting strong international demand, including shipments to its Saudi Arabia plant[1][2][3]. The company’s global response underscores resilience in luxury EV markets worldwide, with increasing registrations and production ramp-ups signaling robust interest beyond the American market[3].
🔄 Updated: 10/6/2025, 10:10:13 PM
Lucid Motors achieved a new delivery high with 4,078 vehicles delivered in Q3 2025, driven by increased production and surging orders for the Gravity SUV, despite the federal EV tax credit expiration[3]. The company clarified that Gravity sales are “well into the three-digit range” for 2025, contradicting earlier data suggesting only nine registrations in the first half, reflecting a lag between deliveries and official registrations amid production ramp-up[1][2][4]. Lucid targets 18,000 to 20,000 Gravity SUVs for 2025, slightly down from the original 20,000 projection, signaling strong but still challenging scale-up dynamics for its luxury EV SUV segment[1].
🔄 Updated: 10/6/2025, 10:20:12 PM
Lucid Motors achieved a record delivery of 4,078 vehicles in Q1 2025, largely driven by strong demand for its new Gravity SUV despite the expiration of federal EV tax credits[2]. While government incentives recently ended, no immediate regulatory relief or new subsidies have been announced to offset the impact, prompting concerns over potential supply constraints as deliveries outpaced production by nearly 1,000 units[3]. This underscores the ongoing challenge in the EV market where policy support remains critical to sustaining growth momentum.
🔄 Updated: 10/6/2025, 10:30:12 PM
Lucid Motors reported a record quarter with **4,078 vehicle deliveries**, largely driven by increased handoffs of its **Gravity SUV**, despite the end of the federal EV tax credit[2]. The company claims it has sold “multiple hundreds” of the Gravity SUVs, countering data showing only nine official U.S. registrations in the first half of 2025 due to production and registration delays[1]. This surge marks Lucid's seventh consecutive quarter of delivery growth, highlighting strong momentum in the premium EV SUV segment amid broader industry gains[2].
🔄 Updated: 10/6/2025, 10:40:19 PM
Lucid Motors faced mixed consumer reactions as it hit a new delivery high of 4,078 vehicles in Q3 2025, mainly driven by surging orders for its Gravity SUV despite the federal EV tax credit ending[1]. While Lucid's interim CEO Marc Winterhoff highlighted that daily Gravity orders nearly doubled and the company extended the $7,500 tax credit to buyers through the end of 2025 due to "so many orders," some public skepticism arose from data showing just nine Gravity registrations in the year's first half, which Lucid attributed to registration delays and initial demo fleet allocations[2][3]. Additionally, to offset tax credit losses, Lucid offered a $7,500 lease discount in Q4, aiming to maintai
🔄 Updated: 10/6/2025, 10:50:17 PM
Lucid Motors achieved a record delivery quarter with 4,078 vehicles handed off, driven significantly by surging orders and deliveries of its Gravity SUV despite the recent expiration of the federal EV tax credit[2][5]. The company corrected earlier reports, confirming that Gravity SUV sales through mid-2025 have reached well into the three-digit range, with production targets for 2025 adjusted slightly to 18,000–20,000 units due to initial production challenges[1]. This strong momentum, marked by wide demo fleets and improved inventory, positions the Gravity as Lucid’s volume model, expanding its footprint in the critical premium SUV segment where it offers up to 450 miles of EPA-estimated range and seating for up to seven adults[3
🔄 Updated: 10/6/2025, 11:00:17 PM
Lucid Motors delivered a record 4,078 vehicles in its most recent quarter, fueled by surging demand for its Gravity SUV as consumers rushed to lock in the expiring $7,500 federal EV tax credit—a deadline Lucid extended “because we have so many orders and we don’t want to tell order holders, you know what, you’re out of luck, we didn’t deliver in time,” interim CEO Marc Winterhoff told Brew Markets[1][2]. Despite early reports of just nine Gravity SUVs registered in the first half of 2025, Lucid insists it has sold “multiple hundreds,” attributing the registration lag to initial demo fleets and production ramp-up, while social media buzz and customer forums
🔄 Updated: 10/6/2025, 11:10:17 PM
Lucid Motors’ stock reacted positively following a record third-quarter delivery of 4,078 vehicles, fueled by strong demand for its Gravity SUV despite the end of federal tax credits[2]. Market sentiment improved as investors welcomed the company’s seventh consecutive quarter of delivery growth, pushing Lucid’s shares up by approximately 5% in after-hours trading on October 6, 2025. Analysts noted the Gravity SUV’s rising sales momentum as a key factor bolstering confidence amid a competitive EV market[2].
🔄 Updated: 10/6/2025, 11:20:48 PM
Lucid Motors set a new delivery record with 4,078 vehicles in Q3 2025, driven by rising Gravity SUV orders despite the expiration of the federal EV tax credit, highlighting steady growth amid a competitive EV market where Tesla, Ford, GM, and Rivian also saw strong sales[2]. Lucid CEO Peter Rawlinson noted that the Gravity SUV expands their addressable market by about six times compared to the Air sedan, signaling a strategic move to capture a larger market segment even as production challenges slightly lowered 2025 Gravity targets to 18,000–20,000 units[1][4]. The company continues to ramp up marketing efforts, including signing Timothée Chalamet as a global ambassador, to boost its
🔄 Updated: 10/6/2025, 11:30:18 PM
Lucid Motors achieved a global delivery record in Q3 2025 with 4,078 vehicles delivered, driven largely by strong international demand for its Gravity SUV despite the expiration of U.S. federal tax credits[3]. The company clarified that hundreds of Gravity SUVs have been sold worldwide, countering earlier reports of only nine U.S. registrations, highlighting a delay between sales and official registrations internationally[1][2]. This surge aligns with a broader international EV market momentum, with Lucid expanding its footprint in key regions where premium electric SUVs are rapidly gaining popularity.
🔄 Updated: 10/6/2025, 11:40:16 PM
Lucid Motors achieved a record quarter with **4,078 vehicle deliveries**, driven largely by the strong demand for its Gravity SUV despite the expiration of the federal EV tax credit[1]. Industry experts highlight that the Gravity is becoming Lucid’s volume driver, expanding the brand into the lucrative premium SUV segment, which dominates U.S. EV sales, while benefiting from broader market momentum seen across Tesla, Ford, and GM[1]. Analysts note that this surge reflects not only effective dealer strategies but also improved inventory, enabling Lucid to sustain seven consecutive quarters of delivery growth[1].
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