Lucid Group Inc Stock Price, News & Analysis

Lucid (NASDAQ: LCID) announced that CFO Taoufiq Boussaid will participate in a fireside chat at the UBS Global Industrials and Transportation Conference on Wednesday, December 3, 2025 at 3:30 PM ET.

The session will be webcast live on Lucid's investor relations website and a replay will be available for 90 days after the presentation.

Lucid (NASDAQ: LCID) announced the Lucid Gravity Touring, a new luxury electric SUV starting at $79,900 with customer orders open and select configurations available for immediate delivery.

The Gravity Touring uses an 89 kWh battery pack for an EPA-estimated range up to 337 miles, supports NACS for access to >25,000 Tesla Superchargers, and can add 200 miles in 15 minutes at up to 300 kW on 1000V DC fast chargers (up to 220 kW on Tesla Superchargers). The dual-motor AWD variant delivers up to 560 hp and 0–60 mph in 4.0 seconds.

Interior options include five- or seven-seat layouts, up to 120 cu ft cargo (five-seat), a 34-inch 6K OLED Clearview Cockpit, Lucid UX 3.0 OTA updates, and optional DreamDrive 2 Pro driver assistance. Public debut is at the 2025 Los Angeles International Auto Show, Nov 21–30.

Lucid (NASDAQ: LCID) announced the Lucid Gravity Touring, a new luxury electric SUV starting at $79,900 with customer orders open and select configurations available for immediate delivery.

The Gravity Touring uses an 89 kWh battery pack for an EPA-estimated range up to 337 miles, supports NACS for access to >25,000 Tesla Superchargers, and can add 200 miles in 15 minutes at up to 300 kW on 1000V DC fast chargers (up to 220 kW on Tesla Superchargers). The dual-motor AWD variant delivers up to 560 hp and 0–60 mph in 4.0 seconds.

Interior options include five- or seven-seat layouts, up to 120 cu ft cargo (five-seat), a 34-inch 6K OLED Clearview Cockpit, Lucid UX 3.0 OTA updates, and optional DreamDrive 2 Pro driver assistance. Public debut is at the 2025 Los Angeles International Auto Show, Nov 21–30.

Lucid (Nasdaq: LCID) closed a private offering of $975.0 million aggregate principal amount of convertible senior notes due November 2031, including full exercise of a $100.0 million option for initial purchasers. Net proceeds are approximately $962.4 million after fees and expenses.

The company used approximately $752.2 million of net proceeds to fund repurchases of about $755.7 million principal amount of its outstanding 1.25% convertible senior notes due 2026, and intends to use remaining proceeds for general corporate purposes. Lucid may settle future conversions in cash, stock, or a combination, providing flexibility to manage dilution and cash obligations.

Lucid (Nasdaq: LCID) priced an offering of $875,000,000 aggregate principal amount of 7.00% convertible senior notes due 2031, with settlement expected on or about Nov 17, 2025 and an initial purchaser option for an additional $100,000,000. The notes convert at 48.0475 shares per $1,000 principal (initial conversion price ≈ $20.81, ~22.5% premium to the Nov 11, 2025 $16.99 closing price). Net proceeds are estimated at ≈ $863.5M (or ≈ $962.4M if the option exercised), with ≈ $752.2M planned to repurchase ≈ $755.7M aggregate principal of Lucid's outstanding 1.25% convertible notes due 2026. The notes may be settled in cash, shares, or both, and include customary conversion, redemption and repurchase features.

Lucid (Nasdaq: LCID) announced a proposed private offering of $875,000,000 aggregate principal amount of convertible senior notes due Nov 1, 2031, with an option for initial purchasers to buy up to an additional $100,000,000 within 13 days of issuance. The notes will accrue interest semi-annually and may be settled in cash, shares of Class A common stock, or a combination at Lucid's election.

Lucid intends to use net proceeds to repurchase a portion of its outstanding 1.25% convertible notes due 2026 and for general corporate purposes. The Public Investment Fund (via Ayar) expects to enter a prepaid forward transaction tied to delivery around the notes' maturity, which could affect the initial conversion price.

Lucid (NASDAQ: LCID) announced organizational changes on Nov 5, 2025 to accelerate growth, streamline decision-making and support global expansion. Key moves: Emad Dlala promoted to Senior Vice President, Engineering and Digital to lead powertrain plus all product development, vehicle engineering, digital systems and software; Erwin Raphael elevated to Senior Vice President, Revenue with global sales and service oversight; Marnie Levergood named Senior Vice President, Quality. Eric Bach, Senior Vice President of Product and Chief Engineer, has departed. Management shifts align with Lucid's production ramp for Gravity and the upcoming Midsize platform.

Lucid (NASDAQ: LCID) reported Q3 2025 results: revenue $336.6M (up 68% YoY), delivered 4,078 vehicles (up 47% YoY) and produced 3,891 vehicles (up 116% YoY) with over 1,000 additional vehicles built for Saudi Arabia for final assembly.

Subsequent to quarter end, the Public Investment Fund agreed to increase the delayed draw term loan (DDTL) from $750M to ~$2.0B, which would raise Lucid's pro forma total liquidity to ~$5.5B from $4.2B; the DDTL remains undrawn.

Operationally, Lucid announced a NVIDIA Level 4 autonomy collaboration, a robotaxi rollout with Nuro/Uber including Uber’s $300M strategic investment, and organizational changes to accelerate growth.

Lucid (NASDAQ: LCID) announced an initiative with NVIDIA to integrate NVIDIA DRIVE AV and two NVIDIA DRIVE AGX Thor computers into future midsize vehicles, aiming to deliver one of the world's first consumer-owned Level 4 (eyes-off, hands-off, mind-off) autonomous EVs.

The collaboration also targets software-driven manufacturing using NVIDIA Industrial, Omniverse digital twins, intelligent robotics, and predictive analytics to reduce costs, accelerate delivery, and reconfigure production lines.