Lucid Motors denied US sales estimates from Motor Intelligence that showed the electric-vehicle maker sold 910 cars in September, up 55% from a year earlier.
The EV maker does not disclose US sales or monthly results in any market, reporting only global quarterly deliveries and production.
Third-quarter figures are expected in the coming days.
The research firm said 780 of the sales were the Air sedan and 130 the Gravity SUV.
“Those numbers are inaccurate and not even in the ballpark,” a spokesperson said in a statement when approached by EV.
In August, Motor Intelligence estimated 993 deliveries — the highest monthly tally yet for Lucid — including 923 Air and 70 Gravity models.
The figures were also denied back then, with the California-based EV maker not disclosing any orders or the exact number of vehicles delivered.
January sales were estimated at 665 units, up 51% from a year earlier, followed by 805 in February (+33%), 942 in March (+64%), 820 in April (-13%), 975 in May (+19%), 840 in June (-14%) and 890 in July (+28%).
That compares with 2024 estimates ranging from 439 in January to 780 in December. September 2024 sales stood at 587 units, against this year’s reported 910.
Lucid delivered 3,309 vehicles globally in the second quarter, up 38% from a year ago, but cut its 2025 production target in early August to 18,000–20,000 vehicles from 20,000.
To meet even the lower end of that goal, it must build 11,325 vehicles in the second half, nearly double its first-half output of 6,675.
Last month, the interim chief executive Marc Winterhoff revealed that the internal target remained at 20,000 units.
“We recently put out a range when it comes to this year’s production numbers, 18 to 20,000, and all of our internal plan actually still shoots for 20,000,” Winterhoff said before adding that the team is “giving everything to make that happen.”
In May 2021, under then-CEO and CTO Peter Rawlinson, Lucid projected deliveries of 20,000 vehicles in 2022, 49,000 in 2023, 90,000 in 2024, and 135,000 in 2025.
Actual deliveries came in at 4,369, 6,001, and 10,241 for 2022, 2023, and 2024, respectively.
New drone footage from late September showed more than 2,000 Gravity SUVs parked around its Casa Grande, Arizona, plant, underscoring a production ramp after supply chain disruptions earlier this year nearly halted output.
It remains undisclosed how many of those vehicles were pre-produced for shipment to Lucid’s Saudi Arabia plant and how many were fully built units ready for customer delivery.
In late September, several Air Grand Touring configurations — priced from $96,550 before fees — were listed as “available in two weeks” across multiple states.
Nick Twork, Lucid’s Head of Global Communications, said the listings weren’t linked to demand but reflected efforts to assemble small batches around parts availability and align them with existing orders.
