Lucid Motors named the first two models from its upcoming midsize platform on Thursday — Lucid Cosmos and Lucid Earth — disclosing for the first time how the company intends to segment a product line it has described as critical to reaching profitability.
Design chief Derek Jenkins revealed the names at Lucid‘s first-ever Investor Day in New York.
The names continue a thematic pattern — Air, Gravity, Cosmos, Earth. “There’s kind of a theme there, right?” Jenkins joked.
A third midsize model was teased but not named.
Lucid Cosmos — set to enter production “by the year’s end” — targets “upscale nurturers” while the Lucid Earth aims at “trendsetting achievers” and the third model at “active explorers.”
Based on the market segments mentioned, the previously mentioned off-road model of the mid-size platform is expected to be the third one.
No vehicle was shown uncovered, and the company disclosed no pricing, specifications, range figures, or production timelines beyond what it had previously stated.
The announcement marks the first concrete product identities attached to a midsize programme Lucid had until now referred to only by its platform designation.
Three Names, Three Segments
Jenkins mapped each model to a distinct buyer profile the company identified through consumer research.
The Cosmos, which Lucid described as its first midsize product, targets a group the company calls “upscale nurturers” — family-oriented, technology-forward buyers. Jenkins positioned it at the urban, on-road, performance-focused end of the lineup.
The Earth is aimed at “trendsetting achievers” — buyers Jenkins described as urban during the week but more adventurous on weekends, who prioritise expressive design. He called it the vehicle for “in-betweeners” — sleek and efficient but with added capability.
The unnamed third model is intended for “active explorers” who need more space and functionality.
Jenkins placed it at the opposite end of the spectrum from the Cosmos — suburban, any-road, and adventure-focused.
“These three new categories represent a target of up to 50% of the EV segment,” Jenkins said.
Combined with the roughly 10% the Air sedan and Gravity SUV already address, he claimed the full lineup would cover 60% of the electric vehicle market.
Competitive Positioning
A slide titled “Expanding Lucid’s brand reach” mapped the three models on a two-axis chart — sporty to functional on the horizontal, advanced to traditional on the vertical.
All three sat in the upper half of the chart, in the ‘advanced’ zone.
The Cosmos occupied the upper-left quadrant alongside what appeared to be compact and midsize performance-oriented crossovers from the Chinese brand Xiaomi and its SUV YU7.
The Porsche Macan, Polestar 2, and the Tesla Model Y were also shown in the chart.
The Earth was placed in the centre, above the luxury sedan of the Huawei-backed brand Avatr.
The unnamed third model sat in the upper-right, near larger, more utilitarian vehicles such as the upcoming Rivian R2 SUV.
What Lucid Did Not Disclose
The three vehicles remained under black covers throughout the event. Jenkins showed no exterior or interior design, provided no dimensions, and gave no indication of powertrain configurations or battery sizes.
He listed buyer priorities — design, space and utility, range and efficiency, and performance — but did not attach any figures to the midsize models.
Lucid has previously said the midsize platform is expected to enter production in late 2026.
Interim CEO Marc Winterhoff said earlier this week at the Cantor Fitzgerald conference that the programme would not contribute meaningfully to this year’s volumes.
The company guided for 25,000 to 27,000 total vehicles in 2026, with the Gravity SUV accounting for the vast majority.
Earlier in the event, the interim chief executive Marc Winterhoff said the Gravity SUV is outpacing the Rivian R1S in early sales momentum.
Other News
Separately at the investor day, Lucid named its first two midsize models — Cosmos and Earth — and revealed a competitive positioning chart placing them against rivals including the Xiaomi YU7, Porsche Macan Electric, Rivian R2, and Tesla Model Y.
A third midsize model was teased but not named.
Auto reviewer Kyle Conner, who became the first person outside Lucid to sit inside the Cosmos, described it as a ‘younger, more modern’ Gravity with a ‘totally unique’ rear end and said pricing should start under $50,000.
Winterhoff also used the event to address ongoing supply chain pressures, saying Lucid is ‘rethinking and reworking’ its supply chain to insulate against external shocks including tariffs, chip shortages, and disruptions to aluminium supply.
The company presented data showing a 25% reduction in Gravity bill-of-materials costs during 2025 and said it is targeting unit cost reductions of 30-40% by 2028.
As of press time, Lucid shares were trading 0.7% lower on Thursday’s pre-market session at $10.61.
