New drone flyover footage showed a marked drawdown in vehicle inventory at the staging lots of Lucid‘s Arizona plant, six weeks after a recall-triggered stop-sale halted Gravity deliveries for nearly one-third of the first quarter.
As reported earlier on Wednesday by EV, Lucid was the only pure EV maker to increase its California registrations in the first quarter of 2026.
The comparison footage — published on YouTube by the Lucid owner and content creator ‘Luciflys’ (@adnillien on X) — shows significantly fewer Gravity and Air sedan units staged in the plant’s east-side lots than were visible during the flyover filmed on March 3rd.
On X, the user clarified that the flyover was filmed last week (April 15th) while adding that he saw “fewer inventory cars in the staging lots.”
The previous flyover was filmed while the EV maker faced a major recall of all the Gravity vehicles produced until mid-February, as it was later disclosed via a new NHTSA recall report.
The 29-Day Delivery Halt
Gravity delivery was paced across late January and February due to a safety recall froze the deliveries for 29 days of the first quarter — roughly a third of the period.
The first was the second-row lap belt anchor weld defect that ultimately triggered the formal recall.Â
Lucid discovered the issue in January during internal testing for an unrelated issue and issued a stop-sale on January 28, according to the National Highway Traffic Safety Administration filing.
The middle seat halt came just days after Lucid Senior Vice President of Engineering and Digital Emad Dlala said the company’s 3.4 software update had resolved up to 95% of the software issues that had plagued the Gravity since launch.
Commenting on the software issues, ‘LucidFlys’ said that he has faced no software issues with his Gravity after driving it for a few months.
“I don’t see some of the problems that — I’d say probably a fairly small number of Gravity owners have encountered after the 3.5.1 update for the Gravity — but my Gravity has been virtually flawless,” he stated.
“And I hope it stays that way, It’s a lot of fun to drive,” the user added.
The Cost to Q1 Production
Lucid delivered 3,093 vehicles globally in the first quarter of 2026, against production of approximately 5,500 — a 2,400-unit gap largely reflected by the 29-day stop-sale’s impact on Gravity deliveries during the quarter.
The halt affected only the Gravity model while deliveries of the Air sedan continued throughout the quarter. Lucid does not disclose model-level delivery splits.
Despite the disruption, the company has reaffirmed its full-year 2026 delivery guidance of 25,000 to 27,000 vehicles — implying a 58% to 70% increase over the 15,841 vehicles delivered globally in 2025.
Lucid Cosmos
Lucid CFO Taoufiq Boussaid has guided that initial Cosmos production will occur at the company’s AMP-2 facility in Saudi Arabia at the end of 2026, with Casa Grande Midsize production coming later — likely 2027 or 2028.
The Midsize platform is central to Lucid‘s path to profitability.
At Boussaid’s targeted 100,000-unit annual production rate for 2028, the Midsize is expected to account for the majority of volume, with a starting price below $50,000.
Q1 Earnings
Lucid is scheduled to report first-quarter 2026 earnings on May 5.
In the call that will follow the results, the new permanent CEO Silvio Napoli — who joined the company on April 15 — will face questions on Q1 production disruption, the Cosmos model, and the company’s capital-efficient path to the 25,000-to-27,000 full-year delivery target.
The 29-day stop-sale’s exact production impact, the share of affected vehicles already remediated, and the timing of the Midsize Arizona ramp are among the specific questions investors are likely to press on at the call.
Lucid shares closed 5.3% higher at $7.11 on Tuesday and were trading at 1.7% at $7.23 during Wednesday’s pre-market session.
