Motor Intelligence has revised down its US sales estimates for Lucid Motors, cutting the EV maker’s March figures in half.
The organization updated its website on Monday, lowering Lucid‘s March US sales to 893 units — a staggering difference (50.0%) from the 1,785 vehicles reported on the first day of April.
The revised March figure represents a slight decline of 49 units when compared to a year ago, when the EV maker sold 942 vehicles — almost entirely Air sedans, alongside just 30 Gravity SUVs.
The Saudi-backed EV maker said last Friday that deliveries of its SUV were halted for 29 days in the first quarter of the year following the physical recall that affected nearly all the units produced until mid-February.
However, the company has not disclosed how many SUVs were delivered in that period.
The Impact of the Revision
Sequentially, March had initially appeared to mark Lucid‘s first month-on-month increase of the year.
The revision reverses that, showing a sharper drop from February than the 200-unit gap previously recorded between January and February.
US sales had nearly doubled in February to 1,500 units, following a 156% year-over-year jump in January.
In its initial April 1 release, Motor Intelligence said Lucid‘s March US sales were 1,785 vehicles, which would mark a 89.5% from a year ago.
The figures would bring the first quarter total to 4,985 units, up 106.7% from the 2,412 vehicles delivered in the first three months of 2025.
With the revised figures, Lucid‘s first-quarter US sales now stand at 4,093 vehicles — still a 69.7% year-over-year gain, despite March’s decline.
Previous MI Revision
Upon publishing December 2025’s report, Motor Intelligence initially disclosed that Lucid sold 1,485 units, but revised this number upward by nearly 1,000 vehicles a week later.
At the time, it was the only adjustment made among the 48 brands covered in the report.
It’s unclear whether the revised figure came from official Lucid data, as the company doesn’t publicly release monthly breakdowns by sales volume, model, or region.
Both the initial and revised numbers represent the EV maker’s strongest month of US sales.
The revised estimate would represent Lucid‘s strongest month of US sales by a significant margin, far exceeding the previous record implied by the original January 5 figures.
The original figures brought Lucid‘s implied fourth-quarter US total to approximately 3,400 units.
With the revised December estimate, that figure rises to approximately 4,330 units — which indicates that the company sold 1,015 vehicles outside of the US in the final quarter of 2025.
Lucid Air
Motor Intelligence breaks down figures by “cars” and “trucks,” with the debut Air sedan being considered in the first category and the Gravity SUV ranked in the second one.
Last week’s data showed that the Lucid Air accounted for 685 units, while the SUV represented the remaining 1,100 vehicles.
Under the revised data, Lucid sold 322 Air sedans and 571 Gravity SUVs in March.
Air sales had initially been estimated at their lowest level since October 2025.
The revision pushes them considerably lower — to their weakest monthly figure in more than three years, based on Motor Intelligence estimates.
According to that data, Air sales had not dropped below 400 units in any month since early 2023.
The last time the sedan recorded a lower monthly figure was December 2022, when the brand sold 295 units.
The Lucid Air is available for purchase in the US with a starting price of $70,900 for the Pure variant.
The sedan is also available in Touring and Grand Touring trims (from $79,990 and $114,900, respectively). The performance-focused Sapphire edition is priced at $249,900.
The model began production in 2021, with customer deliveries starting later that same year.
Gravity
Lucid handed over the first Gravity units to employees and family in late 2024, before full-scale customer deliveries began in 2025.
March’s estimates initially pointed toward a 1,100-unit sale in March — a staggering jump from the 30 units registered a year ago.
The number has been trimmed in half.
The Gravity SUV first debuted with the higher-priced Grand Touring trim, which began from $94,900.
The Touring variant, launched last year, is priced from $79,900.
Lucid announced its 2027 model-year Gravity lineup on April 2, adding standard equipment across both trims, introducing a new Prestige Package for the Grand Touring — and discontinuing the range-topping Dream Edition.
The Touring carries over at $79,900 before destination, unchanged from the 2026 model year, while the Grand Touring rises to $98,900, a $4,000 increase.
The destination fee for both trims has climbed to $1,850, up $200.
Gravity Recall
Lucid issued a physical recall to its second model affecting all units produced until mid-February.
It was the second physical recall issued since deliveries began last year.
The notice calls back more than 4,000 SUVs over improperly welded second-row seat belt anchors that could fail in a collision.
The NHTSA filing covers all customer vehicles manufactured before February 14, 2026 — a population of 4,476 units — with Lucid attributing the defect to seat supplier Camaco Automotive.
The recall report — published on March 26 — chronology shows Lucid discovered the improperly welded second-row seat belt anchors during an unrelated FMVSS test on January 22 and issued a stop sale on January 28.
The EV maker stated that the supplier changed its manufacturing process without notifying or receiving approval from the company.
Interim CEO Marc Winterhoff publicly praised Gravity’s market trajectory at Lucid‘s March 12 Investor Day — while the company was already deep into the undisclosed safety recall process covering the entire Gravity fleet.
Lucid said last week that deliveries of the SUV were suspended for 29 days.
Outlook
The company said it expects to manufacture between 25,000 and 27,000 vehicles this year.
Speaking at the Bank of America 2026 Automotive Summit in March, Boussaid said the company is “being conservative in [their] assumptions,” accounting for the current challenges in the industry.
In the same conference, interim CEO Marc Winterhoff said that the company estimates the Gravity SUV to represent most of its production and deliveries in 2026.
The company will begin production of its third model, the Cosmos SUV — and first under the mid-size platform — late this year.
Lucid is counting on the successful rollout of its midsize platform to drive the scale needed to reach profitability.
Boussaid told investors the company expects to reach 100,000 units of annual production by 2028 and generate positive free cash flow by the end of the decade.
Lucid’s stock reached a new all-time low on Tuesday, trading as low as $8.62 before closing at $8.83.
As of press time, shares were trading over 4% higher at $9.22 on Wednesday’s pre-market — following Trump’s Iran ceasefire announcement late Tuesday, which led US stocks to jump ahead of the trading session.
