Lucid Posts Solid October U.S. Sales as Gravity SUV Finds Its Footing
Lucid sold an estimated 935 vehicles in the U.S. in October 2025, with the new Gravity SUV accounting for 250 units — a resilient performance in a month when most EV brands saw sharp declines.
While much of the U.S. EV market was in retreat in October 2025, Lucid Motors quietly posted one of its stronger months. The California startup sold an estimated 935 vehicles in the U.S. during October, according to Motor Intelligence data — a figure that stacks up well against the broader industry collapse triggered by the expiration of the federal EV tax credit.
The split was notable: 685 Lucid Air sedans and 250 Lucid Gravity SUVs. The Gravity, Lucid’s second model and an electric three-row SUV, has been ramping production steadily since deliveries began earlier this year. That it was able to move 250 units in a month when Hyundai Ioniq 5 sales dropped 63% year-over-year is a meaningful signal — buyers in the market for a premium EV aren’t as dependent on subsidies as the mass-market segment.
Gravity Is the Story
The Gravity SUV is arguably the most important product in Lucid’s short history. The Air sedan has won critical praise for its efficiency, range, and interior quality — the Grand Touring version is rated at 516 miles of EPA range, a figure that no other U.S.-market EV comes close to matching. But sedans are a shrinking segment, and the crossover/SUV market is where growth is.
The Gravity delivers up to 450 miles of estimated EPA range in Grand Touring form, seats up to seven, and produces as much as 828 hp in dual-motor specification. It has the same skateboard platform architecture as the Air, with Lucid’s proprietary motor and battery technology scaled up for an SUV package. The result is an EV that has almost no direct competitor on range — at least until the next wave of 800V architectures arrives.
Lucid’s Trajectory
The October numbers are part of a longer arc. Through October 2025, Lucid’s U.S. sales are up meaningfully year-over-year, driven by both increased production capacity and growing awareness of the Gravity as a legitimate alternative to gas-powered luxury SUVs. The company’s Q3 2025 delivery record of 4,078 vehicles was itself a company milestone.
On a full-year basis, Lucid is targeting production of around 18,000–19,000 vehicles in 2025 — double its 2024 output. Whether it can sustain that momentum in 2026, when the U.S. EV market is expected to remain compressed, is the question analysts are watching most closely.
The Tax Credit Factor
Lucid’s vehicles have never broadly qualified for the federal $7,500 EV tax credit — the Air’s price point generally exceeds the cap for full eligibility, and the Gravity starts even higher. That makes the brand less exposed to subsidy-driven volatility than competitors like Hyundai, Kia, or GM. October’s numbers may bear that out as the year progresses.
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