Lucid Bets Big On Uber Fleet, But GM’s Cadillac Is Attracting Real Buyers

• Meanwhile, Lucid’s rival and EV startup Rivian Automotive sold 5,494 units of its R1S three-row SUV in Q1.
• Earlier this week, Uber and Lucid updated their partnership, with Uber committing to purchase at least 35,000 of Lucid ‘s Gravity, as well as upcoming vehicles based on its midsize platform.
• Lucid pinned its disappointing Q1 deliveries earlier this month to a disruption on Gravity deliveries caused by a supplier quality issue with regard to second-row seats.

As Lucid Motors (LCID) continues to rely on its Gravity SUV to hold together its robotaxi-partnership with Uber Technologies (UBER), the vehicle continues to underwhelm buyers who would rather opt for three-row luxury SUVs from big three automaker General Motors’ (GM) Cadillac brand, industry data shows.  

Lucid started initial deliveries of its three-row Gravity SUV in December 2024. It is the company’s second vehicle after its Air sedan. Lucid CFO Taoufiq Boussaid said in December that the consumer base for the Gravity includes former Lucid owners who want to move to a bigger car and also people who used to own SUVs in the past and wanted an upgrade. Like the Air sedan, the Gravity is also a higher-end EV, with a starting price of $79,900.

Lucid Vs. Cadillac: Who Sells More 3-Row Electric SUVs?

In the first quarter, Lucid delivered 3,093 vehicles in total, lower than the 3,109 units delivered in the corresponding quarter of 2025. The company pinned the drop in deliveries to a disruption on Gravity deliveries caused by a supplier quality issue with regard to second-row seats.

Gravity’s sales in the three months ended March trailed behind the three-row electric SUVs offered by General Motors’ Cadillac — Vistiq and Escalade EV.

According to data from Cox Automotive, Lucid sold 1,631 units of the Gravity SUV in the U.S. in the first quarter. Cadillac, meanwhile, sold 1,902 units of the Vistiq and 1,432 units of the Escalade EV, cementing its position in the three-row EV SUV marketspace with 3,334 units sold.

Meanwhile, Lucid’s rival and EV startup Rivian Automotive (RIVN) sold 5,494 units of its R1S three-row SUV.

Uber-Lucid Partnership

However, Lucid has a partnership with Uber to deploy Gravity as a robotaxi on the ride-hailing giant’s platform.

Earlier this week, Uber and Lucid updated their agreement, with Uber committing to purchase at least 35,000 of Lucid ‘s Gravity, as well as upcoming vehicles based on its midsize platform. The first vehicle based on the midsize platform, called Cosmos, is slated to enter production before the end of 2026.

How Did Retail Traders React?

On Stocktwits, retail sentiment around LCID stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.

A Stocktwits user applauded the Gravity as an “excellent vehicle.”

Another user pinned hopes on the company’s new CEO to turn the stock around.

Earlier this week, Lucid announced that Silvio Napoli will join the company as its next CEO, replacing interim CEO Marc Winterhoff.

LCID stock has fallen by about 67% over the past 12 months.

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