Lucid Rolls Out Major Gravity Update with Towing Enhancements and Exclusive Features.

Lucid has launched a major Gravity update with features such as Integrated Trailer Brake Control, Hitch View, and Trailer Light Check to make towing "a breeze." The update also introduces new Halo Secure features, Live View and Drive Recorder, which are still in development. Additionally, the update includes tweaks and modifications to the infotainment system, such as the ability to drop bookmarks as shortcuts and clearer sound during phone calls. The Lucid Gravity Grand Touring starts at $94,900 in the US and $116,900 in Germany, with deliveries set to begin in early 2026.

Lucid Group (LCID) has recently launched a significant update for its Gravity SUV, aimed at enhancing its towing capabilities and introducing new safety and convenience features. The update includes Integrated Trailer Brake Control, Hitch View, and Trailer Light Check, making towing "a breeze." Additionally, the update introduces new Halo Secure features, Live View and Drive Recorder, which are still in development, and tweaks to the infotainment system, such as the ability to drop bookmarks as shortcuts and clearer sound during phone calls. The Lucid Gravity Grand Touring starts at $94,900 in the US and $116,900 in Germany, with deliveries set to begin in early 2026.

This update comes at a critical juncture for Lucid Group, as it continues to expand its market presence and attract new demand. The company has recently signed a $300 million partnership with Uber to supply thousands of autonomous-capable vehicles, which could open up a large and fast-growing autonomous fleet market. This partnership is expected to drive significant revenue expansion and potential margin improvement via technology licensing and high-volume fleet sales.

However, the market's response to Lucid Group's recent moves has been mixed. While the company is introducing new products and partnerships, the stock has been under pressure due to persistent worries about production scale and cost control. The stock has struggled to regain momentum, even as Lucid looks to expand into wider markets and attract fresh demand in Europe and beyond.

The prevailing market narrative sees Lucid Group as meaningfully undervalued, reflecting optimism around its growth drivers and long-term outlook. The newly announced Uber and Nuro partnership is expected to open a large and fast-growing autonomous fleet market to Lucid. However, persistent losses and ongoing dilution risk could quickly change the investment story if Lucid cannot deliver profitable growth at scale.

Looking at Lucid Group through the lens of sales ratios paints a less optimistic picture compared to the previous outlook. By this measure, Lucid appears expensive relative to the industry, raising new questions about its valuation. Can such a premium truly be justified?

Lucid Group's latest update for the Gravity SUV is a step towards market expansion and attracting new demand. However, the company's ability to deliver on its growth story and manage its valuation will be critical in the coming months.