# Lucid's direct-sales push is getting stress-tested in real time as investors weigh policy risk against fundamentals.

*robotics · news · 2026-05-13 · Benzinga*

## Key points

- Lucid's future growth relies heavily on a sub-$50,000 midsize EV targeting 2027 production ramp.
- Uber has increased its planned Lucid robotaxi deployment from 20,000 to 35,000, investing $500 million.
- Lucid's direct-sales model encounters policy friction, with franchise rules hampering demand and customer experience.
- Lucid's stock momentum indicator MACD is positive, reflecting improving short-term buyer traction despite overall downtrend.

**Companies:** Lucid Group

[Read the full story on Benzinga](https://www.benzinga.com/trading-ideas/movers/26/05/52534100/lucid-shares-surge-wednesday-whats-driving-the-move)

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