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Tesla Model S vs. Lucid Air: comparison of range, performance and price
Silicon Valley-based electric car startup Lucid Motors continues to make a name for itself as a real contender to Tesla, having recently debuted its long range Lucid Air ultra-luxury sedan across a series of meet-and-greet and test ride events in Southern California. Renowned tech reviewer MKBHD billed the Air as possibly being the Future of Luxury. But how does Lucid’s “private jet on wheels” stack up against Tesla’s Model S?
Ben Sullins of YouTube channel Telsanomics takes a deep dive into known published stats for each vehicle, and compares the two on range, performance, price, technology, and interior trim.
First, a disclaimer. Ben’s video was made before Tesla announced that the Model S 60 would no longer be available after April 17. Ben notes in the video description “In this video, I look at how this new base model Lucid Air stacks up against a Tesla Model S 60. Of course, since recording this Tesla has announced they no longer will be offering the 60 but the comparison is still relevant considering the primary variable is the range of the Model S.”
Range, Performance and Price
The base Lucid Air will offer 240 miles of range, rear wheel drive and have 400 horsepower through a single electric motor. Tesla’s base Model S 60 is rated at 210 miles of range with 320 horsepower, and also rear wheel drive.
Both vehicles will also be comparable in price. Lucid says its base model will start at $52,500 after deducting the $7,500 federal tax credit. By comparison, Tesla’s Model S 60 will be priced at $53,700 before incentives. If we are to factor in Tesla’s soon-to-be base Model S 75 into the equation, the price difference increases to a more dramatic $14,500.
Technology
The Lucid Air has 3 touch screens within the driver’s line of sight. The one located in the center of the car that displays less critical information can retracted into the dashboard when not in use. The other two flank the central instrument panel. There is another touchscreen available for rear seat passengers to adjust heating and cooling as well as sound system settings.
Both the Model S and the Lucid Air will be equipped with hardware that can facilitate fully autonomous driving. Feature updates will come via over-the-air software updates.
Interior
As pointed out by MKBHD in his review video of Lucid Air, the interior appointments of Lucid’s vehicle appear to be aimed more toward the luxury car buyer than those in the Model S. Some Tesla buyers who have purchased a Model S have critiqued Tesla for not matching their expectations when it comes to the quality of the interior materials used. MKBHD commented that the Lucid Air interior seems to have higher quality interior appointments, at least to his eye.
One thing that has impressed those who have ridden in the Lucid Air is the expansive front windshield. Like the Model X, it flows back over the heads of front seat passengers in one unbroken sweep of glass. In fact, the Air name was suggested by the light, airy feel created by all that glass. But that enormous front windshield will not be available on the entry level Air. The company says it will have an aluminum roof, 19″ wheels, and a 10-speaker audio system.
Availability
Tesla Model S and Lucid Air match up quite closely in terms of power, performance, and technology. Tesla CEO Elon Musk is always encouraging other manufacturers to build “compelling electric cars” and Lucid Motors is poised to be that manufacturer that has truly stepped up to the challenge.
Lucid, for the moment, has big plans. The company has identified a site for its factory in Casa Grande, Arizona and aiming for production beginning in late 2018 to early 2019.
Though Tesla has a 5-year head start on the buildout of its factory, distribution channel and charging network, is that enough to hold back Lucid from becoming a major force in the premium electric vehicle market? One that’s had time to learn, adapt and move arguably more efficiently than Tesla?
Lucid is a serious contender.
Here’s Teslanomics’ comparison of the Tesla Model S vs. Lucid Air. What are your thoughts?
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.
SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.
More price target movement:
🚀 Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
🚀 Barclays raised its target to $300 from $254 (Overweight).
🚀 Citi increased its target to $240 from $200 (Buy),
🚀 UBS moved to $230 from $210 (Buy)
🚀TD Cowen raised its target to $224 from $200 (Buy).
🚀Morgan Stanley held an Overweight rating with a $300 target.
🚀Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.— TESLARATI (@Teslarati) October 21, 2026
Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.
The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.
Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.
These elements prompted a wave of price-target increases:
- JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
- Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
- Barclays raised its target to $300 from $254 (Overweight).
- Citi increased its target to $240 from $200 (Buy),
- UBS moved to $230 from $210 (Buy), and
- TD Cowen raised its target to $224 from $200 (Buy).
- Morgan Stanley held an Overweight rating with a $300 target.
- Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.
Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.
The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.
Tesla reports Q3 Earnings today: here’s what to expect
SpaceX confirms Starship 15 launch window with massive ambitions
