Lucid Group, Inc. (LCID)
CIK 1811210 · all EDGAR filings →
Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.
Shares outstanding over time
Latest: 394.1M shares as of Jul 29, 2026 (10-Q). Share count fell from 3.07B to 324.2M between Jul 30, 2025 and Oct 30, 2025, a pattern consistent with a reverse split (roughly 1-for-9); simultaneous issuance can skew the raw ratio, so confirm in the filings. The red bar marks the cliff.
Cash runway
~3 months of cash left
critical · burning $733.0M / quarter
Full breakdown: cash runway tool · source filing →
Warrants
Warrants outstanding: 85.8M underlying shares, as reported Jul 23, 2021 (10-Q).
Reported exercise price: $11.5 (aggregate figure as tagged; individual tranches vary).
Balance-sheet fair value of warrants: $0 as of Dec 31, 2021.
Rough fully diluted estimate: 479.8M = 394.1M O/S + 85.8M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.
Convertible notes
| Note | Principal | Carrying | Conv. price | Rate | If converted |
|---|---|---|---|---|---|
| 2030 Notes | $1.10B | $1.09B | $30 | 5% | ~36.7M sh |
| 2031 Notes | $975.0M | $963.3M | $20.81 | 7% | ~46.9M sh |
| 2026 Notes | $204.3M | $204.0M | $547.8 | 1.25% | ~372,946 sh |
If every note above converted at its tagged price: ~83.9M new shares on 394.1M currently outstanding. An estimate from principal ÷ conversion price, with inputs carrying different as-of dates; make-whole adjustments, capped calls and partial repurchases are not modeled.
Notes exactly as the company dimensioned them in its 10-Q filed Aug 4, 2026 →. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay the ground truth.
Fully diluted build-up
Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.
| Shares outstanding | 394.1M | Jul 29, 2026 |
| + Warrants (aggregate, as tagged) (if exercised) | 85.8M | Jul 23, 2021 |
| + 2030 Notes (if fully converted) | 36.7M | Jun 30, 2026 |
| + 2031 Notes (if fully converted) | 46.9M | Jun 30, 2026 |
| + 2026 Notes (if fully converted) | 372,946 | Jun 30, 2026 |
| Fully diluted estimate | 563.7M | +43.0% vs O/S |
Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.
Registrations and offerings
Last 12 months: 4 executed · 1 registered.
Full history and shelf status: offering checker · S-3 shelf checker
Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.
Keep going: float checker · offering calendar · short-squeeze screener · full LCID workspace