Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) presented a comprehensive operational and growth plan during its inaugural Stockholders’ Day held in Las Vegas in conjunction with CES. The company emphasized a dual-pronged strategic approach focusing on advancing its FX Super One electric vehicle program while simultaneously expanding into the emerging embodied artificial intelligence (AI) robotics sector.
In its five-year projection, Faraday Future sets a target production and sales volume ranging between 400,000 and 500,000 vehicles. This volume is predominantly anchored by output from the FX Super One, the anticipated FX 4 model, and other forthcoming models under development. Geographically, the company has identified significant demand opportunities within the United States and the Middle East, regions where it has commenced deliveries of the FX Super One, and is considering entry into additional high-value markets.
Faraday Future's projected vehicle production and sales trajectory commence with approximately 250 units in 2026, with a progressive escalation to 5,000 units in 2027. The scale-up intensifies with estimated deliveries exceeding 22,000 vehicles by 2028, surging to roughly 130,000 in 2029, and reaching about 250,000 by 2030. These milestones are planned to coincide with the launch of new vehicle models. Financially, the company is targeting a positive EBITDA position within a three-year horizon and aims to sustain a gross margin near 20% as it scales operations.
FX Super One Launch and Delivery Phases
The rollout of the FX Super One vehicle is structured in multiple phases. Phase 1, scheduled for the second quarter of 2026, anticipates delivering up to 50 units to a group of FX Par partners. Subsequently, Phase 2, targeted for the third quarter of 2026, plans to distribute approximately 200 units to industry leaders and business-to-business partners. Phase 3 is expected to initiate between the fourth quarter of 2026 and the first quarter of 2027, marking the commencement of full-scale deliveries that signify the comprehensive launch into the U.S. market.
Projected combined sales of battery electric vehicles (BEV) and hybrid electric range extender vehicles (HEREV) under the FX Super One demand forecast show steady growth: approximately 4,900 units for 2027, rising to 18,000 units in 2028, then to 38,000 in 2029, followed by an expected 55,000 units in 2030.
To underpin these delivery volumes, Faraday Future plans to finalize its after-sales service framework and charging infrastructure by the second quarter of 2026. Crucially, the company has secured access rights to Tesla, Inc.’s (NASDAQ: TSLA) Supercharger network, which will support future FX vehicle customers and enhance user convenience.
Entry into Embodied AI Robotics Market
Alongside automotive developments, Faraday Future is strategically expanding into embodied AI robotics through its Global EAI Industry Bridge Strategy. This initiative aims to build a robust embodied AI ecosystem and foster longer-term growth. The company aspires to become a leader in the U.S. humanoid robotics market while continuing to develop its embodied AI vehicle lineup, effectively adopting a dual-track revenue and innovation model.
An important forthcoming milestone in this robotics expansion is the planned launch of Faraday Future’s first AI robotics products at the National Automobile Dealers Association (NADA) Show on February 4. These products will be publicly showcased and made available for sale, signaling the tangible entry of the company into the robotics sector.
Expansion and Partnerships in the Middle East
Faraday Future’s international footprint recently expanded with its Middle Eastern subsidiary signing a memorandum of understanding with RAK Digital Assets Oasis, also referred to as RAK Innovation City. This agreement outlines joint efforts in areas including artificial intelligence, Web3 and digital economy initiatives, and embodied intelligence applications.
Market Performance and Outlook
Despite these strategic developments, Faraday Future's stock exhibited downward movement with shares declining 4.88% to $1.17 in premarket trading, reflecting investor caution amid ongoing execution of its ambitious plans.
Faraday Future's comprehensive roadmap reveals a company striving to integrate innovative electric vehicle technologies while pioneering in nascent robotics markets. The outlined phased product rollouts, infrastructure development, and strategic partnerships highlight a multifaceted approach emphasizing scalability, profitability, and technological leadership.