Cybercabs Become Majority of Tesla's Authorized Texas Robotaxi Fleet for First Time
Texas DMV data shows Cybercabs made up 544 of Tesla's 1,051 authorized robotaxis, overtaking Model Ys. Tesla shares closed 4% higher on Tuesday.
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what happened
According to Stocktwits, citing Texas Department of Motor Vehicles data, the purpose-built Cybercab has become the largest group in Tesla's authorized robotaxi fleet in Texas for the first time. The registry lists 1,051 vehicles, of which 544 are Cybercabs and 507 are Model Ys. In early October, Model Ys still outnumbered the Cybercab.
The registry shows only how many vehicles are authorized, not whether they are running on roads or carrying paying riders. The Cybercab currently operates only in Austin, and Tesla said on its latest earnings call that it plans to add the vehicle in Dallas next month.
Tesla shares closed 4% higher on Tuesday, extending Monday's rally. The stock is still down 9% year to date.
why it matters
For investors, the growing robotaxi fleet matters because Ark Invest assigns most of Tesla's 2031 enterprise value to robotaxis. Management says Cybercab production is being set to match the pace the service needs, and most of the vehicles will remain Tesla-owned.
market impact
Tesla shares: a larger autonomous fleet supports interest in the stock
- Tesla shares pressure up — a bigger authorized robotaxi fleet is seen as progress on the company's main growth driver
tags
instruments
sources
- TSLA Stock Rises As Cybercabs Overtake Model Ys In Authorized Texas Robotaxi Fleet — Stocktwits, 27 October 2026 at 22:39 UTC
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