macro

Tesla Cybertruck US Sales Fell 48% in 2025, Output Shifts to Cybercab

According to Kelley Blue Book, US Cybertruck sales dropped 48% in 2025 to 20,237 units. Tesla plans to move Texas production toward the Cybercab.

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what happened

According to TradingView, Tesla's US Cybertruck sales fell 48% in 2025 to 20,237 vehicles from 38,965 a year earlier, citing Kelley Blue Book. The company plans to phase down production of the model at its Texas plant around mid-2027 to free up capacity for the Cybercab.

Cybertruck prices now range from $82,490 to $102,490, and paid Cybercab rides have started in Austin. Since deliveries began in late 2023, Tesla has issued 11 recalls for the vehicle.

why it matters

The shift toward robotaxis is the bigger story for markets. Tesla says Cybercab production capacity exceeds 125,000 units, yet Texas records show only about 570 of the state's 1,200-plus robotaxis are Cybercabs, with most others being Model Ys. Scottish Mortgage also sold its Tesla stake in April, ending a position held since 2013.

market impact

Tesla shares: weak Cybertruck sales and the production shift weigh on expectations for the model lineup.

tags

instruments

TSLA ↗Tesla shares

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sources

  1. Key facts: Tesla Cybertruck Sales Fall 48%; Output to Shift to Cybercab — TradingView, 7 November 2026 at 08:00 UTC

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