Tesla’s Cybertruck stock has skyrocketed to a brand new report excessive of greater than 10,000 models. The automobile program is in disaster.
We reported firstly of April that Tesla ended the primary quarter of 2025 with a minimum of 2,400 Cybertrucks in new stock obtainable within the US.
There’s no precise approach to monitor Tesla’s stock within the US, however there are methods to trace Tesla’s Cybertruck listings. Typically, Tesla might have many autos with the very same configuration on the similar location and it’ll solely publish a single itemizing for it.
Due to this fact, Tesla might need been sitting on extra Cybertruck stock.
A month later, the variety of listings within the US has skyrocketed to over 10,000 Cybertrucks, in keeping with Tesla-Information.com:
This surge might be as a consequence of an precise web improve in Cybertruck stock, however Tesla can also be closely discounting the vehicles at various charges, creating a number of completely different costs and, subsequently, extra listings.
At a mean sale worth of $78,000, Tesla may have nearly $800 million value of Cybertrucks.
Resulting from low demand, Tesla seems to have considerably slowed down Cybertruck manufacturing in latest months. Due to this fact, this surge is probably going extra about Tesla discounting the autos, exposing the broader US stock, than an precise main improve in stock as a consequence of extra manufacturing.
Lots of the Cybertrucks in stock have been inbuilt 2024, so they’re already a minimum of 4 months outdated. Tesla nonetheless has ‘Basis Collection’ Cybertrucks in stock, which it stopped producing in October 2024—greater than seven months in the past.
Tesla not too long ago launched the Cybertruck RWD, but it surely has given up on making it with a smaller battery pack and as a substitute eliminated many essential options.
Electrek’s Take
That is about as unhealthy because it will get. Over 10,000 models account for about two quarters of Tesla’s Cybertruck gross sales.
It already seems like Tesla has slowed Cybertruck manufacturing right down to a crawl, however I wouldn’t be stunned if it pauses it quickly. The onerous half for Tesla is to confess defeat.
The Cybertruck RWD utilizing the identical battery pack because the AWD was already a kind of admission that Tesla discovered the automobile program to be too small to be value being produced with two battery pack sizes. The automaker did the identical with Mannequin S/X when this system’s volumes shrank following the launches of Mannequin 3 and Mannequin Y.
It seems like below the present circumstances, Tesla could have points promoting greater than 20,000 Cybertrucks per 12 months within the US regardless of having deliberate manufacturing for 250,000 models.
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