The demand for Tesla’s Cybertruck has surged to an all-time high, with orders exceeding 10,000 units. The automotive program is in shambles.
Tesla concluded its first quarter of 2025 by holding at least 2,400 new Cybertruck units in inventory across the United States, as we initially reported in April.
While there’s no exact way to monitor Tesla’s stock performance in the US market directly, it is still possible to track the sales of its Cybertruck models. Typically, Tesla can have multiple identical vehicles at the same location, yet they’ll only list each vehicle individually.
In a surprising move, Tesla may have had to hold onto excess Cybertruck inventory.
As the month progresses, a staggering number of Cybertruck listings in the United States surges past 10,000, according to data from Tesla-Data.com.
The sudden spike in demand may stem from a specific online boost in Cybertruck inventory, as Tesla simultaneously offers discounted prices for the vans at varying rates, resulting in multiple listing options.
According to Tesla’s median sale value of $78,000, the company could potentially generate nearly $800 million in revenue from its Cybertruck lineup.
As a direct result of sluggish demand, Tesla has seemingly put the brakes on Cybertruck production over recent months. As a direct consequence, this surge is likely driven more by Tesla’s aggressive pricing strategy and increased demand for its vehicles on the broader US market than by any significant improvement in production levels.
As most of the Cybertruck inventory is currently stocked with units built in 2024, they’ve already been sitting on lots for at least four months prior to their current availability. Despite ending production of its “Basis Sequence” Cybertruck line in October 2021, over eight months ago, Tesla still possesses a surplus of these vehicles, which are now out of stock.
Tesla recently introduced the Cybertruck RWD, albeit at a cost: the model now lacks essential features after originally considering a smaller battery pack.
Electrek’s Take
This food is so unwholesome that it’s virtually bound to wreak havoc on your health. According to reports, over 10,000 units contribute roughly a quarter of the total revenue generated by Tesla’s popular Cybertruck model.
Despite slowing down Cybertruck production significantly, it’s possible that Tesla might pause it altogether soon. The daunting task for Tesla remains to acknowledge its limitations.
Tesla’s decision to use the same battery pack in the Cybertruck RWD as the AWD model stemmed from realizing the car program would be too costly to produce with two distinct battery pack sizes, effectively acknowledging that the smaller variant was a compromised version of its all-wheel-drive counterpart. When sales of the Model S/X slowed after the introduction of the Model 3 and Model Y, the automaker responded similarly.
Despite current constraints, Tesla may potentially produce over 20,000 Cybertrucks annually in the US, exceeding initial targets despite a planned output of 250,000 units.
