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Tesla will wind down a Cybertruck line it said could build 125,000 a year. It never did

Elon Musk said on X that Tesla will wind down Cybertruck production in Texas around mid-2027 to make room for its robotaxi. Tesla's own October report lists the robotaxi's Texas line at the same size as the truck's.

KeyVex News··5 min readFact-checked against 13 public records
KeyVex News··5 min readFact-checked against 13 public records
TSLA$343.69▼ 10.8%Close, Nov. 5. Prices from Tiingo.
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  1. In January 2024 and October 2026, Tesla said its Texas Cybertruck line could build more than 125,000 trucks a year. The January update noted that installed capacity is not the current production rate.
  2. Tesla doesn't count Cybertrucks on their own. Every vehicle Tesla counted outside the Model 3 and Model Y came to 94,105 in 2024 and 53,900 in 2025, the Model S and X included.
  3. So in no year did the truck reach its line's size. At the third quarter's pace, 7,004, a full year is about 28,000, even if all were Cybertrucks.
  4. Musk said production will wind down to make room for more Cybercab, Tesla's robotaxi. Electrek's editor, Fred Lambert, wrote that the explanation "doesn't hold up."
  5. Tesla's October report lists the Cybercab line in Texas at the same size, more than 125,000 a year. Whether the truck will be built elsewhere is unclear, electrive reported.

The post: Early on Nov. 6, Elon Musk wrote on X that Tesla "will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year."Electrekelectrive The reason he gave: "to make room for increased Cybercab production."Electrek Cybercab is Tesla's robotaxi, which it began putting into its Austin fleet in September.Q3 update10-Q

The line: In its January 2024 update, which reported the first Cybertruck deliveries, Tesla told investors the Texas line could build more than 125,000 a year and listed it as in production.Q4 2023 update Three months earlier it had listed the same figure for the line in pilot production.Q3 2023 update Its Oct. 21, 2026 update lists the same figure, still in production.Q3 update Every vehicle Tesla counted outside the Model 3 and Model Y came to 94,105 in 2024 and 53,900 in 2025, the Model S and X included.2024 deliveriesQ1 2025Q2 2025Q3 update

Why it matters: The Cybertruck line's stated size was the same in January 2024 and October 2026, and in no year did all the vehicles Tesla counted outside the Model 3 and Model Y add up to that many. The robotaxi Musk says Tesla is making room for is listed in the same October update at the same figure: more than 125,000 a year.Q3 update

The stock: Tesla closed at $343.69 on Nov. 5, down 10.8% on a day the Nasdaq 100 fund fell 6.5%.KeyVex That was the day before the post; Electrek reported it at 6:33 a.m. Eastern on Nov. 6, before U.S. markets opened.Electrek Nov. 6 had not closed when this story was written.

Tesla's stock since the first Cybertruck deliveries were reportedDaily close, Jan. 24, 2024 to Nov. 5, 2026 ▲ 65.4%Show chartHide chart
Tesla's stock since the first Cybertruck deliveries were reportedDaily close as traded, through Nov. 5. Numbered dots mark the story's key dates, not what moved the stock. Story shows Jan. 24, 2024 to Nov. 5, 2026; switch ranges, compare with the Nasdaq 100, or show the filing markers from KeyVex's Tesla page.
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Daily closes as traded, adjusted for the Aug. 31, 2020 split and Aug. 25, 2022 split · Close Prices from Tiingo.comColored dots are filings · White numbered dots are the news in this story · TSLA on KeyVex
  1. 1Jan. 24, 2024 Tesla lists the Cybertruck line as in production, at more than 125,000 a year. Its fourth-quarter 2023 update, filed after the close, reports the first Cybertruck deliveries. The October 2023 update had listed the line at the same size, in pilot production. Close: $207.83.
  2. 2Jan. 2, 2025 Tesla's count for 2024. Tesla counted 94,105 vehicles outside the Model 3 and Model Y, the Model S and X included. Close: $379.28.
  3. 3Oct. 21, 2026 Tesla's third-quarter update. Lists the Cybertruck line at more than 125,000 a year again, and Cybercab in Texas at the same. Filed after the close. Close: $386.47.
  4. 4Nov. 5, 2026 The last close before Musk's post. Close: $343.69, down 10.8% on a day the Nasdaq 100 fund fell 6.5%.
View the data (700 trading days)
DateCloseDay change
2026-11-05$343.69−10.8%
2026-11-04$385.19−3.3%
2026-11-03$398.50−1.3%
2026-11-02$403.82+1.0%
2026-10-30$399.81−0.9%
2026-10-29$403.30−0.2%
2026-10-28$404.22−0.8%
2026-10-27$407.46+4.0%
2026-10-26$391.62+5.2%
2026-10-23$372.22−0.6%
2026-10-22$374.58−3.1%
2026-10-21$386.47+3.4%
2026-10-20$373.71+1.5%
2026-10-19$368.06+3.8%
2026-10-16$354.72−2.1%
2026-10-15$362.44−1.3%
2026-10-14$367.16−2.2%
2026-10-13$375.23−0.7%
2026-10-12$378.03−1.2%
2026-10-09$382.70+2.1%
2026-10-08$375.00−0.7%
2026-10-07$377.81−0.8%
2026-10-06$380.68+0.5%
2026-10-05$378.73+2.2%
2026-10-02$370.59+4.7%
2026-10-01$354.11−0.2%
2026-09-30$354.81+0.6%
2026-09-29$352.84−1.3%
2026-09-28$357.45−3.9%
2026-09-25$372.11−1.5%
2026-09-24$377.94−0.6%
2026-09-23$380.12+0.3%
2026-09-22$378.90+1.0%
2026-09-21$375.30+3.0%
2026-09-18$364.27−0.5%
2026-09-17$366.20+2.3%
2026-09-16$358.08+0.4%
2026-09-15$356.58−0.7%
2026-09-14$358.97−1.8%
2026-09-11$365.44+0.5%
2026-09-10$363.56−1.2%
2026-09-09$367.81−0.1%
2026-09-08$368.16+4.0%
2026-09-04$354.08−5.9%
2026-09-03$376.37+5.4%
2026-09-02$357.01+0.3%
2026-09-01$356.09−3.2%
2026-08-31$367.95+5.5%
2026-08-28$348.75−1.7%
2026-08-27$354.81+2.6%
2026-08-26$345.82−1.3%
2026-08-25$350.25+0.4%
2026-08-24$348.95−3.8%
2026-08-21$362.86+5.1%
2026-08-20$345.13−1.7%
2026-08-19$351.12+4.2%
2026-08-18$336.87−0.7%
2026-08-17$339.30−0.9%
2026-08-14$342.27+0.7%
2026-08-13$339.96+3.8%
2026-08-12$327.51−1.6%
2026-08-11$332.81+0.6%
2026-08-10$330.88+0.7%
2026-08-07$328.58+2.8%
2026-08-06$319.53−0.6%
2026-08-05$321.55−1.8%
2026-08-04$327.35+1.6%
2026-08-03$322.08+3.5%
2026-07-31$311.21+0.8%
2026-07-30$308.85+3.5%
2026-07-29$298.32−3.0%
2026-07-28$307.44−0.6%
2026-07-27$309.22−1.2%
2026-07-24$313.03−2.1%
2026-07-23$319.69−14.5%
2026-07-22$374.01−1.3%
2026-07-21$378.93+2.5%
2026-07-20$369.57−3.0%
2026-07-17$380.84−2.6%
2026-07-16$391.06−0.9%
2026-07-15$394.46−0.4%
2026-07-14$396.18+0.4%
2026-07-13$394.76−3.2%
2026-07-10$407.76+0.3%
2026-07-09$406.55+3.2%
2026-07-08$394.06−2.2%
2026-07-07$402.90−4.0%
2026-07-06$419.77+6.7%
2026-07-02$393.45−7.5%
2026-07-01$425.30+1.1%
2026-06-30$420.60+2.1%
2026-06-29$411.84+8.5%
2026-06-26$379.71+1.2%
2026-06-25$375.12−0.1%
2026-06-24$375.53−1.6%
2026-06-23$381.61−5.8%
2026-06-22$405.05+1.1%
2026-06-18$400.49+1.0%
2026-06-17$396.38−2.0%
2026-06-16$404.66−1.6%
2026-06-15$411.15+1.2%
2026-06-12$406.43+1.8%
2026-06-11$399.15+4.6%
2026-06-10$381.59−3.8%
2026-06-09$396.68−3.0%
2026-06-08$408.95+4.6%
2026-06-05$391.00−6.6%
2026-06-04$418.45−1.2%
2026-06-03$423.700.0%
2026-06-02$423.74+1.9%
2026-06-01$415.88−4.6%
2026-05-29$435.79−1.4%
2026-05-28$442.10+0.4%
2026-05-27$440.36+1.6%
2026-05-26$433.59+1.8%
2026-05-22$426.01+2.0%
2026-05-21$417.85+0.1%
2026-05-20$417.26+3.3%
2026-05-19$404.11−1.4%
2026-05-18$409.99−2.9%
2026-05-15$422.24−4.8%
2026-05-14$443.30−0.4%
2026-05-13$445.27+2.7%
2026-05-12$433.45−2.6%
2026-05-11$445.00+3.9%
2026-05-08$428.35+4.0%
2026-05-07$411.79+3.3%
2026-05-06$398.73+2.4%
2026-05-05$389.37−0.8%
2026-05-04$392.51+0.4%
2026-05-01$390.82+2.4%
2026-04-30$381.63+2.4%
2026-04-29$372.80−0.9%
2026-04-28$376.02−0.7%
2026-04-27$378.67+0.6%
2026-04-24$376.30+0.7%
2026-04-23$373.72−3.6%
2026-04-22$387.51+0.3%
2026-04-21$386.42−1.5%
2026-04-20$392.50−2.0%
2026-04-17$400.62+3.0%
2026-04-16$388.90−0.8%
2026-04-15$391.95+7.6%
2026-04-14$364.20+3.3%
2026-04-13$352.42+1.0%
2026-04-10$348.95+1.0%
2026-04-09$345.62+0.7%
2026-04-08$343.25−1.0%
2026-04-07$346.65−1.7%
2026-04-06$352.82−2.2%
2026-04-02$360.59−5.4%
2026-04-01$381.26+2.6%
2026-03-31$371.75+4.6%
2026-03-30$355.28−1.8%
2026-03-27$361.83−2.8%
2026-03-26$372.11−3.6%
2026-03-25$385.95+0.8%
2026-03-24$383.03+0.6%
2026-03-23$380.85+3.5%
2026-03-20$367.96−3.2%
2026-03-19$380.30−3.2%
2026-03-18$392.78−1.6%
2026-03-17$399.27+0.9%
2026-03-16$395.56+1.1%
2026-03-13$391.20−1.0%
2026-03-12$395.01−3.1%
2026-03-11$407.82+2.2%
2026-03-10$399.24+0.1%
2026-03-09$398.68+0.5%
2026-03-06$396.73−2.2%
2026-03-05$405.55−0.1%
2026-03-04$405.94+3.4%
2026-03-03$392.43−2.7%
2026-03-02$403.32+0.2%
2026-02-27$402.51−1.5%
2026-02-26$408.58−2.1%
2026-02-25$417.40+2.0%
2026-02-24$409.38+2.4%
2026-02-23$399.83−2.9%
2026-02-20$411.820.0%
2026-02-19$411.71+0.1%
2026-02-18$411.32+0.2%
2026-02-17$410.63−1.6%
2026-02-13$417.44+0.1%
2026-02-12$417.07−2.6%
2026-02-11$428.27+0.7%
2026-02-10$425.21+1.9%
2026-02-09$417.32+1.5%
2026-02-06$411.11+3.5%
2026-02-05$397.21−2.2%
2026-02-04$406.01−3.8%
2026-02-03$421.960.0%
2026-02-02$421.81−2.0%
2026-01-30$430.41+3.3%
2026-01-29$416.56−3.5%
2026-01-28$431.46+0.1%
2026-01-27$430.90−1.0%
2026-01-26$435.20−3.1%
2026-01-23$449.06−0.1%
2026-01-22$449.36+4.2%
2026-01-21$431.44+2.9%
2026-01-20$419.25−4.2%
2026-01-16$437.50−0.2%
2026-01-15$438.57−0.1%
2026-01-14$439.20−1.8%
2026-01-13$447.20−0.4%
2026-01-12$448.96+0.9%
2026-01-09$445.01+2.1%
2026-01-08$435.80+1.0%
2026-01-07$431.41−0.4%
2026-01-06$432.96−4.1%
2026-01-05$451.67+3.1%
2026-01-02$438.07−2.6%
2025-12-31$449.72−1.0%
2025-12-30$454.43−1.1%
2025-12-29$459.64−3.3%
2025-12-26$475.19−2.1%
2025-12-24$485.400.0%
2025-12-23$485.56−0.6%
2025-12-22$488.73+1.6%
2025-12-19$481.20−0.4%
2025-12-18$483.37+3.4%
2025-12-17$467.26−4.6%
2025-12-16$489.88+3.1%
2025-12-15$475.31+3.6%
2025-12-12$458.96+2.7%
2025-12-11$446.89−1.0%
2025-12-10$451.45+1.4%
2025-12-09$445.17+1.3%
2025-12-08$439.58−3.4%
2025-12-05$455.00+0.1%
2025-12-04$454.53+1.7%
2025-12-03$446.74+4.1%
2025-12-02$429.24−0.2%
2025-12-01$430.140.0%
2025-11-28$430.17+0.8%
2025-11-26$426.58+1.7%
2025-11-25$419.40+0.4%
2025-11-24$417.78+6.8%
2025-11-21$391.09−1.0%
2025-11-20$395.23−2.2%
2025-11-19$403.99+0.7%
2025-11-18$401.25−1.9%
2025-11-17$408.92+1.1%
2025-11-14$404.35+0.6%
2025-11-13$401.99−6.6%
2025-11-12$430.60−2.1%
2025-11-11$439.62−1.3%
2025-11-10$445.23+3.7%
2025-11-07$429.52−3.7%
2025-11-06$445.91−3.5%
2025-11-05$462.07+4.0%
2025-11-04$444.26−5.1%
2025-11-03$468.37+2.6%
2025-10-31$456.56+3.7%
2025-10-30$440.10−4.6%
2025-10-29$461.51+0.2%
2025-10-28$460.55+1.8%
2025-10-27$452.42+4.3%
2025-10-24$433.72−3.4%
2025-10-23$448.98+2.3%
2025-10-22$438.97−0.8%
2025-10-21$442.60−1.1%
2025-10-20$447.43+1.8%
2025-10-17$439.31+2.5%
2025-10-16$428.75−1.5%
2025-10-15$435.15+1.4%
2025-10-14$429.24−1.5%
2025-10-13$435.90+5.4%
2025-10-10$413.49−5.1%
2025-10-09$435.54−0.7%
2025-10-08$438.69+1.3%
2025-10-07$433.09−4.4%
2025-10-06$453.25+5.4%
2025-10-03$429.83−1.4%
2025-10-02$436.00−5.1%
2025-10-01$459.46+3.3%
2025-09-30$444.72+0.3%
2025-09-29$443.21+0.6%
2025-09-26$440.40+4.0%
2025-09-25$423.39−4.4%
2025-09-24$442.79+4.0%
2025-09-23$425.85−1.9%
2025-09-22$434.21+1.9%
2025-09-19$426.07+2.2%
2025-09-18$416.85−2.1%
2025-09-17$425.86+1.0%
2025-09-16$421.62+2.8%
2025-09-15$410.04+3.6%
2025-09-12$395.94+7.4%
2025-09-11$368.81+6.0%
2025-09-10$347.79+0.2%
2025-09-09$346.97+0.2%
2025-09-08$346.40−1.3%
2025-09-05$350.84+3.6%
2025-09-04$338.53+1.3%
2025-09-03$334.09+1.4%
2025-09-02$329.36−1.4%
2025-08-29$333.87−3.5%
2025-08-28$345.98−1.0%
2025-08-27$349.60−0.6%
2025-08-26$351.67+1.5%
2025-08-25$346.60+1.9%
2025-08-22$340.01+6.2%
2025-08-21$320.11−1.2%
2025-08-20$323.90−1.6%
2025-08-19$329.31−1.7%
2025-08-18$335.16+1.4%
2025-08-15$330.56−1.5%
2025-08-14$335.58−1.1%
2025-08-13$339.38−0.4%
2025-08-12$340.84+0.5%
2025-08-11$339.03+2.8%
2025-08-08$329.65+2.3%
2025-08-07$322.27+0.7%
2025-08-06$319.91+3.6%
2025-08-05$308.72−0.2%
2025-08-04$309.26+2.2%
2025-08-01$302.63−1.8%
2025-07-31$308.27−3.4%
2025-07-30$319.04−0.7%
2025-07-29$321.20−1.3%
2025-07-28$325.59+3.0%
2025-07-25$316.06+3.5%
2025-07-24$305.30−8.2%
2025-07-23$332.56+0.1%
2025-07-22$332.11+1.1%
2025-07-21$328.49−0.4%
2025-07-18$329.65+3.2%
2025-07-17$319.41−0.7%
2025-07-16$321.67+3.5%
2025-07-15$310.78−1.9%
2025-07-14$316.90+1.1%
2025-07-11$313.51+1.2%
2025-07-10$309.87+4.7%
2025-07-09$295.88−0.6%
2025-07-08$297.81+1.3%
2025-07-07$293.94−6.8%
2025-07-03$315.35−0.1%
2025-07-02$315.65+5.0%
2025-07-01$300.71−5.3%
2025-06-30$317.66−1.8%
2025-06-27$323.63−0.7%
2025-06-26$325.78−0.5%
2025-06-25$327.55−3.8%
2025-06-24$340.47−2.4%
2025-06-23$348.68+8.2%
2025-06-20$322.160.0%
2025-06-18$322.05+1.8%
2025-06-17$316.35−3.9%
2025-06-16$329.13+1.2%
2025-06-13$325.31+1.9%
2025-06-12$319.11−2.2%
2025-06-11$326.43+0.1%
2025-06-10$326.09+5.7%
2025-06-09$308.58+4.6%
2025-06-06$295.14+3.7%
2025-06-05$284.70−14.3%
2025-06-04$332.05−3.5%
2025-06-03$344.27+0.5%
2025-06-02$342.69−1.1%
2025-05-30$346.46−3.3%
2025-05-29$358.43+0.4%
2025-05-28$356.90−1.7%
2025-05-27$362.89+6.9%
2025-05-23$339.34−0.5%
2025-05-22$341.04+1.9%
2025-05-21$334.62−2.7%
2025-05-20$343.82+0.5%
2025-05-19$342.09−2.3%
2025-05-16$349.98+2.1%
2025-05-15$342.82−1.4%
2025-05-14$347.68+4.1%
2025-05-13$334.07+4.9%
2025-05-12$318.38+6.7%
2025-05-09$298.26+4.7%
2025-05-08$284.82+3.1%
2025-05-07$276.22+0.3%
2025-05-06$275.35−1.8%
2025-05-05$280.26−2.4%
2025-05-02$287.21+2.4%
2025-05-01$280.52−0.6%
2025-04-30$282.16−3.4%
2025-04-29$292.03+2.2%
2025-04-28$285.88+0.3%
2025-04-25$284.95+9.8%
2025-04-24$259.51+3.5%
2025-04-23$250.74+5.4%
2025-04-22$237.97+4.6%
2025-04-21$227.50−5.7%
2025-04-17$241.37−0.1%
2025-04-16$241.55−4.9%
2025-04-15$254.11+0.7%
2025-04-14$252.350.0%
2025-04-11$252.310.0%
2025-04-10$252.40−7.3%
2025-04-09$272.20+22.7%
2025-04-08$221.86−4.9%
2025-04-07$233.29−2.6%
2025-04-04$239.43−10.4%
2025-04-03$267.28−5.5%
2025-04-02$282.76+5.3%
2025-04-01$268.46+3.6%
2025-03-31$259.16−1.7%
2025-03-28$263.55−3.5%
2025-03-27$273.13+0.4%
2025-03-26$272.06−5.6%
2025-03-25$288.14+3.5%
2025-03-24$278.39+11.9%
2025-03-21$248.71+5.3%
2025-03-20$236.26+0.2%
2025-03-19$235.86+4.7%
2025-03-18$225.31−5.3%
2025-03-17$238.01−4.8%
2025-03-14$249.98+3.9%
2025-03-13$240.68−3.0%
2025-03-12$248.09+7.6%
2025-03-11$230.58+3.8%
2025-03-10$222.15−15.4%
2025-03-07$262.67−0.3%
2025-03-06$263.45−5.6%
2025-03-05$279.10+2.6%
2025-03-04$272.04−4.4%
2025-03-03$284.65−2.8%
2025-02-28$292.98+3.9%
2025-02-27$281.95−3.0%
2025-02-26$290.80−4.0%
2025-02-25$302.80−8.4%
2025-02-24$330.53−2.2%
2025-02-21$337.80−4.7%
2025-02-20$354.40−1.7%
2025-02-19$360.56+1.8%
2025-02-18$354.11−0.5%
2025-02-14$355.840.0%
2025-02-13$355.94+5.8%
2025-02-12$336.51+2.4%
2025-02-11$328.50−6.3%
2025-02-10$350.73−3.0%
2025-02-07$361.62−3.4%
2025-02-06$374.32−1.0%
2025-02-05$378.17−3.6%
2025-02-04$392.21+2.2%
2025-02-03$383.68−5.2%
2025-01-31$404.60+1.1%
2025-01-30$400.28+2.9%
2025-01-29$389.10−2.3%
2025-01-28$398.09+0.2%
2025-01-27$397.15−2.3%
2025-01-24$406.58−1.4%
2025-01-23$412.38−0.7%
2025-01-22$415.11−2.1%
2025-01-21$424.07−0.6%
2025-01-17$426.50+3.1%
2025-01-16$413.82−3.4%
2025-01-15$428.22+8.0%
2025-01-14$396.36−1.7%
2025-01-13$403.31+2.2%
2025-01-10$394.74−0.1%
2025-01-08$394.94+0.1%
2025-01-07$394.36−4.1%
2025-01-06$411.05+0.1%
2025-01-03$410.44+8.2%
2025-01-02$379.28−6.1%
2024-12-31$403.84−3.3%
2024-12-30$417.41−3.3%
2024-12-27$431.66−4.9%
2024-12-26$454.13−1.8%
2024-12-24$462.28+7.4%
2024-12-23$430.60+2.3%
2024-12-20$421.06−3.5%
2024-12-19$436.17−0.9%
2024-12-18$440.13−8.3%
2024-12-17$479.86+3.6%
2024-12-16$463.02+6.1%
2024-12-13$436.23+4.3%
2024-12-12$418.10−1.6%
2024-12-11$424.77+5.9%
2024-12-10$400.99+2.9%
2024-12-09$389.79+0.1%
2024-12-06$389.22+5.3%
2024-12-05$369.49+3.2%
2024-12-04$357.93+1.9%
2024-12-03$351.42−1.6%
2024-12-02$357.09+3.5%
2024-11-29$345.16+3.7%
2024-11-27$332.89−1.6%
2024-11-26$338.23−0.1%
2024-11-25$338.59−4.0%
2024-11-22$352.56+3.8%
2024-11-21$339.64−0.7%
2024-11-20$342.03−1.1%
2024-11-19$346.00+2.1%
2024-11-18$338.74+5.6%
2024-11-15$320.72+3.1%
2024-11-14$311.18−5.8%
2024-11-13$330.24+0.5%
2024-11-12$328.49−6.1%
2024-11-11$350.00+9.0%
2024-11-08$321.22+8.2%
2024-11-07$296.91+2.9%
2024-11-06$288.53+14.8%
2024-11-05$251.44+3.5%
2024-11-04$242.84−2.5%
2024-11-01$248.98−0.3%
2024-10-31$249.85−3.0%
2024-10-30$257.55−0.8%
2024-10-29$259.52−1.1%
2024-10-28$262.51−2.5%
2024-10-25$269.19+3.3%
2024-10-24$260.48+21.9%
2024-10-23$213.65−2.0%
2024-10-22$217.97−0.4%
2024-10-21$218.85−0.8%
2024-10-18$220.70−0.1%
2024-10-17$220.89−0.2%
2024-10-16$221.33+0.8%
2024-10-15$219.57+0.2%
2024-10-14$219.16+0.6%
2024-10-11$217.80−8.8%
2024-10-10$238.77−0.9%
2024-10-09$241.05−1.4%
2024-10-08$244.50+1.5%
2024-10-07$240.83−3.7%
2024-10-04$250.08+3.9%
2024-10-03$240.66−3.4%
2024-10-02$249.02−3.5%
2024-10-01$258.02−1.4%
2024-09-30$261.63+0.4%
2024-09-27$260.46+2.5%
2024-09-26$254.22−1.1%
2024-09-25$257.02+1.1%
2024-09-24$254.27+1.7%
2024-09-23$250.00+4.9%
2024-09-20$238.25−2.3%
2024-09-19$243.92+7.4%
2024-09-18$227.20−0.3%
2024-09-17$227.87+0.5%
2024-09-16$226.78−1.5%
2024-09-13$230.29+0.2%
2024-09-12$229.81+0.7%
2024-09-11$228.13+0.9%
2024-09-10$226.17+4.6%
2024-09-09$216.27+2.6%
2024-09-06$210.73−8.4%
2024-09-05$230.17+4.9%
2024-09-04$219.41+4.2%
2024-09-03$210.60−1.6%
2024-08-30$214.11+3.8%
2024-08-29$206.28+0.3%
2024-08-28$205.75−1.7%
2024-08-27$209.21−1.9%
2024-08-26$213.21−3.2%
2024-08-23$220.32+4.6%
2024-08-22$210.66−5.6%
2024-08-21$223.27+1.0%
2024-08-20$221.10−0.7%
2024-08-19$222.72+3.1%
2024-08-16$216.12+0.9%
2024-08-15$214.14+6.3%
2024-08-14$201.38−3.1%
2024-08-13$207.83+5.2%
2024-08-12$197.49−1.3%
2024-08-09$200.00+0.6%
2024-08-08$198.84+3.7%
2024-08-07$191.76−4.4%
2024-08-06$200.64+0.9%
2024-08-05$198.88−4.2%
2024-08-02$207.67−4.2%
2024-08-01$216.86−6.6%
2024-07-31$232.07+4.2%
2024-07-30$222.62−4.1%
2024-07-29$232.10+5.6%
2024-07-26$219.80−0.2%
2024-07-25$220.25+2.0%
2024-07-24$215.99−12.3%
2024-07-23$246.38−2.0%
2024-07-22$251.51+5.1%
2024-07-19$239.20−4.0%
2024-07-18$249.23+0.3%
2024-07-17$248.50−3.1%
2024-07-16$256.56+1.6%
2024-07-15$252.64+1.8%
2024-07-12$248.23+3.0%
2024-07-11$241.03−8.4%
2024-07-10$263.26+0.4%
2024-07-09$262.33+3.7%
2024-07-08$252.94+0.6%
2024-07-05$251.52+2.1%
2024-07-03$246.39+6.5%
2024-07-02$231.26+10.2%
2024-07-01$209.86+6.1%
2024-06-28$197.88+0.2%
2024-06-27$197.42+0.5%
2024-06-26$196.37+4.8%
2024-06-25$187.35+2.6%
2024-06-24$182.58−0.2%
2024-06-21$183.01+0.8%
2024-06-20$181.57−1.8%
2024-06-18$184.86−1.4%
2024-06-17$187.44+5.3%
2024-06-14$178.01−2.4%
2024-06-13$182.47+2.9%
2024-06-12$177.29+3.9%
2024-06-11$170.66−1.8%
2024-06-10$173.79−2.1%
2024-06-07$177.48−0.3%
2024-06-06$177.94+1.7%
2024-06-05$175.00+0.1%
2024-06-04$174.77−0.9%
2024-06-03$176.29−1.0%
2024-05-31$178.08−0.4%
2024-05-30$178.79+1.5%
2024-05-29$176.19−0.3%
2024-05-28$176.75−1.4%
2024-05-24$179.24+3.2%
2024-05-23$173.74−3.5%
2024-05-22$180.11−3.5%
2024-05-21$186.60+6.7%
2024-05-20$174.95−1.4%
2024-05-17$177.46+1.5%
2024-05-16$174.84+0.5%
2024-05-15$173.99−2.0%
2024-05-14$177.55+3.3%
2024-05-13$171.89+2.0%
2024-05-10$168.47−2.0%
2024-05-09$171.97−1.6%
2024-05-08$174.72−1.7%
2024-05-07$177.81−3.8%
2024-05-06$184.76+2.0%
2024-05-03$181.19+0.7%
2024-05-02$180.010.0%
2024-05-01$179.99−1.8%
2024-04-30$183.28−5.6%
2024-04-29$194.05+15.3%
2024-04-26$168.29−1.1%
2024-04-25$170.18+5.0%
2024-04-24$162.13+12.1%
2024-04-23$144.68+1.9%
2024-04-22$142.05−3.4%
2024-04-19$147.05−1.9%
2024-04-18$149.93−3.6%
2024-04-17$155.45−1.1%
2024-04-16$157.11−2.7%
2024-04-15$161.48−5.6%
2024-04-12$171.05−2.0%
2024-04-11$174.60+1.7%
2024-04-10$171.76−2.9%
2024-04-09$176.88+2.3%
2024-04-08$172.98+4.9%
2024-04-05$164.90−3.6%
2024-04-04$171.11+1.6%
2024-04-03$168.38+1.1%
2024-04-02$166.63−4.9%
2024-04-01$175.22−0.3%
2024-03-28$175.79−2.2%
2024-03-27$179.83+1.2%
2024-03-26$177.67+2.9%
2024-03-25$172.63+1.1%
2024-03-22$170.83−1.2%
2024-03-21$172.82−1.6%
2024-03-20$175.66+2.5%
2024-03-19$171.32−1.4%
2024-03-18$173.80+6.3%
2024-03-15$163.57+0.7%
2024-03-14$162.50−4.1%
2024-03-13$169.48−4.5%
2024-03-12$177.54−0.1%
2024-03-11$177.77+1.4%
2024-03-08$175.34−1.9%
2024-03-07$178.65+1.2%
2024-03-06$176.54−2.3%
2024-03-05$180.74−3.9%
2024-03-04$188.14−7.2%
2024-03-01$202.64+0.4%
2024-02-29$201.88−0.1%
2024-02-28$202.04+1.2%
2024-02-27$199.73+0.2%
2024-02-26$199.40+3.9%
2024-02-23$191.97−2.8%
2024-02-22$197.41+1.4%
2024-02-21$194.77+0.5%
2024-02-20$193.76−3.1%
2024-02-16$199.95−0.2%
2024-02-15$200.45+6.2%
2024-02-14$188.71+2.5%
2024-02-13$184.02−2.2%
2024-02-12$188.13−2.8%
2024-02-09$193.57+2.1%
2024-02-08$189.56+1.1%
2024-02-07$187.58+1.3%
2024-02-06$185.10+2.2%
2024-02-05$181.06−3.6%
2024-02-02$187.91−0.5%
2024-02-01$188.86+0.8%
2024-01-31$187.29−2.2%
2024-01-30$191.59+0.3%
2024-01-29$190.93+4.2%
2024-01-26$183.25+0.3%
2024-01-25$182.63−12.1%
2024-01-24$207.83

Nov. 6 is not in the chart: the day had not closed when this story was written. Source: Tiingo end-of-day closes, as traded, via KeyVex.Chart data

How far short the truck ran

Tesla reports production in two groups: the Model 3 and Model Y, and "other models."Q3 update Its annual report names five consumer vehicles: the Model 3, Y, S, X and Cybertruck.10-K Tesla says its counts are passenger vehicles sold to customers.Q3 update So the second group held the Model S, the Model X and the Cybertruck, until Tesla stopped making the S and X in mid-2026, its quarterly report says.10-Q Electrek writes that the group now also includes the Semi truck.Electrek Either way, the group's total is a ceiling on the Cybertruck.

The group's total reached 94,105 in 2024, the truck's first full year, and has fallen since: 29,601 in the first nine months of 2026, and 7,004 in the third quarter.2024 deliveriesQ3 update By KeyVex's math, a year at the third quarter's pace is about 28,000, about 22% of the line's stated size, even if every one were a Cybertruck. Deliveries in the group fell about 48% from a year earlier, to 8,295.Q3 update

The Cybertruck line's capacity against every vehicle Tesla counted outside the Model 3 and Y, by yearVehicles. Capacity is Tesla's figure for one year; the other bars count every vehicle outside the Model 3 and Model Y, Cybertrucks among them.
View the data
MeasureVehiclesNote
Cybertruck line, one year (Tesla's stated capacity, more than)125,000More than 125,000 a year, Texas, in production (Q4 2023 and Q3 2026 updates)
2024 (counted outside the Model 3 and Y, Model S and X included)94,105Full-year 2024 table, Jan. 2, 2025 release
2025 (counted outside the Model 3 and Y, Model S and X included)53,90017,161 + 13,409 + 11,624 + 11,706, by quarter (April 2 and July 2, 2025 releases; Q3 2026 update)
2026, January to September (counted outside the Model 3 and Y, Model S and X until mid-2026)29,60113,775 + 8,822 + 7,004 (Q3 2026 update)

Source: Tesla's shareholder updates of Jan. 24, 2024 and Oct. 21, 2026, and its production releases of Jan. 2, April 2 and July 2, 2025 (8-K exhibits). 2025 and 2026 are sums of Tesla's quarterly figures.Data

Tesla's January 2024 update carried a caveat. "Installed capacity ≠ current production rate," it says.Q4 2023 update It expected the Cybertruck's ramp "to be longer than other models given its manufacturing complexity."Q4 2023 update

What Tesla says is taking its place

Tesla's third-quarter update says it "began deployment of Cybercab into our Robotaxi fleet in Austin."Q3 update Its quarterly report dates the rollout to September 2026.10-Q

The capacity table in the same update lists both vehicles in Texas, side by side, each at more than 125,000 a year and each in production.Q3 update The update does not say whether Cybercab needs the truck's space. Musk's post gave no other detail, and Electrek wrote that there was nothing yet on how long Tesla will keep selling trucks from inventory or on parts and service for owners.Electrek

Who reads it differently

Fred Lambert, Electrek's editor-in-chief, wrote that "the 'make room' explanation doesn't hold up."Electrek He noted that Giga Texas has "more than 10 million square feet of factory floor, by Tesla's own count."Electrek Electrek estimated that 7,000 to 8,000 of the group's third-quarter deliveries were Cybertrucks.Electrek

Electrive, an electric-vehicle trade site, reported that it "remains unclear whether the Cybertruck will be completely discontinued or if it will be produced elsewhere in the future."electrive No Tesla filing about the wind-down was on EDGAR as of the morning of Nov. 6.EDGAR

Also in the records

This section is not tied to the wind-down: Musk's post gave one reason, room for Cybercab. Federal safety regulators list 11 recall campaigns that cover the Cybertruck since January 2024, nine of them for the truck alone.KeyVex The largest of the nine truck-only campaigns, reported to NHTSA in October 2025, covered 63,619 trucks whose front parking lights could be too bright; a free software update fixed it.NHTSA In March 2025, a recall covering 46,096 trucks dealt with a light bar that can come loose.NHTSA

What to watch

  1. Tesla's fourth-quarter production and deliveries report, the next count of the "other models" group. Tesla released the third-quarter report on Oct. 2.Q3 deliveries

  2. The end of Cybertruck production at Gigafactory Texas, "around the middle of next year," by Musk's post.Electrek

The paper trail

The filings cited here, with the time EDGAR accepted them (Eastern).

Filed (ET)FormFilerWhat it shows
Oct. 21, 2026, 8:12 p.m.10-QTeslaQuarterly report: Model S and Model X sunset in mid-2026; Cybercab rollout in September 2026.
Oct. 21, 2026, 4:41 p.m.EX-99.1TeslaThird-quarter 2026 update: capacity table (Cybertruck and Cybercab in Texas, each more than 125,000 a year) and production by quarter.
Oct. 2, 2026, 9:04 a.m.EX-99.1TeslaThird-quarter 2026 production and deliveries: 7,004 other models built, 8,295 delivered.
Jan. 24, 2024, 5:24 p.m.EX-99.1TeslaFourth-quarter 2023 update: Cybertruck line in Texas at more than 125,000 a year; first trucks delivered.

Related coverage

Sources

18 sources, 13 of them public records

Public records

  1. Tesla Q3 2026 update (Form 8-K, Exhibit 99.1)SEC EDGAR · Oct. 21, 2026
  2. Tesla, Inc., Form 8-K, Item 2.02: third-quarter 2026 resultsSEC EDGAR · Oct. 21, 2026
  3. Tesla, Inc., Form 10-Q for the quarter ended Sept. 30, 2026SEC EDGAR · Oct. 21, 2026
  4. Tesla Third Quarter 2026 Production, Deliveries & Deployments (Form 8-K, Exhibit 99.1)SEC EDGAR · Oct. 2, 2026
  5. Tesla, Inc., Form 10-K for 2025SEC EDGAR · Jan. 29, 2026
  6. Tesla Fourth Quarter 2024 Production, Deliveries & Deployments, with full-year 2024 (Form 8-K, Exhibit 99.1)SEC EDGAR · Jan. 2, 2025
  7. Tesla First Quarter 2025 Production, Deliveries & Deployments (Form 8-K, Exhibit 99.1)SEC EDGAR · April 2, 2025
  8. Tesla Second Quarter 2025 Production, Deliveries & Deployments (Form 8-K, Exhibit 99.1)SEC EDGAR · July 2, 2025
  9. Tesla Q3 2023 update (Form 8-K, Exhibit 99.1)SEC EDGAR · Oct. 18, 2023
  10. Tesla Q4 2023 update (Form 8-K, Exhibit 99.1)SEC EDGAR · Jan. 24, 2024
  11. Tesla, Inc., Form 8-K, Item 2.02: fourth-quarter 2023 resultsSEC EDGAR · Jan. 24, 2024
  12. NHTSA recall campaign 25V699000: 2024-2026 Tesla Cybertruck, front parking lightsNational Highway Traffic Safety Administration · Oct. 15, 2025
  13. NHTSA recall campaign 25V170000: 2024-2025 Tesla Cybertruck, light barNational Highway Traffic Safety Administration · March 2025

Rules and references

  1. Tesla, Inc. filings, SEC EDGAR company search (8-K)SEC EDGAR · checked Nov. 6, 2026

Reporting

  1. "Tesla to end Cybertruck production as sales stall at ~10% of plan" (quotes Musk's X post)Electrek · Nov. 6, 2026
  2. "Tesla to phase out Cybertruck production in Texas in favour of Cybercab"electrive.com · Nov. 6, 2026

Data

  1. Daily prices for TSLA and QQQ (Tiingo)KeyVex · through Nov. 5, 2026
  2. Product recalls: NHTSA campaigns naming the Tesla CybertruckKeyVex · checked Nov. 6, 2026

How we got these numbers

  • Musk's post is quoted as Electrek, electrive.com and AutoGuide printed it, word for word the same in all three; X's own page was not readable to us without signing in. Electrek gives the post's address as x.com/elonmusk/status/2118591788701421573.
  • Capacity figures are Tesla's own, from the "installed annual capacity" tables in its shareholder updates of Jan. 24, 2024 (fourth quarter 2023) and Oct. 21, 2026 (third quarter 2026). Tesla says installed capacity is not the current production rate. The Oct. 18, 2023 update (third quarter 2023) lists the same >125,000 figure with the status "Pilot production". We checked those three updates, not every update in between.
  • Tesla does not report Cybertruck production by itself. "Other models" production by quarter, from the Oct. 21 update: 11,624 (Q3 2025), 11,706 (Q4 2025), 13,775 (Q1 2026), 8,822 (Q2 2026) and 7,004 (Q3 2026), 52,931 in all, Model S and Model X included until their mid-2026 sunset. 7,004 times four is 28,016, which is 22.4% of 125,000, KeyVex's math. Other-models deliveries: 8,295 in Q3 2026 against 15,933 in Q3 2025, down 47.9%.
  • Recall counts are NHTSA's potential units affected, not trucks built: 63,619 for campaign 25V699000 and 46,096 for 25V170000. Eleven NHTSA campaigns in KeyVex's recall data name the Cybertruck from Jan. 30, 2024 to April 21, 2026; nine name only the Cybertruck. Prices are as traded: TSLA closed at $385.19 on Nov. 4 and $343.69 on Nov. 5 (-10.8%); QQQ $691.95 and $647.05 (-6.5%).
  • The comparison lines in the stock chart follow SPY (S&P 500) and QQQ (Nasdaq 100), as traded, rebased. The Filings switch shows the filing markers from KeyVex's Tesla stock page, a selection of congressional trades, insider sales, Form 144 notices, 8-Ks and lobbying filings: not every filing, and not only those tied to this story. The header image was generated for KeyVex by an image model. It is an illustration, not a photograph of a real Cybertruck. This is a reading of the company's filings and news reports, not investment advice.

How KeyVex News works. Our stories are researched, drafted and checked with AI tools from public records. Every figure is checked against the filing it cites, and each story passes a final review before publication. Corrections are made in place and noted at the top of the story.

KeyVex News reports on public records. Nothing here is investment advice or a recommendation to buy or sell any security. Close prices from Tiingo.com.

The image shown with this story is AI-generated.

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