Tesla to Wind Down Cybertruck Production

Elon Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for more Cybercab robotaxi output. The Cybertruck never reached mass-market sales, with Cox estimating 20,237 U.S. units last year against Musk's 250,000 annual target.

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Tesla is retiring its Cybertruck from Texas production around mid-2027 and reallocating capacity to the two-seat Cybercab robotaxi. The move formalizes the Cybertruck's commercial underperformance, with U.S. sales down 48% to about 20,237 units last year and 11 recalls on the 2024 model. It signals a strategic shift away from niche consumer vehicles toward autonomy-driven robotaxi economics. Investors will watch Cybercab ramp execution and whether Texas can accommodate Model Y and Cybercab volumes. The full-size pickup market remains with Ford, GM and Stellantis, which face one fewer electric competitor.