Cybertruck Flop & Supplier Dispute
Cybertruck sales far below expectations: 39k in 2024, 20k in 2025, 3.5k in Q1 2026; registrations through May 2026 only 7,133. Widespread PCS failures forced warranty extension to 8 years/150k miles. Supplier holding tooling for $250k/week ransom; Tesla suing; TRO granted but lot piling up; delivery estimate pushed to April 2027 for new orders. Recent price hikes: base now $75k (from $59k), $5k increases on Dual Motor and Premium AWD trims, Cyberbeast unchanged. Resale depreciation concerns. This confirms weak demand and margin pressure.
Sources (3)
Updated Aug 25, 2026