Tesla’s Cybertruck inventory has skyrocketed to a new record high of more than 10,000 units. The vehicle program is in crisis.

We reported at the beginning of April that Tesla ended the first quarter of 2025 with at least 2,400 Cybertrucks in new inventory available in the US.

There’s no exact way to track Tesla’s inventory in the US, but there are ways to track Tesla’s Cybertruck listings. Sometimes, Tesla may have many vehicles with the exact same configuration at the same location and it will only publish a single listing for it.

Therefore, Tesla might have been sitting on more Cybertruck inventory.

A month later, the number of listings in the US has skyrocketed to over 10,000 Cybertrucks, according to Tesla-Info.com:

This surge could be due to an actual net increase in Cybertruck inventory, but Tesla is also heavily discounting the trucks at varying rates, creating several different prices and, therefore, more listings.

At an average sale price of $78,000, Tesla could have almost $800 million worth of Cybertrucks.

Due to low demand, Tesla appears to have significantly slowed down Cybertruck production in recent months. Therefore, this surge is likely more about Tesla discounting the vehicles, exposing the broader US inventory, than an actual major increase in inventory due to more production.

Many of the Cybertrucks in inventory were built in 2024, so they are already at least four months old. Tesla still has ‘Foundation Series’ Cybertrucks in inventory, which it stopped producing in October 2024—more than seven months ago.

Tesla recently launched the Cybertruck RWD, but it has given up on making it with a smaller battery pack and instead removed many important features.

Electrek’s Take

This is about as bad as it gets. Over 10,000 units account for about two quarters of Tesla’s Cybertruck sales.

It already looks like Tesla has slowed Cybertruck production down to a crawl, but I wouldn’t be surprised if it pauses it soon. The hard part for Tesla is to admit defeat.

The Cybertruck RWD using the same battery pack as the AWD was already a sort of admission that Tesla found the vehicle program to be too small to be worth being produced with two battery pack sizes. The automaker did the same with Model S/X when the program’s volumes shrank following the launches of Model 3 and Model Y.

It looks like under the current circumstances, Tesla will have issues selling more than 20,000 Cybertrucks per year in the US despite having planned production for 250,000 units.