Tesla’s long-hyped Cybertruck is losing its spark in the U.S. market, with sales plunging sharply in the third quarter of 2025 despite booming demand for electric vehicles overall.
Data from Cox Automotive and Kelley Blue Book show that Tesla sold just 5,385 Cybertrucks between July and September, down 62.6% from the 14,416 units delivered during the same quarter last year. For the first nine months of 2025, total Cybertruck sales reached 16,097 units — a steep 38% decline from a year earlier.
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The drop-off contrasts sharply with the success of Tesla’s core lineup, particularly the Model Y, which remains the country’s best-selling EV. Elon Musk had once predicted that Cybertruck production would ramp up to 250,000 units annually “probably sometime in 2025.” However, with fewer than 20,000 deliveries expected this year, the futuristic stainless-steel pickup remains far from hitting that milestone.
While Tesla’s electric pickup stumbled, competitors seized the opportunity to capture market share. Ford’s F-150 Lightning recorded 10,005 sales in the third quarter — a surge of nearly 40% year-on-year — lifting its market share in the electric truck segment to 2.2%, compared with the Cybertruck’s 1.2%.
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General Motors also gained traction, nearly doubling sales of the Chevrolet Silverado EV to 3,940 units and adding 3,374 units of the newly launched GMC Sierra EV. Rivian’s R1T followed suit, up 13% from a year ago with 2,378 trucks sold.
Overall, electric vehicles made up a record 10.5% of total U.S. auto sales in Q3, up from 8.6% last year. Tesla retained its lead in the EV space, delivering 179,525 vehicles, but its 7.5% growth lagged behind the broader market’s 30% expansion.