Tesla Cybertruck Inventory Surges to 10,000 Units, Signaling Deepening Crisis for EV Giant

In a stunning development, Tesla‘s Cybertruck inventory has ballooned to over 10,000 units in the U.S., a record high that underscores a troubling crisis for the electric vehicle (EV) titan. According to Tesla-Info.com, this surge—up from just 2,400 units in early April 2025—reflects not only sluggish demand but also aggressive discounting to move aging stock, leaving Tesla with nearly $800 million in unsold Cybertrucks.

Flood of Unsold Trucks

The Cybertruck, Tesla’s bold bet on a futuristic all-electric pickup, is struggling to find buyers. Many of the 10,000 units in inventory were built in 2024, with some, including discontinued “Foundation Series” models, sitting unsold for over seven months. At an average price of $78,000, these trucks represent a massive financial burden. Tesla’s response? Slashed prices, which have fragmented listings by creating multiple price points for similar configurations, exposing the true scale of the inventory glut.

Production Slowdown and Strategic Missteps

Low demand has forced Tesla to throttle Cybertruck production to a trickle, a sharp departure from its ambitious goal of 250,000 units annually. “This is about as bad as it gets,” notes Electrek, highlighting that 10,000 units equate to roughly two quarters of Cybertruck sales. The recent launch of the rear-wheel-drive (RWD) Cybertruck, stripped of promised features and equipped with the same battery as the all-wheel-drive model, signals Tesla’s retreat from earlier plans for a smaller, more affordable battery pack—a move reminiscent of scaled-back Model S/X programs after the rise of Model 3 and Model Y.

Implications for EV Enthusiasts and the Market

For EV owners and enthusiasts, the Cybertruck’s woes are a gut punch. The truck promised to redefine the pickup segment with its angular design, stainless steel exoskeleton, and off-road prowess. Yet, its high price, polarizing looks, and now-evident market struggles raise questions about its viability. Regulatory pressures, such as stricter EV incentives or emissions standards, could further complicate Tesla’s efforts to clear inventory. Economically, the $800 million tied up in unsold trucks strains Tesla’s resources, potentially diverting funds from innovation or expansion.

EVXL’s Take

Here’s the hard truth: Tesla’s Cybertruck dream is teetering on the edge. The inventory crisis isn’t just numbers—it’s a signal that the market isn’t ready for a $78,000 electric pickup, no matter how futuristic. Tesla’s discounting and production cuts feel like a slow surrender, and the RWD model’s compromises scream pragmatism over ambition. For EV fans, it’s like watching a favorite band cancel their tour. Tesla needs to rethink its approach—maybe a more affordable Cybertruck variant or a pivot to markets craving rugged EVs. Until then, those 10,000 trucks are a stark reminder: even giants stumble when they misjudge the road ahead.

Photos courtesy of Joe Tegtmeyer