Tesla will keep building the Cybertruck through the end of summer 2027 to work through more of its order backlog, Chief Executive Officer Elon Musk said on Wednesday, pushing back an end date he had put at around June or July only days earlier.
“In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027,” Musk wrote on X.
He did not give a date, say how many more trucks the longer run would add or whether Tesla still plans the extra shift he announced on Saturday. He also did not say whether fewer buyers would now have their deposits returned.
Changing Timelines
It is the fourth time in six days that Musk has set out a timeline for the end of the truck.
Musk first announced the end of the pickup on Friday, November 6. “Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production,” he wrote.
A day later, he said the order backlog was “far more than we can make before dismantling the line for Cybercab expansion around June/July next year” and that Tesla would add an extra shift “to try to get all orders done in time.” In a separate reply, he wrote that Tesla was “still building Cybertruck for another 8 or 9 months.”
On Monday, he said the “order rate far exceeds our production rate” and that Tesla would try to make as many trucks as possible “before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
In the same post, he rejected reports that the truck was unprofitable. “This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production,” he wrote.
Tesla reports a single automotive gross margin across its vehicles. In its third-quarter 2024 update, it said Cybertruck production “achieved a positive gross margin for the first time.”
Tesla does not disclose the Cybertruck’s order book. In its third-quarter update, it said it “ended the quarter with the largest backlog for our passenger vehicles in four years,” without giving a figure or a breakdown by model.
The Cyberbeast
The extension comes as buyers have fewer ways to order the truck.
Tesla’s U.S. configurator on Wednesday listed the Cyberbeast as the only version available to order, at $109,990. The Dual Motor all-wheel drive, at $82,490, and the Premium all-wheel drive, at $92,490, were shown but could not be selected.
The Cyberbeast’s price rose by $7,500 from $102,490 on Monday evening, when Tesla also stopped taking orders for the Premium. It had paused orders for the Dual Motor on November 6, when it raised prices by up to 9%.
The Cyberbeast has risen 10% in less than a week from the $99,990 it cost before November 6. The Premium was priced at $79,990 earlier this year, and the Dual Motor launched in February at $59,990, the lowest price the pickup has carried, before rising in August.
Sales Far Below Plans
Tesla does not report Cybertruck sales separately. It delivered 8,295 vehicles in its “other models” category in the third quarter, down 48% from 15,933 a year earlier, and produced 7,004. The category also included remaining Model S and Model X inventory, after Tesla ended production of both earlier this year.
Cox Automotive’s Kelley Blue Book estimated U.S. Cybertruck sales at 4,323 in the third quarter, down 19.7% from 5,385 a year earlier, and at 11,586 in the first nine months of the year, down 28%. It put sales at 38,965 in 2024 and 20,237 in 2025.
Musk said on Tesla’s third-quarter 2023 earnings call, a month before the first deliveries, that Texas could build about 250,000 Cybertrucks a year. Tesla’s latest update lists installed annual capacity there of more than 125,000 Cybertrucks.
Part of the recent demand came from Musk’s own companies. SpaceX bought 1,279 Cybertrucks in the fourth quarter of 2025, more than 18% of the 7,071 registered in the U.S. that quarter, according to S&P Global Mobility registration data.
Outside North America, Tesla dropped plans to sell the Cybertruck in Australia and New Zealand in October and told reservation holders it would refund their payments. “After careful consideration, plans to produce Cybertruck for Australia and New Zealand have been discontinued,” Tesla said in an email to them.
Tesla began Cybertruck deliveries in South Korea, its first market outside North America, in late 2025 and in the United Arab Emirates in January.
Room for Cybercab
Tesla has framed the end of the truck around the Cybercab, the two-seat robotaxi without a steering wheel or pedals that it builds at the same Texas plant.
“If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab,” Musk wrote on November 7.
In the same post, he said efficiency gains would allow a smaller 40 kWh battery pack for the Cybercab.
Musk had first signaled the change on Tesla’s January 28 earnings call, when he said the Cybertruck line would be converted to a “fully autonomous line.”
Tesla began offering rides in Cybercabs in Austin on September 3. It had 544 Cybercabs registered with the Texas Department of Motor Vehicles as of late October, alongside 507 Model Ys. Its third-quarter update listed installed Cybercab capacity in Texas of more than 125,000 a year.
Lars Moravy, Tesla’s Vice President of Vehicle Engineering, said on the third-quarter call that the company aimed to deliver its first Cybercabs to customers by the end of this year. “Obviously, we’re producing them in our line in Texas, but all of those are currently going to our own internal Robotaxi fleet,” he said.
Once the Cybertruck ends, the Model 3 and Model Y will be the only Tesla cars built for consumers until the new Roadster, which Musk has said will go into production in 2028. Wes Morrill, the Cybertruck’s Lead Engineer, has said Tesla “will maintain spare parts and service will continue support” for existing trucks, without giving a support period.
Tesla shares were up 3.5% at $393.24 in midday trading on Wednesday.
