Tesla’s vehicle sales in the US declined year over year for the sixth consecutive month in March, according to data released Wednesday by Motor Intelligence.
The Elon Musk-led company sold 41,300 vehicles last month, down by 7.9% from a year ago but up from the 38,500 listed in February.
For the quarter, total sales reached X 119,900 — a 12.5% drop compared to the 136,985 units delivered between January and March 2025.
Last year’s comparable period had already recorded a year-over-year decline.
Over the past five quarters, the only exception was the third quarter of 2025, when EV demand surged ahead of the September 30 tax credit deadline.
Besides policy changes, the company is focusing on autonomy-related projects rather than auto sales, despite these still representing about 70% of its revenue (considering fourth quarter figures).
Tesla is scheduled to report global delivery figures on April 2.
Last week, the company posted first-quarter delivery estimates based on Wall Street consensus.
Analysts expect Tesla to have delivered 365,645 vehicles between January and March across the globe, with 351,179 of these being Model 3 and Model Ys.
All other models — including the Model S, Model X and Cybertruck — are expected to account for 13,946 units.
Model Y and Model 3
In the final quarter of 2025, Tesla launched the Model Y and Model 3 Standard — first in the US, then in Europe — which have lowered the entry-level prices on its best-selling vehicles by around $5,000.
The Model Y is priced from $39,990, while the Model 3’s pricing begins at $36,990.
Customers can opt for the more affordable RWD or AWD base trims, the Premium version available in both RWD and AWD configurations, and the Performance AWD — which launched in the US just hours before the end of September.
With the Premium AWD, customers can opt for the seven-seat configuration, reintroduced in the US earlier this year and recently expanded to Europe.
The three-row layout adds $2,500 to the price of the model.
The six-seat Model Y L — which first debuted in China last Summer — was spotted last month at Tesla’s GigaTexas facility, hinting that it could be entering the US soon.
The company has not yet confirmed whether this model will be offered in its domestic market, where Elon Musk had stated last year that it “might not ever” debut.
Other Models
In February, Tesla introduced a more affordable version of the Cybertruck pick-up, with prices starting from $59,990.
After CEO Elon Musk hinted at a price increase planned for early March, demand for the model skyrocketed.
As of Wednesday, those planning to order the model, now priced from $69,990 after a confirmed $10,000 price increase, can expect delivery in “2027.”
Musk wrote on X last month that “the Cybertruck rear bench has three sets of isofix attachments and is wide enough to fit three child seats or three adults.”
A user reacted to the post asking Tesla to build a minivan, to which Musk later replied that “Something way cooler than a minivan is coming.”
The Chief Executive did not specify whether he was referring to a personal vehicle or a purpose-built one — such as the upcoming Robovan, unveiled at the same time as the Cybercab model.
In January, Tesla announced it would stop producing the Model S and Model X as it shifts its manufacturing lines to the Optimus humanoid robot.
The Model X and Model S account for about 3% of the company’s global vehicle deliveries.
Outlook
The company expects to only produce autonomous vehicles and the second generation of the Roadster model — for which the unveiling is expected in “late April” — in the future.
Before that, the company plans to begin production of its Cybercab robotaxi in April — a purpose-built fully autonomous vehicle that will run on its unsupervised Full Self-Driving (FSD) software.
The company is, however, battling renewed scrutiny of its self-driving software.
Last month, the National Highway Traffic Safety Administration (NHTSA) has escalated its investigation into Tesla’s FSD.
The news came just a day after news of a lawsuit over a crash involving a Cybertruck (allegedly) on Autopilot, which Musk denied was related to the software.
Additionally, Tesla has lost three senior figures directly involved in bringing the Cybercab to production in the span of about five weeks.
Victor Nechita, who served as the vehicle program manager for the Cybercab, left the company the day after the first production unit rolled off the line at Giga Texas in mid-February.
Weeks later, software director Thomas Dmytryk, who built Tesla‘s over-the-air update system and robotaxi ride-hailing infrastructure, also departed.
Most recently, Cybercab manufacturing operations leader Mark Lupkey left the company.
Tesla shares dropped below $360 last Friday — trading as low as $359.57.
It marked the stock’s lowest point since mid-September, extending a steep decline from the all-time high of $498.83 set in late December.
