Tesla’s US vehicle sales fell year over year for the fifth straight month in February, according to data released Tuesday by Motor Intelligence.
The company sold 38,500 vehicles during the month, down 11.8% from 43,650 units a year earlier.
On a month-to-month basis, sales also declined for the third consecutive month, slipping from 48,300 units in December to 40,100 in January and then by another 4.0% in February.
Tesla‘s domestic sales have now declined year over year in ten of the past twelve months, with only July, August, and September 2025 posting gains.
The third quarter marked a period of growth as demand surged ahead of the federal EV tax credit deadline, on September 30.
Besides policy changes, the company is focusing on autonomy-related projects rather than auto sales, despite these still making up most of its revenue.
Last quarter, automotive revenue represented $17.7 billion out of the total $24.9 billion reported — about 70%.
Cybertruck
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.
Seven days ago, new orders were expected to be delivered in September-October.”
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.”
Additionally, Tesla removed the ‘Luxe Package’ from the Cyberbeast, the higher-priced trim.
Introduced last summer, the package increased the trim’s price by $15,000 and included perks such as free Supercharging, complimentary Premium Connectivity, and the Full Self-Driving (FSD) software.
At the time, customers could purchase FSD outright for $8,000 or subscribe for $99 per month.
The company has since eliminated the one-time purchase option, making the software available only through a subscription.
The ‘Luxe Package’ is still available with Model S and Model X purchases. The two flagship models were revamped last June.
Tesla announced in the latest earnings call that it will end production of the two models as it transitions to manufacturing its Optimus humanoid robot.
The Model X and Model S account for about 3% of the company’s global vehicle deliveries.
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.
As of Monday, the company had altered the entry-level variant’s naming, removing the ‘Standard’ mention — they are now referred to as the Rear-Wheel Drive (RWD) version.
Customers now have several options: 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.
US Rivals
Overall, sales for EV makers in the US have declined in February.
Rivian, which is preparing to launch its more affordable mid-size SUV this month, has recorded a 34% year over year plunge in vehicle registrations, with 2,700 EVs sold in February.
Lucid Motors, on the other hand, saw a 86% jump to 1,500 units, as the company ramps up production of its second model, the Gravity SUV.
The brand has recently shut down the online configurators for its Air and Gravity models, with an executive confirming that the 2027 model year vehicles are under preparation.
Polestar recorded its eight consecutive month of year-over-year declines as it continues to struggle with high tariffs on China-produced vehicles.
