
Tesla Cybertruck Bet Not Paying Off? Ford, GM Outsell EV Giant
- by Benzinga
- Jul 17, 2025
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Tesla is falling behind Ford and General Motors in the electric pickup truck sector.
The Cybertruck was expected to be a big seller by Tesla CEO Elon Musk. Tesla sold 38,965 Cybertrucks in 2024, which ranked fifth among all electric vehicles for the U.S. market. Ranking right behind in sixth place was the F-150 Lightning with 33,510 units sold.
An estimate from Electrek that the Cybertruck had fewer than 5,000 sales is now supported by Cox Automotive data.
In the recent second quarter, Tesla disclosed it sold 10,394 vehicles in what’s referred to as the “other” category, which includes older models, the Tesla Semi and Cybertruck. The other category hit its lowest level since the first quarter of 2023, which was before the Cybertruck was even available. That came after the other category had delivered more than 15,000 units for seven straight quarters and more than 20,000 units for three straight quarters.
The pickup category is a strong one for automakers; the traditional gas-powered F-150 is one of the U.S.’s bestselling vehicles annually.
Tesla originally planned to disrupt the electric pickup truck market. However, the company will likely lower Cybertruck production. Expect the EV giant to focus on better-selling vehicles, as well as new growth ambitions, such as robotaxis.
TSLA Price Action: Tesla stock trades at $321.65 on Thursday versus a 52-week trading range of $182.00 to $488.54. Tesla stock is down 15% year-to-date in 2025.
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