Tesla Drops Cybertruck Manufacturing Targets, Employees Say

Tesla is scaling again Cybertruck manufacturing.

The electrical-car maker has dropped manufacturing targets for a number of Cybertruck strains over the previous few months, two staff with information of the targets advised Enterprise Insider. Some strains are operating at a small fraction of their earlier capability, and the corporate has additionally thinned out a handful of Cybertruck manufacturing groups by greater than half, these staff stated.

Since January, the carmaker has continued to maneuver some staff from the Cybertruck line, which is made at its Gigafactory Texas location, to the Mannequin Y line, 4 staff stated.

“It feels quite a bit like they’re filtering individuals out,” one of many staff stated. “The car parking zone retains getting emptier.”

A spokesperson for Tesla didn’t reply to a request for remark.

In the course of the first three months of 2025, Tesla bought 6,406 Cybertrucks — half that of the earlier quarter, in response to an estimate from Cox Automotive. Earlier than the truck’s launch, Musk stated Tesla had greater than 1,000,000 reservations for the automobile. Thus far, it has delivered fewer than 50,000 Cybertrucks, in response to a March 20 recall.

In April, Tesla unveiled its most cost-effective model of the truck, a $69,990 rear-wheel-drive variant.

Tesla gross sales extra broadly have been trending downward. This yr’s first-quarter supply outcomes, that are seen as a proxy for gross sales, confirmed a 13% drop from the identical interval in 2024.

The latest Cybertruck manufacturing shift follows comparable strikes made in December 2024, when the carmaker notified staff it will change Cybertruck manufacturing schedules and surveyed staff on their most popular function. On the time, staff stated they have been advised the corporate deliberate to reduce manufacturing targets for the electrical pickup truck for the primary quarter of 2025.

Tesla’s lackluster supply numbers come at a time when the corporate is going through stress from all fronts. Rivals are edging in to compete with Tesla’s ageing lineup, demonstrators are staging protests outdoors showrooms, and the corporate’s inventory is down round 40% year-to-date.

Shares of the carmaker are nonetheless up greater than 53% from this time final yr.

Throughout a press convention on the White Home final month, Tesla CEO Elon Musk promised to double the corporate’s automobile manufacturing charges within the US over the course of the following two years.

In February, in the course of the firm’s biannual efficiency critiques, Tesla requested managers to determine which roles on their groups have been important to the corporate, three present and former staff stated. The corporate first added the question to worker critiques in February 2024. Employees have been additionally ranked on a scale of 1 to 5. The corporate eradicated a small proportion of workers in the course of the critiques, two individuals stated.

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