Tesla to Wind Down Cybertruck Production Mid-2025 to Boost Robotaxi Output

Source Summary

Tesla CEO Elon Musk announced Friday that the company will wind down Cybertruck production at its Austin, Texas Gigafactory around mid-2025 to make room for increased Cybercab production. The Austin facility is Tesla's only known plant assembling the Cybertruck and equipped to manufacture its specialized components. Musk did not specify whether Cybertruck production would be relocated elsewhere.

Why it matters

The decision signals Tesla's strategic shift in capital allocation and production capacity toward autonomous vehicle technology, potentially affecting Cybertruck availability and the company's near-term revenue mix.

What remains uncertain

It remains unclear whether Cybertruck production will be moved to another Tesla facility or discontinued entirely.

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NASDAQ:TSLALive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in Tesla, Inc..

Insider activity sentiment

Leaning bearish

BearishNeutralBullish

0 discretionary purchases · 1 discretionary sales

Confidence: Low

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
Chief Financial OfficerTaneja Vaibhav	Informative sell	Common StockOpen-market or private transaction (S)	2,605.75	$360.134	$938,419	Sep 8, 2026
Chief Financial OfficerTaneja Vaibhav	Non-informative buy	Common StockExercise or conversion; not an open-market trade (M)	6,539	—	—	Sep 5, 2026
CEOMusk Elon	Non-informative buy	Common StockExercise or conversion; not an open-market trade (M)	303,960,630	—	—	Jun 16, 2026
CEOMusk Elon	Non-informative sell	Common StockTax or exercise-price withholding (F)	17,531,857	—	—	Jun 16, 2026
Chief Financial OfficerTaneja Vaibhav	Informative sell	Common StockOpen-market or private transaction (S)	2,605.5	$402.197	$1,047,924	Jun 8, 2026

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

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Owner	Activity	Change	Shares held	Value (thousands)	Reported
Vanguard Group Inc	Buy	6,538,720 (2.591%)	258,925,024	$88,989,941	12/31/2025
Blackrock, Inc.	Buy	6,028,120 (2.897%)	214,123,129	$73,591,978	6/30/2026
Vanguard Capital Management Llc	Buy	1,172,768 (0.641%)	184,023,551	$63,247,054	6/30/2026
State Street Corp	Buy	2,761,298 (2.408%)	117,456,756	$40,368,712	6/30/2026
Geode Capital Management, Llc	Buy	911,610 (1.341%)	68,914,720	$23,685,300	6/30/2026
Invesco Ltd.	Buy	583,293 (1.063%)	55,464,442	$19,062,574	6/30/2026
Vanguard Portfolio Management Llc	Buy	297,610 (0.604%)	49,550,535	$17,030,023	6/30/2026
Capital World Investors	Buy	2,831,596 (6.6%)	45,735,669	$15,718,892	6/30/2026
Jpmorgan Chase & Co	Sell	-4,102,874 (-8.905%)	41,972,287	$14,425,455	6/30/2026
Fmr Llc	Buy	3,738,248 (10.376%)	39,766,224	$13,667,254	6/30/2026
Morgan Stanley	Sell	-305,313 (-0.779%)	38,872,087	$13,359,948	6/30/2026
Norges Bank	Buy	726,279 (1.907%)	38,812,422	$13,339,441	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Oct 15, 2026	69,350,469	31,287,736	-2.23%	2.22
Sep 30, 2026	70,931,312	36,582,381	+3.00%	1.94
Sep 15, 2026	68,862,357	40,108,176	-7.23%	1.72
Aug 31, 2026	74,230,933	36,423,555	+7.27%	2.04
Aug 14, 2026	69,196,896	32,128,184	+1.01%	2.15
Jul 31, 2026	68,501,639	44,213,010	-3.04%	1.55
Jul 15, 2026	70,646,375	39,663,962	-10.70%	1.78
Jun 30, 2026	79,109,257	45,999,264	—	1.72

Fiscal quarter	Reported	EPS	Consensus	Surprise
Sep 2026	Oct 21, 2026	0.20	0.22	-9.09%
Jun 2026	Jul 22, 2026	0.04	0.32	-87.5%
Mar 2026	Apr 22, 2026	0.18	0.21	-14.29%
Dec 2025	Jan 28, 2026	0.31	0.34	-8.82%

Source Summary

Why it matters

What remains uncertain

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Insider activity sentiment

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