Musk says Tesla will wind down Cybertruck production in Texas around mid-2027

Elon Musk said on Friday that Tesla will end Cybertruck production at its Texas factory around the middle of next year. In his post on X, as quoted by Electrek and CarScoops, he wrote that "Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year" and that the move is "to make room for increased Cybercab production."

What is Musk's word and what is Tesla's

This needs a clear line, because the wording is narrower than some headlines. Everything above is a statement from Musk's personal account. We found no Tesla press release, filing or investor-relations notice confirming it. Reuters, in a story republished by Global Banking & Finance Review, reported that Tesla did not immediately respond to a request for comment sent outside regular business hours.

Musk said "winding down" production at Giga Texas. Electrek and CarScoops both note he did not say the truck is being discontinued outright, how long remaining inventory will be sold, or whether production could move to another site. CarScoops reports that he told an owner who replied to the post that Tesla will maintain spare parts and service. We have not seen that reply ourselves, so treat it as reported. Tesla's next formal word will most likely be its 10-K or a shareholder update.

The sales picture behind the decision

Before launch, Musk had predicted annual sales of 250,000, according to Reuters. The estimates since are far lower. Reuters cites Kelley Blue Book figures of 20,237 US Cybertrucks sold in 2025, down 48% from 38,965 in 2024. CarScoops, citing Cox Automotive (the parent of Kelley Blue Book), puts US sales at 11,586 for the first nine months of 2026, down 28% from a year earlier, and about 71,000 over almost three years.

Those quarterly figures imply about 4,300 for the third quarter (11,586 less 7,263), our own subtraction and not a published number. These are third-party estimates, since Tesla does not report Cybertruck deliveries on their own. In its third-quarter delivery report the truck sits inside an "other models" line, which Electrek says was 8,295 and estimates at 7,000 to 8,000 Cybertrucks. That is well above the Cox-based figure, so the estimates do not agree and none is official.

Electrek also reports that Musk-linked companies were a notable buyer: 1,279 trucks went to SpaceX in the fourth quarter of 2025, and 1,339 across Musk's companies that quarter, about 19% of US registrations. CarScoops puts the share of that quarter's output going to Musk-owned businesses at nearly 20%. Those numbers come from the outlets, not from Tesla.

Why Cybercab gets the floor space

Cybercab is Tesla's two-seat, no-steering-wheel robotaxi. We covered its Austin launch and what is actually running, and our third-quarter earnings story shows capital spending climbing to $4.7 billion as Tesla leans into that bet. Reuters and Electrek tie the Cybertruck decision to the same Texas site. The practical reading is that a plant sized for a truck that sells a few thousand a quarter is being repurposed for the product Tesla is putting its future on. That is our interpretation of the reporting, not a Tesla statement.

What it means

• Owners: nothing changes immediately. The cutoff is about eight months away on Musk's timeline, and he has said support continues, but Tesla has published no policy.
• Used-truck buyers and lenders: the end of a production run can change resale and parts expectations. No data yet shows any effect, and we are not forecasting one.
• Tesla watchers: the shares closed at $343.69 on November 5, 29.8% below the December 16, 2025 peak in our chart, and we will check how they trade when markets open. See our Tesla explainer for the fuller picture.

What to watch

Whether Tesla confirms the timeline in a filing, what it says about inventory and warranty support, and whether any write-down or charge appears when the line is retooled. Until then the date is an intention from Musk, and "around the middle of next year" is his phrase, not a schedule.

Sources: Elon Musk on X, Nov. 6, 2026; Electrek, Nov. 6, 2026; CarScoops, Nov. 6, 2026; Reuters via Global Banking & Finance Review, Nov. 6, 2026; sales estimates from Kelley Blue Book and Cox Automotive as cited by those outlets; share prices from daily closes through Nov. 5, 2026. This is market information, not investment advice.