Tesla raised prices on two Cybertruck models by up to 7% on Tuesday, with shares of Tesla, Inc. (TSLA) down 3.83% as investors weigh whether demand can support the higher price tags. The move came after a difficult start to the week: TSLA fell 4% on Monday, its worst session in a month, though the stock remains up 12% so far in August.

Under the new pricing, the Cybertruck Dual Motor All-Wheel Drive now costs $74,990, up from $69,990 — a 7.1% increase. The Premium All-Wheel Drive rose to $84,990 from $79,990, a 6.2% increase. The top-of-the-line Cyberbeast stayed put at $99,990.

The changes were flagged on X (formerly Twitter) by Tesla investor Sawyer Merritt:

Tesla has just increased Cybertruck prices in the U.S. by up to 7%.

New prices:
• Cybertruck Dual-Motor AWD: $74,990 (from $69,990, 7.1% increase)
• Cybertruck Premium AWD: $84,990 (from $79,990, 6.2% increase)
• Cybertruck Cyberbeast: $99,990 (same as before) pic.twitter.com/MDskuuYacj

— Sawyer Merritt (@SawyerMerritt) August 25, 2026

A Familiar Pricing Shuffle

This is not the first time Tesla has adjusted Cybertruck pricing. In August 2025, the company raised the Cyberbeast by $15,000 to $114,990, then reversed that increase in February. In February 2026, Tesla also briefly introduced a lower-priced Dual Motor variant at $59,990, which Elon Musk said would only be available for 10 days.

Weak Sales Hang Over the Price Hikes

The latest increases raise an obvious question: is demand actually there? The numbers suggest a tough road. Cox Automotive estimated that Tesla sold just 3,519 Cybertrucks in Q1 2026, down about 45% from the same period a year earlier. First-half 2026 U.S. sales came in at around 7,263 units.

For context, full-year 2025 Cybertruck sales fell 48% to 20,237 units, down from 38,965 in 2024. That is still a long way from Elon Musk's stated goal of 250,000 units per year, and it helps explain why each pricing change is being watched closely by investors trying to gauge whether Tesla can keep the truck positioned as a premium product without narrowing the pool of buyers further.

Tesla does not break out Cybertruck deliveries separately in its reporting, so investors are left relying on third-party estimates from firms such as Cox Automotive.

Delivery Timelines Stretch Into 2027

Tesla's online configurator is showing extended delivery windows across much of its lineup. Sawyer Merritt noted that most models currently display October or November delivery estimates, while the base Dual Motor Cybertruck is not expected until 2027.

Higher-priced trims generally ship sooner. The Cyberbeast was recently listed for delivery within weeks in some locations, and inventory units can arrive faster still. For buyers comparing trims, that makes availability part of the decision as much as sticker price.

Production Back on Track After Supplier Dispute

On the production side, conditions are improving. Cybertruck output at Giga Texas hit a snag earlier this year after a dispute with supplier Angstrom Automotive Group put Tesla's access to critical tooling at risk.

Tesla secured a temporary restraining order in early August, allowing it to retrieve the equipment, and Cybertrucks began reappearing in the factory's outbound lots shortly afterward.

Tesla has also made a material change to the Cybertruck's construction, switching from aluminum underbody panels to a lighter, lower-cost composite material. Separately, the Actually Smart Summon feature has begun rolling out to Cybertruck owners.

On the regulatory front, Nevada approved permits for up to 5,000 Tesla robotaxis, compared with 1,000 each for Waymo and Uber's partners Motional and Zoox. Following the news, Citizens Bank maintained its "Market Perform" rating on Tesla.