Tesla Stock Falls After Cybertruck Price Increase to $84,990
Key Takeaways
- •Tesla raised the Cybertruck Dual Motor All-Wheel Drive price by $5,000 to $74,990 and increased the Premium All-Wheel Drive to $84,990, while leaving the Cyberbeast unchanged at $99,990.
- •Cox Automotive estimates Tesla delivered about 3,519 Cybertrucks in the first quarter of 2026, a 45% year-over-year decline, after full-year 2025 deliveries fell 48% to 20,237 units from 38,965 in 2024.
- •The price increases run counter to Tesla's recent reliance on discounting and arrive after the federal clean-vehicle tax credit of up to $7,500 expired for purchases made after September 30, 2025.
- •Cybertruck production at Giga Texas has resumed at full capacity after Tesla obtained a temporary restraining order in early August to recover equipment at the center of a commercial dispute with Angstrom Automotive Group.
- •Nevada regulators approved operating permits for up to 5,000 Tesla robotaxis, exceeding the 1,000-unit allocations granted to Waymo and to Uber partners including Motional and Zoox.

Tesla raised prices on two Cybertruck trims on Tuesday, increasing costs by as much as 7% as shares of TSLA fell 3.83% during the session. The move came amid renewed questions about demand for the premium electric pickup, which competes in a thin field of battery-powered U.S. trucks that also includes the Rivian R1T, Ford F-150 Lightning and Chevrolet Silverado EV.
The base Cybertruck Dual Motor All-Wheel Drive now starts at $74,990, up $5,000 from $69,990. The Premium All-Wheel Drive version increased to $84,990 from $79,990. The top-end Cyberbeast remained priced at $99,990.
Tesla has adjusted Cybertruck pricing several times since the vehicle’s launch. In August last year, the company raised the Cyberbeast price to $114,990, adding $15,000, before reversing that change in February. That same month, Tesla also introduced a lower-priced Dual Motor version at $59,990, with Elon Musk saying it would be available for only 10 days. The latest increases run opposite to the discounting Tesla has leaned on across its lineup in recent years to defend sales, and they arrive with less offsetting help for buyers: the federal clean-vehicle tax credit of up to $7,500 expired for purchases after September 30, 2025.
"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"
Sales data suggests the model continues to face a difficult market. According to Cox Automotive estimates, Tesla delivered about 3,519 Cybertrucks in the first quarter of 2026, a 45% year-over-year decline. Deliveries for the first half of 2026 totaled roughly 7,263 units in the United States.
Those numbers follow a weak 2025. Full-year Cybertruck deliveries fell 48% to 20,237 units from 38,965 in 2024. The results remain far below Elon Musk’s goal of 250,000 annual units.
Because Tesla does not report Cybertruck-specific delivery figures, investors and analysts rely on third-party estimates such as those from Cox Automotive. Those estimates will also be the main public gauge of whether the new prices hold, given that Tesla reversed its previous Cyberbeast increase within about six months.
Delivery timelines across Tesla’s lineup also remain stretched. Tesla investor Sawyer Merritt said online configurator estimates currently point to October or November for many models. Buyers ordering the entry-level Dual Motor Cybertruck are seeing wait times extend into 2027. Premium configurations generally show shorter delivery windows, while the Cyberbeast has recently appeared available within weeks in some markets. Existing inventory vehicles can be delivered even faster.
Production at Giga Texas has also stabilized after earlier disruptions. Cybertruck assembly was affected this year after a commercial dispute with Angstrom Automotive Group threatened access to critical manufacturing equipment. In early August, Tesla obtained a temporary restraining order that allowed it to recover the equipment, and production resumed at full capacity soon afterward.
Tesla has also continued making engineering changes to the vehicle. The company shifted the Cybertruck’s underbody construction from aluminum panels to a composite material that is intended to reduce both weight and manufacturing costs. Tesla has also begun rolling out its Actually Smart Summon feature to Cybertruck owners.
Separately, Nevada regulators approved operating permits for up to 5,000 Tesla robotaxis, a figure that exceeds the 1,000-unit allocations granted to Waymo and to partners of Uber, including Motional and Zoox. The allocation points to the scale regulators are prepared to allow Tesla’s service relative to established autonomous-vehicle operators, and the robotaxi build-out has drawn growing attention as Tesla’s passenger-vehicle business contends with uneven demand across models such as the Cybertruck. Following that decision, Citizens Bank maintained its "Market Perform" rating on Tesla stock.