Tesla Cybertruck Sales Stagnate at 100 Units—Market Braces for Brutal Earnings Call
By: Marla Singer| Yolo Finance Contributor
April 20, 2025
Tesla’s long-hyped Cybertruck appears to be facing a market reckoning.
According to multiple sources—including Electrek, UNN, and the New York Post—Tesla has sold only about 100 Cybertrucks from existing inventory since the beginning of April. Despite deep internal hype and the vehicle’s high-profile rollout, demand appears to have collapsed completely.
Analysts are now zeroing in on what this means for the company’s Q1 earnings call, scheduled for later this week. One Morgan Street analyst called it “the end of the road for the Cybertruck hype cycle.”
“The 100 units sold in early April represent collector buys and novelty purchases. They’re not repeatable,” said EV industry consultant Alayna Ortiz. “There is no real market for a $100,000 steel triangle that draws public harassment at every stoplight.”
A Vanity Fair exposé published earlier this month detailed the experience of a journalist who was harassed continuously while driving a Cybertruck, with bystanders mocking and even blocking the vehicle. The vehicle has become a flashpoint in a growing anti-Tesla cultural backlash that some are now calling the #TeslaTakedown.
Insiders speculate that sales will drop into the single digits by late April, with some predicting just 10 to 15 more units sold, mostly to museums or tech collectors. However, even those institutions are reportedly hesitant to support Elon Musk, whose political influence and defunding of public institutions—including museums—has sparked global controversy.
Stock Implications
Tesla’s share price (TSLA) has been volatile in recent weeks, and the confirmation of Cybertruck’s sales flop could be a major turning point. Investors are bracing for CEO Elon Musk to publicly address the data during the earnings call—something he has not yet done.
Market watchers expect a sharp correction if Musk confirms the 100-unit figure. A drop to $115/share—representing over a 40% decline from recent highs—is now widely predicted within a week of the earnings call.
“This is more than a demand issue. It’s a brand collapse in real time,” said equity strategist Jamie Long. “The Cybertruck was supposed to be a flagship. Instead, it’s an anchor.”
Bottom Line
If Tesla acknowledges the stagnation in Cybertruck sales during the upcoming earnings call, it may trigger a massive sell-off as investors finally confront what critics have long warned: the emperor of EVs may have no clothes—and no buyers.