TESLA STUMBLES: Cybertruck Sales Collapse as Q3 Disappoints Wall Street...
Ars Technica - All contentOctober 2, 2026
Tesla delivered 486,532 vehicles in Q3 2026, down 2.1 percent from the prior year, but beat Wall Street's more pessimistic forecast of 456,600 units. The disappointment centers on the Cybertruck and other non-core models, which saw sales collapse 48 percent to just 8,295 units—a sharp reversal for a vehicle once positioned as Tesla's future growth engine. Strong demand for the Model 3 and Y kept overall numbers afloat, while the company's energy storage business grew 9.6 percent, suggesting Tesla's transition beyond pure vehicle sales is gaining traction.