Tesla will keep producing the Cybertruck until late summer 2027 as it works through back orders, CEO Elon Musk said on X on November 11. The revised timing extends a plan he had outlined five days earlier to end production around mid-2027, leaving questions about how Tesla will balance outstanding orders with changes to its production capacity.
Tesla pushes back its planned production end date
Musk said production would be extended into “late summer 2027” to fulfil more back orders. His earlier statement said Tesla planned to end Cybertruck production around the middle of 2027 and shift more assembly resources to the Cybercab, the company’s steering-wheel-free autonomous taxi.
At the time, Musk said the Cybertruck could still be profitable, but that the complexity of its manufacturing process was a reason to stop production. His latest comments do not say whether the extension changes Tesla’s longer-term plans for its vehicle lineup or production capacity. Nor did he provide a production target for the additional months. The stated change is that output will continue beyond the previously indicated mid-2027 timeframe.
Sales remain well below Tesla’s initial target
Tesla unveiled the Cybertruck in 2019 and said it had received more than 1 million reservations, each backed by a $100 deposit. Musk then forecast annual sales of 150,000 to 250,000 vehicles. Actual sales have fallen short of that initial target, putting the scale of the order backlog and the production timeline in focus.
Data from Cox Automotive, shared publicly, show Tesla sold about 76,000 Cybertrucks in total over the past three years. That cumulative figure is far below the annual sales range Musk initially projected. The data also include Cybertrucks sold in 2025 to SpaceX, another company owned by Musk. Those sales amounted to $131 million, meaning the total reflects both market sales and revenue from transactions with a Musk-affiliated company.
Reservation refunds remain an open question
When discussing the earlier plan to end production, Musk also said Tesla would need to refund deposits to many reservation holders. With production now set to continue longer, customers may want to know how outstanding orders will be handled alongside any refunds. Tesla has not said which reservation holders will continue waiting for delivery and which will receive their deposits back, and has not provided a revised delivery schedule.
The extension gives Tesla more time to work through existing orders, but on its own does not establish that demand or profitability has changed. The company’s stated considerations remain the backlog and manufacturing complexity. Cumulative sales over the past three years, the original sales target and the potential refunds are among the concrete indicators relevant to the Cybertruck’s next phase.