New registration data is providing insight into Tesla’s Cybertruck deliveries, revealing that a notable share of the electric pickup’s recent sales came from fleet purchases from Elon Musk’s other companies rather than individual buyers.
According to figures from S&P Global Mobility, first reported by Bloomberg, SpaceX purchased 1,279 Cybertrucks in the fourth quarter of 2025. That accounted for more than 18% of all Cybertruck registrations in the United States during that time period.
When factoring in additional purchases from Musk-led companies like xAI, The Boring Company, and Neuralink, the total rises to 1,339 units—roughly 19% of Q4 registrations.
In total, Tesla registered 7,071 Cybertrucks in the U.S. between October and December. Without those internal purchases, the automaker’s sales performance would have looked significantly weaker. Analysts estimate that, excluding Musk-affiliated buying, Cybertruck registrations would have dropped by more than 50% year-over-year.
The data also confirms earlier reports that large batches of Cybertrucks were being delivered directly to SpaceX facilities, including its Starbase location in Texas. At the time, those observations were based largely on images and anecdotal evidence, but the registration figures now quantify the scale of those fleet purchases.
How’s that @cybertruck treating you @Sajwani ? pic.twitter.com/R0eDPaDGwx
— Mark Federschmidt (@BoosterTribe) February 15, 2026
The buying didn’t stop with the end of the year. Musk’s companies added another 158 Cybertrucks in January 2026 and 67 more in February, suggesting the strategy has continued into the new year.
These figures raise broader questions about real consumer demand for the Cybertruck. While CEO Elon Musk had previously suggested Tesla could eventually produce up to 250,000 Cybertrucks annually, current sales trends are far below that level. While Tesla doesn’t publish vehicle sales by model, industry estimates indicate the automaker sold just over 20,000 Cybertrucks in the U.S. in 2025, a fraction of earlier expectations.
“Tesla is running out of buyers for the Cybertruck,” said Sam Fiorani of AutoForecast Solutions in comments to Bloomberg, highlighting concerns about the vehicle’s market traction.
Tesla has attempted several strategies to boost demand, including expanding deliveries to international markets. More recently, the company introduced a new lower-priced variant, launching a US$59,990 All-Wheel Drive version in February—its most affordable Cybertruck to date.
That price point didn’t last long however, with Tesla increasing it by US$10,000 just one week later due to high demand.
While sales are low, the story could change soon. The latest data reflects a period when the Cybertruck’s entry price hovered closer to US$80,000, limiting its accessibility to a broader customer base. With a more affordable option now available and deliveries scheduled to start in June, the coming quarters—particularly Q3 2026 and onward—may provide a clearer picture of whether demand improves with a lower price point.
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