Tesla (TSLA) Adds Cybertruck Shift to Clear Orders Before Mid-2027 Line Dismantling

Extra Shift at Giga Texas

Tesla (TSLA) is adding an extra shift on the Cybertruck line at Giga Texas, moving to clear a backlog of undelivered orders that chief executive Elon Musk says runs far ahead of what the plant can build before the line is dismantled. In a November 7 post on X, Musk wrote that pending Cybertruck orders exceed what the company can produce before the line comes down around June or July 2027 to make room for Cybercab expansion, and that the added shift is meant to get every order delivered in time. The post landed a day after his November 6 announcement that Cybertruck production at the Austin-area plant would wind down around mid-2027, freeing floor space for higher output of the Cybercab, Tesla's two-seat robotaxi built without a steering wheel or pedals. The Cybercab began carrying passengers in Austin in September, and Tesla's third-quarter materials list it among the Austin robotaxi fleet. The Texas site is the only plant that builds the Cybertruck, and it also assembles the Model Y and the Cybercab, so the line removal reshapes the whole factory layout. Musk did not say whether Cybertruck output would move to another plant, when the extra shift starts, how many units it would add, or whether every order can actually be delivered before dismantling. Tesla has issued no statement of its own on the wind-down, and the backlog itself carries no published figure, because the company does not disclose order counts for individual models. When one commenter called the news the end of an era, Musk replied that the Cybertruck fleet would be around for a long time.

@elonmusk · X post

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Sales Estimates and SpaceX Purchases

Cybertruck deliveries began at the end of 2023, and Musk predicted before the launch that annual sales would eventually reach 250,000 units. Tesla does not publish sales by model, so the truck's US volume is tracked through outside estimates. Cox Automotive, in its fourth-quarter 2025 electric-vehicle sales report, put 2025 US Cybertruck sales at 20,237 units, down 48.1% from 38,965 in 2024. The Kelley Blue Book tally behind Cox's figures shows 11,586 Cybertrucks sold in the US across the first three quarters of 2026, 28% below the same stretch a year earlier, and the cumulative US count through September comes to 70,788 units, the sum of those estimates. On those counts the truck has never come close to the 250,000-unit pace Musk forecast. The backlog figure and the sales estimates measure different things: Cox counts vehicles sold in a calendar year, while the backlog covers orders still awaiting delivery before the line closes, and neither Tesla nor Musk has said how many vehicles sit in that queue. The buying runs through the group as well. SpaceX's third-quarter filing on SEC EDGAR states that through the end of 2025 Musk's rocket company had bought $131 million worth of Cybertrucks at suggested retail price from Tesla, along with $506 million of Megapack energy storage. The line items describe SpaceX's own purchases and say nothing about total Cybertruck volume. Quality is a separate drag: the National Highway Traffic Safety Administration's website records 11 voluntary recalls for the 2024 model year, among them an accelerator pedal that could become stuck, software defects and an inverter fault that could cut drive power without warning.

The wind-down announcement lands with the stock already in a daily downtrend. COINOTAG data shows Tesla (TSLA) trading at $358.50, down 0.22% over the past 24 hours, and its composite support and resistance map scores the $354.54 floor at 100 out of 100, a level reinforced by a Fibonacci retracement midpoint. The nearest ceiling sits at $369.84, also scored 100 out of 100, where the 100-period moving average clusters. The daily RSI reads 41.5 and the MACD signal is bearish, so the market has so far treated the Cybertruck news as neutral. The extra shift reads as a bridge measure: it converts whatever demand is left into deliveries while Tesla reallocates factory capacity to the robotaxi program, and with no output figure attached the backlog's true size stays unquantified. A daily close above $369.84 would be the first sign that the picture is changing.