GMC’s Hummer EV has officially outpaced Tesla’s Cybertruck in second-quarter sales, marking a surprising shift in the electric truck market.
According to fresh data from Cox Automotive, Tesla sold only 4,306 Cybertrucks in Q2 2025, while GMC moved 4,508 units of its Hummer EV — including both the pickup and SUV variants. While the SUV differs slightly in design, it retains a truck-like form factor.
Tesla’s once-celebrated Cybertruck has seen a steep fall in demand. After initially peaking at nearly 17,000 sales in Q3 2024, numbers have tumbled rapidly, leaving the company with unused production capacity at its Texas Gigafactory.
Meanwhile, Ford’s F-150 Lightning remains the top-selling electric pickup in the U.S., though it’s not immune to broader industry slowdowns. With just 5,842 units sold in Q2, the Lightning recorded its lowest quarterly sales in over a year.
Rivian, another EV player, also reported a decline. Its R1T electric truck sold 1,752 units, down from 3,309 during the same period last year.
Industry analysts speculate several reasons behind the Cybertruck’s drop:
- The actual cost of the vehicle being far above the initially promised $40,000 price tag.
- Possible brand fatigue or fallout from CEO Elon Musk’s political involvement, particularly with the Trump administration.
Tesla had once projected an annual production target of 250,000 Cybertrucks, a goal that now seems increasingly distant.
The electric truck market continues to face volatility, and while legacy automakers like Ford and GMC show resilience, even they are grappling with slower-than-expected adoption rates. Tesla, once seen as the dominant force in EV innovation, may now need to revisit its pricing, production strategy, and public perception to regain momentum.
