As Cybertruck Sales Fall Flat, Should You Buy, Sell, or Hold Tesla Stock?

Core Viewpoint - Tesla's stock has experienced significant volatility in 2023, with a notable rally despite concerns over sales growth and margin compression, particularly regarding Cybertruck sales [1][4]. Group 1: Stock Performance - Tesla's stock reached a low of $222 in April and is currently trading at $439, reflecting a substantial recovery [1]. - Over the last six months, TSLA stock has surged by 84%, indicating market optimism for future performance [4]. Group 2: Sales and Deliveries - In Q2 2025, Tesla delivered 384,000 vehicles and deployed 9.6 GWh of energy storage products, but total revenue was $22.5 billion, down 12% year-on-year [3]. - Cybertruck sales have been disappointing, with only 5,400 units sold in Q3 2025, while growth in deliveries is primarily driven by Model 3 and Model Y [1][6]. Group 3: Future Growth Drivers - The launch of affordable versions of Model 3 and Model Y in October is expected to positively impact delivery growth [6]. - The Cybercab is projected to be a significant growth driver, with revenue estimates of $1 billion in 2026 and $75 billion by 2030, potentially accounting for 45% of Tesla's automobile sales by the end of the decade [7]. - Tesla has already initiated its first robotaxi service in June, and additional models like the Tesla Semi and Roadster are in development, contributing to an optimistic outlook for delivery growth [7].