SpaceX Could Become a Major Purchaser of Tesla's Cybertrucks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Source: SeekingAlpha
SpaceX's Cybertruck Acquisition: SpaceX has reportedly acquired tens of millions of dollars' worth of Cybertrucks, with plans to potentially purchase over 2,000 units in the future.
Cybertruck Sales Performance: Despite initial high-volume expectations, Tesla has sold only about 39,000 Cybertrucks in 2024, with projections for 2026 indicating it may be treated as a niche product with modest sales growth.
Concerns from SpaceX Investors: There are concerns among SpaceX investors regarding the practicality and utilization rate of the Cybertrucks purchased, although the acquisition is legal.
Potential SpaceX IPO: SpaceX has not yet filed for an IPO but is signaling to investors that it expects to go public in 2026, which could result in one of the largest IPOs in history.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 417.850
Low
25.28
Averages
401.93
High
600.00
Current: 417.850
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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