Tesla is recalling 46,096 Cybertruck vehicles in the United States—nearly all of the electric pickup trucks produced up to February 2025—to fix an exterior panel that may detach while driving. This latest recall adds to a series of automotive recalls for the Cybertruck since its launch last year.
While Tesla does not publicly release specific delivery figures for the Cybertruck, industry analysts estimate that the recalled vehicles represent a vast majority of the pickups currently on the road.
This recall could potentially exacerbate existing challenges for Tesla. The company’s stock value has declined by approximately half this year. The company is navigating increased competition in the electric vehicle market, managing its established vehicle lineup, and contending with scrutiny related to CEO Elon Musk’s involvement in policy matters.
The recall addresses a stainless-steel exterior trim panel that has the potential to detach from the vehicle. According to a notice from the U.S. National Highway Traffic Safety Administration (NHTSA), this detachment poses a road hazard and increases the risk of a crash. Tesla has stated that its service centers will replace the affected assembly free of charge.
Demand for the innovative electric pickup truck had already shown signs of weakening near the end of last year, following numerous production delays.
Shares of the electric vehicle manufacturer experienced a 1.4% drop in premarket trading.
Tesla’s stock price, which initially benefited from Elon Musk’s relationship with former U.S. President Donald Trump, has fallen nearly 42% this year.
Analysts attribute the decline in investor sentiment to shifting perceptions among both existing customers and potential buyers. This change is reflected in various reactions, including protests at Tesla stores across the United States and consumer boycotts.
Tesla accounts for a significant portion of vehicle recalls in the U.S. In 2024, the company led the list with 5.1 million recalls, according to the recall management firm BizzyCar. However, the majority of issues for Tesla vehicles are typically resolved through over-the-air software updates.
(Reporting by Arsheeya Bajwa, Akash Sriram, and Rishabh Jaiswal in Bengaluru; Editing by Mrigank Dhaniwala and Anil D’Silva)
