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Tesla’s vehicles led U.S. EV sales again last quarter: report
Tesla, Ford, and Chevrolet’s models led the pack in Q1, while more new EVs hit the road than ever.
Recent data has shown that Tesla’s Model Y and Model 3 remained the top-selling electric vehicle (EV) models in the U.S. in the first quarter, despite a decline in overall sales in the market.
As detailed in the latest Kelley Blue Book EV sales report, shared by Cox Automotive on Thursday, Tesla’s Model Y and Model 3 outsold the next several models combined during the first quarter, while the Cybertruck was the tenth best-selling EV overall.
Tesla sold 64,051 Model Y units, representing a 33.8 percent drop year over year, along with selling 52,520 Model 3 units, marking a 70.3 percent increase year over year, to outpace the next several models combined. The Tesla Cybertruck sold 6,406 units, while the Model S and X sold 1,280 and 3,843 units, respectively.
Tesla also launched a new version of the Model Y in the first quarter, likely explaining at least a part of the decline, though the brand also faces continued pressure from the public, as many have targeted stores and vehicles in protesting Elon Musk and the Trump administration.
Meanwhile, the Ford Mustang Mach-E, the Chevy Equinox EV, and the Honda Prologue followed and made up the rest of the top five, with 11,607, 10,329, and 9,561 units sold, respectively. A number of models were also introduced to the market last year, such as the Porsche Macan, the VW ID.Buzz, and Volvo’s EX30 and EX90 models. Honda and Acura also added over 14,000 EVs to U.S. roads, marking an increase from having no products in Q1 2024.
Additionally, many models such as the Chevy Equinox EV, the Honda Prologue, and the VW ID.4 all climbed in the rankings from the full-year 2024 EV sales list, and it will be interesting to see how these and other emerging models hold as the year rolls on.
Cox also points out that Tesla’s overall sales were down 8.6 percent from last year’s first quarter, while General Motors (GM) sold over 30,000 EVs across its brands to lead the sector in sales growth.
See the full list of BEVs sold below, as ranked by volume. You can also check out the full Q1 EV sales data from Cox Automotive here, or read the firm’s press release on the report here.
READ MORE ON U.S. EV SALES: Tesla average transaction prices (ATP) rise in March 2025: Cox Automotive
EV models sold in the U.S. in Q1 2025, ranked by volume
- Tesla Model Y: 64,051
- Tesla Model 3: 52,520
- Ford Mustang Mach-E: 11,607
- Chevrolet Equinox EV: 10,329
- Honda Prologue: 9,561
- Hyundai Ioniq 5: 8,611
- VW ID.4: 7,663
- Ford F-150 Lightning: 7,187
- BMW i4: 7,125
- Tesla Cybertruck: 6,406
- Chevrolet Blazer EV: 6,187
- Toyota BZ4X: 5,610
- Rivian R1S: 5,357
- Cadillac Lyriq: 4,300
- Acura ZDX: 4,813
- Nissan Ariya: 4,148
- Tesla Model X: 3,843
- Ford E-Transit and Kia EV9 (tied): 3,756
- Kia EV6: 3,738
- BMW iX: 3,626
- GMC Hummer Truck/SUV: 3,479
- Porsche Macan: 3,339
- Hyundai Ioniq 6: 3,318
- Audi Q6 e-tron: 3,246
- Subaru Solterra: 3,131
- Chevrolet Silverado: 2,383
- Jeep Wagoneer EV: 2,595
- Nissan Leaf: 2,323
- Dodge Charger EV: 1,947
- Rivian R1T: 1,727
- Cadillac Escalade EV: 1,956
- VW ID.Buzz: 1,901
- BMW i5: 1,899
- Audi Q4 e-tron: 1,874
- Mercedes EQB: 1,622
- Cadillac Optiq: 1,716
- Rivian EDV500/700: 1,469
- Lexus RZ: 1,453
- Tesla Model S: 1,280
- GMC Sierra EV: 1,249
- Volvo EX30: 1,185
- Kia Niro: 1,162
- Porsche Taycan: 1,019
- Volvo EX90: 1,000
- Hyundai Kona EV: 914
- BMW i7: 888
- Mercedes EQE: 742
- Genesis GV60: 733
- Genesis GV70: 712
- Mini Countryman: 693
- Mercedes EQE: 742
- Audi Q8 e-tron: 535
- Mercedes G-Class and EQS (tied): 509
- Jaguar I-Pace: 381
- Volvo C40: 315
- Chevrolet Brightdrop 400/600: 274
- Audi e-tron: 250
- Volvo XC40: 218
- Mercedes E-Sprinter: 90
- Genesis G80: 51
- Chevrolet Bolt: 13
- Mini Cooper: 3
*Additional EV Models: 5,930
*The additional EV models category is likely made up of low-volume, luxury, and niche EV makers, such as those from Lucid and Polestar. However, at the time of writing, Cox Automotive has not yet responded to Teslarati’s request for comment on which vehicles were excluded.
Top 10 EV sellers by brand in the U.S. in Q1 2025
- Tesla: 128,100
- Ford: 22,500
- Chevrolet: 19,186
- BMW:13,538
- Hyundai: 12,843
- VW: 9,564
- Honda: 9,561
- Kia: 8,656
- Rivian: 8,553
- Cadillac: 7,972
News
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.
The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.
Today, things were a bit different.
Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.
Giga Texas drone operator Joe Tegtmeyer noticed the change today:
Tesla Cybercabs are now getting “Cybercab” logos on the side of them!
Tesla did the same with Model Ys that were given “Robotaxi” logos: https://t.co/DanANtw1m7 pic.twitter.com/FqOhH0S9Ks
— TESLARATI (@Teslarati) June 19, 2026
Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.
The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.
It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:
Tesla’s Robotaxi dreams just took a massive step toward reality
We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.
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Elon Musk says this part of Tesla ‘makes no sense’
Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.
SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.
These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.
Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.
Yeah, makes no sense.
Tesla has over $40B in cash, no debt and is consistently profitable!
— Elon Musk (@elonmusk) June 19, 2026
Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.
Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.
Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook
However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.
Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.
Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.
The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.
News
Tesla Full Self-Driving faces major pushback in Europe
A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.
The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.
TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.
Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.
Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.
TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.
This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.
This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.
However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.
Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.