News
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
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla expands Robotaxi program in Austin to new riders
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

Tesla is expanding its Robotaxi program in Austin, Texas, as several people have received invitations to participate and take rides.
Tesla first launched the Robotaxi platform on June 22. It invited a handful of people to participate in the first-ever public rides. We were lucky enough to get an invitation, and our permissions have been expanded in the Bay Area pilot program as well.
The group was small and consisted of big names in the Tesla community. It expanded and is continuing to offer these exclusive invitations to notable members of the Tesla community.
There have been fewer than five subsequent invitations after the first group’s were sent in late June:
I’m so stoked!! LFG 🙌🏽🙌🏽 @Tesla @Tesla_AI @robotaxi @elonmusk pic.twitter.com/F4chRhMjc9
— Arash (@MinimalDuck) August 7, 2025
I finally got it, guys!! 💯🙌 @robotaxi early access invite 🤠
Wait, does it mean I have to be 65 or wait another 65 years? 😎 pic.twitter.com/yAVPHXISY6
— JeebsTX 🇺🇸 (@JeebsTX) August 7, 2025
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.
Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition
“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.
Eventually, the Robotaxi platform will not require an invite, and it will operate without geofences. Musk believes Tesla can get there within three or six months, and plans to have at least half of the U.S. population with access to a Robotaxi by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
“I think we will probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the U.S. by the end of the year.”
Tesla plans to have regulatory approval in Nevada, Arizona, and Florida sooner than in other states.
Elon Musk
Tesla makes major change at Supercharger Diner amid epic demand
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.

Tesla has made a major change at its Supercharger Diner in Los Angeles as the location is experiencing epic amounts of demand after launch.
The Supercharger Diner was an idea of CEO Elon Musk’s way back in 2018. It took some time to come to fruition, but it has finally opened, serving its first customers in July.
Tesla Supercharger Diner officially opens: menu, prices, features, and more
Upon its launch, people lined up around the block to give the restaurant a try. There were some who admitted to waiting 13 hours for the doors to open, which finally did at 4:20 p.m. local time.
If you know anything about Tesla, you know that the time fits the bill for the company.
Tesla Cybertruck leftovers are the main course at the Supercharger Diner
Nevertheless, it has basically been a non-stop operation since its grand opening. It’s already available to serve customers 24 hours a day and 7 days a week. These hours, along with the long-awaited grand opening, have brought tens of thousands of customers in the first few weeks.
As a result, the Diner’s chef, Eric Greenspan, revealed there will be some things that will no longer be on the menu as it handles “unprecedented demand.”
He told Eater the menu would be “forever evolving.” It has, as a result, now been void of the following menu items:
- Market Salad
- Club Sandwich
- Hashbrown Bites
- Biscuits and Red Gravy
- Chocolate Chip Cookies
- Vegan Patty option for Burger
- Waffles are now only served in the morning, instead of all day
- Soft serve will return this week. It’s provided by a local farm, which couldn’t handle the demand
- Reimagined fountain drinks
Tesla focused on sourcing a vast majority of the food from local sources. This is likely why it has been forced to scale back much of its menu for the time being. When restaurants source their food and beverages locally, their menus change frequently.
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.
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