Tesla shares surged 3.45% as SpaceX secures major Cybertruck contract

Tesla shares surged 3.45% in pre-market trading on December 19, 2025, signaling renewed investor confidence ahead of the opening bell

Recent reports indicate SpaceX, Elon Musk’s aerospace venture, has secured a major contract to purchase between 1,000 and 2,000 Tesla Cybertrucks for its Starbase operations in Texas. This transaction, valued at $80 million to $160 million, provides a critical sales boost for the Cybertruck, which has struggled to meet broader consumer demand. Analysts note the deal underscores strategic alignment within Musk’s empire, ensuring Tesla’s revenue stability while SpaceX benefits from cost-efficient logistics solutions

Separately, Tesla’s progress in autonomous technology has fueled optimism. The company confirmed ongoing robotaxi tests in Austin without human safety drivers, accelerating its AI-driven mobility ambitions. These advancements, coupled with a European energy storage partnership with SPIE SA, highlight Tesla’s dual focus on vehicle innovation and energy infrastructure. The stock’s recent momentum reflects market validation of these strategic shifts, positioning the company to navigate evolving EV market dynamics

Looking ahead, the company faces the dual challenge of scaling production while managing regulatory scrutiny, particularly in the European Union. The EU’s new emissions rules and battery sustainability mandates are expected to pressure EV manufacturers, but Tesla’s first-mover advantage in energy storage and autonomous vehicle testing could mitigate these risks. Investors are also watching for signs of supply chain resilience amid ongoing semiconductor shortages, with recent announcements of in-house chip development offering a potential edge over competitors