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Fortune
Fortune
Steve Mollman

Cybertruck aside, Tesla hasn't released a new consumer model in years, and analysts are worried: ‘Tesla has a product problem’

(Credit: Frederic J. Brown/AFP)

Few would deny that Tesla’s Cybertruck catches the eye, though whether it does so in a good way is up for debate. But aside from the striking new vehicle—which Tesla CEO Elon Musk handed over to early customers in person on Thursday at the company’s Austin headquarters—the EV maker has not done much in recent years by way of new models or refreshes. That has some analysts worried about the impact a relatively stale lineup could have on the company’s growth, especially with little in the pipeline. 

"Tesla has a product problem,” Bernstein analysts warned, pointing to “an older line-up that does not address enough of the market, and has no new mass market offerings until likely late 2025.”

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