Veytics Intelligence
2026-09-24 · Yahoo

Tesla's Biggest Semi Deal Yet: Is TSLA Stock a Buy Now?

A newly formed freight coalition, ZET SCALE, has chosen Tesla TSLA to lead a 2,500-truck purchase of electric Class 8 vehicles, per Teslarati. If fully delivered, the order would roughly double the number of battery-electric heavy trucks now running in the United States. Deliveries are planned over several years and will serve 10 regional hubs, including Los Angeles, Houston, Chicago, Atlanta and the New York-Newark area. Tesla leads but doesn't have the deal to itself. PACCAR's PCAR Kenworth, RIDE and Volvo Group's VLVLY Volvo are also on the supplier list. So, Semi will make up only part of the 2,500 units. But since Tesla is the lead supplier, its share would likely still set a record.

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