Carvana Co.

Carvana Co.

CVNAยทNYSE

$63.83

-2.7%
Consumer CyclicalAuto - Dealerships

Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. The company's platform allows customers to research and identify a vehicle; inspect it using company's 360-degree vehicle imaging technology; obtain financing and warranty coverage; purchase the vehicle; and schedule delivery or pick-up from their desktop or mobile devices. Carvana Co. was founded in 2012 and is headquartered in Tempe, Arizona.

At a Glance

Live Snapshot
Market Cap$69.19B
EPS10.2200
P/E Ratio6.25
Earnings Date07/29/2026
cvna

Carvana Co. Street Expectations Map

CVNA ยท NYSE

Wall Street analysts project that CVNA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 400.00, with estimates ranging from a low of 88.00 to a high of 600.00.

Lowest Target
88.00
37.87%
Consensus Target
400.00
526.66%
Highest Target
600.00
840.00%

The consensus 1-year price target stands at 400.00, with estimates ranging from a low of 88.00 to a high of 600.00.

Analyst Consensus Analysis

Upside Potential

+526.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

128.0% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Carvana Co. Forward Estimates of Revenue

CVNA ยท NYSE
Latest Revenue
20.32B
FY 2025
Avg Estimate
25.38B
FY 2026
Estimate Range
23.38B - 28.59B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Carvana Co. Forward Estimates of Net Income

CVNA ยท NYSE
Latest Net Income
1.41B
FY 2025
Avg Estimate
863.23M
FY 2026
Estimate Range
618.36M - 1.11B
Analyst Spread

Forward Growth Analysis

Projected Growth-38.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread57%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Carvana Co. Forward Estimates of EPS

CVNA ยท NYSE
Latest EPS
10.22
FY 2025
Avg Estimate
$6.91
FY 2026
Estimate Range
$4.68 - $8.38
Analyst Spread

Forward Growth Analysis

Projected Growth-32.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread54%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Carvana Co. Forward Estimates of EBIT

CVNA ยท NYSE
Latest EBIT
-385.00M
FY 2025
Avg Estimate
-471.94M
FY 2026
Estimate Range
-531.67M - -434.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-22.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Carvana Co. Forward Estimates of EBITDA

CVNA ยท NYSE
Latest EBITDA
-110.00M
FY 2025
Avg Estimate
13.24M
FY 2026
Estimate Range
12.19M - 14.91M
Analyst Spread

Forward Growth Analysis

Projected Growth+112.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Carvana Co. Forward Estimates of SG&A Expense

CVNA ยท NYSE
Latest SG&A Expense
2.31B
FY 2025
Avg Estimate
4.04B
FY 2026
Estimate Range
3.72B - 4.55B
Analyst Spread

Forward Growth Analysis

Projected Growth+75.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Carvana Co. Insider Positioning

CVNA ยท NYSE

During the last 12 months, insiders have sold $65.35M worth of CVNA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

13.7K

3.39M

Net Activity

-3.4M

-$3.39M

3-6 Months

Bought

0

0.00

Sold

62.7K

28.45M

Net Activity

-28.4M

-$28.45M

6-9 Months

Bought

0

0.00

Sold

89.6K

33.52M

Net Activity

-33.5M

-$33.52M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
GDJ

Gill Daniel J.

Officer: Chief Product Officer

37.9K sharesโ€ข1 transactions

$18.00M

2
TT

Taira Thomas

Officer: President, Special Projects

42.3K sharesโ€ข8 transactions

$15.53M

3
MME

Maroone Michael E

Director

29.6K sharesโ€ข1 transactions

$11.84M

4
KRS

Keeton Ryan S.

Officer: Chief Brand Officer

21.8K sharesโ€ข3 transactions

$7.30M

5
BPW

Breaux Paul W.

Officer: See Remarks

15.0K sharesโ€ข1 transactions

$5.97M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $65.35M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.39M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.