Carvana Co.
Carvana Co. (CVNA) is an e-commerce-focused used-car retailer that built a vertically integrated platform for buying, financing and delivering vehicles directly to consumers. The company grew quickly by combining online listings, vehicle reconditioning, financing and a logistics network — including its distinctive vehicle ‘vending machines’ — to reduce friction in the car-buying process. With a market capitalisation of about $76.58B, Carvana is positioned at the intersection of auto retail and digital commerce, but its story is mixed: high growth has come with capital intensity, inventory and logistics complexity, margin pressure and sensitivity to interest rates. Key investor considerations include unit economics (gross profit per unit), free cash flow generation, leverage and used-car market cycles. Regulatory and consumer finance scrutiny can also affect outcomes. This summary is for educational purposes only and is not personalised investment advice; values can fall as well as rise and past performance is no guarantee of future returns.
Why It's Moving
Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.
- BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
- Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
- Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.
Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.
- BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
- Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
- Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.
When is the next earnings date for Carvana Co. (CVNA)?
Carvana (CVNA) is scheduled to report its next earnings on February 18, 2026, prior to market open. This release will cover the fourth quarter and full year of 2025, ending December 2025. Investors should monitor for updates, as dates can shift based on company announcements.
Stock Performance Snapshot
Analyst Rating
Analysts suggest buying Carvana's stock as it has a potential upside to $446.95.
Financial Health
Carvana is performing well with strong revenue and cash flow, though profit margins could improve.
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Explore BasketWhy You’ll Want to Watch This Stock
E-commerce disruption
Carvana modernised online car buying, which can drive scale and consumer convenience — though competition and execution matters.
Unit economics focus
Investors often track gross profit per unit and free cash flow to gauge sustainability, while remembering margins can fluctuate.
Cyclical demand sensitivity
Used-car prices and financing costs influence results strongly, so macro and interest-rate moves can alter performance materially.
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