Core Insights - The third quarter performance of the selected stocks was strong, with 14 out of 18 stocks finishing in positive territory, and 12 of those achieving double-digit gains [2][3] - Notably, four stocks have doubled in value year-to-date, while 13 stocks have recorded double-digit gains [2] - The report provides a ranking of the 18 stocks based on their year-to-date returns and offers insights into their outlook for the fourth quarter [2] Stock Performance Summary - **Beam Therapeutics (BEAM)**: Q3 gain of 42.68%, YTD return of 4.03% [3] - **Bloom Energy (BE)**: Exceptional Q3 gain of 253.55%, YTD return of 309.14% [3] - **Boeing (BA)**: Q3 gain of 3.01%, YTD return of 23.12% [3] - **Carvana (CVNA)**: Q3 gain of 11.95%, YTD return of 90.70% [3] - **CF Industries (CF)**: Q3 loss of 2.50%, YTD return of 6.03% [3] - **Coinbase Global (COIN)**: Q3 loss of 3.71%, YTD return of 50.98% [3] - **Dell Technologies (DELL)**: Q3 gain of 15.64%, YTD return of 26.09% [3] - **Deutsche Bank (DB)**: Q3 gain of 20.94%, YTD return of 108.91% [3] - **Ezcorp (EZPW)**: Q3 gain of 37.18%, YTD return of 49.39% [3] - **LendingClub (LC)**: Q3 gain of 26.27%, YTD return of -6.38% [3] - **Nebius Group (NBIS)**: Q3 gain of 102.91%, YTD return of 356.10% [3] - **Opera (OPRA)**: Q3 gain of 9.21%, YTD return of -2.85% [3] - **Rocket Lab (RKLB)**: Q3 gain of 33.94%, YTD return of 108.99% [3] - **Roku (ROKU)**: Q3 gain of 13.93%, YTD return of 39.22% [3] - **Sea (SE)**: Q3 gain of 11.75%, YTD return of 73.99% [3] - **SEI Investments (SEIC)**: Q3 loss of 5.58%, YTD return of 3.18% [3] - **SoFi Technologies (SOFI)**: Q3 gain of 45.09%, YTD return of 65.62% [3] - **STMicroelectronics NV (STM)**: Q3 loss of 7.07%, YTD return of 16.54% [3] - **Total Gain**: Cumulative YTD return of 1322.80% across all stocks [3] Notable Stock Insights - **Nebius Group NV (NBIS)**: Strong performance in the AI sector, with 10% of the stock's float sold short [3] - **Bloom Energy Inc (BE)**: Benefiting from the data center boom, with a significant Q3 gain [4] - **Rocket Lab Corp (RKLB)**: Showing bullish potential despite a recent stock sale [5] - **Deutsche Bank AG (DB)**: A solid performer in the banking sector, demonstrating value investing characteristics [5] - **Carvana Co (CVNA)**: Positive momentum following earnings, with decreasing short interest [6] - **Sea Limited (SE)**: Consistent performance with three consecutive profitable quarters [6] - **SoFi Technologies (SOFI)**: Testing support levels, with potential for further gains [7] - **Coinbase Global Inc (COIN)**: Continues to face skepticism from analysts despite its crypto focus [8] - **Ezcorp Inc (EZPW)**: Positive bounce off its 200-day moving average, indicating potential growth [8] - **Roku Inc (ROKU)**: Reinventing itself after being oversold [9] - **Dell Technologies Inc (DELL)**: Monitoring external factors like chip imports and tariffs [9] - **Boeing Co (BA)**: Currently in a channel of higher highs, indicating potential for recovery [9] - **STMicroelectronics NV (STM)**: Struggling to recover from a post-earnings gap [10] - **CF Industries (CF)**: Upcoming earnings report to be closely watched [10] - **Beam Therapeutics Inc (BEAM)**: Trading at its highest level since March, showing signs of recovery [10] - **SEI Investments Co (SEIC)**: Facing downward pressure, testing its 200-day moving average [10] - **Opera Ltd (OPRA)**: Struggling to capitalize on previous positive ratings [11] - **LendingClub Corp (LC)**: Despite being the worst performer, still showing resilience with a recent quarterly gain [11] Market Sentiment - Several stocks, including BEAM, COIN, DELL, NBIS, ROKU, and STM, have high Relative Strength Indexes, indicating potential overbought conditions [12] - Despite the strong performance, there are still bullish cases to be made for all 18 stocks listed [12]

In the latest close session, Carvana (CVNA) was down 1.63% at $369.60. The stock trailed the S&P 500, which registered a daily gain of 0.37%. On the other hand, the Dow registered a loss of 0.14%, and the technology-centric Nasdaq increased by 0.71%. The company's shares have seen an increase of 1.85% over the last month, surpassing the Retail-Wholesale sector's gain of 0.38% and falling behind the S&P 500's gain of 4.26%.The investment community will be paying close attention to the earnings performance of ...

Recurve Capital, an investment management company, released its second-quarter 2025 investor letter. Recurve had a strong second quarter. A copy of the letter can be downloaded here. In Q2 2025, the fund returned +31% gross compared to +10.6% returns for the S&P 500 and 17.8% returns for the Nasdaq. YTD, the fund returned +14.8% gross and +12% net. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025. In its second-quarter 2025 investor letter, Recurve Capital highlight ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Carvana (CVNA) , which belongs to the Zacks Internet - Commerce industry.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 58.85%, on average, in the last two quarters.For the last reported quarter, Carvana came out with earnings of $1.28 per share versus the Z ...

Morgan Stanley cuts its price target on CarMax shares but sees upside despite competition from Carvana. ...

US MBA mortgage applications fell -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6%. The average 30-year fixed rate mortgage rose +12 bp to 6.46% from 6.34% in the prior week.Stocks initially moved lower on Wednesday due to the US government shutdown, following lawmakers' failure to pass a continuing resolution to fund the government. The dollar index fell to a one-week low on Wednesday, and gold prices climbed to a record high a ...

Core Viewpoint - Carvana's stock has seen a significant increase, with shares up approximately 4.5%, indicating a recovery from previous lows where it lost almost all its value [1][2] Company Performance - Carvana has a market share of about 2%, while CarMax holds slightly over 3% [4] - CarMax reported a decline in same-store sales by 6.3% and a 1% drop in average retail selling price, contrasting with the overall increase in used car prices [3] Market Trends - The used car sector is facing challenges, with CarMax experiencing a notable 20% drop in stock price recently [2] - Tariffs are impacting the pricing of replacement parts, adding complexity to the used car market [5] Technical Analysis - Carvana's stock is currently above its moving averages, indicating a bullish trend, with notable resistance around the $390 mark [6] - Key support levels are identified near $355 and $370, which align with trend lines and moving averages [7] Options Activity - Options trading shows approximately 55,000 contracts, with about two-thirds being calls and one-third puts, indicating bullish sentiment [9] - A significant bullish trade was noted with 500 November 21st 360 strike calls executed at a debit of approximately $2.66 million [11]

BREAKING: ADP Reports Surprise Drop In Private Jobs Carvana Cl A Carvana Cl A CVNA $ 386.03 $8.79 2.33% 25% IBD Stock Analysis Briefly tops 396.96 entry. Weekly chart shows bullish blue dot on RS line. Composite Rating 98/99 Industry Group Ranking 138/197 Emerging Pattern Cup with Handle Cup with Handle A positive chart pattern named such because it resembles the outline of a coffee cup with a… Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digita ...

We're back on Morning Trade Live. Let's focus on Carbana. The stock is trading high this morning after an upgrade over at Jeffre.More on that call in a second. But Carbana shares have been on a rocket ship to say the least over the last 3 years. It was trading below $4 in December of 2022.And now, get this, trading more than $375 a share. Yep, that's right. Here's a chart of Carvana, CarMax, and Autoation over the last 3 years.Cabbana the clear outperformer there while CarMax is lagging the pack. Wow, what ...

In the meantime, as we take a look at some of the movers here on Wall Street, let's look here with Diane King home and take a look at the Nike numbers. Good morning, Diane. Yeah, good morning.Better than expected for Nike. Uh, and they certainly needed this win and you are seeing shares move higher off the back of its numbers. But on the earnings call, top brass saying the path won't be linear from here.They beat expectations on both the top and bottom line. EPS coming in at 49 cents this year. That was a b ...