Core Insights - Carvana reported higher third-quarter profit and revenue, driven by strong demand for preowned vehicles [1] Company Summary - Carvana's third-quarter performance showed an increase in both profit and revenue, indicating a positive trend in the used car market [1] - The strong demand for preowned vehicles has significantly contributed to Carvana's financial results [1] Industry Summary - The used car market is experiencing robust demand, which is benefiting retailers like Carvana [1]

Carvana’s 9,000% rally faces profit test as used-car woes mount https://t.co/k0FolJE5w9 ...

Key Points Carvana will publish its Q3 results after Wednesday's market close, and the stock could make big moves. Short seller Jim Chanos recently highlighted risks with the stock, but CNBC host Jim Cramer expects Carvana to deliver in a big way. Carvana is posting fantastic sales and earnings momentum, but the stock comes with a high degree of risk on the heels of an incredible rally. 10 stocks we like better than Carvana › Carvana (NYSE: CVNA) is on track to publish its third-quarter results af ...

Welcome back to another episode of Earnings Allstars. And this week is huge. We're getting the Mag Sevens.I've already covered those last week. Go see the video on the Mag Seven charts. I think that's what it's called.Five or six Mag Seven charts, something like that. Go check that one out. But there's a lot going on other than the Mag Seven this week.And I'm bringing you two videos this week to try to cover at least 10 of those stocks. And I'll have many more on my Twitterx feed, on Stock Twits, on Blue Sk ...

Wall Street is bracing for a volatile week as several high-profile companies prepare to release third-quarter earnings, with options markets signaling sharp price swings ahead. ...

Core Insights - Whales have adopted a bearish stance on Carvana, with 41% of trades being bullish and 43% bearish, indicating mixed sentiment among large investors [1] - The price target for Carvana is projected to range between $80.0 and $590.0 based on recent options activity [2] - Analysts have provided an average target price of $473.0 for Carvana, with varying ratings from different firms [11][12] Options Activity - A total of 96 trades were detected for Carvana, with 22 puts amounting to $899,324 and 74 calls totaling $4,714,278 [1] - Noteworthy options activity includes various trades with different sentiments, such as bullish and neutral, across multiple expiration dates and strike prices [8] - The trading volume for Carvana stands at 965,955, with the stock price currently at $354.08, reflecting a 0.82% increase [14] Company Overview - Carvana operates as an e-commerce platform for buying and selling used cars, generating revenue primarily from used vehicle sales and additional services like financing and insurance [9][10]

Core Insights - Carvana Co. (CVNA) is expected to report third-quarter 2025 results on October 29, with earnings per share (EPS) estimated at $1.33 and revenues at $5.05 billion, indicating a year-over-year EPS growth of 107.8% [1][8] - The consensus estimate for quarterly revenues suggests a year-over-year growth of 38.2%, with Carvana having beaten earnings estimates in the last four quarters, averaging a surprise of 107.32% [2][8] Financial Performance - In Q2 2025, Carvana reported an adjusted EPS of $1.28, surpassing the Zacks Consensus Estimate of $1.10, and significantly up from 14 cents in the same quarter last year. Net sales reached $4.84 billion, exceeding the estimate of $4.59 billion, marking a 42% year-over-year increase [2][5] - The adjusted EBITDA for Q2 2025 was $601 million, reflecting a 70% increase year-over-year, with margins at 12.4%. The company forecasts full-year adjusted EBITDA between $2 billion and $2.2 billion, compared to $1.38 billion last year [5][8] Sales and Growth Projections - Carvana's retail unit sales are projected to grow, with an expected increase in Q3 2025 retail unit sales to 145,112 vehicles, indicating a 33.6% year-over-year growth [3][4] - The acquisition of ADESA's U.S. operations has enhanced Carvana's logistics, auction capabilities, and reconditioning infrastructure, contributing to improved profitability and operational efficiency [4][5] Earnings Expectations - Carvana has a positive Earnings ESP of +6.55%, indicating a strong likelihood of beating earnings estimates for the upcoming quarter, supported by a Zacks Rank of 2 (Buy) [6][7]

Carvana Co. (NYSE:CVNA) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer mentioned the company during the episode and stated: “I also think the heavily shorted Carvana will blow the doors off when it reports Wednesday night. I saw another short story report about it. You know it’s getting tiresome.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Carvana Co. (NYSE:CVNA) operates an online platform for buying and selling used cars and also ...

Carvana Co. (NYSE:CVNA) is accelerating the move away from dealerships, powered by a digital, vertically integrated model as credit worries fade and demand remains resilient.Needham's Mackenzie Holleran reaffirmed a Buy on Carvana with a $500 target.She said Carvana leads the shift from traditional auto retail through a digital-first, data-driven, capital-efficient, vertically integrated model.That approach, she says, delivers a cleaner, more compelling buying experience than incumbents and should create me ...

Core Viewpoint - Carvana Co. is advancing its digital, vertically integrated model to move away from traditional dealerships, with credit concerns diminishing and demand remaining strong [1] Group 1: Business Model and Strategy - Carvana is leading the transition from traditional auto retail through a digital-first, data-driven, and capital-efficient approach [1][2] - This model is expected to provide a more compelling buying experience compared to traditional incumbents, creating significant value over the coming years [2] Group 2: Financial Projections and Market Outlook - Needham's analyst Mackenzie Holleran has set a price target of $500 for Carvana, reflecting a 35x multiple of projected 2027 adjusted EBITDA, supported by a sustainable and profitable growth profile [3] - The company is projected to report 2025 revenue of $18.491 billion and EBITDA of $2.100 billion [5] Group 3: Market Conditions and Risks - Concerns regarding subprime exposure are considered over-extrapolated, with the analyst suggesting that fears are linked to Carvana's previous operational fragility [3] - The analyst anticipates that improving supply of used vehicles and easing rates will lead to lower average selling prices and smaller monthly payments, which should help maintain unit demand despite tighter credit conditions [4]