CarGurus (CARG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - CarGurus reported revenue of $241.09 million for the quarter ended December 2025, reflecting a year-over-year increase of 5.5% and a surprise of +1.17% over the Zacks Consensus Estimate of $238.31 million [1] - The earnings per share (EPS) for the quarter was $0.63, up from $0.55 in the same quarter last year, with an EPS surprise of +3.7% compared to the consensus estimate of $0.61 [1] Financial Performance Metrics - The number of paying dealers in the U.S. was reported at 26,049, exceeding the average estimate of 25,935 by three analysts [4] - Internationally, the number of paying dealers was 8,360, surpassing the average estimate of 8,021 [4] - The consolidated Quarterly Average Revenue per Subscribing Dealer (QARSD) was $6,616.00, above the estimated $6,580.97 [4] - The total number of paying dealers was 34,409, exceeding the average estimate of 33,956 [4] - The Quarterly Average Revenue per Subscribing Dealer (QARSD) for international dealers was $2,413.00, slightly above the estimated $2,401.76 [4] - In the United States, the QARSD was reported at $7,938.00, higher than the estimated $7,837.80 [4] Stock Performance - CarGurus shares have returned -15.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]