UBS Reduces Target Price on Carvana (CVNA) to $485 But Keeps Buy Rating, After Q4 Earnings Miss

Carvana Co. (NYSE:CVNA) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now. On February 20, UBS reduced its target price on Carvana by 11.0% to $485 (from $585) but retained its Buy recommendation. This price update was triggered by Carvana’s Q4 2025 earnings miss, which the analyst attributed to higher (albeit temporary) reconditioning costs and flat gross profit per unit (GPU). Despite the cost challenges, the company’s revenue growth targets remain intact, with Carvana on track to ach ...