CVNA

Carvana Co. Class A Common Stock (CVNA) | Rumor.io

Carvana

CVNA

Attention (50-day avg)0.02%

Attention rank (50-day avg)#297

Bullish sentiment (50-day avg)32%

Price to earnings ratio32

Market capitalization67B

Earnings per share1.89

Dividend yield (TTM)—

Revenue (annual)20.3B

Net income (annual)1.9B

Social

What share of all stock conversation is about CVNA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.02	0.02% +0.01	0.01% -0.01	0.09% -0.06

Sep 29

Carvana's stock is experiencing a significant selloff, with some investors questioning its fundamentals and others pointing to potential fraud.
Despite a recent beat by CarMax, Carvana's stock is struggling, with some analysts suggesting it may be due to heavy dumping rather than short covering.
A Jefferies analyst has reaffirmed a Buy rating for Carvana, citing proprietary data showing strong September unit sales, but this has not yet translated into a market rally.

Generated by AI

Sentiment

Of the messages about CVNA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% +32.24	7.72% -6.65	19.82% -21.82	14.51% -32.22
Bearish	50% -32.24	92.28% +6.65	80.18% +21.82	85.49% +32.22

Bullish· Sep 18

$CVNA's 395% YoY growth is not a fluke, indicating real money is rotating in and tokenization is here to stay.
The combination of AI infrastructure and stablecoin flow is a compelling setup, with $1B+ in stablecoin and fiat volume a strong tell that revenue growth will follow.
$CVNA's momentum is unreal, with many believing it will be a great opportunity when it's $25-$50 in a few years, and some already loaded up before liftoff.

Bearish· Sep 28

Carvana's model is heavily reliant on expensive private credit to stay afloat, and a spike in private credit defaults and tightening lender terms could put significant pressure on the company.
The company's entire business model is fragile and lacks an escape route, making it a high-risk setup in the market according to some short sellers.
Carvana's recent earnings report was a double miss, and the company has little chance of beating its earnings reports in 2027, which could lead to a mass exodus of investors.

Generated by AI

Topics

Of the messages about CVNA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	32%	33.33%	52.96%	1.16%
Macro	12%	13.46%	18.75%	48.33%
Announcements	0%	29.49%	17.27%	1.02%
Analysts	20%	6.41%	1.64%	47.14%
Controversies	36%	17.31%	9.38%	0.49%
Earnings	0%	0%	0%	1.85%

Earnings· Jul 29

Carvana's (CVNA) Q2 earnings beat expectations, with revenue reaching $7.38B and EPS at $0.42, despite shares falling 15% due to full-year guidance.
CVNA reported record Q2 profits, with adjusted EBITDA at $769M and GAAP operating income at $680M, and forecasted annual earnings between $2.7B and $3B.
CVNA's Q2 results showed strong unit growth, with 197,325 retail units sold (+38% YoY), and a 52% increase in revenue, but also a decline in gross margin to 12.71% due to lower profit per vehicle.

Analysts· Apr 30

Needham raised its price target on Carvana Co. ($CVNA) to $600 from $500 while maintaining a Buy rating on the stock.
Carvana reported strong revenue growth and exceeded EPS expectations in Q1 2026, showcasing operational efficiencies and a positive future outlook.
Analysts, including Needham and BofA Global Research, have raised their price targets on Carvana Co. ($CVNA) to $600 and $440 respectively, citing the company's strong first-quarter results.

Announcements· Apr 29

Carvana Co. ($CVNA) reported record Q1 2026 earnings with a 40% YoY increase in retail units sold to 187,393, and revenue of $6.4 billion, surpassing estimates.
The company's net income reached $405 million, with an adjusted EBITDA of $672 million, and expects sequential growth in units and adjusted EBITDA in Q2 2026.
Carvana continues to expect achieving 3 million cars sold per year at a 13.5% adjusted EBITDA margin by 2030 to 2035, with its vertically integrated model designed to make the used vehicle industry more efficient and fun.

Controversies· Jan 28

Carvana ($CVNA) faces scrutiny over related-party ties with DriveTime and Bridgecrest, with a report alleging the company overstated 2023-24 earnings by $1 billion+.
The report, released by short seller Gotham City Research, claims Carvana's earnings collapse without DriveTime support and warns of potential auditor resignation and regulatory trouble.
Carvana's stock has plummeted, with the company facing a lawsuit and potential class period expansion, as investors question the company's financial disclosures and profitability claims.

Macro· Apr 30

Carvana's Q1 2026 earnings conference call is scheduled for April 29, 2026.
The company operates an e-commerce platform for buying and selling used cars in the US, offering services such as vehicle acquisition, inspection, and financing.
Carvana's business model includes a distinctive fulfillment experience and post-sale customer support services, in addition to auction sites.

Technical Analysis· Jun 9

$CVNA has a double bottom pattern with divergence, and the neckline is acting as a key support/resistance flip, with a potential target of $86 if confirmed.
The stock is showing a compression area, with a rising support area and a resistance level at $72.90, with an invalidation point at $61.03.
The chart is reacting from the rising support area, and the price needs to reclaim $72.90 for the chart to look cleaner, with a potential upside of around +26% if buyers can break the compression to the upside.

Generated by AI

Community

Of the messages about CVNA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	66.67%	88.35%	60.1%	27.29%
Newcomers	33.33%	11.65%	39.9%	72.71%

Regulars· Sep 29

CVNA's stock price is experiencing a significant drop, with some users attributing it to a massive dump of shares, potentially in the hundreds of millions, which could lead to further selling.
The recent dump has caused some users to speculate that the floodgates of selling may have opened, and that the stock may not recover.
Despite the CEO's positive reputation and strong sales, some users are skeptical about the stock's fundamentals and believe it may be overvalued, making it unlikely to reach previous highs.

Newcomers· Sep 22

Carvana's drilling practices have been scrutinized, with some users expressing concern over the company's methods, including a mention of dodgy practices and a complaint about an order from Carvana.
The potential for natural hydrogen to be a significant theme has been highlighted, with some users pointing to the energy math behind it and the potential for Carvana to be involved in this area.
Carvana's drilling has been observed to be stopped right above or before the best part of an anomaly, which has sparked curiosity and interest among users, with some speculating that this could be a significant gap.

Generated by AI

Shares of online used car dealer Carvana (NYSE: CVNA) jumped 5% in the afternoon session after Jefferies reiterated a Buy rating and highlighted proprietary data showing September unit sales tracking roughly 40% above Wall Street expectations. According to StreetInsider, Jefferies analyst John Colantuoni maintained an $88 price target alongside the Buy reaffirmation. The firm’s findings showed unit sales volume holding up versus broader industry estimates through September. Investor sentiment in

13h agoYahoo Finance

Carvana on pace for biggest sales beat since early 2025, Jefferies says

Carvana Co. (NYSE:CVNA) could post its biggest quarterly sales beat since early 2025, Jefferies said, as website data showed vehicle sales growth accelerating to about 40% in recent weeks. The broker reiterated its "buy" rating and $88 price target. Jefferies raised its retail unit...

18h agoYahoo Finance

Carvana Stock Climbs Tuesday: What's Happening? - Carvana (NYSE:CVNA)

Carvana Co. (NYSE: CVNA) shares are climbing Tuesday morning, rising in sympathy with sector peer CarMax after the nation's largest used-car retailer delivered second-quarter financial results that beat Wall Street expectations.

20h agobenzinga.com

Why is Carvana stock rallying today?

21h agoInvesting.com

Jefferies reiterates Carvana stock buy rating on unit growth

1d agoInvesting.com

Carvana (CVNA) Falls More Steeply Than Broader Market: What Investors Need to Know

1d agoYahoo Finance

Also Discussed

Investors talking about CVNA also mention

#	Name	Attention
1	CarMax Inc.KMX	0.01%0
2	Vroom Inc.VRM	0%0
3	AutoNation, Inc.AN	0%0
4	Root Inc.ROOT	0%0
5	Lithia Motors Inc.LAD	0%0
6	CarGurus Inc. Class A Common StockCARG	0%0
7	Upstart Holdings, Inc.UPST	0.01%0
8	Affirm Holdings, Inc.AFRM	0%-0.03
9	C3.ai, Inc. Class A Common StockAI	0%new
10	Super Micro Computer Inc.SMCI	0.1%+0

Carvana Co. Class A Common Stock

Consumer Cyclical
Auto & Truck Dealerships

Carvana Co. Class A Common Stock represents ownership in Carvana Co., a used-vehicle retail and e-commerce business based in Tempe, Arizona. Carvana’s platform enables customers to browse, finance, buy, trade in, and sell used cars online, with operations centered on digital vehicle retailing and related automotive services. The company’s business model also includes wholesale vehicle transactions and additional offerings tied to vehicle financing, vehicle service contracts, insurance-related products, and trade-in support. Carvana serves individual consumers through its online marketplace and logistics network, making it a notable participant in the broader automotive retail and online commerce sectors. As a Class A common stock, the security reflects the market’s view of a company focused on simplifying the used-car buying and selling process through an integrated digital experience.

Website

Location

300 East Rio Salado Parkway

Tempe, AZ, 85281

United States

Social

What share of all stock conversation is about CVNA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.02	0.02% +0.01	0.01% -0.01	0.09% -0.06

Sep 29

Carvana's stock is experiencing a significant selloff, with some investors questioning its fundamentals and others pointing to potential fraud.
Despite a recent beat by CarMax, Carvana's stock is struggling, with some analysts suggesting it may be due to heavy dumping rather than short covering.
A Jefferies analyst has reaffirmed a Buy rating for Carvana, citing proprietary data showing strong September unit sales, but this has not yet translated into a market rally.

Generated by AI

Sentiment

Of the messages about CVNA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% +32.24	7.72% -6.65	19.82% -21.82	14.51% -32.22
Bearish	50% -32.24	92.28% +6.65	80.18% +21.82	85.49% +32.22

Bullish· Sep 18

$CVNA's 395% YoY growth is not a fluke, indicating real money is rotating in and tokenization is here to stay.
The combination of AI infrastructure and stablecoin flow is a compelling setup, with $1B+ in stablecoin and fiat volume a strong tell that revenue growth will follow.
$CVNA's momentum is unreal, with many believing it will be a great opportunity when it's $25-$50 in a few years, and some already loaded up before liftoff.

Bearish· Sep 28

Carvana's model is heavily reliant on expensive private credit to stay afloat, and a spike in private credit defaults and tightening lender terms could put significant pressure on the company.
The company's entire business model is fragile and lacks an escape route, making it a high-risk setup in the market according to some short sellers.
Carvana's recent earnings report was a double miss, and the company has little chance of beating its earnings reports in 2027, which could lead to a mass exodus of investors.

Generated by AI

Topics

Of the messages about CVNA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	32%	33.33%	52.96%	1.16%
Macro	12%	13.46%	18.75%	48.33%
Announcements	0%	29.49%	17.27%	1.02%
Analysts	20%	6.41%	1.64%	47.14%
Controversies	36%	17.31%	9.38%	0.49%
Earnings	0%	0%	0%	1.85%

Earnings· Jul 29

Carvana's (CVNA) Q2 earnings beat expectations, with revenue reaching $7.38B and EPS at $0.42, despite shares falling 15% due to full-year guidance.
CVNA reported record Q2 profits, with adjusted EBITDA at $769M and GAAP operating income at $680M, and forecasted annual earnings between $2.7B and $3B.
CVNA's Q2 results showed strong unit growth, with 197,325 retail units sold (+38% YoY), and a 52% increase in revenue, but also a decline in gross margin to 12.71% due to lower profit per vehicle.

Analysts· Apr 30

Needham raised its price target on Carvana Co. ($CVNA) to $600 from $500 while maintaining a Buy rating on the stock.
Carvana reported strong revenue growth and exceeded EPS expectations in Q1 2026, showcasing operational efficiencies and a positive future outlook.
Analysts, including Needham and BofA Global Research, have raised their price targets on Carvana Co. ($CVNA) to $600 and $440 respectively, citing the company's strong first-quarter results.

Announcements· Apr 29

Carvana Co. ($CVNA) reported record Q1 2026 earnings with a 40% YoY increase in retail units sold to 187,393, and revenue of $6.4 billion, surpassing estimates.
The company's net income reached $405 million, with an adjusted EBITDA of $672 million, and expects sequential growth in units and adjusted EBITDA in Q2 2026.
Carvana continues to expect achieving 3 million cars sold per year at a 13.5% adjusted EBITDA margin by 2030 to 2035, with its vertically integrated model designed to make the used vehicle industry more efficient and fun.

Controversies· Jan 28

Carvana ($CVNA) faces scrutiny over related-party ties with DriveTime and Bridgecrest, with a report alleging the company overstated 2023-24 earnings by $1 billion+.
The report, released by short seller Gotham City Research, claims Carvana's earnings collapse without DriveTime support and warns of potential auditor resignation and regulatory trouble.
Carvana's stock has plummeted, with the company facing a lawsuit and potential class period expansion, as investors question the company's financial disclosures and profitability claims.

Macro· Apr 30

Carvana's Q1 2026 earnings conference call is scheduled for April 29, 2026.
The company operates an e-commerce platform for buying and selling used cars in the US, offering services such as vehicle acquisition, inspection, and financing.
Carvana's business model includes a distinctive fulfillment experience and post-sale customer support services, in addition to auction sites.

Technical Analysis· Jun 9

$CVNA has a double bottom pattern with divergence, and the neckline is acting as a key support/resistance flip, with a potential target of $86 if confirmed.
The stock is showing a compression area, with a rising support area and a resistance level at $72.90, with an invalidation point at $61.03.
The chart is reacting from the rising support area, and the price needs to reclaim $72.90 for the chart to look cleaner, with a potential upside of around +26% if buyers can break the compression to the upside.

Generated by AI

Community

Of the messages about CVNA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	66.67%	88.35%	60.1%	27.29%
Newcomers	33.33%	11.65%	39.9%	72.71%

Regulars· Sep 29

CVNA's stock price is experiencing a significant drop, with some users attributing it to a massive dump of shares, potentially in the hundreds of millions, which could lead to further selling.
The recent dump has caused some users to speculate that the floodgates of selling may have opened, and that the stock may not recover.
Despite the CEO's positive reputation and strong sales, some users are skeptical about the stock's fundamentals and believe it may be overvalued, making it unlikely to reach previous highs.

Newcomers· Sep 22

Carvana's drilling practices have been scrutinized, with some users expressing concern over the company's methods, including a mention of dodgy practices and a complaint about an order from Carvana.
The potential for natural hydrogen to be a significant theme has been highlighted, with some users pointing to the energy math behind it and the potential for Carvana to be involved in this area.
Carvana's drilling has been observed to be stopped right above or before the best part of an anomaly, which has sparked curiosity and interest among users, with some speculating that this could be a significant gap.

Generated by AI

Carvana

Social

Sep 29

Bullish· Sep 18

Bearish· Sep 28

Earnings· Jul 29

Analysts· Apr 30

Announcements· Apr 29

Controversies· Jan 28

Macro· Apr 30

Technical Analysis· Jun 9

Regulars· Sep 29

Newcomers· Sep 22

Why Carvana (CVNA) Stock Is Up Today

Carvana on pace for biggest sales beat since early 2025, Jefferies says

Carvana Stock Climbs Tuesday: What's Happening? - Carvana (NYSE:CVNA)

Why is Carvana stock rallying today?

Jefferies reiterates Carvana stock buy rating on unit growth

Carvana (CVNA) Falls More Steeply Than Broader Market: What Investors Need to Know

Also Discussed

Carvana Co. Class A Common Stock

Company Information

Location

Why Carvana (CVNA) Stock Is Up Today

Carvana on pace for biggest sales beat since early 2025, Jefferies says

Carvana Stock Climbs Tuesday: What's Happening? - Carvana (NYSE:CVNA)

Why is Carvana stock rallying today?

Jefferies reiterates Carvana stock buy rating on unit growth

Carvana (CVNA) Falls More Steeply Than Broader Market: What Investors Need to Know

Also Discussed

Social

Sep 29

Bullish· Sep 18

Bearish· Sep 28

Earnings· Jul 29

Analysts· Apr 30

Announcements· Apr 29

Controversies· Jan 28

Macro· Apr 30

Technical Analysis· Jun 9

Regulars· Sep 29

Newcomers· Sep 22