KMX

CarMax Inc. (KMX) | Rumor.io

CarMax

KMX

Attention (50-day avg)0%

Attention rank (50-day avg)#931

Bullish sentiment (50-day avg)73%

Price to earnings ratio35.2

Market capitalization8B

Earnings per share1.61

Dividend yield (TTM)—

Revenue (annual)25.9B

Net income (annual)247.3M

Social

What share of all stock conversation is about KMX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.02% +0.02	0% +0	0% -0.02

Sep 29

CarMax's Q2 revenue rose 19.5% to $7.9B, with net earnings per diluted share increasing 81.3% to $1.16.
The company's retail used unit sales increased 13.8% and combined retail and wholesale unit sales rose 14.7% to 387,735.
CarMax plans to resume modest share buybacks in Q3 and will hold a strategy update on November 3, with investors watching for signs of improving affordability trends and stronger retail momentum.

Generated by AI

Sentiment

Of the messages about KMX 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	92.31% +24.57	71.43% +54.76	59.05% -31.09	19.76% +18.69
Bearish	7.69% -24.57	28.57% -54.76	40.95% +31.09	80.24% -18.69

Bullish· Jun 17

CarMax has delivered a strong Q1 FY2027 performance, crushing EPS estimates by 34% and revenue by $570M, with 6.2% YoY growth.
The company's recent first-quarter fiscal 2027 results have been driven by aggressive expense reductions and a structural turnaround under new CEO Keith Barr, with investors focused on accelerating sales trends.
CarMax has reported a third straight blowout quarter, with Q1 EPS beating estimates by 39.4% and revenue topping expectations, driven by higher prices and wholesale demand, with new CEO Keith Barr introducing a four-pillar strategy to drive unit growth and improve profitability.

Bearish· Jun 17

CarMax's CEO highlighted persistent cost pressures and softening consumer demand, leading investors to re-evaluate the company's near-term margin outlook.
The company's decision to lower profit per car and take on worse loans to increase sales is a concerning combination, potentially leading to further losses.
Despite beating earnings estimates, CarMax's stock is down due to concerns over the company's profitability and the impact of rising interest rates on its loan business.

Generated by AI

Topics

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

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	6.61%	6.68%	8.4%
Analysts	0%	8.47%	6.9%	23.71%
Announcements	18.56%	7.94%	21.12%	20.58%
Macro	0%	53.44%	46.12%	28.76%
Earnings	81.44%	23.54%	19.18%	6.36%
Controversies	0%	0%	0%	12.19%

Earnings· Sep 29

CarMax reported Q2 earnings with revenue rising 19.5% to $7.88B, beating estimates, and adjusted EPS of $1.16, an 81.3% YoY increase.
The company's lowest-income customer group saw flat demand from a year ago, despite affordability pressure, and total gross profit rose 11.4% YoY to $799.5M.
CarMax shares rose more than 2% after the strong earnings report, with investors watching for signs of improving affordability trends and stronger retail momentum.

Analysts· Sep 26

Analysts have lowered their price targets for CarMax (KMX), with some reducing their targets by as much as $30.
Needham, Baird, and RBC Capital have all updated their ratings for KMX, with Needham setting a price target of $60 and Baird and RBC Capital setting targets of $60 and $59, respectively.
Analysts are sounding alarm about structural challenges, weak earnings, and market share loss, with J.P. Morgan highlighting these concerns and setting a price target of $50.

Announcements· Jun 17

CarMax reported a 6% increase in Q1 revenues, reaching $8 billion, and a 3.3% increase in combined retail and wholesale units.
The company's Q1 results beat expectations, driven by aggressive expense reductions and strong wholesale unit growth, but margins remain under pressure.
CEO Keith Barr highlighted persistent cost pressures and softening consumer demand, leading investors to re-evaluate the company's near-term margin outlook.

Macro· Sep 26

The used car market is experiencing a severe Asset Backed Securities (ABS) problem, with many trusts deteriorating over time, and CarMax's (KMX) sales and profit have plunged due to high interest rates and consumer affordability concerns.
CarMax's (KMX) earnings miss due to rising auto delinquencies, and the company is blaming tariffs, rates, and macro headwinds for weak results, but the real story is the acceleration of EV adoption and the shift towards digital car buying.
The auto industry is flashing warning lights on the state of the US economy, with automakers' profits squeezed by tariffs, a subprime auto lender recently collapsed, and some car retailers warning that consumers are pulling back, contributing to a risk-off environment in the space.

Technical Analysis· Jun 22

$KMX (CarMax, Inc.) is showing an Inverted Head & Shoulders pattern with a breakout on thinkorswim charts.
This technical pattern suggests a potential reversal in the used car market.
The breakout may indicate an upward trend for KMX.

Generated by AI

Community

Of the messages about KMX, 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	65.87%	59.13%	57.33%	36.26%
Newcomers	34.13%	40.87%	42.67%	63.74%

Regulars· Sep 29

CarMax ($KMX) reports Q2 earnings with revenue rising 19.5% to $7.9B, and adjusted EPS of $1.16 beating estimates.
Management cites stronger results and plans Q3 buybacks, with the company's lowest-income customer group showing roughly flat demand from a year ago.
CarMax's Q2 results show combined retail and wholesale unit sales increasing 14.7%, with retail used unit sales rising 13.8% and comparable store used unit sales up 13.0%.

Newcomers· Sep 29

CarMax is shifting its focus from cutting prices to boost sales, with a 14.7% increase in used-unit sales and a 19.5% rise in revenue, while gross profit per retail unit fell $111 to $2,105.
The company plans to resume modest share buybacks in Q3, which may be a signal of improving affordability trends and stronger retail momentum, as the stock rose more than 2% after a strong earnings and revenue beat.
CarMax's Q2 FY2027 results show a sharp beat in EPS ($1.16 vs $0.73 expected) and revenue ($7.88B vs $7.09B expected), with a 19.5% increase in revenue and a 14% rise in retail used-unit sales.

Generated by AI

Regulators just eased U.S. fuel economy rules, and that rewrites the math for how cars are built, priced, and financed. Cheaper vehicles can mean more buyers walking into showrooms, more loans written, and more risk concentrated in auto credit. Investors watching this shift can reassess where they want exposure before the herd reacts. This article explains the news and highlights three stocks directly tied to this policy change. The stocks covered below are just a first pass on U.S. auto...

5h agoYahoo Finance

CarMax Inc (KMX) (Q2 2027) Earnings Call Highlights: 81% EPS Surge, 13% Used Unit Comps and the ...

CarMax Inc (KMX) posts 19% sales growth to $7.9 billion and $1.16 diluted EPS as price transparency turns regulatory scrutiny into a competitive edge.

10h agoYahoo Finance UK

CarMax Inc. stock underperforms Tuesday when compared to competitors despite daily gains

14h agoMarketWatch

CarMax earnings analysis: questions answered and next catalysts

16h agoInvesting.com

CarMax Says Even Its Lowest-Income Customers Are Holding Up Despite Affordability Squeeze

CarMax Inc. stock is trading higher Tuesday after the used-car retailer reported stronger-than-expected fiscal second-quarter results. CarMax reported adjusted earnings of $1.16 per share, beating the analyst estimate of 73 cents. Sales rose 19.5% year over year to $7.88 billion,...

17h agoYahoo Finance

FTC Crackdown on Misleading Car Ads Buoys CarMax, CEO Says

18h agoWSJ

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CarMax Inc.

Consumer Cyclical
Auto & Truck Dealerships

CarMax Inc. is a leading U.S. used-vehicle retailer and automotive services company headquartered in Richmond, Virginia. The company operates a nationwide network of stores and a digital platform that together provide a large selection of used cars, trucks, and SUVs across multiple makes and price points. CarMax focuses on a standardized, customer-centric buying experience, supported by vehicle inspection, reconditioning, and in-house service capabilities. Its business is organized around CarMax Sales Operations, which covers merchandising, retail sales, wholesale auctions, and vehicle servicing, and CarMax Auto Finance, which provides financing solutions to qualifying customers purchasing vehicles through its retail channel. The company also sells extended service plans and related protection products, expanding its role beyond simple vehicle sales. By combining physical locations with online tools that allow customers to browse inventory, secure financing, and complete purchases remotely, CarMax plays a significant role in the U.S. automotive retail market and the broader consumer credit ecosystem.

Website

Location

12800 Tuckahoe Creek Parkway

Richmond, VA, 23238

United States

Social

What share of all stock conversation is about KMX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.02% +0.02	0% +0	0% -0.02

Sep 29

CarMax's Q2 revenue rose 19.5% to $7.9B, with net earnings per diluted share increasing 81.3% to $1.16.
The company's retail used unit sales increased 13.8% and combined retail and wholesale unit sales rose 14.7% to 387,735.
CarMax plans to resume modest share buybacks in Q3 and will hold a strategy update on November 3, with investors watching for signs of improving affordability trends and stronger retail momentum.

Generated by AI

Sentiment

Of the messages about KMX 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	92.31% +24.57	71.43% +54.76	59.05% -31.09	19.76% +18.69
Bearish	7.69% -24.57	28.57% -54.76	40.95% +31.09	80.24% -18.69

Bullish· Jun 17

CarMax has delivered a strong Q1 FY2027 performance, crushing EPS estimates by 34% and revenue by $570M, with 6.2% YoY growth.
The company's recent first-quarter fiscal 2027 results have been driven by aggressive expense reductions and a structural turnaround under new CEO Keith Barr, with investors focused on accelerating sales trends.
CarMax has reported a third straight blowout quarter, with Q1 EPS beating estimates by 39.4% and revenue topping expectations, driven by higher prices and wholesale demand, with new CEO Keith Barr introducing a four-pillar strategy to drive unit growth and improve profitability.

Bearish· Jun 17

CarMax's CEO highlighted persistent cost pressures and softening consumer demand, leading investors to re-evaluate the company's near-term margin outlook.
The company's decision to lower profit per car and take on worse loans to increase sales is a concerning combination, potentially leading to further losses.
Despite beating earnings estimates, CarMax's stock is down due to concerns over the company's profitability and the impact of rising interest rates on its loan business.

Generated by AI

Topics

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

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	6.61%	6.68%	8.4%
Analysts	0%	8.47%	6.9%	23.71%
Announcements	18.56%	7.94%	21.12%	20.58%
Macro	0%	53.44%	46.12%	28.76%
Earnings	81.44%	23.54%	19.18%	6.36%
Controversies	0%	0%	0%	12.19%

Earnings· Sep 29

CarMax reported Q2 earnings with revenue rising 19.5% to $7.88B, beating estimates, and adjusted EPS of $1.16, an 81.3% YoY increase.
The company's lowest-income customer group saw flat demand from a year ago, despite affordability pressure, and total gross profit rose 11.4% YoY to $799.5M.
CarMax shares rose more than 2% after the strong earnings report, with investors watching for signs of improving affordability trends and stronger retail momentum.

Analysts· Sep 26

Analysts have lowered their price targets for CarMax (KMX), with some reducing their targets by as much as $30.
Needham, Baird, and RBC Capital have all updated their ratings for KMX, with Needham setting a price target of $60 and Baird and RBC Capital setting targets of $60 and $59, respectively.
Analysts are sounding alarm about structural challenges, weak earnings, and market share loss, with J.P. Morgan highlighting these concerns and setting a price target of $50.

Announcements· Jun 17

CarMax reported a 6% increase in Q1 revenues, reaching $8 billion, and a 3.3% increase in combined retail and wholesale units.
The company's Q1 results beat expectations, driven by aggressive expense reductions and strong wholesale unit growth, but margins remain under pressure.
CEO Keith Barr highlighted persistent cost pressures and softening consumer demand, leading investors to re-evaluate the company's near-term margin outlook.

Macro· Sep 26

The used car market is experiencing a severe Asset Backed Securities (ABS) problem, with many trusts deteriorating over time, and CarMax's (KMX) sales and profit have plunged due to high interest rates and consumer affordability concerns.
CarMax's (KMX) earnings miss due to rising auto delinquencies, and the company is blaming tariffs, rates, and macro headwinds for weak results, but the real story is the acceleration of EV adoption and the shift towards digital car buying.
The auto industry is flashing warning lights on the state of the US economy, with automakers' profits squeezed by tariffs, a subprime auto lender recently collapsed, and some car retailers warning that consumers are pulling back, contributing to a risk-off environment in the space.

Technical Analysis· Jun 22

$KMX (CarMax, Inc.) is showing an Inverted Head & Shoulders pattern with a breakout on thinkorswim charts.
This technical pattern suggests a potential reversal in the used car market.
The breakout may indicate an upward trend for KMX.

Generated by AI

Community

Of the messages about KMX, 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	65.87%	59.13%	57.33%	36.26%
Newcomers	34.13%	40.87%	42.67%	63.74%

Regulars· Sep 29

CarMax ($KMX) reports Q2 earnings with revenue rising 19.5% to $7.9B, and adjusted EPS of $1.16 beating estimates.
Management cites stronger results and plans Q3 buybacks, with the company's lowest-income customer group showing roughly flat demand from a year ago.
CarMax's Q2 results show combined retail and wholesale unit sales increasing 14.7%, with retail used unit sales rising 13.8% and comparable store used unit sales up 13.0%.

Newcomers· Sep 29

CarMax is shifting its focus from cutting prices to boost sales, with a 14.7% increase in used-unit sales and a 19.5% rise in revenue, while gross profit per retail unit fell $111 to $2,105.
The company plans to resume modest share buybacks in Q3, which may be a signal of improving affordability trends and stronger retail momentum, as the stock rose more than 2% after a strong earnings and revenue beat.
CarMax's Q2 FY2027 results show a sharp beat in EPS ($1.16 vs $0.73 expected) and revenue ($7.88B vs $7.09B expected), with a 19.5% increase in revenue and a 14% rise in retail used-unit sales.

Generated by AI

CarMax

Social

Sep 29

Bullish· Jun 17

Bearish· Jun 17

Earnings· Sep 29

Analysts· Sep 26

Announcements· Jun 17

Macro· Sep 26

Technical Analysis· Jun 22

Regulars· Sep 29

Newcomers· Sep 29

How Fuel Economy Rule Changes Could Lift CarMax Stock And Auto Finance Shares

CarMax Inc (KMX) (Q2 2027) Earnings Call Highlights: 81% EPS Surge, 13% Used Unit Comps and the ...

CarMax Inc. stock underperforms Tuesday when compared to competitors despite daily gains

CarMax earnings analysis: questions answered and next catalysts

CarMax Says Even Its Lowest-Income Customers Are Holding Up Despite Affordability Squeeze

FTC Crackdown on Misleading Car Ads Buoys CarMax, CEO Says

Also Discussed

CarMax Inc.

Company Information

Location

How Fuel Economy Rule Changes Could Lift CarMax Stock And Auto Finance Shares

CarMax Inc (KMX) (Q2 2027) Earnings Call Highlights: 81% EPS Surge, 13% Used Unit Comps and the ...

CarMax Inc. stock underperforms Tuesday when compared to competitors despite daily gains

CarMax earnings analysis: questions answered and next catalysts

CarMax Says Even Its Lowest-Income Customers Are Holding Up Despite Affordability Squeeze

FTC Crackdown on Misleading Car Ads Buoys CarMax, CEO Says

Also Discussed

Social

Sep 29

Bullish· Jun 17

Bearish· Jun 17

Earnings· Sep 29

Analysts· Sep 26

Announcements· Jun 17

Macro· Sep 26

Technical Analysis· Jun 22

Regulars· Sep 29

Newcomers· Sep 29