Carvana Co. (NYSE:CVNA) Receives $440.59 Consensus Price Target from Analysts

Shares of Carvana Co. (NYSE:CVNA) have earned an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are currently covering the company, Marketbeat.com reports. Five analysts have rated the stock with a hold recommendation, nineteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $440.5909.

CVNA has been the topic of several research reports. Wells Fargo & Company cut their price objective on shares of Carvana from $525.00 to $425.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Citigroup lowered their target price on shares of Carvana from $550.00 to $465.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. UBS Group set a $485.00 price target on shares of Carvana in a report on Friday, February 20th. Evercore cut their price objective on shares of Carvana from $430.00 to $390.00 in a report on Thursday, February 19th. Finally, Barclays cut their target price on Carvana from $530.00 to $450.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th.

Carvana Price Performance

CVNA opened at $317.69 on Friday. The company has a market capitalization of $69.53 billion, a price-to-earnings ratio of 39.51 and a beta of 3.60. The company has a current ratio of 4.31, a quick ratio of 2.73 and a debt-to-equity ratio of 1.15. Carvana has a 12-month low of $148.25 and a 12-month high of $486.89. The business’s fifty day simple moving average is $399.42 and its 200-day simple moving average is $380.56.

Carvana (NYSE:CVNA) last released its quarterly earnings data on Wednesday, February 18th. The company reported $4.22 earnings per share for the quarter, beating the consensus estimate of $1.10 by $3.12. Carvana had a return on equity of 50.96% and a net margin of 6.92%.The firm had revenue of $5.60 billion during the quarter, compared to the consensus estimate of $5.24 billion. During the same period in the previous year, the company posted $0.56 earnings per share. The firm’s quarterly revenue was up 58.0% on a year-over-year basis. On average, equities research analysts anticipate that Carvana will post 2.85 earnings per share for the current fiscal year.

Insider Activity

In related news, COO Benjamin E. Huston sold 20,000 shares of the firm’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $475.00, for a total transaction of $9,500,000.00. Following the completion of the transaction, the chief operating officer owned 100,758 shares of the company’s stock, valued at $47,860,050. This trade represents a 16.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Thomas Taira sold 10,000 shares of Carvana stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $475.00, for a total value of $4,750,000.00. Following the transaction, the insider owned 69,880 shares of the company’s stock, valued at $33,193,000. The trade was a 12.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 129,721 shares of company stock valued at $58,264,697 over the last quarter. Insiders own 16.36% of the company’s stock.

Hedge Funds Weigh In On Carvana

A number of large investors have recently bought and sold shares of the business. Los Angeles Capital Management LLC raised its position in shares of Carvana by 1,950.7% during the 2nd quarter. Los Angeles Capital Management LLC now owns 111,190 shares of the company’s stock worth $37,467,000 after purchasing an additional 105,768 shares during the last quarter. Federated Hermes Inc. boosted its position in Carvana by 124.9% during the third quarter. Federated Hermes Inc. now owns 265,921 shares of the company’s stock worth $100,316,000 after acquiring an additional 147,683 shares during the last quarter. Hudson Bay Capital Management LP grew its position in shares of Carvana by 158.0% in the second quarter. Hudson Bay Capital Management LP now owns 16,478 shares of the company’s stock valued at $5,552,000 after purchasing an additional 10,090 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Carvana by 11.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 637,462 shares of the company’s stock valued at $240,476,000 after buying an additional 64,424 shares in the last quarter. Finally, Strs Ohio increased its position in Carvana by 89.9% during the third quarter. Strs Ohio now owns 37,756 shares of the company’s stock worth $14,243,000 after purchasing an additional 17,878 shares during the last quarter. Institutional investors and hedge funds own 56.71% of the company’s stock.

More Carvana News

Here are the key news stories impacting Carvana this week:

• Positive Sentiment: Zacks says Carvana has a clear path to a 13.5% adjusted EBITDA margin over time as fixed‑cost leverage and operational efficiencies scale (Q4 dipped to 9.1%). Will Carvana’s Fixed Cost Leverage Drive Its EBITDA Margin?
• Positive Sentiment: Zacks highlights Carvana’s push toward vertical integration (in‑house reconditioning, logistics, financing) as a structural margin tailwind and notes strong customer referrals that could support market‑share gains. Will Vertical Integration Strengthen Carvana’s Prospects?
• Positive Sentiment: Wholesale used‑vehicle prices (Manheim index) rose year‑over‑year in February, which can support retail pricing and gross profit per unit as the spring selling season begins. Used vehicle prices jump ahead of spring selling season optimism
• Neutral Sentiment: Industry and analyst sentiment remains generally constructive: Carvana has a consensus rating around “Moderate Buy,” reflecting mixed analyst views on near‑term execution vs. long‑term opportunity. Carvana Receives Consensus Rating
• Negative Sentiment: Retail GPU fell in Q4 (roughly a $255 decline), and rising reconditioning and logistics costs pressured margins; management says automation/scale should help, but near‑term recovery is uncertain. Carvana’s GPU Declines in Q4: What Will Drive Improvement?
• Negative Sentiment: Several analysts have trimmed near‑term estimates and price targets (e.g., Citi cut its PT), and headlines flag a “rough start” to 2026—these revisions are weighing on sentiment and the stock. Carvana Stock Continues to Slide As Analysts Lower Price Targets
• Negative Sentiment: Zacks Research issued mixed estimate changes: small raises for some later periods but meaningful cuts to near‑term quarters (Q2 2026, Q3 2027), underscoring uncertainty over short‑term profitability.

About Carvana

Carvana Co is an online-only retailer of used vehicles that operates a consumer-facing e-commerce platform for buying and selling cars. The company markets and sells inspected, reconditioned pre-owned vehicles through its website, where shoppers can browse inventory, view detailed 360-degree photos and vehicle history reports, finance purchases, and arrange delivery or pickup. Carvana’s model is built around a digital end-to-end car buying experience that aims to simplify vehicle transactions compared with traditional dealerships.

Its products and services include direct retail sales of used cars, trade-in and purchase offers for consumer vehicles, vehicle financing and related protection products, and a seven-day return policy that allows customers to test a vehicle in everyday use.