Carvana Co. (NYSE:CVNA) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Carvana Co. (NYSE:CVNA) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-five research firms that are currently covering the company, MarketBeat.com reports. Seven analysts have rated the stock with a hold rating, seventeen have given a buy rating and one has given a strong buy rating to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $437.8636.

CVNA has been the subject of several recent analyst reports. Gordon Haskett cut their price objective on shares of Carvana from $435.00 to $350.00 and set a “hold” rating for the company in a research report on Friday, February 20th. Wedbush cut their price objective on shares of Carvana from $500.00 to $425.00 and set an “outperform” rating for the company in a research report on Thursday, February 19th. UBS Group set a $485.00 target price on Carvana in a research note on Friday, February 20th. DA Davidson lowered their target price on Carvana from $470.00 to $320.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. Finally, Needham & Company LLC reissued a “buy” rating and set a $500.00 target price on shares of Carvana in a research note on Monday, March 16th.

Insider Activity

In other Carvana news, VP Stephen R. Palmer sold 1,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $393.04, for a total transaction of $393,040.00. Following the completion of the transaction, the vice president owned 37,192 shares of the company’s stock, valued at approximately $14,617,943.68. The trade was a 2.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Benjamin E. Huston sold 10,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $309.86, for a total value of $3,098,600.00. Following the transaction, the chief operating officer directly owned 92,924 shares of the company’s stock, valued at approximately $28,793,430.64. The trade was a 9.72% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 53,574 shares of company stock valued at $19,259,412. Corporate insiders own 17.12% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of CVNA. Vanguard Group Inc. raised its stake in Carvana by 24.7% during the fourth quarter. Vanguard Group Inc. now owns 16,783,101 shares of the company’s stock worth $7,082,804,000 after acquiring an additional 3,328,115 shares in the last quarter. State Street Corp raised its stake in Carvana by 93.7% during the fourth quarter. State Street Corp now owns 5,714,779 shares of the company’s stock worth $2,411,751,000 after acquiring an additional 2,764,759 shares in the last quarter. Capital Research Global Investors increased its stake in shares of Carvana by 42.9% in the fourth quarter. Capital Research Global Investors now owns 5,700,953 shares of the company’s stock valued at $2,405,959,000 after buying an additional 1,711,144 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of Carvana by 8.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 17,726,838 shares of the company’s stock valued at $7,481,081,000 after buying an additional 1,407,762 shares during the period. Finally, Geode Capital Management LLC increased its stake in shares of Carvana by 55.4% in the fourth quarter. Geode Capital Management LLC now owns 3,880,711 shares of the company’s stock valued at $1,632,763,000 after buying an additional 1,382,852 shares during the period. 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: Barclays maintained an Overweight rating and trimmed its price target modestly to $430 (from $450), still implying sizable upside versus current levels. Barclays adjusts Carvana price target to $430
• Neutral Sentiment: Bank of America shifted Carvana to a Neutral rating but noted long-term potential — signal is mixed: less conviction for the next 12–18 months but acknowledgement of upside if macro conditions improve. Carvana rating shifted to Neutral but BofA sees long-term potential
• Negative Sentiment: BofA lowered its near-term outlook and cut its price target to $360 (from $400), citing rising borrowing costs and higher gasoline prices that could dampen used-car demand into 2026. That direct macro warning is a primary reason for downward pressure. Carvana Faces Tougher 2026 as Rising Rates, Fuel Costs Pressure Demand, BofA Says
• Negative Sentiment: Market commentary is turning more cautious — Barron’s notes an analyst pullback after last year’s big rally and points to the same macro risks; that broader skepticism is weighing on sentiment. Carvana Stock Doubled Last Year. Why This Analyst Isn’t Bullish Anymore.
• Negative Sentiment: Insider selling: recent filings show material sales by senior executives (CFO, COO and a VP), which investors often view as a negative signal on near-term conviction. CFO sells $3,956,962.50 in stock COO sells $3,098,600.00 in stock VP sells $317,500.00 in stock

Carvana Trading Up 0.7%

CVNA opened at $316.18 on Tuesday. Carvana has a twelve month low of $148.25 and a twelve month high of $486.89. The company has a 50-day simple moving average of $339.79 and a 200 day simple moving average of $371.48. The company has a quick ratio of 2.73, a current ratio of 4.31 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $69.20 billion, a price-to-earnings ratio of 39.33 and a beta of 3.61.

Carvana’s stock is set to split on the morning of Thursday, May 7th. The 5-1 split was announced on Friday, March 13th. The newly created shares will be issued to shareholders after the closing bell on Wednesday, May 6th.

Carvana (NYSE:CVNA) last posted its quarterly earnings data on Wednesday, February 18th. The company reported $4.22 earnings per share for the quarter, topping the consensus estimate of $1.10 by $3.12. Carvana had a net margin of 6.92% and a return on equity of 50.96%. The business had revenue of $5.60 billion during the quarter, compared to analysts’ expectations of $5.24 billion. During the same quarter in the prior year, the business posted $0.56 earnings per share. Carvana’s revenue was up 58.0% compared to the same quarter last year. Analysts predict that Carvana will post 2.85 EPS for the current fiscal year.

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.