Carvana (CVNA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings picture ...

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm celebrated its third anniversary in August 2025 and is happy with the fund’s performance. In 2025, the fund performed well and achieved strong absolute returns, outpacing the S&P 500 and several other market indices. The year was marked by notable developments, especially related to tariffs, which led to substantial fluctuations in the market. There was a s ...

Morgan Stanley maintains an "Overweight" rating for Carvana (NYSE:CVNA), reflecting confidence in the company's growth potential.Carvana's stock performance has outpaced major indices, with a recent 2.41% increase in its closing price.Anticipated EPS of $1.07 and revenue of $5.17 billion for the upcoming earnings report, indicating significant growth.Carvana (NYSE:CVNA) is a prominent player in the online used car retail industry, known for its innovative car vending machines and seamless online purchasing ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Investors with a lot of money to spend have taken a bullish stance on Carvana (NYSE:CVNA).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CVNA, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 51 ...

There's no denying that Carvana (NYSE: CVNA ) has engineered one of the most remarkable corporate turnarounds in recent memory. After trading at $3 in lateAnalyst’s Disclosure:I/we have a beneficial short position in the shares of CVNA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in t ...

Carvana is seeing impressive growth rates in its business. But has the stock's rise gotten out of hand?Carvana (CVNA 1.20%) has been one of the market's biggest winners in 2025, with shares more than doubling year to date. A company that once appeared to be a risky leverage story is now posting record volumes and substantial profits.But Carvana's improving business fundamentals don't automatically make the stock a buy today. The business, which operates a leading e-commerce platform for buying and selling u ...

公司表现与市场地位 - Carvana是2025年标普500指数中表现最佳的股票之一 [1] - 2025年消费者互联网股整体跑赢大盘，24家公司平均回报率为23%，高于纳斯达克指数的19% [1] 分析师评级与目标价调整 - Wedbush分析师Scott Devitt将目标价从400美元上调至500美元，维持“跑赢大盘”评级 [1] - Argus于12月15日首次覆盖公司，给予“买入”评级和500美元目标价 [2] - 花旗于12月12日将目标价从445美元上调至550美元，维持“买入”评级 [3] - Jefferies分析师John Colantuoni于12月11日将目标价从475美元上调至550美元，维持“买入”评级 [4] 业务运营与财务数据 - 公司在美国运营一个买卖二手车的电子商务平台 [5] - 根据花旗的零售单位销售追踪数据，Carvana增长势头在11月加速，零售销售额同比增长升至37%，高于10月的32% [3] - 花旗同时上调了对公司的EBITDA预测 [3] 行业展望与投资主题 - Wedbush将Carvana选为2026年互联网板块的首选股，背景是人工智能和自动驾驶颠覆性技术的转变 [3] - 预计2026年市场将更加分化，投资者将关注自动驾驶颠覆的影响、AI货币化策略、持续投资周期的规模以及智能体AI的整合等变量 [1] - 分析师建议投资者对互联网股保持选择性，并警告新举措支出的增加可能阻碍利润率增长，而对AI驱动的市场颠覆的担忧可能阻止股票估值扩张 [4]

上周表现最差的大盘股 - 上周有十只大盘股表现不佳 其中跌幅最大的是Brown Forman Inc (BF) 下跌9.64% [1] - Carvana Co (CVNA) 下跌5.73% Stellantis (STLA) 下跌4.77% Starbucks Corporation (SBUX) 下跌4.68% [1][2] - Samsara Inc (IOT) 下跌4.71% Texas Pacific Land Corporation (TPL) 下跌4.46% Ryan Specialty Holdings, Inc (RYAN) 下跌3.98% [2][3] - PepsiCo, Inc (PEP) 下跌3.63% On Holding (ONON) 下跌2.54% General Mills, Inc (GIS) 下跌1.53% [3][4] 分析师评级与目标价调整 - Brown Forman Inc (BF) 被花旗分析师Filippo Falorni从“中性”下调至“卖出”评级 目标价从30美元下调至27美元 [1] - Carvana Co (CVNA) 获得Evercore ISI Group分析师Michael Montani维持“与大市持平”评级 目标价从420美元上调至425美元 [1] - PepsiCo, Inc (PEP) 获得花旗分析师Filippo Falorni维持“买入”评级 目标价从165美元上调至170美元 [3] - General Mills, Inc (GIS) 获得摩根士丹利分析师Megan Alexander维持“减持”评级 目标价从48美元下调至47美元 [4] 公司特定事件与市场反应 - Stellantis (STLA) 股价下跌与公司强烈反对欧盟修订的车辆排放计划有关 公司警告该计划会削弱增长激励 [2] - Starbucks Corporation (SBUX) 股价下跌期间 代表数百家门店员工的工会Starbucks Workers United在公司西雅图总部进行了抗议活动 [2]

公司表现与股价动态 - 2025年Carvana股价表现突出，成为市场中的佼佼者，为投资者带来强劲的升值和对公司商业模式的信心重振 [1] - 公司股价从2022年底濒临崩溃的个位数水平显著反弹，多年间上涨了数千个百分点，表现远超同行和标普500指数 [5] - 过去一年，Carvana股价上涨约95.7%，年初至今上涨115.6%，最新收盘价为438.47美元 [6] - 12月5日宣布将被纳入标普500指数后，股价在下一个交易日盘中飙升12.1%，并于12月12日创下52周新高485.33美元 [7] 经营业绩与里程碑 - 这家在线二手车零售商报告了创纪录的季度业绩，涵盖收入、销量和盈利能力 [1] - 公司实现了强劲的利润率、精简的运营和快速的销售增长 [4] - 公司被纳入标普500指数，这一里程碑凸显了其戏剧性的扭亏为盈，并验证了其战略执行 [1] 公司概况与市场地位 - Carvana是领先的电子商务平台，专门从事二手车的购买、销售、融资和交付，总部位于亚利桑那州坦佩，运营着美国最具雄心的垂直整合汽车业务之一 [3] - 公司目前市值约为961亿美元，属于大盘股类别 [4] - 公司拥有行业领先的增长率、获得多家分析师上调评级，其直接面向消费者的二手车平台需求持续 [2]