Key Takeaways Carvana posted Q3 EPS of $1.03, missing estimates but up from 64 cents a year ago.Revenues climbed 55% year over year to $5.65B, driven by strong retail and wholesale demand.CVNA expects over 150,000 retail unit sales in Q4 and reaffirms full-year adjusted EBITDA outlook.Used car e-retailer Carvana (CVNA) reported third-quarter earnings of $1.03 per share, which lagged the Zacks Consensus Estimate of $1.33 per share but rose from the year-ago quarter’s earnings of 64 cents per share. Better-th ...

Man GLG holds $121.39 million worth of Carvana Co. (NYSE:CVNA) stock, representing 0.23% of its 13-F portfolio. The company is included in Man GLG’s list of 10 stock picks with the highest upside potential. Is Carvana (CVNA) One of Man GLG’s 10 Stock Picks with the Highest Upside Potential? An e-commerce platform displaying a wide range of products to customers online. On October 21, 2025, JPMorgan increased its price target on Carvana Co. (NYSE:CVNA) from $425 to $490, while maintaining an “Overweight” ...

One of the best turnaround stories has been Carvana ( CVNA ). The used car retailer, which some like myself thought could go bankrupt just a few years ago, has been one of the best-performing stocks in recent years. On Wednesday, the company announced itsI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the i ...

One of the best turnaround stories has been Carvana ( CVNA ). The used car retailer, which some like myself thought could go bankrupt just a few years ago, has been one of the best-performing stocks in recent years. On Wednesday, the company announced itsI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the i ...

Carvana Co. (NYSE:CVNA) is one of the best stocks to buy according to Citadel LLC. The company has recently been the subject of speculation about its financial health. In an October 22 interview on Bloomberg, well-known short seller Jim Chanos said the company raised “lots of red flags” after subprime auto lender and used-car retailer, Tricolor Holdings, filed for bankruptcy around September 10. Chanos, who has been short or held a negative stance on Carvana for a long time, argues that it is hard to belie ...

Accessibility StatementSkip Navigation BEIJING, Oct. 31, 2025 /PRNewswire/ -- Uxin Limited ("Uxin" or the "Company") (Nasdaq: UXIN), China's leading used car retailer, today announced that it has formed a strategic partnership with local government authorities in the city of Guangzhou to jointly invest in the construction of Uxin's Guangzhou used car superstore. The new superstore is designed to accommodate above 3,000 vehicles for display and sale. Continue Reading The Blueshirt GroupMr. Jack WangPhone: + ...

Carvana (NYSE:CVNA) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsMark Jenkins - CFOErnie Garcia - CEOMeg Kehan - Senior Director of Capital Markets and Investor RelationsJeff Lick - Managing DirectorRajat Gupta - VPConference Call ParticipantsAndrew Boone - AnalystDaniela Haigian - VP and Equity Research AnalystChris Bottiglieri - Equity Research AnalystMarvin Fong - Equity Research Analyst, Consumer, and Technology ServicesChris Pierce - Research AnalystMichael Montani - Research ...

247 Wall Street Carvana (NYSE: CVNA) reports Q3 2025 earnings after the close today. The used-car disruptor’s stock has surged this year as profitability and scale have accelerated faster than even bullish investors expected. After a six-quarter streak of positive net income and a historic Q2 that saw record revenue, margins, and units sold, the question now is whether Carvana can maintain the pace of execution as growth normalizes. CEO Ernie Garcia called Q2 “another exciting quarter” where Carvana becam ...

公司近期市场表现与做空事件 - 知名做空者Jim Chanos披露针对Carvana的新空头头寸 导致公司股价昨日下跌11% [1] - Carvana当前市值为450亿美元 其股价在过去三年间累计回报率达2155% [1] - Chanos质疑在次级汽车贷款市场压力加剧及竞争对手Tricolor Holdings近期倒闭的背景下 Carvana如何持续繁荣 [1][2] 公司运营与财务表现 - 第三季度零售车辆销量约为15.9万辆 同比增长46% 较预期高出6% [3] - 9月份销售额增长54% 为2024年末以来最快增速 公司已连续五个季度汽车销量增长超40% [3] - 第二季度零售车辆销量达143,280辆 同比增长41% 营收为48.4亿美元 [5] - 平台平均售价上涨5%至26,300美元 超过行业趋势 上月网站流量增长22% [4] 公司盈利能力与市场地位 - 第二季度在多项盈利能力指标上创下公司纪录 包括调整后EBITDA利润率、GAAP营业利润和净收入 [5] - 公司已成为增长最快且最盈利的汽车零售商 在美国二手车市场占有率约达1.5% [6] - 垂直整合平台带来效率优势 其商业模式支持年销量超过100万辆 目前销量远低于该产能 [7] 行业背景与公司机遇 - 整个二手车市场扩张幅度低于5% 而Carvana增速显著高于行业水平 [5] - 公司处于有利地位 有望在规模达8000亿美元的二手车市场中抓住数字化转变的机遇 [4]

资产支持证券信用表现 - 2025-N1系列ABS的累计净损失增长放缓 9月增长44个基点至2.29% 低于8月57个基点的增幅 [2][3] - 短期拖欠率呈现下降趋势 30天拖欠率下降44个基点至6.64% 60天拖欠率下降3个基点至2.26% [5] - 累计净损失表现优于2022-2023年同期发行的七个月期次贷ABS 后者平均增长85个基点 [4] 分析师观点与评级 - BTIG分析师维持买入评级 目标股价为450美元 估值基于28倍2027财年调整后EBITDA [1] - 采用按汇款期而非贷款账龄衡量累计净损失的方法 更符合标准ABS投资者实践 2025-N1系列表现与2024-N1系列持平或更优 [6] 公司业务与市场地位 - 公司采用垂直整合模式 支持强劲的单车经济学和行业领先的EBITDA利润率 [8] - 在美国二手车零售市场占有约1%的份额 2024年零售和批发总量超过130万辆 [8][10] - 关税政策影响新车价格 公司有望利用其成本优势扩大市场份额并提升利润 [8] 财务预测 - 预计营收将从2024财年的136.7亿美元增长至2025财年的189.7亿美元和2026财年的240.3亿美元 [9] - 预计调整后EBITDA将从2024财年的13.8亿美元增长至2025财年的21.9亿美元和2026财年的29.2亿美元 [9] - 对应的企业价值与EBITDA倍数分别为58.9倍 37.0倍和27.8倍 [9] 行业背景 - 尽管投资者对信贷质量敏感度提高 但大型银行汽车贷款组合的拖欠率和核销率同比下降 整体趋势温和 [7]