CarGurus remains a deeply undervalued, high-margin, and stable growth play amid a crowded AI and semiconductor market. CARG's 15% revenue growth, expanding dealer base, and strong international momentum highlight resilient fundamentals despite a mixed Q1 and macro headwinds. Trading at 9.4x EV/FY26 adjusted EBITDA, CARG offers compelling value, reinforced by robust buybacks and a debt-free balance sheet.
CarGurus, Inc. (CARG) Q1 2026 Earnings Call Transcript
CarGurus (CARG) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.46 per share a year ago.
Although the revenue and EPS for CarGurus (CARG) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Investors interested in Internet - Commerce stocks are likely familiar with Commerce.com (CMRC) and CarGurus (CARG). But which of these two stocks presents investors with the better value opportunity right now?
While the broader market has been grinding lower in early 2026, CarGurus (NASDAQ:CARG) has been quietly doing something most auto marketplace competitors can only dream about: growing faster, getting leaner, and embedding itself deeper into dealer operations across the country and internationally.
CarGurus, Inc. offers a compelling value-growth setup, leveraging AI-driven innovation and a leaner, data-focused marketplace model. CARG delivered 14% revenue growth to $907M and 25% adjusted EBITDA growth in 2025, with international revenue up 27% and record dealer retention. Shareholder returns remain robust, with $350M in buybacks during 2025 and a new $250M repurchase program authorized through 2026.
CarGurus, Inc. (CARG) Q4 2025 Earnings Call Transcript
The headline numbers for CarGurus (CARG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CarGurus (CARG) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.55 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CarGurus (CARG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
CarGurus delivered a strong Q3 beat and guidance raise, driving a post-earnings rally and presenting an attractive entry point for investors. CARG benefits from its dominant position as the top U.S. used car marketplace, expanding software offerings, and supportive macro trends boosting dealer demand. The company is refocusing on its high-margin marketplace business, achieving ~90% gross margins and robust adjusted EBITDA growth, while trading at compelling valuation multiples.