Wall Street Analysts Look Bullish on Carvana (CVNA): Should You Buy?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Carvana poised for market-share gains, UBS says in initial coverage
UBS has initiated coverage of Carvana Co. (NYSE:CVNA) with a “Buy” rating on Monday, arguing the online used-car retailer is positioned to capture outsized share in a fragmented market as consumers accelerate their shift to digital vehicle purchases. The brokerage set a 12-month price target of $450, about 20% above Carvana's last close at $374.50, and said its 2026–27 EBITDA forecasts sit roughly 5% above consensus.
Carvana is a ‘true disruptor,' but does it have room to grow market share?
Carvana's share of the used-car market is currently at about 1.5%. One analyst sees a path to much more than that in 10 years.
Carvana: Huge Retail Sales Growth And Substantial Market Share Gains
Carvana (CVNA) stands out as a major disruptor in the used car industry, achieving 40%+ unit growth despite a stagnant market. CVNA's national tech-enabled platform is rapidly gaining market share, with only 1.5% penetration in the fragmented U.S. used car market. Recent Q3 results highlight CVNA's strong execution, with 44% y/y retail unit sales growth and aggressive expansion of reconditioning capacity.
American Consumers Have Had It With High Car Prices
Shoppers are starting to draw the line on what they will pay for a new car, with some turning to used vehicles, taking on longer car loans and holding out for deals.
Carvana upgraded to ‘Outperform,' price target lifted on strong unit growth, margin expansion
Carvana Co. (NYSE:CVNA) shares added more than 7% after the used car sales platform was upgraded to an ‘Outperform' rating by Wedbush analysts. The analysts also raised their 12-month price target to $400 from $380, arguing that the recent pullback in the stock presents a buying opportunity.
Is Carvana the 'New Used Car King?' These Analysts Think So, and the Stock Is Rising.
Shares of auto retailer Carvana (CVNA) jumped Monday after Wedbush upgraded the stock, calling the company the “new used car king.”
The Auto Market Is in Rough Shape. Buy Carvana Stock Anyway, Analyst Says.
Analysts at Wedbush Securities upgrade Carvana stock to Outperform from Neutral in a research note Monday.
Carvana survived a debt crunch. Can it survive Amazon?
Amazon Autos is fresh from inking a deal with Ford Motor Co. to sell used Ford vehicles, but you wouldn't know it by looking at the stock of a key competitor: Carvana Co.
Carvana Stock Looks Ripe For Another Rebound
Carvana Co (NYSE:CVNA) is trading 2.3% higher at $324.67 this afternoon, attempting to extend a rebound off the $280 level, a site that captured its June pullback as well.
Buyer Beware: Carvana Is Driving an Auto Lending Crisis
2025 has not been kind to consumer discretionary stocks. Among the 11 S&P 500 sectors, consumer discretionary has posted the fourth-worst performance year to date (YTD).
Carvana Co. (CVNA) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Carvana Co. ( CVNA ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 3:00 PM EST Company Participants Ernest Garcia - Co-Founder, President, CEO & Chairman Conference Call Participants David Lantz - Wells Fargo Securities, LLC, Research Division Presentation David Lantz Wells Fargo Securities, LLC, Research Division Hi, everyone. Thanks for joining.
