CVNAConsumer Cyclical · Auto & Truck DealershipsThe 24 Wall Street analysts covering Carvana Co. hold a median 12-month price target of $83 — +9.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 47 of 100 as at 15 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Carvana Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (95): The business earns solid, repeatable profits on what it owns.
Volatility (15): The share price moves around a lot.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CVNA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +9.1% from it.
Of the 20 most recent actions, 1 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Aug 2026 | BTIG | Reiterates | Buy | $87 |
| 31 July 2026 | Barclays | Maintains | Overweight | $94 → $93 |
| 31 July 2026 | Citigroup | Maintains | Buy | $93 → $90 |
| 30 July 2026 | BNP Paribas | Maintains | Neutral | $86 → $69 |
| 30 July 2026 | BTIG | Maintains | Buy | $97 → $87 |
| 30 July 2026 | Citizens | Maintains | Market Outperform | $103 → $83 |
| 30 July 2026 | Evercore ISI Group | Maintains | In-Line | $86 → $75 |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | $102 → $90 |
| 30 July 2026 | Needham | Reiterates | Buy | $120 |
| 30 July 2026 | RBC Capital | Maintains | Outperform | $85 → $82 |
| 30 July 2026 | Wells Fargo | Maintains | Overweight | $85 → $80 |
| 22 July 2026 | Barclays | Maintains | Overweight | $93 → $94 |
| 22 July 2026 | Barclays | Maintains | Overweight | — |
| 21 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 21 July 2026 | Wells Fargo | Maintains | Overweight | $95 → $85 |
| 14 July 2026 | Jefferies | Maintains | Buy | $95 → $90 |
| 14 July 2026 | Jefferies | Maintains | Buy | — |
| 11 June 2026 | RBC Capital | Maintains | Outperform | — |
| 5 June 2026 | BTIG | Reiterates | Buy | — |
| 5 June 2026 | RBC Capital | Reiterates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CVNA appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 20% of US stocks
Cheaper than 28% of US stocks
Cheaper than 8% of US stocks
Cheaper than 13% of US stocks
Higher than 87% of US stocks
Higher than 80% of US stocks
Higher than 20% of US stocks
Higher than 62% of US stocks
Higher than 63% of US stocks
Higher than 94% of US stocks
Higher than 94% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Carvana Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Carvana Co. (CVNA) presented at the J.P. Morgan Automotive Conference, and a transcript of the presentation was published by Seeking Alpha.
Why it matters — A CVNA watcher would care because the conference presentation transcript offers insight into management's remarks on the company's operations and strategy.
The Motley Fool published a comparison of Carvana and Home Depot as consumer stock picks for 2026, noting Carvana's use of e-commerce and dealership acquisitions to expand in used and new car markets.
Why it matters — The piece highlights Carvana's strategy and market positioning against a widely held consumer bellwether, offering CVNA investors a frame for assessing the company's competitive outlook.
Carvana announced the successful upsize and pricing of a Senior Secured Term Loan B facility in an aggregate principal amount of $1.66 billion. The company intends to use proceeds from the facility, together with cash on hand, to redeem in full its 9.00% Senior Secured Notes due 2030.
Why it matters — CVNA watchers would care because this refinancing retires higher-cost 9.00% notes with a new term loan, potentially lowering the company's interest burden.
Zacks Investment Research noted that Carvana's rapid volume growth, rising EBITDA, and stronger liquidity support its outlook, but its premium valuation and execution risks suggest caution.
Why it matters — CVNA watchers would care because the piece highlights both the company's improving fundamentals and the valuation concerns that could affect investor decisions.
A company insider had approximately 3,948 shares of the used car seller withheld to cover tax obligations at $62.36 per share, for a total transaction value of roughly $246,200. The disposition reduced the insider's direct equity holdings by 1%.
Why it matters — CVNA watchers may note insider share activity, though this disposition appears tied to routine tax obligations rather than a discretionary sale.
The 24 Wall Street analysts covering Carvana Co. have a median 12-month price target of $83, with estimates ranging from $60 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering Carvana Co., 16 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Carvana Co. 47 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Carvana Co. ranks 47 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (95 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +9.1% from the last close, and Ticker Nerd's factor model ranks Carvana Co. 47 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Carvana Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CVNA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $60 to $120 over the next 12 months.
Carvana Co. returned +10.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Carvana Co. is a holding company that operates an e-commerce platform focused on buying and selling used cars in the United States.
The most recent item we track (Seeking Alpha, 12 Aug 2026): "Carvana Co. (CVNA) Presents at J.P. Morgan Automotive Conference Transcript". Carvana Co. (CVNA) presented at the J.P. Morgan Automotive Conference, and a transcript of the presentation was published by Seeking Alpha.
Carvana Co. is a holding company that operates an e-commerce platform focused on buying and selling used cars in the United States. The company enables customers to browse a large inventory of vehicles online, arrange financing, value and trade in their existing cars, and complete purchases digitally. Carvana also provides delivery and pickup options designed to streamline the automotive retail experience. The business generates revenue primarily from retail used vehicle sales, complemented by wholesale vehicle sales and a range of related products and services. These include vehicle financing, sales of loans through securitizations or to financing partners, vehicle service contracts, guaranteed asset protection (GAP) waiver coverage, and other ancillary insurance-related offerings. This integrated model positions Carvana within the consumer cyclical sector, specifically the auto and truck dealership industry, with a focus on online distribution and data-driven operations. Founded in 2012 and headquartered in Tempe, Arizona, Carvana Co. today serves consumers seeking a fully digital, end-to-end used car transaction experience.
CEO Mr. Ernest C. Garcia III · 23,100 employees · United States · https://www.carvana.com