CVNACVNAConsumer Cyclical · Auto & Truck Dealerships

CVNA Stock Forecast: Carvana Co. Price Predictions for 2026-2027

Last close, 30 Oct 2026
$68
−0.07% on the day

The 24 Wall Street analysts covering Carvana Co. hold a median 12-month price target of $83 — +21.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 39 of 100 as at 31 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$75.7B
Ticker Nerd rank
39/ 100
Median analyst target
$83
Analysts covering
24
Revenue$7.4B+52.4% y/y
Operating income$680.0M
Net income$513.0M
Free cash flow$187.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+18.1%
1M
+9.2%
YTD
−19.1%
1Y
+11.9%
From 52W high
−28.7%
From 52W low
+21.3%
$56
$96
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CVNA stock analysis: one number for the whole business

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.

Where the model ranks itAs at 31 Oct 2026
39/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
93
Growth
83
Revisions
77
Momentum
47
Issuance
36
Value
23
Accruals
17
Volatility
14
Size
4

Quality (93): The business earns solid, repeatable profits on what it owns.

Volatility (14): The share price moves around a lot.

Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

CVNA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CVNA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$60$70$80$90$100Jan 26Apr 26Jul 26Oct 26CVNAHigh $100Median $83Low $60

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says24 analysts
16 Buy7 Hold1 Sell
Low $60Median $83High $100

The green dot is the last close — the median target sits +21.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.

DateFirmActionRatingTarget
23 Oct 2026Wells FargoMaintainsOverweight$80 → $75
15 Oct 2026Morgan StanleyMaintainsOverweight$90 → $88
15 Oct 2026Morgan StanleyMaintainsOverweight—
9 Oct 2026BTIGReiteratesBuy$87
9 Oct 2026BTIGReiteratesBuy—
6 Oct 2026BarclaysMaintainsOverweight$93 → $80
6 Oct 2026BarclaysMaintainsOverweight—
6 Oct 2026Stephens & Co.MaintainsOverweight—
6 Oct 2026Stephens & Co.MaintainsOverweight$92 → $83
30 Sept 2026OppenheimerMaintainsOutperform$450 → $90
30 Sept 2026OppenheimerMaintainsOutperform—
4 Aug 2026BTIGReiteratesBuy$87
4 Aug 2026BTIGReiteratesBuy—
31 July 2026BarclaysMaintainsOverweight$94 → $93
31 July 2026BarclaysMaintainsOverweight—
31 July 2026CitigroupMaintainsBuy$93 → $90
31 July 2026CitigroupMaintainsBuy—
30 July 2026BNP ParibasMaintainsNeutral$86 → $69
30 July 2026BNP ParibasMaintainsNeutral—
30 July 2026BTIGMaintainsBuy$97 → $87

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

CVNA appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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The AI build-out map
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Performance

CVNA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 30 Oct 2026, Carvana Co. returned +11.9% against +12.4% for the S&P 500, dividends included.

CVNA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150160Jan 26Apr 26Jul 26Oct 26CVNAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CVNA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+5.4%
Analysts raising
4
Analysts cutting
1
Fundamentals

Carvana Co. (CVNA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
32.8×

Cheaper than 23% of US stocks

Price / sales
2.8×

Cheaper than 42% of US stocks

Price / book
11.3×

Cheaper than 8% of US stocks

EV / EBITDA
19.7×

Cheaper than 15% of US stocks

Growth & margins
Revenue growth (YoY)
42.4%

Higher than 83% of US stocks

Earnings growth (YoY)
91.4%

Higher than 82% of US stocks

Gross margin
18.8%

Higher than 19% of US stocks

Operating margin
8.9%

Higher than 62% of US stocks

Net margin
6.2%

Higher than 63% of US stocks

Returns & dividend
Return on equity
54.7%

Higher than 94% of US stocks

Return on assets
12.0%

Higher than 95% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Carvana Co. (CVNA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Carvana Co. has a market value of $75.7B and an enterprise value of $52.7B.

  • Revenue in the twelve months to 30 June 2026: $25.1B. The latest quarter grew 42.4% year on year.

  • Net income over the same four quarters: $2.1B, a 8.5% net margin.

  • Diluted earnings per share, trailing twelve months: $1.81.

  • Free cash flow in the twelve months to 30 June 2026: $929.0M.

  • Shares outstanding: 719.0M.

  • Trailing P/E: 32.8×; forward P/E: 30.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Carvana Co. employs 23,100 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 31 Oct 2026

Data provided by Twelve Data

Peers

CVNA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAuto & Truck Dealerships
CompanyMarket capTKN rank
CVNACarvana Co.$75.7B39
PAGPenske Automotive Group, Inc.$13.9B46
KMXCarMax, Inc.$7.9B76
LADLithia Motors, Inc.$6.5B32
ANAutoNation, Inc.$6.2B27
RUSHARush Enterprises, Inc.$5.3B82
OPLNOPENLANE, Inc.$4.8B67

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 →

News

Latest CVNA news & analysis

Carvana: High Growth At The Cost Of Margins - More Risks Ahead

Seeking Alpha · 30 Oct 2026negative

The article says rising interest rates are weighing on used-car demand and margins despite strong sales growth, while fuel, logistics, and advertising costs remain pressures. It also notes tougher year-over-year comparisons and downside risks if macro headwinds persist, alongside uncertainty around Carvana’s 13.5% target.

Why it matters — These demand, cost, and performance concerns could affect how CVNA watchers assess its near-term margins and growth outlook.

Carvana Stock After Q3 Earnings: Should You Buy, Hold or Sell?

Zacks Investment Research · 30 Oct 2026negative

The article highlights concerns about Carvana’s declining unit profitability, rising operating costs and substantial debt following its Q3 earnings.

Why it matters — These pressures may affect CVNA’s margins, expansion plans and financial flexibility.

CVNA Q3 Earnings Miss on Higher Costs Despite Record Sales

Zacks Investment Research · 30 Oct 2026negative

Carvana’s Q3 2026 revenue rose 42.4% on record retail sales, while earnings missed estimates. Higher logistics costs and interest rates pressured unit economics.

Why it matters — The item highlights a gap between strong sales growth and earnings performance, with logistics costs and interest rates weighing on unit economics.

Arizona Athletics and Carvana Announce Landmark Jersey Patch Partnership

Business Wire · 30 Oct 2026positive

Arizona Athletics and Carvana announced a partnership naming Carvana the athletics program’s exclusive auto partner and the official jersey patch partner for Wildcats men’s and women’s basketball. The agreement is the first jersey patch sponsorship in school history.

Why it matters — The partnership gives Carvana a sponsorship presence with Arizona Athletics and Wildcats basketball.

Carvana Analysts Cut Price Targets — Even After Q3 Beat Across All Major KPIs

Benzinga · 29 Oct 2026neutral

Carvana shares rallied in early trading Thursday after the company reported its third-quarter results on Wednesday. The headline notes that analysts cut price targets despite a beat across major KPIs.

Why it matters — The item highlights a contrast between Carvana’s reported quarterly performance and analysts’ lower price targets.

FAQ

Frequently asked questions about CVNA stock

What is the CVNA stock price forecast for 2026-2027?

The 24 Wall Street analysts covering Carvana Co. have a median 12-month price target of $83, with estimates ranging from $60 to $100. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CVNA stock a buy right now?

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. 39 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CVNA?

As at 31 Oct 2026, Carvana Co. ranks 39 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 (93 of 100).

Will CVNA stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies +21.6% from the last close, and Ticker Nerd's factor model ranks Carvana Co. 39 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CVNA stock forecast for 2030?

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 $100 over the next 12 months.

How has CVNA stock performed over the past year?

Carvana Co. returned +11.9% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Carvana Co. do?

Carvana Co. Class A Common Stock represents ownership in Carvana Co., a used-vehicle retail and e-commerce business based in Tempe, Arizona.

What is the latest news on CVNA?

The most recent item we track (Seeking Alpha, 30 Oct 2026): "Carvana: High Growth At The Cost Of Margins - More Risks Ahead". The article says rising interest rates are weighing on used-car demand and margins despite strong sales growth, while fuel, logistics, and advertising costs remain pressures. It also notes tougher year-over-year comparisons and downside risks if macro headwinds persist, alongside uncertainty around Carvana’s 13.5% target.

Company

About Carvana Co.

Carvana Co. Class A Common Stock represents ownership in Carvana Co., a used-vehicle retail and e-commerce business based in Tempe, Arizona. Carvana’s platform enables customers to browse, finance, buy, trade in, and sell used cars online, with operations centered on digital vehicle retailing and related automotive services. The company’s business model also includes wholesale vehicle transactions and additional offerings tied to vehicle financing, vehicle service contracts, insurance-related products, and trade-in support. Carvana serves individual consumers through its online marketplace and logistics network, making it a notable participant in the broader automotive retail and online commerce sectors. As a Class A common stock, the security reflects the market’s view of a company focused on simplifying the used-car buying and selling process through an integrated digital experience.

CEO Mr. Ernest C. Garcia III · 23,100 employees · United States · https://www.carvana.com