CVNAConsumer Cyclical · Auto & Truck DealershipsThe 24 Wall Street analysts covering Carvana Co. hold a median 12-month price target of $83 — +31.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 8 Oct 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.
Accruals (16): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
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 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +31.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | Oppenheimer | Maintains | Outperform | $450 → $90 |
| 4 Aug 2026 | BTIG | Reiterates | Buy | $87 |
| 4 Aug 2026 | BTIG | Reiterates | Buy | — |
| 31 July 2026 | Barclays | Maintains | Overweight | $94 → $93 |
| 31 July 2026 | Barclays | Maintains | Overweight | — |
| 31 July 2026 | Citigroup | Maintains | Buy | $93 → $90 |
| 31 July 2026 | Citigroup | Maintains | Buy | — |
| 30 July 2026 | BNP Paribas | Maintains | Neutral | $86 → $69 |
| 30 July 2026 | BNP Paribas | Maintains | Neutral | — |
| 30 July 2026 | BTIG | Maintains | Buy | — |
| 30 July 2026 | BTIG | Maintains | Buy | $97 → $87 |
| 30 July 2026 | Citizens | Maintains | Market Outperform | $103 → $83 |
| 30 July 2026 | Citizens | Maintains | Market Outperform | — |
| 30 July 2026 | Evercore ISI Group | Maintains | In-Line | $86 → $75 |
| 30 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | $102 → $90 |
| 30 July 2026 | Needham | Reiterates | Buy | $120 |
| 30 July 2026 | Needham | Reiterates | Buy | — |
| 30 July 2026 | RBC Capital | Maintains | Outperform | $85 → $82 |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Carvana Co. returned −12.4% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 23% of US stocks
Cheaper than 43% of US stocks
Cheaper than 8% of US stocks
Cheaper than 15% of US stocks
Higher than 87% of US stocks
Higher than 79% of US stocks
Higher than 19% of US stocks
Higher than 63% of US stocks
Higher than 63% of US stocks
Higher than 94% of US stocks
Higher than 94% of US stocks
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.
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 $69.6B and an enterprise value of $49.7B.
Revenue in the twelve months to 30 June 2026: $25.1B. The latest quarter grew 52.4% 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.
Trailing P/E: 33.2×; forward P/E: 27.6× — 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.
Data provided by Twelve Data
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 closed at $62.76, moving 1.75% from the previous trading session. The headline characterizes its drop as larger than the general market.
Why it matters — CVNA watchers may note the reported session move and its comparison with the broader market.
Carvana plans to add Inspection and Reconditioning Center capabilities to its existing ADESA Orlando wholesale auction site in Sanford, Florida. The integration is intended to increase reconditioning capacity and inventory, expand retail selection nationwide, and make more vehicles eligible for same-day delivery in Central Florida.
Why it matters — The planned addition expands Carvana’s reconditioning and inventory capabilities and could affect vehicle availability for its retail customers.
Analysts describe Carvana as the "best story" in the automotive industry, while also noting one factor that could slow the company's momentum.
Why it matters — The piece highlights both the strong perception of Carvana among analysts and a potential obstacle that CVNA watchers should be aware of.
Carvana is consolidating Wednesday after its shares rose more than 5% the previous day, following Jefferies analysts reporting that the company's September unit sales came in 40% above Wall Street estimates.
Why it matters — CVNA watchers would care because the strong September sales figure reported by Jefferies suggests the company may be performing better than analysts expected.
Carvana announced it will report its third quarter 2026 financial results after market close on Oct. 28, 2026, and host a conference call and webcast at 5:30 p.m. ET that day to discuss the company's business and results. The live webcast will be accessible from the Investor Relations section of its website.
Why it matters — Carvana watchers will want to tune in for the scheduled earnings release and management's commentary on the company's quarterly performance.
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. 48 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Carvana Co. ranks 48 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 +31.3% from the last close, and Ticker Nerd's factor model ranks Carvana Co. 48 out of 100 as at 8 Oct 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 -12.4% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Carvana Co. Class A Common Stock represents ownership in Carvana Co., a used-vehicle retail and e-commerce business based in Tempe, Arizona.
The most recent item we track (Zacks Investment Research, 7 Oct 2026): "Carvana (CVNA) Suffers a Larger Drop Than the General Market: Key Insights". Carvana closed at $62.76, moving 1.75% from the previous trading session. The headline characterizes its drop as larger than the general market.
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
