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CVNA: Operational Momentum And Market Share Gains Will Sustain Strong Outperformance

Published
20 Aug 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
24.4%
7D
-0.8%

Author's Valuation

US$423.928.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 0.071%

Carvana's analyst price target has been raised slightly to $423.90 from $423.60. Analysts cite sustained strong unit sales and resilience in consumer auto credit trends as supporting rationale.

Shared on 17 Oct 25

Fair value Increased 0.39%

Online Vehicle Retail And AI Integration Will Redefine Future Markets

Analysts have modestly increased Carvana's fair value estimate from $421.95 to $423.60. They cite sustained fundamental strength, improved loss trends, and positive industry positioning in spite of ongoing macroeconomic headwinds.

Shared on 03 Oct 25

Fair value Increased 1.87%

Online Vehicle Retail And AI Integration Will Redefine Future Markets

Carvana's analyst price target increased by $7.75 to $421.95, as analysts cite continued market share gains, stronger profitability, and resilient fundamentals despite evolving competitive dynamics in the digital auto retail sector. Analyst Commentary Recent analyst reports on Carvana highlight a mix of optimism regarding the company’s continued outperformance, as well as caution surrounding valuation and market challenges.

Shared on 04 Aug 25

Fair value Increased 22%

Online Vehicle Retail And AI Integration Will Redefine Future Markets

Carvana's higher price target is underpinned by a sharp decrease in its future P/E ratio and accelerated revenue growth forecasts, resulting in the consensus analyst price target rising from $338.55 to $400.95. What's in the News Carvana plans to add Inspection and Reconditioning Center (IRC) capabilities to its ADESA Seattle site, increasing national reconditioning capacity, enhancing retail and wholesale offerings, and creating around 100 new jobs in Auburn, Washington.

Shared on 07 May 25

Fair value Decreased 6.20%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

Shared on 30 Apr 25

Fair value Increased 0.29%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 18%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 16 Apr 25

Fair value Decreased 2.02%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.07%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.97%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.23%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.92%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 37%

ADESA Integration And AI Adoption Will Improve Efficiency And Customer Experience

AnalystConsensusTarget has increased profit margin from 4.7% to 5.8% and increased discount rate from 7.0% to 7.8%.