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Online Vehicle Retail And AI Integration Will Redefine Future Markets

Published
20 Aug 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
US$421.95
12.4% undervalued intrinsic discount
03 Oct
US$369.60
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1Y
105.6%
7D
-5.9%

Author's Valuation

US$421.9512.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 1.87%

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 on04 Aug 25
Fair value Increased 22%

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 on07 May 25
Fair value Decreased 6.20%

Shared on30 Apr 25
Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 18%

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

Shared on16 Apr 25
Fair value Decreased 2.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 37%

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