CarMax Crescita futura

Criteri Future verificati 3/6

CarMax prevede che gli utili e i ricavi cresceranno rispettivamente di 24.1% e 0.3% all'anno. Si prevede che l'EPS crescerà di 25.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.5% in 3 anni.

Informazioni chiave

24.1%

Tasso di crescita degli utili

25.16%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili	8.6%
Tasso di crescita dei ricavi	0.3%
Rendimento futuro del capitale proprio	8.50%
Copertura analitica	Good
Ultimo aggiornamento	18 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 18

KMX: Improving Turnaround Execution And Above Seasonal Sales Will Support Multiple Rerating

Analysts have lifted their implied fair value estimate for CarMax from about $82.81 to about $86.22, pointing to higher revenue growth assumptions and a richer future P/E. They are still flagging that higher rates and mixed macro drivers could limit upside even as recent price target increases cluster around the $57 to $70 range.

Aggiornamento narrativa • Aug 11

KMX: Future Returns Will Depend On Turnaround Execution And Competitive Pressures

Analysts have lifted their fair value estimate for CarMax from $51.31 to $54.85, reflecting higher price targets in the $44 to $66 range. They point to improving sales trends, better price competitiveness and early but uneven progress in the company's turnaround efforts.

Aggiornamento narrativa • Jul 28

KMX: Turnaround Reinvestment And Margin Pressure Will Constrain Future Share Returns

CarMax's analyst price target has been reset meaningfully higher, with the fair value estimate moving from $19.00 to $33.00 as analysts factor in early signs of a turnaround, revised earnings outlooks, and updated P/E assumptions, alongside continued caution on margins and revenue trends. Analyst Commentary Recent research on CarMax points to a mixed setup, with many firms lifting price targets while keeping neutral or cautious ratings.

Seeking Alpha • Jul 20

CarMax (KMX) Stock Could Be 26% Overvalued as Lending Expansion Shapes the Narrative

CarMax (KMX) is drawing fresh attention after a recent stretch of mixed share performance, with gains over the past month alongside declines over the past year, prompting investors to reassess the used-car retailer. See our latest analysis for CarMax. The recent 1-day share price return of 13.14% and 30-day share price return of 33.05% suggest momentum is rebuilding for CarMax, even though the 1-year total shareholder return is down 21.74% and longer horizons also show declines. If this...

Aggiornamento narrativa • Jun 15

KMX: Future Returns Will Depend On Execution Under New Leadership

Analysts have adjusted their view on CarMax, raising the fair value estimate from $38.31 to $42.69 and citing higher price targets in the $31 to $42 range. They highlight cautious optimism about the new CEO, slightly better same-store trends, and potential trade-offs between sales growth and profitability.

Aggiornamento narrativa • Jun 01

KMX: Starboard Reforms And New Leadership Will Support Multiple Rerating Potential

CarMax's analyst fair value estimate has been adjusted slightly lower to $78.20 from $79.69, as analysts factor in more moderate revenue declines, a marginally higher profit margin, and the view that any push to reignite unit growth by trimming used gross profit per unit could cap future P/E expansion. Analyst Commentary Recent Street research on CarMax presents a mixed picture, with a blend of cautious views and more supportive voices.

Aggiornamento narrativa • May 18

KMX: Starboard Turnaround Push And New CEO Will Support Re Rating Potential

Analysts collectively see a slightly higher long term value for CarMax stock, with the average price target moving up about $2 as updated models factor in modestly higher fair value and profit margin assumptions, partly offset by softer revenue growth expectations and a slightly higher discount rate and future P/E. Analyst Commentary Recent Street research on CarMax has been mixed, but the pricing and rating changes skew modestly constructive, with several firms adjusting models and price targets to reflect updated views on execution, profitability and long term positioning.

Aggiornamento narrativa • May 01

KMX: Starboard Turnaround Push And New Leadership Will Drive Re Rating Potential

The updated analyst price target on CarMax reflects a modest reset, with a roughly $2 swing in recent targets as analysts factor in softer revenue growth assumptions, lower profit margins, and a higher future P/E multiple based on the latest research updates. Analyst Commentary Recent Street research on CarMax shows a mix of views, with several bullish analysts lifting price targets while others stay more cautious on the shares.

Aggiornamento narrativa • Apr 17

KMX: Starboard Turnaround Push And AI Rollout Will Drive Re Rating Potential

Analysts have adjusted the CarMax fair value estimate upward by about $1.73 to $77.89, reflecting updated assumptions around revenue trends, profit margins, and future P/E expectations following a mix of recent target changes across the Street. Analyst Commentary Recent Street research on CarMax shows a mix of views, with several bullish analysts adjusting price targets upward while a few take a more cautious stance.

Aggiornamento narrativa • Apr 02

KMX: Activist Demands And Execution Risks Will Limit Future Share Returns

Analysts have lifted their price targets on CarMax by mid single digit dollar amounts, citing refreshed models following the recent investor meeting and updated views on the company's earnings power, as reflected in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research around CarMax has centered on refreshed models following the investor meeting, with several firms revising their price targets by mid single digit dollar amounts.

Aggiornamento narrativa • Mar 19

KMX: Activist Pressure And Execution Risks Will Restrain Future Share Returns

Analysts have nudged CarMax price targets higher, with recent moves such as Evercore ISI raising its target to $39 from $37 and Baird moving to $48 from $44, reflecting updated views on the company following its investor meeting and other research updates. Analyst Commentary Recent research updates on CarMax show a mix of support and caution.

Aggiornamento narrativa • Mar 05

KMX: Refreshed Investor Day Plan And AI Initiatives Will Drive Re Rating Potential

Narrative Update on CarMax Analysts have lifted their price target for CarMax by $4 to $48, citing refreshed models after the recent investor meeting, improved revenue growth and profit margin assumptions, and a lower expected future P/E multiple in their updated views. Analyst Commentary Recent Street research reflects a more constructive tone on CarMax, with several bullish analysts lifting their price targets after reviewing the latest investor meeting materials and updating their models.

Aggiornamento narrativa • Feb 18

KMX: Refreshed Investor Day Framework Will Drive Re Rating Potential

Analysts have raised their CarMax price targets, with recent updates moving one estimate to $48 from $44 and others higher by $2 to $4. They cited refreshed models following the company’s investor meeting and modestly adjusted expectations for fair value, discount rate, revenue growth, profit margin, and future P/E.

Aggiornamento narrativa • Feb 04

KMX: Mixed Sector Backdrop And Weaker Margins Will Pressure Future Returns

Narrative Update Analysts have lifted their price targets on CarMax by a few dollars, citing mixed sector fundamentals, questions around the company’s direction, and lower assumptions for fair value, revenue growth, margins, and future P/E, which together support a more conservative but still constructive outlook. Analyst Commentary Street research around CarMax has centered on how the business fits into a mixed auto retail sector, with some firms taking a cautious stance even as they fine tune price targets.

Aggiornamento narrativa • Jan 21

KMX: Digital Auction Execution Will Drive Re Rating Potential Despite Sector Caution

The analyst price target for CarMax has been cut from about US$114 to roughly US$75, with analysts citing a reduced revenue growth outlook, a lower assumed future P/E multiple, and ongoing uncertainty around the company’s strategy. Analyst Commentary Recent research coverage highlights that views on CarMax are cautious overall, but there are still a few angles that more optimistic investors might focus on.

Articolo di analisi • Jan 18

CarMax, Inc. (NYSE:KMX) Soars 27% But It's A Story Of Risk Vs Reward

CarMax, Inc. ( NYSE:KMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...

Aggiornamento narrativa • Jan 06

KMX: Future Returns Will Hinge On Credit Risk And Execution Clarity

Narrative Update: CarMax Analyst Price Target Shift Analysts have reduced their average CarMax price target by $32, from $78 to $46. This reflects fresh concerns around the company's strategy and credit risk, even as they point to mixed but resilient sector fundamentals and updated earnings guidance.

Aggiornamento narrativa • Dec 20

KMX: Future Returns Will Depend On Credit Normalization Amid Execution Concerns

Analysts have trimmed their CarMax fair value estimate by about $1.50 per share to roughly $38, reflecting a series of reduced Street price targets in the $40s and $50s as concerns mount over slowing unit growth, weaker margins, and uncertainty around the company’s strategic execution. Analyst Commentary Street research on CarMax has shifted decisively toward caution, but views are not uniformly negative.

Aggiornamento narrativa • Dec 06

KMX: Future Recovery Will Hinge On Loan Loss And Credit Normalization

Analysts have trimmed their CarMax price target slightly, reflecting a modest reset in fair value to about $40 per share as they factor in weaker unit trends, persistent credit headwinds, and increased uncertainty around the company’s strategic execution. Analyst Commentary Research coverage around CarMax has tilted more cautious in recent weeks, with multiple firms cutting price targets and downgrading ratings as they recalibrate expectations for growth, margins, and credit performance.

Aggiornamento narrativa • Nov 22

KMX: Recovery Will Depend On Resolution Of Loan Loss Headwinds

CarMax's analyst price target has been reduced significantly from approximately $55 to $40 per share, as analysts cite weaker revenue growth, margin compression, and persistent headwinds in retail trends and credit quality. Analyst Commentary Recent analyst coverage on CarMax reflects a divided outlook in the wake of disappointing financial results and evolving market dynamics.

Articolo di analisi • Nov 18

Not Many Are Piling Into CarMax, Inc. (NYSE:KMX) Stock Yet As It Plummets 25%

Unfortunately for some shareholders, the CarMax, Inc. ( NYSE:KMX ) share price has dived 25% in the last thirty days...

Aggiornamento narrativa • Nov 07

KMX: Future Recovery Will Rely on Easing Loan Loss Pressures

CarMax's analyst price target has been lowered significantly, with the consensus now reflecting a cut of more than $20 per share. Analysts cite continued earnings misses, weaker retail sales, and growing uncertainty around the company’s recovery outlook.

Aggiornamento narrativa • Oct 24

Auto Credit Trends And Digital Expansion Will Shape Dealer Reach Ahead

CarMax’s analyst fair value target has been lowered from $57.79 to $55.50. Analysts cite continued softness in earnings, elevated loan losses, and weaker retail sales forecasts following recent quarterly results.

Aggiornamento narrativa • Oct 10

Auto Finance And Digital Sales Will Expand Dealer Reach

CarMax's fair value estimate has been revised sharply lower, dropping from $76.93 to $57.79. Analysts point to mounting sales uncertainty, downward earnings revisions, and lack of visible turnaround strategies following weaker-than-expected Q2 results and multiple price target cuts across the Street.

Articolo di analisi • Sep 27

CarMax, Inc. (NYSE:KMX) Might Not Be As Mispriced As It Looks After Plunging 28%

The CarMax, Inc. ( NYSE:KMX ) share price has fared very poorly over the last month, falling by a substantial 28%. The...

Aggiornamento narrativa • Sep 26

Auto Finance And Digital Sales Will Expand Dealer Reach

CarMax’s consensus price target has been reduced from $81.44 to $76.93 as weaker-than-expected Q2 results, increased uncertainty around future strategy, and ongoing operating headwinds overshadow cautious optimism regarding operational improvements and growth initiatives. Analyst Commentary Weak Q2 results, including a broad earnings miss and underperformance across key metrics, have raised doubts about CarMax's ability to sustain market leadership and deliver additional growth.

Seeking Alpha • Mar 28

CarMax: Tariff Benefits Appear Priced In

Summary CarMax shares have declined 12% in the past year due to a stagnant used car market and rising credit losses. President Trump's 25% auto tariffs could indirectly benefit CarMax by increasing used car prices, though this may not boost long-term profitability. Higher used car prices may provide a one-time windfall for CarMax, but affordability issues could reduce sales volumes. Despite potential short-term gains, CarMax stock remains overvalued; I maintain a sell rating, cautious of extrapolating temporary benefits. Read the full article on Seeking Alpha

Seeking Alpha • Jan 22

CarMax: Near-Term Growth Outlook Is Not Great

Summary I recommend a sell rating for CarMax due to affordability challenges and fierce competition, which are significant growth headwinds. KMX faces declining revenues and affordability issues, with average selling prices of used vehicles dropping for eight consecutive quarters. Competition from Carvana is intensifying, with CVNA showing better growth and profitability, putting additional pressure on KMX. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:KMX - Stime future degli analisti e dati finanziari passati (USD Millions )
Data	Ricavi	Utili	Flusso di cassa libero	Liquidità dell'operazione	Avg. Numero di analisti
2/28/2029	28,547	536	226	615	6
2/29/2028	27,740	439	121	844	16
2/28/2027	27,123	393	153	-402	17
5/31/2026	28,198	223	994	1,502	N/A
2/28/2026	27,755	247	1,243	1,784	N/A
11/30/2025	27,834	458	1,949	2,484	N/A
8/31/2025	28,280	521	685	1,208	N/A
5/31/2025	28,673	558	541	1,042	N/A
2/28/2025	28,207	501	157	624	N/A
11/30/2024	27,796	461	338	788	N/A
8/31/2024	27,679	418	553	1,021	N/A
5/31/2024	27,692	403	94	526	N/A
2/29/2024	28,213	479	-7	459	N/A
11/30/2023	28,248	498	-688	-230	N/A
8/31/2023	28,544	454	314	743	N/A
5/31/2023	29,556	461	102	567	N/A
2/28/2023	31,126	485	861	1,283	N/A
11/30/2022	33,051	576	794	1,195	N/A
8/31/2022	35,037	807	-1,060	-685	N/A
5/31/2022	34,848	967	-2,251	-1,907	N/A
2/28/2022	33,197	1,151	-2,858	-2,549	N/A
11/30/2021	30,633	1,201	-2,551	-2,283	N/A
8/31/2021	27,249	1,167	-1,818	-1,607	N/A
5/31/2021	24,589	1,179	-854	-694	N/A
2/28/2021	20,092	747	503	668	N/A
11/30/2020	19,883	752	543	750	N/A
8/31/2020	19,478	690	526	779	N/A
5/31/2020	19,303	627	654	970	N/A
2/29/2020	21,424	888	N/A	-237	N/A
11/30/2019	20,747	866	N/A	-70	N/A
8/31/2019	20,222	883	N/A	-73	N/A
5/31/2019	19,754	871	N/A	-25	N/A
2/28/2019	19,146	842	N/A	163	N/A
11/30/2018	18,880	772	N/A	227	N/A
8/31/2018	18,661	731	N/A	-51	N/A
5/31/2018	18,253	691	N/A	-41	N/A
2/28/2018	17,977	664	N/A	-81	N/A
11/30/2017	17,918	695	N/A	-312	N/A
8/31/2017	17,488	682	N/A	-341	N/A
5/31/2017	17,076	663	N/A	-351	N/A
2/28/2017	16,637	627	N/A	-455	N/A
11/30/2016	16,274	615	N/A	-103	N/A
8/31/2016	16,096	607	N/A	-97	N/A
5/31/2016	15,963	617	N/A	-179	N/A
2/29/2016	15,833	623	N/A	-117	N/A
11/30/2015	15,619	626	N/A	-565	N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di KMX ( 24.1% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di KMX ( 24.1% all'anno) cresceranno più rapidamente del mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di KMX cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di KMX ( 0.3% all'anno) crescerà più lentamente rispetto al mercato US ( 13.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di KMX ( 0.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di KMX sarà basso tra 3 anni ( 8.5 %).

Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

Dati	Ultimo aggiornamento (ora UTC)
Analisi dell'azienda	2026/09/20 09:10
Prezzo dell'azione a fine giornata	2026/09/18 00:00
Utili	2026/05/31
Utili annuali	2026/02/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

Pacchetto	Dati	Tempistica	Esempio Fonte USA ^*
Dati finanziari della società	10 anni	Conto economico Rendiconto finanziario Bilancio	Modulo SEC 10-K Modulo SEC 10-Q
Stime di consenso degli analisti	+3 anni	Previsioni finanziarie Obiettivi di prezzo degli analisti	Rapporti di ricerca degli analisti Blue Matrix
Prezzi di mercato	30 anni	Prezzi delle azioni Dividendi, scissioni e azioni	Dati di mercato ICE Modulo SEC S-1
Proprietà	10 anni	Top azionisti Insider trading	Modulo 4 SEC Modulo 13D SEC
Gestione	10 anni	Team di leadership Consiglio di amministrazione	Modulo SEC 10-K Modulo SEC DEF 14A
Sviluppi principali	10 anni	Annunci aziendali	Modulo 8-K SEC

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CarMax, Inc. è coperta da 35 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

Analista	Istituzione
null null	Argus Research Company
Craig Kennison	Baird
John Babcock	Barclays

CarMax Crescita futura

Criteri Future verificati 3/6

Informazioni chiave

Aggiornamenti recenti sulla crescita futura

Consensus EPS estimates increase by 15%

Consensus EPS estimates fall by 12%

CarMax, Inc. Provides Earnings Guidance for the Third Quarter Ending November 30, 2025

Price target decreased by 9.5% to US$55.50

Consensus EPS estimates fall by 17%

Price target decreased by 22% to US$63.27

Recent updates

KMX: Improving Turnaround Execution And Above Seasonal Sales Will Support Multiple Rerating

CarMax Faces Shareholder Probe Into Possible Fiduciary Duty Breaches By Leadership

KMX: Future Returns Will Depend On Turnaround Execution And Competitive Pressures

CarMax Faces Shareholder Probe Into Potential Board and Leadership Misconduct

CarMax, Inc. Announces Resignation of Diane L. Cafritz as Executive Vice President and Chief Innovation and People Officer, Effective December 31, 2026

KMX: Turnaround Reinvestment And Margin Pressure Will Constrain Future Share Returns

CarMax: Business Is Improving, But Not Good Enough (Rating Upgrade)

CarMax Faces Director Investigation as Legal Risks Emerge After 48% Yearly Gain

Investor sentiment improves as stock rises 17%

KMX: Turnaround Plan And Q1 Execution Will Support Multiple Rerating Potential

Lead Independent Director recently bought US$503k worth of stock

KMX: Future Returns Will Turn On Turnaround Execution And Margin Resilience

Interim Executive Chairman exercised options to buy US$593k worth of stock.

CarMax, Inc. Approves the Election of Board Members

CarMax Tops Q2 Estimates as Management Targets Pricing and Efficiency Overhaul

CarMax (KMX) Stock Could Be 26% Overvalued as Lending Expansion Shapes the Narrative

First quarter 2027 earnings: EPS and revenues exceed analyst expectations

Consensus EPS estimates increase by 15%

CarMax, Inc. to Report Q2, 2027 Results on Sep 29, 2026

KMX: Future Returns Will Depend On Execution Under New Leadership

CarMax Earnings Expected to Fall as Analysts Lower Forecasts and CFO Expands Role

Carmax, Inc. Announces Executive Changes, Effective July 31, 2026

KMX: Starboard Reforms And New Leadership Will Support Multiple Rerating Potential

Starboard Raises CarMax Stake as Activist Pressure Rises After Tough Quarter

KMX: Starboard Turnaround Push And New CEO Will Support Re Rating Potential

CarMax, Inc. Announces Board Retirements

CarMax, Inc., Annual General Meeting, Jun 23, 2026

KMX: Starboard Turnaround Push And New Leadership Will Drive Re Rating Potential

KMX: Starboard Turnaround Push And AI Rollout Will Drive Re Rating Potential

Carmax, Inc. Reports Goodwill Impairment for the Fourth Quarter Ended February 28, 2026

Full year 2026 earnings: EPS misses analyst expectations

Now 30% undervalued after recent price drop

CarMax, Inc. to Report Q1, 2027 Results on Jun 17, 2026

Investor sentiment improves as stock rises 15%

KMX: Activist Demands And Execution Risks Will Limit Future Share Returns

Independent Director exercised options to buy US$811k worth of stock.

KMX: Activist Pressure And Execution Risks Will Restrain Future Share Returns

KMX: Refreshed Investor Day Plan And AI Initiatives Will Drive Re Rating Potential

CarMax, Inc. Launches First-Of-Its-Kind Car Shopping and Selling Experience in ChatGPT App Store

KMX: Refreshed Investor Day Framework Will Drive Re Rating Potential

CarMax, Inc. Announces Management Changes

KMX: Mixed Sector Backdrop And Weaker Margins Will Pressure Future Returns

KMX: Digital Auction Execution Will Drive Re Rating Potential Despite Sector Caution

CarMax, Inc. (NYSE:KMX) Soars 27% But It's A Story Of Risk Vs Reward

Investor sentiment improves as stock rises 15%

KMX: Future Returns Will Hinge On Credit Risk And Execution Clarity

KMX: Future Returns Will Depend On Credit Normalization Amid Execution Concerns

Third quarter 2026 earnings: EPS and revenues exceed analyst expectations

CarMax, Inc. to Report Q4, 2026 Results on Apr 14, 2026

KMX: Future Recovery Will Hinge On Loan Loss And Credit Normalization

KMX: Recovery Will Depend On Resolution Of Loan Loss Headwinds

Portnoy Law Firm Announces Class Action on Behalf of CarMax, Inc. Investors

CarMax, Inc. Rolls Out Nationwide At-Home Pickup

Not Many Are Piling Into CarMax, Inc. (NYSE:KMX) Stock Yet As It Plummets 25%

Rosen Law Firm Files Class Action Lawsuit Against Carmax, Inc

Consensus EPS estimates fall by 12%

KMX: Future Recovery Will Rely on Easing Loan Loss Pressures

Now 22% undervalued after recent price drop

CarMax, Inc. Provides Earnings Guidance for the Third Quarter Ending November 30, 2025

Rosen Law Firm Files Securities Class Action Lawsuit Against CarMax, Inc

Auto Credit Trends And Digital Expansion Will Shape Dealer Reach Ahead

Price target decreased by 9.5% to US$55.50

Auto Finance And Digital Sales Will Expand Dealer Reach

Independent Director recently bought US$500k worth of stock

Consensus EPS estimates fall by 17%

CarMax, Inc. (NYSE:KMX) Might Not Be As Mispriced As It Looks After Plunging 28%

Price target decreased by 22% to US$63.27

Auto Finance And Digital Sales Will Expand Dealer Reach

Second quarter 2026 earnings: EPS and revenues miss analyst expectations