FY2025 Earnings Estimate for Carvana Issued By William Blair

Carvana Co. (NYSE:CVNA) – Analysts at William Blair lowered their FY2025 earnings per share estimates for Carvana in a note issued to investors on Thursday, October 30th. William Blair analyst S. Zackfia now forecasts that the company will post earnings per share of $5.37 for the year, down from their previous forecast of $5.80. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Carvana’s current full-year earnings is $2.85 per share. William Blair also issued estimates for Carvana’s Q4 2025 earnings at $1.15 EPS and FY2026 earnings at $8.00 EPS.

CVNA has been the subject of several other reports. Wall Street Zen downgraded Carvana from a “buy” rating to a “hold” rating in a report on Sunday, October 19th. Gordon Haskett assumed coverage on Carvana in a report on Monday, July 14th. They issued a “hold” rating and a $329.00 target price for the company. Morgan Stanley set a $450.00 target price on Carvana in a report on Monday, October 20th. Citigroup reissued a “market outperform” rating on shares of Carvana in a report on Thursday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Carvana in a report on Tuesday, October 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $418.00.

Carvana Price Performance

Shares of NYSE CVNA opened at $307.15 on Monday. The company has a debt-to-equity ratio of 1.63, a current ratio of 4.05 and a quick ratio of 2.55. The stock has a fifty day moving average price of $362.58 and a 200 day moving average price of $331.87. Carvana has a 1-year low of $148.25 and a 1-year high of $413.33. The company has a market cap of $66.10 billion, a PE ratio of 70.13, a P/E/G ratio of 1.04 and a beta of 3.50.

Carvana (NYSE:CVNA) last issued its quarterly earnings results on Wednesday, October 29th. The company reported $1.03 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.26). Carvana had a return on equity of 30.62% and a net margin of 3.44%.The company had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.04 billion. During the same period in the prior year, the business earned $0.64 earnings per share. Carvana’s revenue for the quarter was up 54.5% compared to the same quarter last year.

Insider Transactions at Carvana

In other news, insider Paul W. Breaux sold 15,000 shares of Carvana stock in a transaction on Tuesday, September 9th. The stock was sold at an average price of $375.00, for a total transaction of $5,625,000.00. Following the completion of the transaction, the insider owned 83,018 shares of the company’s stock, valued at $31,131,750. The trade was a 15.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Mark W. Jenkins sold 12,750 shares of Carvana stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $364.42, for a total value of $4,646,355.00. Following the sale, the chief financial officer owned 208,581 shares of the company’s stock, valued at approximately $76,011,088.02. This represents a 5.76% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 914,855 shares of company stock worth $329,349,210. Corporate insiders own 16.36% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Hilltop National Bank acquired a new position in Carvana in the 2nd quarter valued at about $25,000. Brooklyn Investment Group raised its stake in Carvana by 961.5% in the 1st quarter. Brooklyn Investment Group now owns 138 shares of the company’s stock valued at $29,000 after purchasing an additional 125 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new position in Carvana in the 1st quarter valued at about $33,000. ORG Partners LLC raised its stake in Carvana by 8,700.0% in the 3rd quarter. ORG Partners LLC now owns 88 shares of the company’s stock valued at $33,000 after purchasing an additional 87 shares during the last quarter. Finally, SJS Investment Consulting Inc. raised its stake in Carvana by 960.0% in the 2nd quarter. SJS Investment Consulting Inc. now owns 106 shares of the company’s stock valued at $36,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds own 56.71% of the company’s stock.

About Carvana

Carvana Co, together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. Its platform allows customers to research and identify a vehicle; inspect it using company's 360-degree vehicle imaging technology; obtain financing and warranty coverage; purchase the vehicle; and schedule delivery or pick-up from their desktop or mobile devices.