Carvana (NYSE:CVNA) Price Target Lowered to $430.00 at Barclays

Carvana (NYSE:CVNA) had its target price lowered by Barclays from $450.00 to $430.00 in a report published on Monday morning,MarketScreener reports. The brokerage currently has an overweight rating on the stock.

Other equities research analysts have also issued reports about the company. BTIG Research reduced their price objective on Carvana from $535.00 to $455.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. Gordon Haskett reduced their price objective on Carvana from $435.00 to $350.00 and set a “hold” rating for the company in a research note on Friday, February 20th. Weiss Ratings lowered Carvana from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 24th. DA Davidson reduced their price objective on Carvana from $470.00 to $320.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. Finally, Stephens restated an “overweight” rating and issued a $519.00 price objective on shares of Carvana in a research note on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Carvana currently has a consensus rating of “Moderate Buy” and an average target price of $437.86.

Carvana Price Performance

NYSE CVNA opened at $316.18 on Monday. The business’s fifty day moving average price is $339.79 and its 200-day moving average price is $371.48. The stock has a market capitalization of $69.20 billion, a price-to-earnings ratio of 39.33 and a beta of 3.61. The company has a debt-to-equity ratio of 1.15, a current ratio of 4.31 and a quick ratio of 2.73. Carvana has a 1-year low of $148.25 and a 1-year high of $486.89.

Carvana shares are going to split on Thursday, May 7th. The 5-1 split was announced on Friday, March 13th. The newly created shares will be issued to shareholders after the market closes on Wednesday, May 6th.

Carvana (NYSE:CVNA) last released its quarterly earnings results on Wednesday, February 18th. The company reported $4.22 earnings per share for the quarter, beating the consensus estimate of $1.10 by $3.12. The firm had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.24 billion. Carvana had a return on equity of 50.96% and a net margin of 6.92%.The company’s revenue was up 58.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.56 EPS. On average, equities analysts predict that Carvana will post 2.85 earnings per share for the current year.

Insiders Place Their Bets

In other Carvana news, COO Benjamin E. Huston sold 10,000 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $309.86, for a total value of $3,098,600.00. Following the completion of the sale, the chief operating officer owned 92,924 shares in the company, valued at approximately $28,793,430.64. This represents a 9.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Thomas Taira sold 953 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $325.00, for a total value of $309,725.00. Following the transaction, the insider owned 64,997 shares of the company’s stock, valued at approximately $21,124,025. The trade was a 1.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,574 shares of company stock worth $19,259,412 in the last three months. 17.12% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Carvana during the fourth quarter valued at about $29,000. Farmers & Merchants Investments Inc. purchased a new position in shares of Carvana during the fourth quarter valued at about $29,000. Motiv8 Investments LLC purchased a new position in shares of Carvana during the fourth quarter valued at about $33,000. Salomon & Ludwin LLC grew its position in shares of Carvana by 112.5% during the fourth quarter. Salomon & Ludwin LLC now owns 85 shares of the company’s stock valued at $37,000 after purchasing an additional 45 shares in the last quarter. Finally, ORG Partners LLC grew its position in shares of Carvana by 8,700.0% during the third quarter. ORG Partners LLC now owns 88 shares of the company’s stock valued at $33,000 after purchasing an additional 87 shares in the last quarter. Hedge funds and other institutional investors own 56.71% of the company’s stock.

Key Stories Impacting Carvana

Here are the key news stories impacting Carvana this week:

• Positive Sentiment: Barclays maintained an Overweight rating and trimmed its price target modestly to $430 (from $450), still implying sizable upside versus current levels. Barclays adjusts Carvana price target to $430
• Neutral Sentiment: Bank of America shifted Carvana to a Neutral rating but noted long-term potential — signal is mixed: less conviction for the next 12–18 months but acknowledgement of upside if macro conditions improve. Carvana rating shifted to Neutral but BofA sees long-term potential
• Negative Sentiment: BofA lowered its near-term outlook and cut its price target to $360 (from $400), citing rising borrowing costs and higher gasoline prices that could dampen used-car demand into 2026. That direct macro warning is a primary reason for downward pressure. Carvana Faces Tougher 2026 as Rising Rates, Fuel Costs Pressure Demand, BofA Says
• Negative Sentiment: Market commentary is turning more cautious — Barron’s notes an analyst pullback after last year’s big rally and points to the same macro risks; that broader skepticism is weighing on sentiment. Carvana Stock Doubled Last Year. Why This Analyst Isn’t Bullish Anymore.
• Negative Sentiment: Insider selling: recent filings show material sales by senior executives (CFO, COO and a VP), which investors often view as a negative signal on near-term conviction. CFO sells $3,956,962.50 in stock COO sells $3,098,600.00 in stock VP sells $317,500.00 in stock

About Carvana

Carvana Co is an online-only retailer of used vehicles that operates a consumer-facing e-commerce platform for buying and selling cars. The company markets and sells inspected, reconditioned pre-owned vehicles through its website, where shoppers can browse inventory, view detailed 360-degree photos and vehicle history reports, finance purchases, and arrange delivery or pickup. Carvana’s model is built around a digital end-to-end car buying experience that aims to simplify vehicle transactions compared with traditional dealerships.

Its products and services include direct retail sales of used cars, trade-in and purchase offers for consumer vehicles, vehicle financing and related protection products, and a seven-day return policy that allows customers to test a vehicle in everyday use.