$CVNA

CARVANA CO.

5
1
0
$1.5M
$11.0M
Palmer Stephen R
76%
See all $CVNA insider activity →
Low

Why Is Carvana (CVNA) Up 20.6% Since Last Earnings Report?

Carvana (CVNA) shares rose 20.6% since its last earnings report. Q2 2026 earnings matched estimates at $0.42 per share, up 61.5% YoY. Revenue hit $7.37B, up 52.4% YoY, driven by record retail volume and strong vehicle pricing. Gross profit increased 30.1% to $1.38B, but margins narrowed due to growth investments.

Q2 Online Retail Earnings Review: First Prize Goes to Revolve (NYSE:RVLV)

Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating estimates by 1.4%. Amazon (AMZN) saw $200.6B revenue, up 19.6%, beating estimates by 2%. Coupang (CPNG) reported $8.86B revenue, up 3.9%, missing estimates by 2.2%. Carvana (CVNA) reported $7.38B revenue, up 52.4%, beating estimates by 7.7%. Wayfair (W) reported $3.52B revenue, up 7.5%, beating estimates by 1.4%.

Is Carvana’s $1.66 Billion Debt Recast Altering The Investment Case For Carvana (CVNA)?

Carvana (CVNA) refinanced $1.66B in debt, extending maturity to 2033 and reducing annual interest by $45M. The move aims to support profitable growth and balance sheet strength, but execution risks remain. Q2 2026 results showed $7.38B revenue and $310M net income. Analysts project $47.3B revenue and $2.2B earnings by 2029, though some expect higher figures.

CVNA sentiment & insider activity

Over the past 7 days, alphai's AI scored 6 news stories mentioning CVNA (CARVANA CO.). Coverage has skewed bullish: 5 bullish, 1 neutral, and 0 bearish.

Recent CVNA coverage spans corporate actions, earnings and financial news.

In the last 30 days, CVNA insiders filed 17 SEC Form 4 transactions — 2 purchases ($1.5M) and 15 sales ($11.0M). The most active reporter was Palmer Stephen R, Vice President of Accounting, with 4 filings. 76% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving CVNA

alphai scores every news story that mentions CVNA with an AI model for sentiment and relevance, and aggregates insider trades from CARVANA CO.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CVNA

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Q2 Online Retail Earnings Review: First Prize Goes to Revolve (NYSE:RVLV)

Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating estimates by 1.4%. Amazon (AMZN) saw $200.6B revenue, up 19.6%, beating estimates by 2%. Coupang (CPNG) reported $8.86B revenue, up 3.9%, missing estimates by 2.2%. Carvana (CVNA) reported $7.38B revenue, up 52.4%, beating estimates by 7.7%. Wayfair (W) reported $3.52B revenue, up 7.5%, beating estimates by 1.4%.

$CVNAMedAI 8/10

Is Carvana’s $1.66 Billion Debt Recast Altering The Investment Case For Carvana (CVNA)?

Carvana (CVNA) refinanced $1.66B in debt, extending maturity to 2033 and reducing annual interest by $45M. The move aims to support profitable growth and balance sheet strength, but execution risks remain. Q2 2026 results showed $7.38B revenue and $310M net income. Analysts project $47.3B revenue and $2.2B earnings by 2029, though some expect higher figures.

$CVNAMedAI 8/10

Carvana (CVNA) Could Be 16% Undervalued After Its $1.66b Loan Refinance

Carvana (CVNA) closed a $1.66b senior secured Term Loan B to refinance higher-cost debt, reshaping its capital structure. The stock is down 7.51% weekly but up 15.63% monthly and 7x over 3 years. Analysts suggest it's 16% undervalued at $69.91, with a fair value of $82.83, citing growth potential but noting risks like logistics bottlenecks and marketing costs.

$CVNALow

Carvana’s new-vehicle sales surge as online model challenges traditional CDJR dealers

Carvana's new-vehicle sales rose 65% from March to June, registering 4,300 CDJR vehicles. The company expanded by acquiring seven Stellantis dealerships for $200M, using its logistics network to ship vehicles nationwide. Carvana's Phoenix dealership sold nearly 1,000 new vehicles in June, outpacing other Stellantis retailers. The company claims profitability in this segment, but dealers raise concerns about allocation and post-sale support.

$CVNAMed

Carvana Stock Jumps on Loan Collateral News

Carvana's stock rose 8.4% on August 19, 2026, after a report revealed that billionaire backer Walter had pledged his shares as loan collateral to Citigroup, easing fears of a potential sell-off. Walter holds about 4% of Carvana's shares, and the stock's recent volatility was driven by supply concerns rather than business fundamentals, according to market strategists.

$CVNAMed

Carvana stock drops 10% amid Mark Walter federal investigation

Carvana (CVNA) stock fell 10% this week amid a federal investigation into billionaire Mark Walter, who indirectly owns 8% of the company. Prosecutors and the SEC are probing Walter's financial relationships and insurance firms. Carvana also disclosed a $1.5 million warrant from a private company in which Walter has a stake. A director's share sale added to the stock's decline.

CVNA Stock: Retail Turns Bearish As Mark Walter’s $2B Stake Faces Scrutiny — Eric Jackson Flags $7.6B

Carvana (CVNA) stock is down 7% amid scrutiny of billionaire Mark Walter's $2B stake, which is largely pledged as collateral. Walter faces $7.6B in financial commitments, including a $1.1B Clear Channel deal and a $6.5B insurance-related transfer. Carvana reported record Q2 results but weaker guidance and investor concerns about Walter's financial obligations have driven the stock down 22% YTD.

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