CARVANA CO.
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JENKINS MARK W. (Chief Financial Officer) sold 63,750 shares of CARVANA CO. (CVNA) at an average of $61.64 ($59.44–$63.04, $3.93M total) across 5 trades on 2026-10-01 under a Rule 10b5-1 trading plan.
Bloomberg analyzed 3M subprime auto loans from Exeter, Santander, Carvana, and GM Financial, finding that high interest rates and fees allow bonds to perform despite borrower defaults. Exeter modified loans frequently, while Santander repossessed more quickly. Borrowers often face higher costs and eventual repossession. Delinquencies are rising, but securities remain stable. S&P raised loss projections for some Exeter securitizations to 31%.
Analysts updated ratings and price targets for several companies. Wells Fargo downgraded Ally Financial (ALLY) to Equal Weight, reducing its target to $42. Pinnacle Financial (PNFP) was upgraded to Overweight. Carvana (CVNA) saw its target cut to $90, while Fair Isaac (FICO) and Vistra (VTR) also had targets reduced.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning CVNA (CARVANA CO.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent CVNA coverage spans financial news, market movers and insider activity.
In the last 30 days, CVNA insiders filed 11 SEC Form 4 transactions — no purchases and 11 sales ($5.4M). The most active reporter was JENKINS MARK W., Chief Financial Officer, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The insider sale may signal CFO confidence level and could pressure the stock.
Potential pressure on Carvana's stock as loan performance deteriorates.
Large target cut signals significant downside risk.
Analyst upgrade with a high price target supports further upside.
Crypto traders can now take leveraged positions on CVNA, likely increasing short‑term trading volume.
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.
JENKINS MARK W. (Chief Financial Officer) sold 63,750 shares of CARVANA CO. (CVNA) at an average of $61.64 ($59.44–$63.04, $3.93M total) across 5 trades on 2026-10-01 under a Rule 10b5-1 trading plan.
1 min readBloomberg analyzed 3M subprime auto loans from Exeter, Santander, Carvana, and GM Financial, finding that high interest rates and fees allow bonds to perform despite borrower defaults. Exeter modified loans frequently, while Santander repossessed more quickly. Borrowers often face higher costs and eventual repossession. Delinquencies are rising, but securities remain stable. S&P raised loss projections for some Exeter securitizations to 31%.
3 min readAnalysts updated ratings and price targets for several companies. Wells Fargo downgraded Ally Financial (ALLY) to Equal Weight, reducing its target to $42. Pinnacle Financial (PNFP) was upgraded to Overweight. Carvana (CVNA) saw its target cut to $90, while Fair Isaac (FICO) and Vistra (VTR) also had targets reduced.
2 min readCarvana (CVNA) stock rose 5% after Jefferies reiterated a Buy rating and $88 price target, citing September sales tracking 40% above expectations. The firm noted strong unit sales and improved investor sentiment in used-vehicle retail. Carvana's shares are highly volatile, down 20.2% YTD and 33.3% from its 52-week high.
2 min readBinance Futures will list five new USDT-margined perpetual contracts for ExxonMobil, Carvana, Oklo, Twist Bioscience, and Rumble on September 28, 2026, expanding its TradFi derivatives offerings. The contracts, with 20x leverage and 24/7 trading, will open in sequence starting at 09:00 UTC. Binance aims to provide crypto traders leveraged exposure to US equities.
2 min readCarvana (CVNA) stock fell 33% from its 52-week high despite record Q2 results, with revenue at $7.376B and adjusted EBITDA at $769M. The decline was driven by a lower full-year EBITDA guide and concerns over subprime auto loan delinquencies, exacerbated by the Fed's rate hike. Analysts see a potential 78% total return with a target price of ~$116, but risks include credit cycle impacts on growth and margins.
3 min readCarvana Co (CVNA) President, Special Projects Thomas Taira sold 16,789 shares on 2026-09-14, per SEC filing. He now owns 366,987 shares. Over the past year, Taira sold 111,824 shares with no purchases. Company-wide, insiders sold 93 times and bought 2 times. CVNA trades at $70.58, with a market cap of $71.97 billion, and a P/E ratio of 30.33. GuruFocus estimates it as modestly undervalued at $83.15.
2 min readTaira Thomas (President, Special Projects) sold 16,789 shares of CARVANA CO. (CVNA) at an average of $70.58 ($70.05–$70.68, $1.18M total) across 2 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
1 min readSeveral sectors, including asset managers, semiconductor stocks, and silver miners, experienced significant declines following Fed Chair Kevin Warsh's press conference. ON Semiconductor (NASDAQ:ON) led the drop, falling 6%, while Boeing (NYSE:BA) weighed on the Dow. Economists are divided on future rate hikes, with some expecting more hikes and others predicting easing next year.
2 min readCarvana (CVNA) shares fell 3.1% due to broader market weakness and post-earnings caution. The company reported record Q2 2026 results but guided to a measured full-year profit target. Insider selling and valuation reassessment may also contribute to the decline.
2 min read
