CARMAX INC
No SEC Form 4 filings for $KMX in the last 30 days.
See all $KMX insider activity →Morningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
Carvana (CVNA) shares are down about 30% YTD in 2026 after below-consensus full-year adjusted EBITDA guidance, despite a record Q2 with $7.376B revenue and $769M adjusted EBITDA. CarMax (KMX) is up about 51% YTD on turnaround progress, including a Q1 FY2027 EPS beat and raised SG&A savings target. Analysts cut CVNA targets and upgraded KMX, with differing insider flows.
Wall Street analyst calls covered Ford (F) upgraded to Buy at Citigroup with a $20 target, Caterpillar (CAT) cut to Neutral at Baird with a $900 target, and Reddit (RDDT) initiated as Overweight at KeyBanc with a $225 target. Other moves included Bloom Energy (BE) Buy at $290 and Texas Instruments (TXN) Buy at $405. Market context cited a Dow gain and lower oil.
Over the past 7 days, alphai's AI scored 1 news story mentioning KMX (CARMAX INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent KMX coverage spans financial news, market movers and insider activity.
The earnings beat is offset by market skepticism around strategy details, creating a two-sided setup.
KMX appears to be trading on turnaround execution and improved sales/pricing, with upside capped by already-strong rally and measured consensus.
Rating upgrade and higher target may reduce downside pressure and attract incremental dip-buying.
The filing discloses post-separation consulting terms and compensation structure, which can affect near-term sentiment but is not a fundamental earnings catalyst.
Upgrade and higher target support near-term sentiment, but the thesis is still conditional on margins and unit growth.
alphai scores every news story that mentions KMX with an AI model for sentiment and relevance, and aggregates insider trades from CARMAX INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Morningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
7 min readCarvana (CVNA) shares are down about 30% YTD in 2026 after below-consensus full-year adjusted EBITDA guidance, despite a record Q2 with $7.376B revenue and $769M adjusted EBITDA. CarMax (KMX) is up about 51% YTD on turnaround progress, including a Q1 FY2027 EPS beat and raised SG&A savings target. Analysts cut CVNA targets and upgraded KMX, with differing insider flows.
6 min readWall Street analyst calls covered Ford (F) upgraded to Buy at Citigroup with a $20 target, Caterpillar (CAT) cut to Neutral at Baird with a $900 target, and Reddit (RDDT) initiated as Overweight at KeyBanc with a $225 target. Other moves included Bloom Energy (BE) Buy at $290 and Texas Instruments (TXN) Buy at $405. Market context cited a Dow gain and lower oil.
7 min readCARMAX INC (KMX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.2 3 exhibit102-consultingagree.htm EX-10.2 Document Exhibit 10.2 CONSULTING AGREEMENT This Consulting Agreement (the “ Agreement ”) is made by and between CarMax, Inc. and its affiliated companies (collectively, the “Company”) and Diane L. Cafritz (the “Consultant”), effect
3 min readJPMorgan upgraded CarMax (KMX) to Neutral from Underweight and raised its price target to $60 from $38, citing stronger used-car sales trends and improved pricing that reduce near-term downside. JPMorgan expects low-double-digit comparable sales growth in fiscal Q3 and mid-single-digit for the year. CarMax’s fiscal Q1 revenue rose 6.2% to $8.01B, but comparable used-unit sales fell 0.8% and EPS fell 5.1% to $1.31.
5 min readWall Street analyst calls covered Ford, Caterpillar, Reddit, and Texas Instruments. Citigroup upgraded Ford to Buy. Baird cut Caterpillar to Neutral and lowered its target to $900. KeyBanc initiated Reddit at Overweight with a $225 level. Arete lifted Texas Instruments to Buy with a $405 target. Market recap cited strong Q2 earnings and lower oil prices.
3 min readCarMax (KMX) shares rose nearly 19% in June after its June 17 Q1 FY2027 results. Net revenue was just over $8B (+6% YoY) and GAAP net income fell 12% to $186M, or $1.31/share, beating consensus. Analysts raised price targets, including Stephens’ Jeff Lick to $66 from $43, and insiders bought shares.
6 min readCNBC’s “Stocks @ Night” previews Wednesday’s market drivers: Levi Strauss reports after the bell; SK Hynix’s U.S. listing is expected Friday, with EWY and SK Hynix weighting noted; auto retailers (CarMax, Carvana, Group 1) are highlighted; Costco monthly sales are due; energy and airline sectors are tracked; and Meta’s recent stock strength is mentioned.
2 min readChawla Sona purchased 2,000 shares of CARMAX INC (KMX) at $53.39 ($0.11M total) on 2026-06-25.
2 min readShinder Marcella purchased 574 shares of CARMAX INC (KMX) at $52.01 on 2026-06-25.
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