
Carvana (CVNA) Stock Forecast & Price Target
Carvana (CVNA) Analyst Ratings
Bulls say
Carvana Co is experiencing significant growth in retail vehicle unit sales, with expectations for FY26 reaching 748,000 units, which surpasses previous forecasts and exceeds market expectations. The company is also projected to achieve fourth-quarter revenues of $5.2 billion, indicating a substantial year-over-year increase of 46.4% and an upward revision of approximately 3% from earlier estimates. Additionally, Carvana's competitive positioning is strengthening, as evidenced by an increase in consumer perception of its pricing advantages, suggesting a favorable shift in market dynamics for the company.
Bears say
Carvana has experienced a decline in total used vehicle unit sales volume, which fell by 2% year-over-year in the third quarter, a significant drop from the 8% growth seen in the second quarter. Additionally, the stock has suffered a 13% decrease over the past month, underperforming against the S&P 500, largely due to concerns over underwhelming performance from Carvana's closest competitor, CarMax, and rising anxieties in the credit markets. This downward trend is further compounded by expectations of multiple compression, with the stock trading at 22 times the 2027 EPS estimate, indicating a tighter premium compared to traditional auto dealers.
This aggregate rating is based on analysts' research of Carvana and is not a guaranteed prediction by Public.com or investment advice.
Carvana (CVNA) Analyst Forecast & Price Prediction
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