CVNA Carvana Co. Loading... : Bullish and Bearish Analyst Opinions
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10:00
Aug 25
Aug 25
A +9 comment mocks Carvana’s business model after receiving an over-book offer on a 10-year-old used car. Aggressively overpaying for used cars suggests weak underwriting or questionable unit economics, which could pressure future margins. Not a long; the community sees the business model as unsustainable, but there is no clear short trigger yet. Anecdotal single data point; Carvana could still rally or squeeze despite fundamental criticism.
LOW
16:25
Aug 19
Aug 19
Carvana shares recovered some losses from a two-day selloff after a report showed billionaire.
Carvana shares recovered some losses from a two-day selloff after a report showed billionaire Mark Walter's stake in the company was pledged.
15:39
Aug 18
Aug 18
Walter entanglement makes Carvana shortable.
Carvana is a sick short setup because Mark Walter owns about 3% of Carvana pledged against margin loans, Carvana has live SEC subpoenas, and Walter-related insurance entities had exposure to Carvana loan trusts. The host repeatedly tracks the stock rolling over and likes the short-dated put idea.
MED
16:54
Aug 14
Aug 14
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana.
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana and StubHub, with major holdings in SpaceX, Amazon, Oscar Health, Shopify, and Figma.
23:56
Aug 03
Aug 03
Carvana good quarter creates buying opportunity.
Carvana just posted another good quarter, but the stock got forced down because many investors dislike it. The strong results make the pullback a buying opportunity.
MED
02:52
Aug 01
Aug 01
Explicitly names CVNA as a short candidate; directional short commitment stated in a list.
Explicitly names CVNA as a short candidate; directional short commitment stated in a list of preferred short ideas from a known short-side account.
HIGH
00:50
Jul 31
Jul 31
The slump in shares of online used-car dealer Carvana is creating a potential windfall.
The slump in shares of online used-car dealer Carvana is creating a potential windfall for investors who have been bearish on the stock.
18:22
Jul 30
Jul 30
Carvana reported record Q2 revenue and strong EBITDA guidance.
Carvana reported record Q2 revenue and strong EBITDA guidance, but the Seeking Alpha Quant rating remains a neutral HOLD due to inventory growth headwinds.
14:30
Jul 30
Jul 30
Carvana shares decline sharply after the company's earnings outlook disappoints Wall Street.
Carvana shares decline sharply after the company's earnings outlook disappoints Wall Street expectations.
12:47
Jul 30
Jul 30
US pre-market movers show Microsoft up 9.3% on strong earnings.
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on a Q2 earnings miss, and several other stocks moving on earnings and guidance reports.
12:46
Jul 30
Jul 30
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on EPS miss.
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on EPS miss, and several other stocks reacting to quarterly results and guidance.
11:54
Jul 30
Jul 30
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing.
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing outlook, Microsoft jumping 9% on strong cloud growth, and numerous other stocks moving on quarterly results and guidance changes.
08:29
Jul 30
Jul 30
Multiple financial institutions have issued updates to their price targets for a wide range.
Multiple financial institutions have issued updates to their price targets for a wide range of publicly traded companies across various sectors today.
00:15
Jul 30
Jul 30
Carvana warned that its full-year earnings may miss Wall Street expectations as growth slowed.
Carvana warned that its full-year earnings may miss Wall Street expectations as growth slowed and per-car profit declined in the latest quarter.
00:05
Jul 30
Jul 30
Carvana shares slumped 15% despite a 40% jump in auto sales.
Carvana shares slumped 15% despite a 40% jump in auto sales, reflecting market disappointment or profit-taking on the news.
LOW
21:30
Jul 29
Jul 29
Management is confident and reiterated long-term growth targets (3 million units, 13.5% EBITDA margin) while highlighting record results and a clear path forward. Guidance for the full year was raised, indicating a positive outlook on future profitability.
HIGH
21:17
Jul 29
Jul 29
Short CVNA via long-dated puts targeting sub-$2; speaker cites a head-and-shoulders pattern.
Short CVNA via long-dated puts targeting sub-$2; speaker cites a head-and-shoulders pattern on the long-term chart and a 2027 macro thesis of misallocated capital unwinding, implying a near-total collapse from current levels.
MED
20:07
Jul 29
Jul 29
Carvana reported record net income and adjusted EBITDA for Q2 2026.
Carvana reported record net income and adjusted EBITDA for Q2 2026, with the CEO highlighting the company's 1.5% share of the U.S. automotive market.
18:54
Jul 29
Jul 29
The author asks a rhetorical question about shorting Carvana in response to a bullish.
The author asks a rhetorical question about shorting Carvana in response to a bullish recommendation, not a directional call.
02:34
Jul 24
Jul 24
Replier adds bearish timing thesis to parent's CVNA short call.
Replier adds bearish timing thesis to parent's CVNA short call — credit stress expected to materialize next year, though no explicit personal short position stated.
MED
15:00
Jul 05
Jul 05
The tweet mentions Carvana in a sarcastic context about needing cars for protests.
The tweet mentions Carvana in a sarcastic context about needing cars for protests, not a trade idea.
14:40
Jun 27
Jun 27
Listed as part of thematic sector overview in author's market read.
Listed as part of thematic sector overview in author's market read, no directional view expressed.
LOW
21:50
Jun 09
Jun 09
The author expresses uncertainty about how AGI adoption will impact Carvana's business model.
The author expresses uncertainty about how AGI adoption will impact Carvana's business model, specifically commuting demand and carpooling trends.
16:11
Jun 09
Jun 09
Speaker expresses negative sentiment toward CVNA via a meme insult.
Speaker expresses negative sentiment toward CVNA via a meme insult, no specific bearish mechanism or catalyst provided.
LOW
08:37
Jun 08
Jun 08
Explicit sell recommendation on Carvana as the sole named conviction short/avoid.
Explicit sell recommendation on Carvana as the sole named conviction short/avoid in an otherwise broadly bullish list — author singles it out as the one name to exit.
MED
02:28
May 16
May 16
Edwin Dorsey suggests the SEC's lack of FOIA response on Carvana likely means the investigation.
Edwin Dorsey suggests the SEC's lack of FOIA response on Carvana likely means the investigation is ongoing, not concluded, casting doubt on positive resolution.
HIGH
20:29
May 12
May 12
Campbell states he was short CVNA and is not short SMH.
Campbell states he was short CVNA and is not short SMH, indicating a bearish past position on Carvana with no current SMH short.
15:30
May 12
May 12
The tweet reports that core CPI rose more than expected.
The tweet reports that core CPI rose more than expected, with falling vehicle prices providing relief for CVNA and KMX, while SPY retains a Buy rating despite sticky inflation data.
LOW
22:26
Apr 30
Apr 30
Short on Carvana, no thesis
I have a short on Carvana. I don't really know anything about the company, but I put the trade on anyway. It's a speculative short based on price action.
LOW
01:31
Apr 30
Apr 30
Reports Carvana record sales and revenue growth in Q1, no directional view.
LOW
About CVNA Analyst Coverage
Buzzberg tracks CVNA (Carvana Co.) across 25 sources. 3 bullish vs 28 bearish calls from 29 analysts. Sentiment: mixed to bearish. 71 total trade ideas tracked. Latest voices: r/wallstreetbets community, Bloomberg, Thread Guy.