Wells Fargo & Company Lowers Carvana (NYSE:CVNA) Price Target to $425.00

Carvana (NYSE:CVNA) had its price target lowered by equities research analysts at Wells Fargo & Company from $525.00 to $425.00 in a report released on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective points to a potential upside of 17.42% from the stock’s previous close.

A number of other research analysts have also recently commented on CVNA. Evercore increased their target price on Carvana from $425.00 to $430.00 in a research note on Tuesday, January 27th. Needham & Company LLC reiterated a “buy” rating and set a $500.00 price objective on shares of Carvana in a research report on Thursday. Stephens restated an “overweight” rating and issued a $519.00 target price on shares of Carvana in a research report on Thursday. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Carvana from $600.00 to $519.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Barclays upped their price target on shares of Carvana from $465.00 to $530.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Nineteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Carvana presently has a consensus rating of “Moderate Buy” and an average target price of $466.50.

Carvana Trading Up 3.1%

Shares of CVNA stock opened at $361.96 on Thursday. The company has a market capitalization of $78.74 billion, a PE ratio of 82.64 and a beta of 3.57. Carvana has a 52-week low of $148.25 and a 52-week high of $486.89. The business’s fifty day moving average is $428.22 and its 200 day moving average is $382.10. The company has a debt-to-equity ratio of 1.63, a quick ratio of 2.55 and a current ratio of 4.05.

Carvana (NYSE:CVNA) last announced its earnings results on Wednesday, February 18th. The company reported $4.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $3.12. Carvana had a return on equity of 30.62% and a net margin of 3.44%.The business had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.24 billion. During the same period in the prior year, the company earned $0.56 EPS. The company’s quarterly revenue was up 58.0% compared to the same quarter last year. On average, equities research analysts anticipate that Carvana will post 2.85 EPS for the current fiscal year.

Insider Activity

In related news, COO Benjamin E. Huston sold 40,000 shares of Carvana stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $439.50, for a total transaction of $17,580,000.00. Following the sale, the chief operating officer directly owned 100,758 shares in the company, valued at $44,283,141. The trade was a 28.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul W. Breaux sold 20,000 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $438.50, for a total value of $8,770,000.00. Following the completion of the sale, the insider directly owned 69,289 shares in the company, valued at approximately $30,383,226.50. The trade was a 22.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 420,351 shares of company stock valued at $179,589,049. 17.12% of the stock is owned by insiders.

Institutional Investors Weigh In On Carvana

A number of institutional investors have recently made changes to their positions in the company. First Horizon Corp raised its stake in shares of Carvana by 6.4% in the fourth quarter. First Horizon Corp now owns 418 shares of the company’s stock worth $176,000 after purchasing an additional 25 shares during the last quarter. SJS Investment Consulting Inc. lifted its stake in Carvana by 28.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 136 shares of the company’s stock valued at $51,000 after acquiring an additional 30 shares during the period. MAI Capital Management boosted its holdings in shares of Carvana by 1.8% during the 2nd quarter. MAI Capital Management now owns 1,757 shares of the company’s stock valued at $592,000 after acquiring an additional 31 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in shares of Carvana by 23.1% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 165 shares of the company’s stock worth $62,000 after acquiring an additional 31 shares during the period. Finally, Finivi Inc. raised its holdings in shares of Carvana by 4.6% during the fourth quarter. Finivi Inc. now owns 698 shares of the company’s stock valued at $295,000 after purchasing an additional 31 shares during the last quarter. Hedge funds and other institutional investors own 56.71% of the company’s stock.

Carvana News Summary

Here are the key news stories impacting Carvana this week:

• Positive Sentiment: Company beat expectations — Q4 revenue $5.6B (up 58% YoY) and EPS $4.22, handily above Street estimates; management highlighted record unit economics and improved operating profit/cash from operations. Carvana Announces Record Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Street reaction includes multiple buy/overweight ratings and high price targets (median ~ $515), reflecting analyst confidence that improved fundamentals support higher equity value. QuiverQuant: Carvana Q4 results and analyst activity
• Neutral Sentiment: Full earnings disclosure and the call transcript provide detail on margins, inventory and channel dynamics; useful for modeling but not a single clear catalyst. Earnings Call Transcript
• Neutral Sentiment: Press snapshots and analyst notes compare key metrics versus estimates — revenue and gross profit strong, but some per‑unit profitability metrics show mixed trends that require deeper read. Q4 Earnings Snapshot
• Negative Sentiment: Accounting and profitability questions raised on the earnings call and in coverage; lack of clear answers on certain metrics contributed to investor concern. PYMNTS: Accounting scrutiny and profitability concerns
• Negative Sentiment: Regulatory/fraud allegations and an investor class action probe (Pomerantz) surfaced ahead of/around the report, increasing downside risk and headline sensitivity. Pomerantz investor alert
• Negative Sentiment: Heavy insider selling revealed in coverage and institutional flow headlines increase perceived governance/owner alignment risk and amplify volatility. QuiverQuant: insider selling & institutional changes

About Carvana

Carvana Co is an online-only retailer of used vehicles that operates a consumer-facing e-commerce platform for buying and selling cars. The company markets and sells inspected, reconditioned pre-owned vehicles through its website, where shoppers can browse inventory, view detailed 360-degree photos and vehicle history reports, finance purchases, and arrange delivery or pickup. Carvana’s model is built around a digital end-to-end car buying experience that aims to simplify vehicle transactions compared with traditional dealerships.

Its products and services include direct retail sales of used cars, trade-in and purchase offers for consumer vehicles, vehicle financing and related protection products, and a seven-day return policy that allows customers to test a vehicle in everyday use.