Market Cap
$68.8B
CVNA
CARVANA CO.
$64.75 ▲ +2.71%
Prev close $63.04Market cap$68.8B
ConsensusBuy
12-mo target$83.31 (+28.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional ExitsCongressional Activity (1) E-commerce & Platforms
Snapshot
The big-picture read on CVNA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$37.4B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $20.7M sell
Insider Net $
-$20.7M
Social Sentiment
36° Cool
SEC Reports
20
Congressional
4 trades
Price chart 30d -12.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CVNA — 60.2% short (2.8M / 4.7M)
Short: 2,806,359 | Exempt: 1,798 | TRF Vol: 4,663,865 | Short Ratio: 60.2% | Off-exchange volume (da
Sep 14, 2026 Insider
Taira Thomas sold 2,680 shares
President, Special Projects @ $70.05 ($187.7K)
Sep 14, 2026 Insider
Sep 3, 2026 SEC Taira Thomas sold 14,109 shares
President, Special Projects @ $70.68 ($997.2K)
Multiple Carvana insiders executed significant open-market share sales on September 1, 2026, totaling ~$8.5M, led by CFO
CLUSTER — Impact 6/10
Sep 1, 2026 Insider
Aug 17, 2026 SEC Taira Thomas surrendered for taxes 3,949 shares
President, Special Projects @ $72.18 ($285.0K)
Two Carvana directors — Ira J. Platt and J. Danforth Quayle — sold a combined $2.22M of stock on August 14, 2026, after
CLUSTER — Impact 3/10
Director Michael Maroone purchased 25,000 Carvana shares for $1.54M on July 31, 2026. At a $72.8B market cap, the buy is
INSIDER-BUY — Impact 2/10
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Analyst ratings buy % -11.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 4, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 30, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 12 | 10 | 1 | 0 | 67% | |
| Aug 1, 2026 | 10 | 12 | 10 | 1 | 0 | 67% | |
| Jul 1, 2026 | 10 | 12 | 10 | 1 | 0 | 67% | |
| Jun 1, 2026 | 10 | 12 | 9 | 1 | 0 | 69% | |
| May 1, 2026 | 10 | 12 | 9 | 1 | 0 | 69% | |
| Apr 1, 2026 | 11 | 12 | 8 | 1 | 0 | 72% | |
| Mar 1, 2026 | 11 | 12 | 8 | 1 | 0 | 72% | |
| Feb 1, 2026 | 11 | 12 | 8 | 1 | 0 | 72% |
Price targets
Where 21 covering analysts think CVNA trades over the next 12 months.
$83.31 +28.7% upside Strong Buy
Current$64.75 Low$60.00 Median$83.00 High$120.00 21 analysts
$60.00$120.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
36°
Cool
BearishNeutralBullish
Recent posts
I backtested ~10 years of insider buying (4,223 open-market buys). Three "rules" everyone repeats didn't survive the test.
▲ 1 · 💬 5· ⚡ 0.5
Carvana more than doubled its job postings in six months. The stock is down 25% over the same stretch.
▲ 1 · 💬 0· ⚡ 0.5
Opendoor and the Open ai hype
▲ 1 · 💬 5· ⚡ 0.5
+38,074. CVNA Puts, WEN Calls. Realized + a few positions rolling into Q3
▲ 1 · 💬 6· ⚡ 0.5
$CVNA short
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 3 bearish, 2 mixed, 15 neutral · avg impact 3.5/10.
MIXEDCLUSTER6/10
Multiple Carvana insiders executed significant open-market share sales on September 1, 2026, totalin
Sep 3, 2026
NEUTRALCLUSTER3/10
Two Carvana directors — Ira J. Platt and J. Danforth Quayle — sold a combined $2.22M of stock on Aug
Aug 17, 2026
NEUTRALINSIDER-BUY2/10
Director Michael Maroone purchased 25,000 Carvana shares for $1.54M on July 31, 2026. At a $72.8B ma
Aug 4, 2026
NEUTRALCLUSTER3/10
Insider trading cluster at Carvana (CVNA) shows mixed activity: Director Michael Maroone purchased $
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CVNA — 60.2% short (2.8M / 4.7M)
Short: 2,806,359 | Exempt: 1,798 | TRF Vol: 4,663,865 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CVNA — 67.6% short (1.8M / 2.6M)
Short: 1,769,943 | Exempt: 737 | TRF Vol: 2,619,146 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CVNA — 57.5% short (2.3M / 4.1M)
Short: 2,342,694 | Exempt: 2,910 | TRF Vol: 4,075,526 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CVNA — 66.6% short (4.2M / 6.3M)
Short: 4,211,491 | Exempt: 2,782 | TRF Vol: 6,327,402 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CVNA — 57.3% short (0.9M / 1.6M)
Short: 933,695 | Exempt: 2,368 | TRF Vol: 1,628,276 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.44 | $0.27–$0.62 | 111.7% | +0.1% | 2↑ 5↓ | $7.6B | 11 |
| Next Q | $0.37 | $0.24–$0.53 | -56.0% | -0.6% | 2↑ 3↓ | $7.5B | 11 |
| Current FY | $1.57 | $1.26–$1.91 | -7.3% | +1.2% | 5↑ 3↓ | $29.0B | 12 |
| Next FY | $2.27 | $1.79–$3.82 | 44.9% | +1.2% | 6↑ 5↓ | $36.3B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.436 | — |
| 7d ago | $0.436 | +0.000 |
| 30d ago | $0.436 | +0.000 |
| 60d ago | $0.433 | +0.003 |
| 90d ago | $0.470 | -0.034 |
Institutional ownership
Which big funds own CVNA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.4B total value (565,413,016 shares) as of 2026-Q2. Top holders: Capital, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital Research Global Investors | 63,423,386 | $4.2B | 11.2% | — |
| BlackRock, Inc. | 48,494,910 | $3.2B | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 45,590,117 | $3.0B | 8.0% | — |
| FMR LLC | 33,604,708 | $2.2B | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32,154,471 | $2.1B | 5.7% | — |
| STATE STREET CORP | 29,435,364 | $1.9B | 5.2% | — |
| CITIGROUP INC | 25,002,200 | $1.6B | 4.4% | DOUBLED +751.6% |
| Capital International Investors | 23,257,742 | $1.5B | 4.1% | ADD +39.8% |
| JANE STREET GROUP, LLC | 21,653,200 | $1.4B | 3.8% | — |
| CITADEL ADVISORS LLC | 20,431,000 | $1.3B | 3.6% | ADD +28.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 3,327,983 | 23,257,742 | +39.8% | $1.5B |
| JPMORGAN CHASE & CO | TRIM | 2,536,802 | 8,617,436 | -32.1% | $549.1M |
| NORGES BANK | NEW | — | 5,243,494 | — | $345.1M |
| MAVERICK CAPITAL LTD | ADD | 420,276 | 2,638,673 | +25.6% | $173.7M |
| MARSHALL WACE, LLP | DOUBLED | 45,874 | 2,626,104 | +1044.9% | $172.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 924,835 | 2,287,092 | -50.5% | $150.5M |
| CITIGROUP INC | DOUBLED | 256,642 | 2,185,480 | +751.6% | $143.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 198,904 | 2,093,072 | +110.5% | $137.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 55,391 | 1,037,474 | +274.6% | $68.3M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 157,947 | 991,141 | +25.5% | $61.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$20.7M — $0.00 bought, $20.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Taira Thomas | President, Special Projects | SELL | 2,680 | $70.05 | $187.7K |
| Sep 14, 2026 | Taira Thomas | President, Special Projects | SELL | 14,109 | $70.68 | $997.2K |
| Sep 1, 2026 | Taira Thomas | President, Special Projects | TAX W/H | 3,949 | $72.18 | $285.0K |
| Sep 1, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | TAX W/H | 7,016 | $72.18 | $506.4K |
| Sep 1, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | SELL | 29,474 | $71.36 | $2.1M |
| Sep 1, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | SELL | 20,526 | $71.83 | $1.5M |
| Sep 1, 2026 | BREAUX PAUL W. | See Remarks | TAX W/H | 4,457 | $72.18 | $321.7K |
| Sep 1, 2026 | Palmer Stephen R | Vice President of Accounting | TAX W/H | 3,023 | $72.18 | $218.2K |
| Sep 1, 2026 | Palmer Stephen R | Vice President of Accounting | SELL | 3,400 | $71.40 | $242.8K |
| Sep 1, 2026 | Palmer Stephen R | Vice President of Accounting | SELL | 1,600 | $71.88 | $115.0K |
Congressional trades
CVNA trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Carvana Co | Aug 12, 2026(37d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Carvana Co | May 11, 2026(28d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Carvana Co | May 13, 2026(31d) |
| Feb 18, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Carvana Co | Mar 17, 2026(28d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CVNA.
Shares short
62,226,156
Settlement Sep 15, 2026
Change vs prior
-5.6%
Semi-monthly cycle
Days to cover
10.2
At avg daily volume
Of shares outstanding
≈5.7%
Estimate — not % of float
All CVNA filing & press-release reports (25)
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 17, 2026
- INSIDER-BUY reportAug 4, 2026
- CLUSTER reportAug 4, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 16, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 9, 2026
- 144 reportJun 8, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportMay 11, 2026
- 8-K reportMay 6, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportMay 1, 2026
- 144 reportMay 1, 2026
- 144 reportApr 8, 2026
- CLUSTER reportApr 3, 2026
- DEFA14A reportMar 25, 2026
- CLUSTER reportMar 16, 2026
- DEFA14A reportMar 13, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportMar 9, 2026
- INST-CLUSTER reportFeb 28, 2026