Recent Stock Surge: Carvana (CVNA) has sparked lively chatter on X recently, with many users focusing on the stock’s impressive rally, including a notable 4.4% jump in a single afternoon session. Discussions often highlight positive remarks from prominent investors, driving renewed interest in the online used car retailer. The company’s ongoing recovery from past financial struggles continues to be a key talking point.
Analyst Optimism: Posts on X also emphasize recent analyst upgrades, with some pointing to new buy ratings and ambitious price targets as high as $450. Many are intrigued by forecasts of strong growth and market share gains, painting Carvana as a disruptive force in the auto retail space. This wave of optimism has fueled further debate on the platform.
Insider Transactions: Another angle of discussion involves recent insider sales, with some users noting a significant transaction worth $4 million by a company executive. While this has raised eyebrows, others argue it’s a routine move and doesn’t dent the bullish outlook shared by many on X. The mix of perspectives keeps the conversation dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Carvana Insider Trading Activity
Carvana insiders have traded $CVNA stock on the open market 2508 times in the past 6 months. Of those trades, 0 have been purchases and 2508 have been sales.
Here’s a breakdown of recent trading of $CVNA stock by insiders over the last 6 months:
- ERNEST C. II GARCIA has made 0 purchases and 432 sales selling 2,750,000 shares for an estimated $959,233,069.
- ERNEST C. III GARCIA (Chief Executive Officer) has made 0 purchases and 1856 sales selling 850,000 shares for an estimated $298,775,426.
- MARK W. JENKINS (Chief Financial Officer) has made 0 purchases and 92 sales selling 134,187 shares for an estimated $49,499,976.
- BENJAMIN E. HUSTON (Chief Operating Officer) has made 0 purchases and 88 sales selling 120,000 shares for an estimated $44,572,077.
- DANIEL J. GILL (Chief Product Officer) has made 0 purchases and 7 sales selling 112,500 shares for an estimated $43,303,076.
- PAUL W. BREAUX (See Remarks) has made 0 purchases and 6 sales selling 78,000 shares for an estimated $29,285,278.
- RYAN S. KEETON (Chief Brand Officer) has made 0 purchases and 10 sales selling 83,646 shares for an estimated $28,107,711.
- THOMAS TAIRA (President, Special Projects) has made 0 purchases and 5 sales selling 55,952 shares for an estimated $21,312,800.
- MICHAEL E MAROONE has made 0 purchases and 2 sales selling 30,928 shares for an estimated $12,381,668.
- IRA J. PLATT sold 14,000 shares for an estimated $5,307,960
- GREGORY B SULLIVAN has made 0 purchases and 5 sales selling 15,000 shares for an estimated $5,025,000.
- STEPHEN R PALMER (Vice President of Accounting) has made 0 purchases and 4 sales selling 4,000 shares for an estimated $1,428,490.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Carvana Revenue
Carvana had revenues of $5.6B in Q3 2025. This is an increase of 54.5% from the same period in the prior year.
You can track CVNA financials on Quiver Quantitative's CVNA stock page.
Carvana Congressional Stock Trading
Members of Congress have traded $CVNA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CVNA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Carvana Hedge Fund Activity
We have seen 455 institutional investors add shares of Carvana stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,129,220 shares (+95.9%) to their portfolio in Q3 2025, for an estimated $1,180,466,952
- D. E. SHAW & CO., INC. removed 1,328,006 shares (-51.9%) from their portfolio in Q3 2025, for an estimated $500,976,983
- VIKING GLOBAL INVESTORS LP added 1,023,265 shares (+94.9%) to their portfolio in Q3 2025, for an estimated $386,016,488
- TWO SIGMA ADVISERS, LP removed 895,400 shares (-53.3%) from their portfolio in Q3 2025, for an estimated $337,780,696
- UBS GROUP AG removed 847,335 shares (-80.8%) from their portfolio in Q3 2025, for an estimated $319,648,655
- BANK OF AMERICA CORP /DE/ removed 794,456 shares (-56.6%) from their portfolio in Q3 2025, for an estimated $299,700,581
- SANDS CAPITAL MANAGEMENT, LLC added 790,288 shares (+87.7%) to their portfolio in Q3 2025, for an estimated $298,128,245
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Carvana Analyst Ratings
Wall Street analysts have issued reports on $CVNA in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 12/01/2025
- Wedbush issued a "Outperform" rating on 11/24/2025
- Needham issued a "Buy" rating on 11/17/2025
- Barclays issued a "Overweight" rating on 11/12/2025
- Citigroup issued a "Buy" rating on 11/03/2025
- JP Morgan issued a "Overweight" rating on 10/21/2025
- BTIG issued a "Buy" rating on 10/17/2025
To track analyst ratings and price targets for Carvana, check out Quiver Quantitative's $CVNA forecast page.
Carvana Price Targets
Multiple analysts have issued price targets for $CVNA recently. We have seen 19 analysts offer price targets for $CVNA in the last 6 months, with a median target of $440.0.
Here are some recent targets:
- Joseph Spak from UBS set a target price of $450.0 on 12/01/2025
- Scott Devitt from Wedbush set a target price of $400.0 on 11/24/2025
- Chris Pierce from Needham set a target price of $500.0 on 11/17/2025
- John Babcock from Barclays set a target price of $390.0 on 11/12/2025
- Ronald Josey from Citigroup set a target price of $445.0 on 11/03/2025
- Michael McGovern from B of A Securities set a target price of $385.0 on 10/30/2025
- Michael Montani from Evercore ISI Group set a target price of $395.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
