Recent Stock Surge: Carvana (CVNA) has sparked intense discussions on X due to its remarkable stock performance, with some noting a staggering rise of over 8,000% since its lows in 2022. Many are captivated by the company’s turnaround from near bankruptcy to consistent profitability. The narrative of resilience continues to drive chatter as the stock nears all-time highs.
Analyst Upgrades: Recent posts on X highlight analyst upgrades, with price targets being raised significantly, reflecting optimism about Carvana’s operational strength and potential for further gains. There’s buzz around upcoming quarterly earnings, with expectations of another strong report fueling excitement. Some also point to manageable risks in the subprime auto loan sector as a positive sign.
Market Concerns: Despite the enthusiasm, X discussions also reveal concerns about broader auto sector woes, including recent dips in CVNA’s stock price amid fears over auto loan stress. A few voices caution about lingering debt and structural risks, tempering the bullish sentiment. The mix of hope and hesitation keeps the conversation dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
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 Insider Trading Activity
Carvana insiders have traded $CVNA stock on the open market 2682 times in the past 6 months. Of those trades, 0 have been purchases and 2682 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 455 sales selling 3,000,000 shares for an estimated $1,042,754,079.
- ERNEST C. III GARCIA (Chief Executive Officer) has made 0 purchases and 2013 sales selling 1,000,000 shares for an estimated $345,993,920.
- DANIEL J. GILL (Chief Product Officer) has made 0 purchases and 17 sales selling 345,166 shares for an estimated $115,059,455.
- MARK W. JENKINS (Chief Financial Officer) has made 0 purchases and 85 sales selling 205,567 shares for an estimated $70,725,362.
- BENJAMIN E. HUSTON (Chief Operating Officer) has made 0 purchases and 81 sales selling 188,495 shares for an estimated $64,201,386.
- PAUL W. BREAUX (See Remarks) has made 0 purchases and 9 sales selling 148,000 shares for an estimated $51,645,278.
- THOMAS TAIRA (President, Special Projects) has made 0 purchases and 8 sales selling 90,878 shares for an estimated $27,793,500.
- RYAN S. KEETON (Chief Brand Officer) has made 0 purchases and 2 sales selling 24,413 shares for an estimated $7,782,607.
- IRA J. PLATT has made 0 purchases and 2 sales selling 19,674 shares for an estimated $7,259,816.
- J DANFORTH QUAYLE sold 11,614 shares for an estimated $3,533,443
- GREGORY B SULLIVAN has made 0 purchases and 3 sales selling 10,000 shares for an estimated $3,369,500.
- MICHAEL E MAROONE has made 0 purchases and 4 sales selling 9,000 shares for an estimated $2,460,945.
- STEPHEN R PALMER (Vice President of Accounting) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $751,180.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Carvana Hedge Fund Activity
We have seen 457 institutional investors add shares of Carvana stock to their portfolio, and 287 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,322,531 shares (-35.3%) from their portfolio in Q2 2025, for an estimated $1,119,560,045
- JPMORGAN CHASE & CO added 3,098,798 shares (+1893.9%) to their portfolio in Q2 2025, for an estimated $1,044,170,974
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,532,240 shares (+176.0%) to their portfolio in Q2 2025, for an estimated $853,263,590
- BLACKROCK, INC. added 2,128,489 shares (+28.9%) to their portfolio in Q2 2025, for an estimated $717,215,653
- VIKING GLOBAL INVESTORS LP removed 1,475,885 shares (-57.8%) from their portfolio in Q2 2025, for an estimated $497,314,209
- D. E. SHAW & CO., INC. added 1,458,558 shares (+132.6%) to their portfolio in Q2 2025, for an estimated $491,475,703
- COATUE MANAGEMENT LLC added 1,264,722 shares (+236.2%) to their portfolio in Q2 2025, for an estimated $426,160,725
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 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 10/24/2025
- JP Morgan issued a "Overweight" rating on 10/21/2025
- BTIG issued a "Buy" rating on 10/17/2025
- Jefferies issued a "Buy" rating on 10/01/2025
- JMP Securities issued a "Market Outperform" rating on 07/31/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
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:
- Chris Pierce from Needham set a target price of $500.0 on 10/24/2025
- Rajat Gupta from JP Morgan set a target price of $490.0 on 10/21/2025
- Marvin Fong from BTIG set a target price of $450.0 on 10/17/2025
- John Colantuoni from Jefferies set a target price of $475.0 on 10/01/2025
- Jeff Lick from Stephens & Co. set a target price of $440.0 on 09/23/2025
- Michael Montani from Evercore ISI Group set a target price of $370.0 on 08/12/2025
- Andrew Boone from JMP Securities set a target price of $460.0 on 07/31/2025
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.
