Recent discussions on X about Carvana (CVNA) have been ignited by the company's stock price movements and upcoming Q3 2025 earnings report scheduled for October 29. Many users are intrigued by the stock's significant rally, with some pointing to analyst upgrades and strong annual profits as evidence of a robust turnaround for the online used car retailer. The buzz reflects a mix of excitement and curiosity as investors await fresh financial data.
However, not all sentiments on X are uniformly positive, with a notable segment of the conversation focusing on potential risks such as insider sales and scrutiny over sub-prime auto loans. Concerns have also surfaced about the sustainability of the current stock price amidst recent dips and mixed market signals. This ongoing debate keeps the Carvana narrative dynamic and closely watched across the platform.
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 2592 times in the past 6 months. Of those trades, 0 have been purchases and 2592 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 1923 sales selling 967,120 shares for an estimated $333,890,802.
- 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 467 institutional investors add shares of Carvana stock to their portfolio, and 272 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 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 10/01/2025
- RBC Capital issued a "Outperform" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- B of A Securities issued a "Buy" rating on 07/31/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- JP Morgan 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 18 analysts offer price targets for $CVNA in the last 6 months, with a median target of $432.5.
Here are some recent targets:
- 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
- Rajat Gupta from JP Morgan set a target price of $425.0 on 09/17/2025
- Michael Montani from Evercore ISI Group set a target price of $370.0 on 08/12/2025
- Michael McGovern from B of A Securities set a target price of $425.0 on 07/31/2025
- Ronald Josey from Citigroup set a target price of $490.0 on 07/31/2025
- Michael Baker from DA Davidson set a target price of $380.0 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.
