CARS Earnings
Thursday, May 07 2026
EPS Estimate
$0.46
$0.37 – $0.53
Revenue Estimate
$180M
Current Price
$10.97
Our Position
bearishPrice target slashed 41% on ad spending collapse
structured data
est. revisions rising
(+19.4pp / 30d)
Ad weakness on Cars.com suggests dealer inventory demand is softening, not just pricing power. A 41% target cut despite maintaining a Buy rating signals the analyst sees recovery time required but hasn't lost conviction on the long-term franchise. Watch if guidance revisions accelerate in coming quarters as dealers adjust spending.
Watch: Next earnings report or guidance update will be critical — management needs to show stabilization in advertiser spending or articulate a clear inflection point. Any further guidance cuts could trigger another valuation reset.
Data Signal Summary
3 bullish
1 bearish
Estimates up +4%
Insider buying cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.6%
P/E Ratio
34.3
Est. Revisions (30d)
+3.5% 0up/1dn
Analyst Target (mean)
$12 $9–$18 +13%
Options P/C Ratio
0.01
Est. Dispersion
34% 5 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
48 transactions
Buy
·
ROSS JENELL (Director)
·1,995 shares
·$15,082
Award
·
JAIN SONIA (Chief Financial Officer)
·156,267 shares
Award
·
MARKS ANGELIQUE STRONG (Officer)
·64,603 shares
Award
·
GOSSELIN LISA (Officer)
·124,282 shares
Award
·
HARTMANN TOBIAS (Chief Executive Officer)
·344,150 shares
43 more
Award
·
JAIN SONIA
·26,536 shr
Award
·
VETTER THOMAS ALEX
·137,797 shr
Award
·
HARTMANN TOBIAS
·233,827 shr
Sell
·
JAIN SONIA
·11,400 shr
·$153,330
Sell
·
CRAWFORD MATTHEW B
·27,358 shr
·$329,117
Sell
·
CRAWFORD MATTHEW B
·15,000 shr
·$176,550
Award
·
FORBES SCOTT EDWARD
·25,530 shr
Award
·
WIENER BRYAN J
·18,305 shr
Award
·
DEVARD JERRI L
·18,305 shr
Award
·
HALE THOMAS E
·18,305 shr
Award
·
GREENTHAL JILL A
·18,305 shr
Award
·
KELLY MICHAEL JOSEPH
·18,305 shr
Award
·
REVELLE GREG
·18,305 shr
Award
·
MCGOVERN DONALD A JR.
·18,305 shr
Award
·
SUBRAMANIAN BALA
·18,305 shr
Award
·
ROSS JENELL
·18,305 shr
Buy
·
VETTER THOMAS ALEX
·27,870 shr
·$299,558
Award
·
JAIN SONIA
·91,022 shr
Award
·
MARKS ANGELIQUE STRONG
·73,068 shr
Award
·
CRAWFORD MATTHEW B
·36,244 shr
Award
·
GOSSELIN LISA
·93,429 shr
Award
·
VETTER THOMAS ALEX
·257,732 shr
Sell
·
GREENTHAL JILL A
·10,990 shr
·$218,152
Sell
·
JAIN SONIA
·50,000 shr
·$983,997
Sell
·
GREENTHAL JILL A
·4,524 shr
·$89,847
Other
·
MCGOVERN DONALD A JR.
·5,000 shr
Sell
·
CRAWFORD MATTHEW B
·10,000 shr
·$175,100
Sell
·
VETTER THOMAS ALEX
·17,674 shr
·$339,871
Sell
·
VETTER THOMAS ALEX
·17,666 shr
·$354,910
Award
·
FORBES SCOTT EDWARD
·12,361 shr
Award
·
WIENER BRYAN J
·8,726 shr
Sell
·
WIENER BRYAN J
·10,000 shr
·$205,100
Award
·
DEVARD JERRI L
·8,726 shr
Award
·
HALE THOMAS E
·8,726 shr
Award
·
GREENTHAL JILL A
·8,726 shr
Award
·
KELLY MICHAEL JOSEPH
·8,726 shr
Award
·
REVELLE GREG
·8,726 shr
Award
·
MCGOVERN DONALD A JR.
·8,726 shr
Award
·
SUBRAMANIAN BALA
·8,726 shr
Award
·
ROSS JENELL
·8,726 shr
Sell
·
VETTER THOMAS ALEX
·25,373 shr
·$482,087
Sell
·
MARKS ANGELIQUE STRONG
·19,835 shr
·$368,137
Sell
·
VETTER THOMAS ALEX
·27,625 shr
·$524,875
analyst ratings
1 rating
DA Davidson
→Buy
9d ago
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