CVNA Earnings
Wednesday, Apr 29 2026
EPS Estimate
$1.54
$1.25 – $1.85
Revenue Estimate
$6.0B
Current Price
$401.99
Our Position
neutralRecord revenue growth fuels valuation skepticism
structured data
est. revisions rising
(+7.5pp / 30d)
Carvana's moved from turnaround story to genuine profitable scale-up—those EBITDA margins and unit growth are the real deal in a traditionally thin-margin used-car market. But the recent stock pullback and hedge fund exits suggest the market's repricing; at $353.90 and a $74 billion market cap, the stock may've priced in most of the good news.
Watch: Watch Q1 2026 guidance and whether margin expansion continues—if growth rates hold but profitability starts to flatten, that's the signal the stock's peaked. Hedge fund positioning bears watching too; further exits could accelerate the selloff.
Data Signal Summary
1 bullish
3 bearish
Estimates up +2%
Insider selling cluster
Put/call 1.8 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
45.9
Est. Revisions (30d)
+2.3% 4up/2dn
Analyst Target (mean)
$423 $300–$519 +5%
Options P/C Ratio
1.76
Est. Dispersion
116% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Coatue, Renaissance, Elliott, D.E. Shaw
Recent Activity
insider trades
139 transactions
Sell
·
TAIRA THOMAS (Officer)
·3,770 shares
·$1,285,570
Sell
·
JENKINS MARK W (Chief Financial Officer)
·12,750 shares
·$3,956,945
Exercise
·
JENKINS MARK W (Chief Financial Officer)
·12,750 shares
·$223,738
Sell
·
HUSTON BENJAMIN EDWARD (Chief Operating Officer)
·10,000 shares
·$3,098,592
Exercise
·
HUSTON BENJAMIN EDWARD (Chief Operating Officer)
·10,000 shares
·$100,700
134 more
Sell
·
PALMER STEPHEN R
·1,000 shr
·$317,500
Exercise
·
PLATT IRA J
·10,000 shr
·$150,000
Sell
·
QUAYLE DAN
·2,900 shr
·$898,913
Exercise
·
QUAYLE DAN
·2,900 shr
·$43,500
Sell
·
TAIRA THOMAS
·953 shr
·$309,725
Other
·
PLATT IRA J
·7,827 shr
Sell
·
JENKINS MARK W
·12,750 shr
·$4,120,173
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$3,226,678
Sell
·
PALMER STEPHEN R
·1,000 shr
·$324,840
Sell
·
TAIRA THOMAS
·1,047 shr
·$417,271
Sell
·
JENKINS MARK W
·12,750 shr
·$5,229,877
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$4,112,740
Sell
·
PALMER STEPHEN R
·1,000 shr
·$393,040
Sell
·
TAIRA THOMAS
·1,174 shr
·$524,778
Sell
·
JENKINS MARK W
·12,750 shr
·$5,138,482
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$4,019,361
Sell
·
PALMER STEPHEN R
·1,000 shr
·$419,480
Sell
·
BREAUX PAUL W
·10,000 shr
·$4,750,000
Exercise
·
BREAUX PAUL W
·10,000 shr
·$100,700
Sell
·
HUSTON BENJAMIN EDWARD
·20,000 shr
·$9,500,000
Exercise
·
HUSTON BENJAMIN EDWARD
·20,000 shr
·$201,400
Sell
·
TAIRA THOMAS
·10,000 shr
·$4,750,000
Exercise
·
TAIRA THOMAS
·10,000 shr
·$100,700
Sell
·
GILL DANIEL J
·40,000 shr
·$19,009,696
Exercise
·
GILL DANIEL J
·40,000 shr
·$603,125
Other
·
PLATT IRA J
·1,999 shr
Sell
·
BREAUX PAUL W
·20,000 shr
·$8,770,000
Exercise
·
BREAUX PAUL W
·9,121 shr
·$91,848
Sell
·
HUSTON BENJAMIN EDWARD
·40,000 shr
·$17,580,000
Exercise
·
HUSTON BENJAMIN EDWARD
·40,000 shr
·$402,800
Sell
·
TAIRA THOMAS
·30,952 shr
·$13,493,901
Exercise
·
TAIRA THOMAS
·20,000 shr
·$201,400
Sell
·
GILL DANIEL J
·80,000 shr
·$35,160,000
Exercise
·
GILL DANIEL J
·80,000 shr
·$4,499,037
Sell
·
KEETON RYAN SCOTT
·10,000 shr
·$4,000,000
Sell
·
MAROONE MICHAEL E
·30,928 shr
·$12,381,668
Exercise
·
MAROONE MICHAEL E
·30,928 shr
·$463,920
Sell
·
TAIRA THOMAS
·25,000 shr
·$10,000,000
Sell
·
JENKINS MARK W
·12,750 shr
·$4,794,938
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$3,771,126
Sell
·
PALMER STEPHEN R
·1,000 shr
·$372,310
Sell
·
KEETON RYAN SCOTT
·10,000 shr
·$3,750,400
Sell
·
TAIRA THOMAS
·10,000 shr
·$3,750,100
Sell
·
KEETON RYAN SCOTT
·10,000 shr
·$3,500,000
Sell
·
SULLIVAN GREGORY B
·2,500 shr
·$850,000
Sell
·
KEETON RYAN SCOTT
·10,000 shr
·$3,250,300
Sell
·
TAIRA THOMAS
·952 shr
·$309,400
Sell
·
SULLIVAN GREGORY B
·2,500 shr
·$805,500
Sell
·
JENKINS MARK W
·12,750 shr
·$4,122,764
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$3,245,724
Sell
·
PALMER STEPHEN R
·1,000 shr
·$305,000
Sell
·
KEETON RYAN SCOTT
·32,370 shr
·$9,765,504
Exercise
·
KEETON RYAN SCOTT
·13,190 shr
·$583,130
Sell
·
GARCIA ERNEST C III
·2,880 shr
·$1,022,938
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,656,041
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,703,438
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,720,701
Sell
·
GARCIA ERNEST C III
·7,900 shr
·$3,005,159
Sell
·
GARCIA ERNEST C III
·2,100 shr
·$820,045
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,937,569
Sell
·
GARCIA ERNEST C III
·6,198 shr
·$2,396,508
Sell
·
GARCIA ERNEST C III
·3,802 shr
·$1,494,100
Sell
·
JENKINS MARK W
·12,750 shr
·$4,963,240
Sell
·
BREAUX PAUL W
·15,000 shr
·$5,970,000
Exercise
·
BREAUX PAUL W
·14,472 shr
·$145,733
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$3,892,725
Sell
·
PALMER STEPHEN R
·1,000 shr
·$390,140
Sell
·
GARCIA ERNEST C III
·9,406 shr
·$3,570,956
Sell
·
GARCIA ERNEST C III
·594 shr
·$231,456
Sell
·
GARCIA ERNEST C III
·5,200 shr
·$1,996,837
Sell
·
GARCIA ERNEST C III
·4,800 shr
·$1,875,577
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,665,326
Sell
·
GARCIA ERNEST C III
·2,600 shr
·$939,347
Sell
·
GARCIA ERNEST C III
·7,400 shr
·$2,766,751
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,737,636
Sell
·
GARCIA ERNEST C III
·8,699 shr
·$3,337,999
Sell
·
GARCIA ERNEST C III
·1,301 shr
·$511,105
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,901,398
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,866,996
Sell
·
GARCIA ERNEST C III
·9,300 shr
·$3,583,155
Sell
·
GARCIA ERNEST C III
·700 shr
·$276,051
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,735,438
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,622,120
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,655,499
Sell
·
GARCIA ERNEST C III
·6,060 shr
·$2,154,030
Sell
·
GARCIA ERNEST C III
·3,940 shr
·$1,431,549
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,566,633
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,670,577
Sell
·
PLATT IRA J
·14,000 shr
·$5,307,960
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,717,208
Sell
·
BREAUX PAUL W
·15,000 shr
·$5,625,000
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,713,635
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,647,394
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,657,376
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,646,461
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,646,426
Sell
·
JENKINS MARK W
·12,750 shr
·$4,646,417
Sell
·
HUSTON BENJAMIN EDWARD
·10,000 shr
·$3,646,585
Sell
·
PALMER STEPHEN R
·1,000 shr
·$361,040
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,702,250
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,744,243
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,707,091
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,676,527
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,614,467
Sell
·
GARCIA ERNEST C III
·9,799 shr
·$3,464,020
Sell
·
GARCIA ERNEST C III
·201 shr
·$72,729
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,382,684
Sell
·
GARCIA ERNEST C III
·6,220 shr
·$2,037,504
Sell
·
GARCIA ERNEST C III
·3,780 shr
·$1,266,803
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,479,912
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,598,877
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,463,353
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,447,221
Sell
·
GARCIA ERNEST C II
·95,087 shr
·$33,193,812
Other
·
GARCIA ERNEST C II
·95,087 shr
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,484,726
Sell
·
GARCIA ERNEST C II
·82,888 shr
·$28,700,639
Other
·
GARCIA ERNEST C II
·82,888 shr
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,420,697
Sell
·
GARCIA ERNEST C II
·122,500 shr
·$42,468,910
Other
·
GARCIA ERNEST C II
·122,500 shr
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,446,392
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,466,052
Sell
·
GARCIA ERNEST C II
·100,000 shr
·$35,962,630
Other
·
GARCIA ERNEST C II
·100,000 shr
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,575,391
Sell
·
GARCIA ERNEST C II
·100,000 shr
·$35,110,238
Sell
·
GARCIA ERNEST C III
·10,000 shr
·$3,521,242
Sell
·
BREAUX PAUL W
·15,000 shr
·$5,429,458
Sell
·
GARCIA ERNEST C II
·100,000 shr
·$36,019,859
Sell
·
GARCIA ERNEST C III
·2,920 shr
·$1,066,797
Sell
·
GARCIA ERNEST C III
·7,080 shr
·$2,487,156
Award
·
PLATT IRA J
·1,189 shr
Award
·
PARIKH NEHA
·1,142 shr
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