Carvana 'A'

Carvana reported record second-quarter revenue of $7.38 billion and rising retail customer numbers, while adjusted EBITDA margin fell from 12.4% to 10.4% despite an absolute adjusted EBITDA record of $769 million. Management issued an adjusted EBITDA range of $2.7–3.0 billion for 2026, whose midpoint was well below analysts' expectations and weighed on the share price. A new $1.66 billion loan is intended to refinance expensive bonds early and reduce interest costs; nevertheless the stock remains volatile due to a high valuation and interest-rate and fuel-price risks. » Altro su finanzen.net

If $100 had been invested in Carvana one year ago, today’s holding would be about 1.477 shares and, at the closing price on August 19, 2026 (70.44 USD), would be worth 104.01 USD. That corresponds to a performance of +4.01 percent. Stock splits and dividends are not included in the calculation; latest market capitalization: 46.77 billion USD. » Altro su finanzen.net

Carvana's stock rose about 8.7% in midday trading, recovering from a two-day decline of more than 14% that was triggered by concerns over a federal investigation into minority investor Mark Walter. Analyst comments from BTIG (buy, $87 price target), Wells Fargo and Morgan Stanley stabilized sentiment and led to higher estimates, with Wells Fargo highlighting sustainable market-share gains and production improvements. Carvana's record Q2 results (revenue $7.4 billion, 197,325 units sold) underpin the positive view, but short-term risks remain: Walter's role in the probe and doubts about the full-year EBITDA outlook versus high consensus expectations. » Altro su de.investing.com