Carvana (CVNA)
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Carvana: I Was Wrong, This Stock Is A Powerhouse, But Don't Get Carried Away (Rating Upgrade)
Seeking Alpha· 2024-11-11 23:37
2024 has been a year dominated by the election, interest rate cuts, and the advance of AI. Yet underneath all this, few stocks have rallied as sharply as Carvana (NYSE: CVNA ) has, swiftly changing its narrative to one of a fancyWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...
This Former Pandemic Stock is Quietly Crushing the Market
ZACKS· 2024-11-09 00:15
公司核心情况 - Carvana是领先的二手车买卖电商平台疫情期间受益 [3] - 公司最新财报业绩超预期进入Zacks Rank 1(Strong Buy) [3] - 公司相对于Zacks共识每股收益预期有180%的增长 销售额比预期高5% 增长率分别为178%和31% [4] - 公司近几个季度营收环比增长 2023年表现不佳之后有所好转 [4] - 公司零售单位达108.6k 同比增长34% 达到新的盈利里程碑 调整后的EBITDA利润率为11.7%为公共汽车零售商历史最佳 [5] - 公司有效管理运营库存和劳动力相关成本 调整后的EBITDA远高于先前指引的高端 [6] - 2024年公司股票上涨350% 近期财报进一步推动回报 [7] - 空头挤压也是股价上涨的一个驱动因素 当前空头利率6%远低于2023年12月的17.5% [8] - 公司在疫情期间受青睐 被冷落一段时间后去年大幅回归 强劲的季度业绩推动回归 财报发布后股价通常上涨 [10] - 本财年每股收益预计增长40% 销售额增长24% [10] - 公司股票大幅上涨 强劲季度业绩带来的盈利预期修正使其对寻求动力的投资者有吸引力 [11]
Best Momentum Stocks to Buy for November 4th
ZACKS· 2024-11-05 00:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, November 4th:GeneDx Holdings Corp. (WGS) : This genomics-related diagnostic and information services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 68% over the last 60 days.GeneDx’s shares gained 175.8% over the last three months compared with the S&P 500’s advance of 10.3%. The company possesses a Momentum Score  of A.Carvana Co. (CVNA) : ...
Here's Why Carvana (CVNA) is a Strong Momentum Stock
ZACKS· 2024-11-04 23:55
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Sc ...
Monster insider trading alert for Carvana (CVNA) stock
Finbold· 2024-11-03 20:40
公司内部人员交易情况 - 首席产品官Daniel J. Gill根据10b5 - 1交易计划进行股票交易,10月30日通过受限股票单位(RSUs)获得19,879股,当天为支付相关税款以每股207.31美元出售9,857股,持有303,166股[1][4] - 10月31日Gill以每股240美元出售6,000股,持股降至287,309股[5] - 11月1日Gill进行一系列出售共22,247股,价格在每股229.08美元到247.31美元之间,收益约1080万美元,目前持股247,267股[5] - 这些交易是在10b5 - 1交易计划下进行,不一定表示对公司未来缺乏信心[6] 公司财务情况 - 2024年第三季度财报每股收益(EPS)为0.64美元,远超华尔街预期的0.29美元,营收达36.6亿美元,超过预期的34.5亿美元[8] - 公司实现创纪录的每单位毛利润(GPU)7,685美元,受高于预期的汽车销售和盈利的贷款销售推动[9] - 公司股票从10月30日的207.34美元涨至盘前的251.70美元,涨幅24%,年初至今(YTD)回报率达343%[10] - 目前公司股票交易价为229美元,较过去一个月上涨31%[11] - 公司追踪市盈率为1,731.71,预期市盈率为94.86,显示投资者对未来盈利增长期望很高[11] - 公司GPU为7,685美元,其中很大一部分来自贷款销售而非汽车销售,零售汽车每单位毛利润为3,497美元[13] 市场反应 - 投资者密切关注这些交易,尽管出售量较大,但Gill仍持有大量股份表明对公司发展有信心[7] - 华尔街分析师积极回应上调目标股价,但仍担忧公司估值的可持续性,尤其是对GPU的严重依赖[12] - 鉴于公司高估值比率和利润对贷款销售的依赖,投资者应谨慎评估其增长的长期可持续性[14]
Carvana Stock Rockets as Profit, Sales Jump on Rising Demand for Used Cars
Investopedia· 2024-11-01 04:30
Key TakeawaysCarvana's quarterly profit soundly beat analysts estimates and it boosted its outlook for the full year, fueled by increased demand for used cars.Carvana's stock price soared more than 20% Thursday after the positive earnings news.The online used-vehicle retailer set records for adjusted EBITDA, adjusted EBITDA margin, and GAAP operating income.Carvana sees full-year adjusted EBITDA "significantly above" the high end of its previous estimate. Rising demand for used cars helped online used-vehic ...
2 Once-Struggling Stocks Soaring This Year
Schaeffers Investment Research· 2024-11-01 03:01
Whenever there's a broad-market selloff, its always fun to look through the rubble and pick out the contrarian stocks making outsized moves higher. For Peloton Interactive Inc (NASDAQ:PTON) and Carvana Co (NYSE:CVNA), does their outlier performance today -- and for the last year -- have any staying power, or is it all a flash in the pan? PTON is up 26.3% to trade at $8.40, and earlier traded as high as $8.92. The fitness company reported an earnings triple play for the fiscal first quarter, and got an extra ...
These Analysts Boost Their Forecasts On Carvana After Strong Q3 Results
Benzinga· 2024-11-01 01:20
Carvana Co. CVNA reported better-than-expected third-quarter financial results on Wednesday.Carvana reported third-quarter revenue of $3.66 billion, beating the consensus estimate of $3.45 billion, according to Benzinga Pro. The used car retailer reported third-quarter earnings of 64 cents per share, beating analyst estimates of 17 cents per share."Carvana's exceptional results underscore our position as the fastest-growing and most profitable automotive retailer. Our progress in Q3 further highlights the s ...
Why Carvana Stock Soared 20% After Earnings
The Motley Fool· 2024-11-01 00:00
Carvana stock appears to be on the right path to growth. Carvana (CVNA 21.90%) stock motored higher Thursday, its stock up 20% through 11:25 a.m. ET after beating analyst forecasts for third-quarter revenue.Carvana reported Q3 sales of $3.66 billion last night, edging out Wall Street forecasts for $3.65 billion. The company also appears to have beaten earnings expectations. Carvana Q3 sales and earningsAccording to Yahoo! Finance data, Carvana entered Q3 with analysts expecting it to earn $0.25 per share -- ...
Is Carvana (CVNA) Outperforming Other Retail-Wholesale Stocks This Year?
ZACKS· 2024-10-31 22:45
The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Carvana (CVNA) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.Carvana is one of 212 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #8 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 ...