Carvana Co. (CVNA)
Coverage summary
Aardvark Labs Capital Research has covered Carvana Co. (CVNA) since August 1, 2025. The company is in the Consumer Cyclical sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 30, 2026. That report moved the rating from Outperform to Hold. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All CVNA reports
Recap: Q3 2026
A Record Quarter Trips Our Own Per-Unit Trigger: Downgrading to Hold Into a 16% Rally
Recap: Q2 2026
Records Across Every Dollar Line, Then a Guide That Implies No Second-Half Growth: Maintaining Outperform
Recap: Q1 2026
Recon Recovers, Records Across the P&L, Q2 Records Guided — Upgrading to Outperform from Hold
Recap: Q4 2025
FY25 Closes at the High End But Q4 Recon Cost Stumble + No FY26 Framework Drive an 8% Sell-Off — Maintaining Hold
Recap: Q3 2025
Revenue Records, Margin Slips, EPS Misses — First Real Test of the Sustainability Question; Maintaining Hold
Recap: Q2 2025
Record Print, Industry-Leading Margins, Guide Raised — Initiating at Hold on Stretched Valuation