Carvana Co. Class A Trade Ideas — SIX:CVNA.USD
This article compiles various trade ideas and analyses for Carvana Co. (CVNA) stock from several contributors. It includes both bullish and bearish perspectives, discussing technical indicators, price targets, debt concerns, and the impact of the used car market. Some analysts predict continued upward movement based on chart patterns and recent performance, while others warn of potential downside due to high debt and market conditions.
Analysts Offer Insights on Consumer Cyclical Companies: RealReal (REAL), Carvana Co (CVNA) and Wendy’s (WEN)
Analysts have provided insights on several consumer cyclical companies, with RealReal (REAL) and Carvana Co (CVNA) receiving "Strong Buy" consensus ratings from analysts. RealReal has an average price target of $16.86, suggesting a 64.3% upside, while Carvana Co has a considerably higher price target consensus of $405.82, implying a 400.8% upside. Wendy’s (WEN), however, maintains a "Hold" consensus rating with a modest 2.5% upside from current levels.
Analysts Offer Insights on Consumer Cyclical Companies: RealReal (REAL), Carvana Co (CVNA) and Wendy’s (WEN)
Analysts are providing insights on several consumer cyclical companies, with RealReal and Carvana Co receiving "Strong Buy" consensus ratings and positive price targets from analysts like Ike Boruchow and Ronald Josey. Wendy's, however, maintains a "Hold" rating from BTIG analyst Peter Saleh. The article details specific analyst ratings, price targets, and average returns for each company.
Analysts Offer Insights on Consumer Cyclical Companies: RealReal (REAL), Carvana Co (CVNA) and Wendy’s (WEN)
Analysts have provided insights into several consumer cyclical companies, with Wells Fargo reiterating a Buy rating for RealReal (REAL) and Citi affirming a Buy rating for Carvana Co (CVNA). Conversely, BTIG maintained a Hold rating on Wendy's (WEN). Price targets and analyst consensus ratings vary, indicating potential upsides for RealReal and Carvana, while Wendy's shows a modest upside.
Carvana Shareholders Approve Forward Stock Split and Incentive Plan
Carvana Co. shareholders approved a five-for-one forward stock split for both Class A and Class B shares, effective May 7, 2026, with split-adjusted trading beginning May 8, 2026. They also re-elected two directors, ratified executive compensation, and approved the 2026 Omnibus Incentive Plan, demonstrating strong support for the company's capital structure and compensation strategies. Analysts maintain a "Buy" rating on CVNA stock with a $465.00 price target, and TipRanks' AI Analyst rates it as "Outperform" due to improved financial performance and strong technical momentum.
Carvana (NYSE: CVNA) shareholders approve 5-for-1 split and 2026 incentive plan
Carvana Co. shareholders have approved a 5-for-1 forward stock split for its Class A and Class B common stock, effective May 7, 2026, with split-adjusted trading commencing May 8, 2026. Additionally, shareholders approved the Carvana Co. 2026 Omnibus Incentive Plan and the compensation of named executive officers. All director nominees were elected, and Grant Thornton LLP was ratified as the independent auditor.
Carvana (NYSE: CVNA) CBO RSU tax withholding of 577 shares
Carvana's Chief Brand Officer, Ryan S. Keeton, had 577 shares of Class A Common Stock withheld for tax obligations on May 1, 2026, due to restricted stock unit vesting. The shares were valued at $382.60 each, and this was a tax-withholding disposition, not an open-market sale. Following the transaction, Keeton's direct holdings in Carvana stand at 76,858 shares.
Carvana (NYSE: CVNA) CFO covers tax bill with 1,405 shares
Carvana Co.'s CFO, Mark W. Jenkins, had 1,405 shares of Class A Common Stock withheld at $382.60 per share to cover tax obligations arising from vested restricted stock units. This was a routine tax-withholding event, not an open-market sale. Following this transaction, Jenkins directly holds 208,722 shares, maintaining a substantial equity position in the company.
Carvana (NYSE: CVNA) CPO has shares withheld for taxes
Carvana Co.'s Chief Product Officer, Daniel J. Gill, had 1,542 shares of Class A Common Stock withheld by the company on May 1, 2026, to cover tax obligations arising from the vesting of restricted stock units. The shares, valued at $382.60 each, were not sold on the open market but retained by Carvana to satisfy the tax liability. Following this transaction, Gill directly holds 190,708 shares of Carvana Class A Common Stock.
Carvana COO Benjamin Huston sells $3.85 million in class a common stock
Carvana COO Benjamin E. Huston sold 9,400 Class A common stock shares worth approximately $3.85 million on May 1, 2026, through a pre-arranged trading plan. On the same day, he acquired 10,000 shares by exercising stock options and also received 22,231 shares from vested restricted stock units on April 29, 2026. These transactions occurred amidst strong financial performance for Carvana, with several financial firms raising their price targets on the stock.
Carvana CFO Mark Jenkins sells $4.9m in stock, prices $378-$400
Carvana CFO Mark W. Jenkins sold 12,750 shares of Class A Common Stock for approximately $4.94 million on May 1, 2026, as part of a Rule 10b5-1 trading plan. Concurrently, he acquired 12,750 shares through stock option exercises and had 22,231 restricted stock units vest, with some shares withheld for tax purposes. These transactions follow strong financial performance from Carvana, including exceeding Wall Street expectations and receiving increased price targets from several major financial firms.
Carvana (NYSE: CVNA) VP sells 1,000 shares under Rule 10b5-1 plan
Carvana's Vice President of Accounting, Stephen R. Palmer, sold 1,000 shares of Class A Common Stock for $395.32 per share under a pre-arranged Rule 10b5-1 trading plan adopted on May 28, 2025. Following this transaction, Palmer directly holds 32,891 shares of Carvana stock. The sale, detailed in a Form 4 filing, signals a moderate impact with negative sentiment according to the analytical review.
Carvana (CVNA) CFO exercises options and sells 12,750 shares under 10b5-1 plan
Carvana Co.'s CFO, Mark W. Jenkins, engaged in equity transactions including the vesting of 22,231 Restricted Stock Units (RSUs) on April 29, 2026, and the exercise of stock options for 12,750 shares on May 1, 2026, which he then sold. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan. After these transactions, Jenkins directly holds 222,877 shares of Carvana Class A Common Stock.
Carvana COO Benjamin Huston sells $3.85 million in class a common stock By Investing.com
Carvana Co.'s COO, Benjamin E. Huston, sold 9,400 shares of Class A common stock for approximately $3.85 million on May 1, 2026, as part of a Rule 10b5-1 trading plan. On the same day, he exercised options to acquire 10,000 shares for $100,700 and also acquired 22,231 shares through RSU vesting on April 29, 2026, with an associated tax withholding of $3.65 million. These transactions follow Carvana's strong financial performance, with several financial firms raising their price targets for the company.
Carvana (NYSE: CVNA) CPO receives RSUs, shares withheld for taxes
Carvana's Chief Product Officer, Daniel J. Gill, reported the vesting of 19,879 restricted stock units (RSUs) on April 29, 2026, stemming from a performance award granted on January 24, 2024. Concurrently, 10,095 shares were withheld at a price of $396.59 per share to cover tax obligations. Following these transactions, Gill's direct ownership in Carvana Class A Common Stock increased to 202,345 shares.
Carvana COO Benjamin Huston sells $3.85 million in class a common stock
Carvana COO Benjamin Huston sold 9,400 shares of Class A common stock worth approximately $3.85 million on May 1, 2026, pursuant to a pre-arranged trading plan. Concurrently, he acquired 10,000 shares through option exercise and 22,231 shares from RSU vesting, with some shares withheld for taxes. Following these transactions, Huston directly holds 105,962 shares of Carvana, whose stock has seen a strong 52% return over the past year.
Carvana (NYSE: CVNA) CEO reports RSU vesting and tax share withholding
Carvana Co. CEO Ernest C. Garcia III reported the vesting of 22,412 performance-based restricted stock units (RSUs) on April 29, 2026, which were acquired at no cost. Concurrently, 9,268 shares of Class A Common Stock were withheld to cover tax obligations, a non-market disposition. Following these transactions, Garcia directly holds 932,757 Class A shares and has indirect holdings through two trusts.
Carvana (CVNA) executive RSU award vests; shares withheld to pay taxes
Carvana Co. executive Taira Thomas, President, Special Projects, had 14,099 performance-based Restricted Stock Units (RSUs) vest on April 29, 2026. Following this, 5,830 shares were withheld by Carvana to cover tax obligations, resulting in Thomas directly holding 72,663 shares of Class A Common Stock. This transaction was reported in a Form 4 filing, indicating compensation-related share activity rather than open-market trading.
[Form 4] CARVANA CO. Insider Trading Activity
Carvana Co.'s Chief Brand Officer, Ryan S. Keeton, reported insider transactions involving Class A Common Stock. On April 29, 2026, he acquired 10,301 shares through the vesting of restricted stock units and had 4,260 shares withheld for tax purposes, increasing his direct holdings to 81,695 shares. These transactions were compensation-related and not open-market trades.
[Form 4] CARVANA CO. Insider Trading Activity
Carvana Co. COO Benjamin E. Huston reported exercising non-qualified stock options for 10,000 shares and subsequently selling them in open-market transactions, ranging from the high $370s to just under $400 per share, under a pre-arranged Rule 10b5-1 trading plan. Additionally, 22,231 performance-based restricted stock units vested, with 9,193 shares withheld for tax obligations. Following these transactions, Huston directly holds 115,371 shares of Carvana Class A Common Stock.
Carvana (CVNA) executive Breaux nets shares after RSU vesting and tax withholding
Carvana executive Paul W. Breaux's recent SEC filing (Form 4) details the vesting of 14,096 performance-based restricted stock units (RSUs) on April 29, 2026. A total of 5,829 shares were withheld by the issuer to cover tax obligations, valued at $396.59 per share. Following these transactions, Breaux directly holds 78,514 shares of Carvana's Class A Common Stock, reflecting a net increase in his equity position from this compensation event rather than an open-market trade.
Carvana COO Benjamin Huston sells $3.85 million in class a common stock
Carvana COO Benjamin E. Huston sold 9,400 shares of Class A common stock for approximately $3.85 million on May 1, 2026, as part of a pre-planned trading strategy, while also exercising stock options and acquiring shares through restricted stock unit vesting. Following these transactions, Huston directly holds 105,962 shares. This news comes amidst strong performance from Carvana, with several financial firms raising their price targets on the company.
Carvana CFO Mark Jenkins sells $4.9m in stock, prices $378-$400
Carvana Co.'s CFO, Mark W. Jenkins, sold 12,750 shares of Class A Common Stock for approximately $4.94 million on May 1, 2026, as part of a pre-planned trading strategy. On the same day, he acquired 12,750 shares through stock option exercises and had 22,231 restricted stock units vest, with some shares withheld for tax purposes. These transactions occurred while Carvana's stock has seen a 52% return over the past year and analysts have raised price targets following strong financial results.
Carvana (NYSE: CVNA) insider entity sells 4M covered call options
An entity owned by Carvana insider Ernest C. Garcia II, ECG II SPE, LLC, sold 4 million European-style covered call options on Carvana's Class A common stock on May 1, 2026. The transaction involved strike prices of $450.00 and $500.00, with E-SPE receiving a premium of $68.0575 per option and pledging 4 million Class B shares and 5 million Carvana Group, LLC Class A units as collateral. This Form 4 filing also noted that a previous 4 million-option covered call position from May 2025 expired unexercised in April 2026.
Major Carvana (CVNA) holder details 22.9% stake and $450–$500 covered calls
Carvana (CVNA) major shareholder, Ernest C. Garcia II, updated his stake to 22.9% of Class A Common Stock (42,442,317 shares) as of April 27, 2026. The update also disclosed that Garcia's entity, ECG II SPE, LLC, sold covered call options for 4,000,000 Class A shares to Citibank, exercisable on May 21, 2027, with strike prices of $450 and $500 per share. These options are collateralized by pledged Paired Interests, and Garcia retains voting and dispositive power over the pledged securities.
Carvana COO Benjamin Huston sells $3.85 million in class a common stock
Carvana COO Benjamin Huston sold 9,400 shares of Class A common stock for approximately $3.85 million on May 1, 2026, as part of a Rule 10b5-1 trading plan. On the same day, he exercised options to acquire 10,000 shares for $100,700 and also acquired 22,231 shares from vested RSUs, with 9,193 shares withheld for taxes. These transactions come as Carvana shares have seen significant growth and positive analyst price target revisions.
RBC Capital Remains a Buy on Carvana Co (CVNA)
RBC Capital analyst Brad Erickson maintained a Buy rating on Carvana Co (CVNA) with a price target of $440.00. Carvana recently reported strong quarterly revenues of $5.6 billion and a net profit of $857 million, significantly up from the previous year. Despite positive analyst sentiment, corporate insider sentiment is negative due to an increase in insider share sales.
RBC Capital Remains a Buy on Carvana Co (CVNA)
RBC Capital analyst Brad Erickson reiterated a Buy rating on Carvana Co (CVNA) with a price target of $440.00, following the company's shares closing at $406.73. Carvana reported strong quarterly revenues of $5.6 billion and a net profit of $857 million, significantly up from the previous year. Despite positive analyst sentiment, corporate insider activity shows a negative trend, with an increase in share selling by insiders over the last quarter.
Carvana (CVNA) posts $6.4B revenue and $405M net income in Q1 2026
Carvana (CVNA) reported robust financial results for Q1 2026, with net sales and operating revenues increasing to $6.4 billion from $4.2 billion year-over-year. The company achieved a net income of $405 million, delivering $1.69 diluted EPS for Class A stockholders. This strong performance was driven by a significant increase in retail vehicle sales and an improved operating leverage, while managing its cash position and debt.
Director at Carvana (NYSE: CVNA) awarded 782 stock units
Carvana director Gregory B. Sullivan was granted 782 restricted stock units (RSUs) of Class A Common Stock. These RSUs will vest 100% on May 1, 2027, provided he continues his service with the company. Following this award, Sullivan directly holds 40,210 shares of Carvana.
Carvana (CVNA) director Quayle granted RSU-based Class A share awards
Carvana director J. Danforth Quayle received two equity awards of Class A Common Stock as compensation. On April 14, 2026, he acquired 297 shares from immediately vesting restricted stock units and 782 shares from restricted stock units that will vest on May 1, 2027. Following these awards, Quayle directly holds 42,992 Class A shares, with an additional 12,500 shares held indirectly through a trust.
Carvana (NYSE: CVNA) director granted RSUs, now holds 144K shares
Carvana director Michael E. Maroone was granted new Restricted Stock Units (RSUs), increasing his direct holdings to 144,809 Class A shares. The awards included 454 shares vesting immediately and 782 shares vesting on May 1, 2027, both as equity compensation without cash cost. Maroone also holds indirect interests in 45,000 shares through a family partnership and 264 shares via a family trust.
Carvana (NYSE: CVNA) director gains new restricted stock unit awards
Carvana Co. director Neha Parikh received additional equity compensation in the form of restricted stock units (RSUs). She acquired 360 shares underlying RSUs that vested immediately and 782 shares underlying RSUs that will vest on May 1, 2027, subject to continued service. Following these awards, Parikh directly holds 62,428 shares of Class A Common Stock.
Carvana (CVNA) director Ira J. Platt granted new restricted stock units
Carvana Co. director Ira J. Platt has been granted new restricted stock units (RSUs) as reported in a recent SEC Form 4 filing. He received 407 shares that vest immediately and 782 shares that will vest on May 1, 2027, both at no cash cost. Following these awards, Platt directly holds 37,294 shares and has additional indirect holdings through various trusts and a foundation.
Book value per share of Carvana Co. Class A – MIL:1CVNA
This article provides financial information for Carvana Co. Class A (MIL:1CVNA), specifically focusing on its book value per share. It is presented in the context of TradingView's market data offerings for Euronext Milan. The content is primarily a data placeholder within a financial platform, indicating where book value information would be displayed across different periods.
Carvana (NYSE: CVNA) executive sells shares under 10b5-1 trading plan
Carvana (NYSE: CVNA) executive Taira Thomas, President, Special Projects, sold 3,770 shares of Class A Common Stock at $341.00 per share on April 8, 2026. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. Following the sale, Thomas directly holds 58,564 shares of Carvana Class A Common Stock.
This Carvana Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
This article details five significant stock downgrades announced on Monday by top Wall Street analysts. Key companies affected include Kinsale Capital Group, Clear Channel Outdoor Holdings, Carvana Co., Lipocine Inc., and Dow Inc., with analysts revising their ratings and price targets based on changing market outlooks.
What's Going On With Carvana Stock Monday?
Benzinga reports on Carvana (CVNA) stock, which was largely unchanged on Monday after Bank of America Securities downgraded it to Neutral and cut its price target to $360 from $400. The downgrade cited near-term risks such as rising interest rates, increased competition, soft unit growth expectations, and fuel cost pressures. Despite some technical weakening flagged by a "death cross," the stock has seen strong long-term performance and holds a Buy rating from other analysts, with upcoming earnings on April 29, 2026.
Carvana (CVNA) Valuation Check After Record Profit And Strong Online Sales Growth
Carvana (CVNA) is under valuation scrutiny after reporting record profits and strong online sales growth, with its stock showing recent volatility despite strong long-term returns. While a popular narrative suggests the company is fairly valued around its current share price, the Simply Wall St Discounted Cash Flow model indicates a potential discount. The article also highlights concerns about Carvana's financial stability, including negative cash flow, debt expansion, and aggressive revenue recognition practices.
Carvana (CVNA) Chief Brand Officer has 1,892 shares withheld for tax obligations
Carvana's Chief Brand Officer, Ryan S. Keeton, had 1,892 shares of Class A Common Stock withheld on April 1, 2026, to cover tax obligations. The shares were valued at $312.09 each and were withheld upon the vesting of restricted stock units. Following this transaction, Keeton directly holds 71,394 shares of Carvana Class A Common Stock.
4,954 Carvana (NYSE: CVNA) RSU shares withheld to cover taxes
Carvana's Chief Product Officer, Daniel J. Gill, had 4,954 shares of Class A Common Stock withheld to cover taxes upon the vesting of restricted stock units. This was a routine tax-withholding transaction at a price of $312.09 per share, not an open-market sale. Following this transaction, Gill directly holds 182,466 shares of Carvana Class A Common Stock.
Carvana (NYSE: CVNA) VP sells shares under Rule 10b5-1 trading plan
Stephen R. Palmer, VP of Accounting at Carvana (NYSE: CVNA), executed routine equity transactions including the sale of 1,000 shares at $317.50 each under a pre-arranged Rule 10b5-1 trading plan. Additionally, 650 shares were withheld for tax purposes when restricted stock units vested. After these transactions, Palmer directly holds 33,891 Class A shares, representing a modest net reduction in his holdings.
Carvana (NYSE: CVNA) officer has 2,870 shares withheld for RSU taxes
Carvana officer Paul W. Breaux had 2,870 shares of Class A Common Stock withheld by the company to cover taxes upon the vesting of restricted stock units. This routine tax-related disposition, based on a price of $312.09 per share, is a standard procedure for equity compensation and not an open-market sale. Following this transaction, Breaux directly holds 64,418 shares of Carvana Class A Common Stock.
[Form 4] CARVANA CO. Insider Trading Activity
CARVANA CO. executive Taira Thomas reported a routine tax-related share disposition where 2,663 shares of Class A Common Stock were withheld to cover taxes upon the vesting of restricted stock units. This transaction, valued at $312.09 per share, was not an open-market sale. Following this, Taira Thomas directly holds 62,334 shares of Class A Common Stock.
Carvana (CVNA) CEO has shares withheld to cover RSU taxes
Carvana CEO Ernest C. Garcia III had 4,537 Class A common stock shares withheld on April 1, 2026, to cover tax obligations from vested restricted stock units, valued at $312.09 per share. This was a tax-withholding disposition, not an open-market sale. After this transaction, Garcia directly holds 910,345 Class A shares and has indirect holdings of 800,000 shares through two trusts.
[Form 4] CARVANA CO. Insider Trading Activity
Carvana Co.'s CFO, Mark W. Jenkins, engaged in insider trading activity on April 1, 2026, as detailed in a Form 4 SEC filing. He exercised stock options for 12,750 shares of Class A Common Stock and subsequently sold the same number of shares in open-market trades at prices generally between $295 and $321. Additionally, 4,508 shares were withheld to cover tax obligations from restricted stock unit vesting, and these transactions were conducted under a pre-planned Rule 10b5-1 trading plan.
Bank of America Maintains Buy on CVNA Carvana Co Mar 2026
Bank of America Securities maintained a Buy rating on Carvana Co (CVNA) on March 24, 2026, stemming from a bullish outlook on Carvana’s potential to become a leading independent used-car dealer in the U.S. This rating signals continued analyst confidence in Carvana's growth strategy, particularly its distribution scale, rather than a new valuation anchor. Meyka AI rates CVNA with a B+, factoring in market comparisons, sector performance, financial growth, and analyst consensus, while emphasizing that investors should conduct their own due diligence.
12,750-share stock-option sale listed for CVNA (NYSE: CVNA) on 04/01/2026
A Form 144 filing indicates a proposed sale of 12,750 Carvana (CVNA) common shares on April 1, 2026, associated with the exercise of stock options and executed through Morgan Stanley Smith Barney LLC. The filing also details three previous 10b5-1 sales by Mark Jenkins, each for 12,750 shares, occurring in January, February, and March 2026 with specified gross proceeds. This transaction has been given a neutral impact and sentiment rating.
Carvana Co Stock: Navigating Volatility in the Digital Used Car Market Amid Analyst Shifts and Strat
Carvana Co (ISIN: US14448C1045) shows resilience in the digital used car market with its e-commerce model, despite ongoing debates about profitability and financing risks. The company is pursuing a 5-for-1 forward stock split to enhance liquidity and accessibility, alongside deleveraging efforts to strengthen its balance sheet. While facing competition and economic sensitivities, Carvana's focus on unit economics and strategic initiatives aims to capitalize on market share gains in the North American used car sector.
Carvana Co. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has announced an investigation into Carvana Co. (NYSE: CVNA) for possible securities fraud, stemming from a critical report by Gotham City Research LLC. The report alleged that Carvana's 2023-2024 earnings were overstated by over $1 billion and highlighted undisclosed dependencies on related parties. Following the report's publication, Carvana's stock price dropped significantly, injuring investors.
