reports
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Wheels Falling Off, Good Bones; Neutral, $40 PT
Figure 2. 3QFY26 Estimate RevisionsSource: Company reports, Wedbush estimates, FactSet consensusFigure 3. FY26 Estimate RevisionsSource: Company reports, Wedbush estimates, FactSet consensus
Carvana Co: 5 directors
Five Directors at Carvana Co sold/sold after exercising options 58,620 shares at between 301.684USD and 324.572USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the c...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Donate Your Market Share Here; Neutral, $380 PT
3Q25 results were above consensus. Carvana reported strong revenue growth to $5.6B (+54.5% Y/Y), ~11% ahead of St. expectations. Adj. EBITDA of $637mm (11.3% margin) exceeded consensus by ~$35mm, reporting the highest level of adj. EBITDA in company history. GPU of $7,503 only decreased by -2.4% Y/
Carvana Co.: Update to credit analysis following upgrade of CFR to B2 ...
Carvana's credit profile reflects improved operating performance, higher unit sales and gross profit per vehicle as well as a large gain on sale of receivables and costs controls initiative.
Moody's Ratings upgrades Carvana's CFR to B2, outlook remains positive
Moody's Ratings (Moody's) upgraded Carvana Co.'s ("Carvana") corporate family rating (CFR) to B2 from B3 and probability of default rating (PDR) to B2-PD from B3-PD. The company's senior secured global notes ratings were upgraded to B2 from B3 and senior unsecured global notes ratings were upgraded ...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Show Me Story; Neutral, $54 PT
Figure 1. 2QFY26 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensusCarMax reported weak results in 2Q, underperforming across all key metrics. In the quarter, the company delivered revenue of $6.6B (-6.0% Y/Y), ~7% below St. expectations of $7.1B (+0.8% Y/Y). 2Q reta
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Wedbush Research
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- Matthew Weiss
- Scott Devitt
2Q25 Postmortem: Sentiment Guide Following Results
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
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2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
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GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
Gaining Share and Scale; Neutral, $360 PT
2Q25 results were above consensus. Carvana reported strong revenue growth to $4.8B (+41.9% Y/Y), ~6% ahead of St. expectations. Adj. EBITDA of $598mm (12.4% margin) exceeded consensus by ~$45mm, reporting the highest level of adj. EBITDA in company history. GPU for the quarter grew +3.2% Y/Y, ahead
- Wedbush Research
- Matthew Weiss
- Scott Devitt
- Wedbush Research
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CVNA CARVANA CO. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
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ESTC ELASTIC N.V.
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- Matthew Weiss
- Scott Devitt
CAF Trends Weaken in June
On Tuesday, CAF reported securitization trust data for the month of June. Broadly, results deteriorated sequentially for another consecutive month and also weakened Y/Y. While June typically sees healthier trends relative to May, delinquency and loss rates increased M/M at a faster rate than the hi
- Matthew Weiss
- Scott Devitt
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
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MU MICRON TECHNOLOGY INC.
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
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ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
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KNSA KINIKSA PHARMACEUTICALS
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SMCI SUPER MICRO COMPUTER
U INC.
STX UNITY SOFTWARE
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GFS ASTRIA THERAPEUTICS INC
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INC.
- Matthew Weiss
- Scott Devitt
- Wedbush Research
- Matthew Weiss
- Scott Devitt
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