reports
- Wedbush Research
SHOP SHOPIFY INC.
KMX CARMAX 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.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
RIVN INC.
CART RIVIAN AUTOMOTIVE INC
CAMP MAPLEBEAR INC.
STUB CAMP4 THERAPEUTICS CORPORATION
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
SHOP SHOPIFY INC.
KMX CARMAX 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.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
CART INC.
STUB MAPLEBEAR INC.
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Tough Road Ahead; Neutral, $36 PT
Figure 1. 3QFY26 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensusCarMax reported results mostly in-line with lowered expectations for 3Q. In the quarter, the company reported revenue of $5.8B (-6.9% Y/Y), ~3% ahead of St. expectations of $5.6B (-9.9% Y/Y). 3Q retai
Carvana Co: 4 directors
Four Directors at Carvana Co sold after exercising options/sold 170,952 shares at between 435.962USD and 439.500USD. 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 ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
VFS BLACK SPADE ACQUISITION CO
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ARGX ARGENX ADS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PHVS AIRBNB INC. CLASS A
XMTR PHARVARIS NV
STX XOMETRY
TTD INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
MLTX GLOBALFOUNDRIES INC
RUM CI&T INC
CART CLEAR SECURE INC
ORKA MOONLAKE IMMUNOTHERAPEUTICS
SERV RUMBLE INC
BBOT MAPLEBEAR INC.
ORUKA THERAPEUTICS INC
SERVE ROBOTICS INC
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
3Q25 Postmortem: Sentiment Guide Following Results
Post-results, we think the disconnect between fundamentals and investor sentiment offers attractive upside for the highest-quality names in our coverage. We’ve become more constructive on the companies below:META (Outperform) - We are adding Meta Platforms to the Best Ideas List and maintain our $9
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.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- 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/
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
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- 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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
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.
STX PALANTIR TECHNOLOGIES
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
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