| CVNA |
Report |
Retail units sold |
BEAT |
pred ~206k vs. cons ~198k |
MEDIUM |
| CVNA |
Report |
Adjusted EBITDA |
BEAT |
pred ~$775M vs. cons ~$735M |
MEDIUM |
| CVNA |
Report |
Non-GAAP retail GPU |
IN-LINE |
pred ~$3,330 vs. cons ~$3,340 |
LOW |
| CVNA |
Guide |
FY2026 Adjusted EBITDA framing (raise/reaffirm 'significant growth') |
BETTER |
guide ~$3.0B+ vs. cons ~$2.9B (FY2026) |
MEDIUM |
| CVNA |
Guide |
Q3 2026 sequential records (units & EBITDA) |
BETTER |
guide units ~215k / EBITDA >$775M vs. cons ~210k / ~$760M (Q3 2026) |
LOW |
| CVNA |
Guide |
Retail GPU YoY direction |
LOWER |
guide ~$3,330 vs. cons/yr-ago ~$3,540 (Q2, down YoY on tariff/spread) |
MEDIUM |
| CVNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| CVNA |
Return |
5-day cumulative residual |
+3.5% (STABILIZE) |
Records on units/EBITDA plus a likely FY26 raise support an initial pop, but the guided YoY retail-GPU decline and rich multiple cap upside; out-period math is neutral-to-slightly-positive (units revised up, GPU/margin revised down), so the initial move largely holds rather than compounding or fully fading. High-beta (~2.0) name means idiosyncratic move dominates the reaction. |
LOW |