| CVNA |
Report |
Retail units sold |
BEAT |
pred ~201,500 vs. cons 198,190 |
MEDIUM |
| CVNA |
Report |
Total GAAP GPU |
IN-LINE |
pred ~$6,860 vs. cons $6,797 |
MEDIUM |
| CVNA |
Report |
Adjusted EBITDA |
BEAT |
pred ~$795M vs. cons $763.6M |
MEDIUM |
| CVNA |
Guide |
FY2026 adjusted EBITDA |
BETTER |
guide ~$3.20B vs. cons $2.99B (FY2026) |
LOW |
| CVNA |
Guide |
Retail units sold |
BETTER |
guide ~212,000 vs. cons 210,500 (Q3 2026) |
LOW |
| CVNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| CVNA |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FY2026 adjusted EBITDA guidance of ~$3.20B vs. consensus $2.99B would imply second-half EBITDA of ~$1.73B vs. consensus ~$1.56B, driving positive out-period revisions rather than a post-beat fade. |
LOW |