CVNA Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
CVNA Report Retail Units Sold (Q2 2026) BEAT pred ~200K vs. cons 195,633 MEDIUM
CVNA Report Adjusted EBITDA (Q2 2026) IN-LINE pred ~$755M vs. cons $760.9M MEDIUM
CVNA Report Retail GPU (Q2 2026) MISS pred ~$3,250 vs. cons $3,397 MEDIUM
CVNA Guide Retail Units (Q3 2026) BETTER guide sequential record ~205-210K vs. cons ~204K MEDIUM
CVNA Guide Adj. EBITDA (Q3 2026) BETTER guide sequential record ~$790-810M vs. cons ~$784M MEDIUM
CVNA Guide FY 2026 Adj. EBITDA UNCHANGED guide reaffirm ~$3.0B vs. cons $2,995M HIGH
CVNA Return Day-1 residual (stock − beta × S&P 500) -2.0% MEDIUM
CVNA Return 5-day cumulative residual -5.0% (FADE) FADE — GPU miss pulls sell-side estimates lower over the week; no FY raise to anchor recovery MEDIUM