BTIG analyst Marvin Fong maintains $Carvana (CVNA.US)$ with a buy rating, and maintains the target price at $188.
According to TipRanks data, the analyst has a success rate of 39.1% and a total average return of -7.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Carvana (CVNA.US)$'s main analysts recently are as follows:
Observations indicate that Carvana's third-quarter unit sales may exceed consensus estimates, with sales potentially reaching 107,800 units. Analyses suggest an increase in unit and EBITDA projections for the third quarter and future periods, in light of the company's growing demand, expanding inventory, and ongoing efficiency improvements. There is a noted appreciation for Carvana's ability to enhance gross profit per unit through substantial operational advancements, and the anticipation of further progress. Despite a constructive outlook on the stock as demand increases and margins widen, a cautious stance is maintained due to the significant rise in share value since early September. A strategic approach would be considered around any significant market retractions.
The company's risk exposure to Q3 Other GPU is seen as limited, with a slightly higher risk anticipated for Q4. Updated forecasts for Q3 unit sales are now higher than previous estimates, with the adjustment based on the uptick in website traffic and improved conversion rates due to a growth in inventory, reduced average selling prices, and marginally decreased loan APRs enhancing affordability. The recent three-day port strike is considered to have a negligible impact, whereas Hurricane Helene is believed to have modestly affected sales in the Southeast towards the quarter's end, likely deferring those sales to October.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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BTIG分析师Marvin Fong维持$Carvana (CVNA.US)$买入评级，维持目标价188美元。
根据TipRanks数据显示，该分析师近一年总胜率为39.1%，总平均回报率为-7.1%。
此外，综合报道，$Carvana (CVNA.US)$近期主要分析师观点如下：
观察表明，Carvana第三季度的销量可能超过市场普遍预期，销量可能达到107,800辆。分析表明，鉴于公司需求的增长、库存的扩大和效率的持续提高，第三季度及未来时期的单位和息税折旧摊销前利润预测将增加。人们对Carvana通过实质性运营进展提高单位毛利的能力以及对进一步进展的预期表示赞赏。尽管随着需求的增加和利润率的扩大，该股前景乐观，但由于自9月初以来股价大幅上涨，该股保持谨慎立场。将围绕任何重大的市场回撤考虑采取战略方针。
该公司对第三季度其他 GPU 的风险敞口被认为是有限的，预计第四季度的风险略高。现在，对第三季度单位销售额的最新预测高于先前的预期，调整的依据是网站流量上升，以及库存增长、平均销售价格下降以及贷款年利率小幅下降导致的转化率提高，从而提高了可负担性。最近为期三天的港口罢工被认为产生的影响可以忽略不计，而据信飓风海伦在本季度末对东南部的销售产生了适度影响，可能将销售推迟到10月。
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