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Carvana Analyst Sees 'Remarkable Turnaround' Continuing

Carvana Analyst Sees 'Remarkable Turnaround' Continuing

Carvana 分析師認爲『顯著的轉機』將會持續
Benzinga ·  01/07 13:12

RBC Capital Markets upgraded Carvana Co (NYSE:CVNA) to Outperform from Sector Perform on Tuesday, citing sustainable momentum in unit sales and profits after the online used-car retailer's "remarkable turnaround" last year.

瑞士信貸資本市場在週二將Carvana公司(紐交所:CVNA)的評級從板塊表現上調至優於大盤,理由是在線二手車零售商在去年的「顯著反轉」後,單位銷售和利潤保持可持續的增長勢頭。

Shares climbed 6.5% in early trading to $201.27, building on Monday's gains after the company announced it had amended an agreement to reestablish a $4 billion commitment for automotive finance receivables.

在早盤交易中,股票上漲6.5%,達到$201.27,繼續在週一的漲幅基礎上攀升,此前該公司宣佈修訂協議,以重新建立對汽車融資應收賬款的$40億承諾。

The Carvana Analyst: Analyst Brad Erickson upgraded the rating for Carvana from Sector Perform to Outperform, while raising the price target from $270 to $280.

Carvana的分析師:分析師Brad Erickson將Carvana的評級從板塊表現上調至優於大盤,同時將價格目標從$270上調至$280。

The Carvana Thesis: The current Street estimates do not reflect the company's market share ramp, Erickson said in the upgrade note.

Carvana的投資論點:Erickson在升級說明中表示,當前市場預測並未反映該公司的市場份額提升。

Check out other analyst stock ratings.

查看其他分析師的股票評級。

"We raise our estimates ~4% ahead of Street for Q4 and ~2% for 2025, and could still wind up overly-conservative," he added.

他說:「我們將對第四季度的預期上調約4%,對2025年的預期上調約2%,可能仍然會顯得過於保守。」

There is room for further growth in GPU levels as "inventory pools expand to drive delivery/logistics efficiencies," the analyst stated.

分析師表示,隨着「庫存池擴大以推動交付/物流效率」,GPU水平仍有進一步增長的空間。

"We believe retail marketplace can become a more meaningful contributor to unit growth over time as the company expands its commercial fleet partnerships," Erickson wrote. He further stated that the perception of Carvana having a weak balance sheet could abate over time "through a combination of paying down debt and re-financing."

Erickson寫道:「我們相信零售市場在公司擴展其商業車隊合作關係的過程中,能夠成爲單位增長的更重要貢獻者。」他進一步指出,Carvana被視爲資產負債表薄弱的看法,可能會隨着「通過償還債務和再融資的組合」而隨着時間的推移而減弱。

CVNA Price Action: Shares of Carvana had risen by 7.28% to $202.59 at the time of publication on Tuesday.

CVNA價格走勢:截至週二發佈時間,Carvana的股價已上漲7.28%至202.59美元。

Read More:

閱讀更多:

  • Carvana Options Trading: A Deep Dive into Market Sentiment
  • Carvana期權交易:深入探討市場情緒

Photo: Shutterstock

Photo: Shutterstock

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