What is William Blair’s Estimate for Carvana Q1 Earnings?

Carvana Co. (NYSE:CVNA) – Research analysts at William Blair boosted their Q1 2025 EPS estimates for Carvana in a report released on Thursday, April 24th. William Blair analyst S. Zackfia now expects that the company will earn $0.85 per share for the quarter, up from their prior forecast of $0.74. William Blair has a “Outperform” rating on the stock. The consensus estimate for Carvana’s current full-year earnings is $2.85 per share. William Blair also issued estimates for Carvana’s Q2 2025 earnings at $1.11 EPS, Q3 2025 earnings at $1.12 EPS, Q4 2025 earnings at $1.02 EPS and FY2026 earnings at $5.81 EPS.

A number of other analysts also recently issued reports on the company. Piper Sandler raised their price target on Carvana from $225.00 to $230.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 22nd. Wedbush set a $250.00 price target on shares of Carvana and gave the stock a “neutral” rating in a research note on Wednesday, February 19th. JPMorgan Chase & Co. reduced their price objective on shares of Carvana from $365.00 to $325.00 and set an “overweight” rating on the stock in a research report on Thursday, March 27th. Stephens restated an “overweight” rating and set a $300.00 target price on shares of Carvana in a research report on Monday, March 3rd. Finally, Robert W. Baird reduced their price target on Carvana from $250.00 to $200.00 and set a “neutral” rating on the stock in a report on Friday, April 4th. Six analysts have rated the stock with a hold rating and twelve have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $254.76.

Carvana Price Performance

NYSE:CVNA opened at $241.37 on Monday. The firm has a market capitalization of $51.45 billion, a price-to-earnings ratio of 153.74 and a beta of 3.61. The company has a debt-to-equity ratio of 3.82, a current ratio of 3.64 and a quick ratio of 2.12. The business has a 50 day simple moving average of $204.04 and a 200-day simple moving average of $223.32. Carvana has a 1 year low of $80.07 and a 1 year high of $292.84.

Carvana (NYSE:CVNA) last announced its quarterly earnings results on Wednesday, February 19th. The company reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.27. Carvana had a net margin of 1.54% and a return on equity of 36.59%. The firm had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.32 billion.

Insider Buying and Selling at Carvana

In related news, insider Paul W. Breaux sold 1,362 shares of the company’s stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $270.08, for a total transaction of $367,848.96. Following the transaction, the insider now directly owns 153,240 shares of the company’s stock, valued at $41,387,059.20. This represents a 0.88 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Mark W. Jenkins sold 28,422 shares of the firm’s stock in a transaction dated Tuesday, February 18th. The stock was sold at an average price of $288.85, for a total value of $8,209,694.70. Following the completion of the sale, the chief financial officer now directly owns 219,962 shares of the company’s stock, valued at approximately $63,536,023.70. This represents a 11.44 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 330,810 shares of company stock worth $69,243,820 over the last quarter. Insiders own 17.12% of the company’s stock.

Hedge Funds Weigh In On Carvana

Several hedge funds have recently modified their holdings of CVNA. Yousif Capital Management LLC increased its stake in Carvana by 4.1% during the 1st quarter. Yousif Capital Management LLC now owns 1,266 shares of the company’s stock valued at $265,000 after purchasing an additional 50 shares in the last quarter. Fidelis Capital Partners LLC grew its holdings in shares of Carvana by 3.4% during the fourth quarter. Fidelis Capital Partners LLC now owns 1,541 shares of the company’s stock valued at $313,000 after buying an additional 51 shares during the last quarter. Bleakley Financial Group LLC increased its position in shares of Carvana by 2.8% in the 4th quarter. Bleakley Financial Group LLC now owns 2,373 shares of the company’s stock valued at $483,000 after acquiring an additional 65 shares during the period. EverSource Wealth Advisors LLC raised its stake in Carvana by 21.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 426 shares of the company’s stock worth $87,000 after acquiring an additional 74 shares during the last quarter. Finally, Great Lakes Advisors LLC lifted its position in Carvana by 2.1% during the 4th quarter. Great Lakes Advisors LLC now owns 3,698 shares of the company’s stock worth $752,000 after acquiring an additional 77 shares during the period. Institutional investors and hedge funds own 56.71% of the company’s stock.

About Carvana

Carvana Co, together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. Its platform allows customers to research and identify a vehicle; inspect it using company's 360-degree vehicle imaging technology; obtain financing and warranty coverage; purchase the vehicle; and schedule delivery or pick-up from their desktop or mobile devices.