J.P. Morgan analyst Rajat Gupta CFA maintains $Carvana (CVNA.US)$ with a buy rating, and adjusts the target price from $185 to $230.
According to TipRanks data, the analyst has a success rate of 62.8% and a total average return of 14.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Carvana (CVNA.US)$'s main analysts recently are as follows:
The firm is revising its expectations upwards for Carvana, noting that a combination of factors is contributing to year-over-year retail gross profit per unit improvements. The firm's forward-looking valuation is based on the projection that Carvana will achieve $52 billion in revenue by 2032, equating to approximately 5% of the U.S. used car market.
The firm's estimates for Q3 and Q4 EBITDA have been revised upwards, taking into account an uptick in unit sales, which is believed to be the result of improved trends in the used vehicle industry and a broader selection of inventory. Additionally, there's been a more favorable outcome than anticipated regarding the excess spreads on asset-backed securities deals. It's observed that with each passing quarter, Carvana's competitive advantage appears to be expanding.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Rajat Gupta CFA維持$Carvana (CVNA.US)$買入評級,並將目標價從185美元上調至230美元。
根據TipRanks數據顯示,該分析師近一年總勝率為62.8%,總平均回報率為14.7%。
此外,綜合報道,$Carvana (CVNA.US)$近期主要分析師觀點如下:
該公司正在上調對Carvana的預期,指出多種因素共同促進了單位零售毛利潤的同比增長。該公司的前瞻性估值基於這樣的預測,即到2032年Carvana將實現520億美元的收入,相當於美國二手車市場的約5%。
考慮到銷量上升,該公司對第三季度和第四季度息稅折舊攤銷前利潤的估計已上調,據信這是二手車行業趨勢改善和庫存選擇範圍擴大的結果。此外,資產支持證券交易的超額利差的結果比預期的要好。據觀察,每過一個季度,Carvana的競爭優勢似乎在擴大。
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