Carvana Co. (NYSE:CVNA) is without doubt one of the greatest performing S&P 500 shares in 2025. On December 19, Wedbush analyst Scott Devitt raised the agency’s value goal on Carvana to $500 from $400 and stored an Outperform score on the shares. The agency highlighted that client web shares outperformed the broader market in 2025, posting a mean return of 23% throughout 24 corporations in comparison with the NASDAQ’s 19%. Nevertheless, the agency anticipates a extra fragmented market in 2026. Efficiency is anticipated to fluctuate as traders concentrate on variables just like the affect of AV disruption, AI monetization methods, the size of ongoing funding cycles, and the mixing of agentic AI.
Earlier on December 15, Argus initiated protection of the corporate with a Purchase score and $500 value goal.
Moreover, on December 12, Citi raised the agency’s value goal on Carvana to $550 from $445 with a Purchase score on the shares. In line with the agency’s retail unit gross sales tracker, Carvana’s progress gained momentum in November, with year-over-year retail gross sales rising to 37% in comparison with 32% in October resulting from rising client demand. Citi additionally elevated its EBITDA projections for the corporate.
Jefferies analyst John Colantuoni additionally raised the agency’s value goal on the corporate to $550 from $475 with a Purchase score on the shares only a day earlier than. The agency suggested traders to stay selective with Web shares and cautioned that elevated spending on new initiatives might hinder margin progress, whereas fears concerning AI-driven market disruption may forestall inventory valuations from increasing.
Carvana Co. (NYSE:CVNA), along with its subsidiaries, operates an e-commerce platform for purchasing and promoting used vehicles within the US.
Whereas we acknowledge the potential of CVNA as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back danger. When you’re on the lookout for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
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Disclosure: None. This text is initially revealed at Insider Monkey.
