Stocks / Automotive
CVNAAutomotive
Carvana Co.
$65.931d -0.5%5d -6.4%settled close · 2026-09-17
Mkt cap $43B (3/25)β 2.4052w $60–478Shares 143.0MInd. Retail-Auto Dealers & Gasoline StationsNYSE since 2017Emp. 23,100HQ Tempe, AZcarvana.com
The tape, with the calls on it
Who said what, and what CVNA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about CVNA
2 long1 neutral5 shortlatest 2026-03-13
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-03-13 | Jim ChanosShort seller — Chanos & Co (family office) | Short | interview | Roughly 90% of Carvana's operating profits come from gain-on-sale of subprime auto loans rather than car… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | 94% of Carvana's pre-tax profit comes from gain-on-sale of subprime auto loans sold to affiliated entities —… |
| 2025-12-31 | Joe Terranova (Virtus)Chief market strategist, Virtus | Neutral | CNBC Halftime Committee | Carvana is maturing into its original thesis but the rapid price acceleration has left valuation a little… |
| 2025-10-22 | Jim ChanosShort seller — Chanos & Co (family office) | Short | interview | Carvana's implausible immunity to the subprime auto deterioration — rising delinquencies, defaults, and… |
| 2025-06-05 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Forbes | Carvana is a disguised subprime lender (122% of income from gain-on-sale of loans) trading at 4-5x peers'… |
| 2024-08-24 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Carvana successfully termed out its debt maturities, eliminating near-term credit risk; as high-yield spreads… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Meb Faber Show | Carvana's unit economics don't work and the business model loses money, representing a company that came… |
| 2020-07-22 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Carvana's vertically integrated used-car e-commerce model — controlling procurement, warehousing, logistics… |
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Earnings
Next report: 27 Oct 2026
Confirmed date · consensus EPS 0.46. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CVNA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-18 | ||||||
| 2026-07-30 | ||||||
| 2026-06-17 | ||||||
| 2026-05-11 | ||||||
| 2026-05-01 | ||||||
| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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