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Get what investors say about CVNA next
1 investor call on CVNA in the last 90 days (1 bullish, 0 bearish). Follow CVNA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about CVNA
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-20 | Rob VinallFounder & managing director, RV Capital | Bullish | We Study Billionaires | Carvana CEO Ernie Garcia exemplifies the all-in founder archetype Vinall bets on—competitive to a fault… |
| 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… |
| 2025-12-16 | Henry EllenbogenFounder, managing partner & CIO, Durable Capital Partners | Bullish | Invest Like the Best | Carvana's reconditioning centers constitute a physical real-estate moat — the land acquisition, network… |
| 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… |
| 2025-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Bloomberg Television | ~70% of operating profit comes from gain-on-sale of subprime auto loans yet stock trades at 50-70x earnings… |
| 2025-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Bloomberg Podcasts | Approximately 70% of operating profit comes from gain-on-sale of subprime auto loans rather than durable auto… |
| 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'… |
| 2025-05-08 | Cliff SosinFounder & CIO, CAS Investment Partners | Bullish | Yet Another Value Podcast | Carvana's vertically integrated lending stack generates ~$2,000 profit per unit (vs. ~$1,200-1,300 at… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-10-05 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Global coordinated easing cycle reignites liquidity and bids the most growth-leveraged left-for-dead names… |
| 2024-08-24 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Carvana successfully termed out its debt maturities, eliminating near-term credit risk; as high-yield spreads… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Meb Faber Show | Carvana's unit economics don't work and the business model loses money, representing a company that came… |
| 2020-10-26 | Joe FrankenfieldFounder, Saga Partners | Bullish | The Acquirers Podcast | Carvana's vertically integrated online used-car model (inventory, reconditioning, transport, financing… |
| 2020-07-22 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Carvana's vertically integrated used-car e-commerce model — controlling procurement, warehousing, logistics… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | 0.39 vs 0.45 | +5.8% |
Notable options days
Sessions in the last 120 where CVNA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-10-28 | ||||||
| 2026-10-12 | ||||||
| 2026-09-28 | ||||||
| 2026-08-18 | ||||||
| 2026-07-30 | ||||||
| 2026-06-17 |
CVNA on the Wheel
CVNA did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
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