Jefferies raises Carvana stock price target to $315 from $280

Published 05/06/2025, 11:12
Jefferies raises Carvana stock price target to $315 from $280

On Thursday, Jefferies analysts raised the price target for Carvana stock (NYSE: CVNA) to $315 from the previous $280, while maintaining a Hold rating. With the stock currently trading at $345.64, near its 52-week high of $347.31, and showing a remarkable 235% return over the past year, this adjustment comes after a recent analysis using web scraping techniques, which aligns with historical growth patterns in Carvana’s retail unit sales. According to InvestingPro data, the stock appears fairly valued based on its proprietary Fair Value model.

The analysis indicates that Carvana’s retail units have shown a 47% year-over-year growth through May 10. This growth rate is expected to moderate to 43% for the second quarter, based on historical seasonality trends. This is a slight decrease from the 55% year-over-year growth anticipated in a mid-May update but still surpasses the 38% growth embedded in consensus estimates. The company’s strong performance is reflected in its revenue growth of 32.2% over the last twelve months, with analysts expecting continued sales growth this year.

Despite the price target increase, Jefferies analysts have opted to maintain their Hold rating on Carvana stock. They have not altered their estimates, indicating a cautious approach to potential market fluctuations.

Carvana, known for its online used car retail platform, has seen significant growth in recent years, bolstered by increased consumer demand for digital purchasing options. The company’s performance continues to be closely monitored by analysts and investors alike.

In other recent news, Carvana Co (NYSE:CVNA) has garnered attention with several analyst firms adjusting their price targets following the company’s impressive quarterly performance. RBC Capital Markets increased their price target for Carvana to $340, citing robust first-quarter results and the company’s strategic leverage of gross profit per unit and fixed costs. Piper Sandler also raised their price target to $315, maintaining an Overweight rating, and emphasized Carvana’s strong growth momentum and operating leverage. Morgan Stanley (NYSE:MS) lifted their price target to $290, reflecting confidence in Carvana’s growth trajectory and market position. Meanwhile, DA Davidson maintained a Neutral rating with a $260 target, noting Carvana’s ambitious but achievable profitability targets.

In other developments, Bank of America analysts have identified Robinhood Markets Inc (NASDAQ:HOOD). as a top candidate for inclusion in the S&P 500 index during the upcoming rebalancing. The potential addition of Robinhood is expected to result in significant buying activity from passive funds. The analysts also highlighted Ares Management (NYSE:ARES) Corporation as another strong contender for S&P 500 inclusion. These recent developments reflect ongoing shifts and strategic evaluations within the financial markets, capturing the attention of investors and market watchers.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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