RBC Capital lowers CarGurus stock price target to $40 on CarOffer wind down

Published 11/08/2025, 15:24
RBC Capital lowers CarGurus stock price target to $40 on CarOffer wind down

Investing.com - RBC Capital lowered its price target on CarGurus Inc. (NASDAQ:CARG) to $40.00 from $42.00 on Monday, while maintaining an Outperform rating on the stock. According to InvestingPro data, the stock appears undervalued, with analyst targets ranging from $33 to $44, despite a recent 7.8% decline over the past week.

The price target reduction follows CarGurus’ announcement that it will wind down its CarOffer business, which RBC noted has been "a liability for several years" despite providing some bottom-of-funnel optionality that had supported the firm’s bullish outlook.

CarGurus reported mixed second-quarter results with some positive developments, including accelerated dealer count growth and continued adoption of mid and lower funnel products. The company’s profitability also exceeded expectations, with margins likely to improve in 2026 following the CarOffer wind down.

On the negative side, quarterly average revenue per subscribing dealer (QARSD) modestly missed expectations. RBC indicated that while marketplace revenue growth slightly accelerated, the company needs to demonstrate stronger execution to build investor confidence in QARSD growth potential.

RBC’s 2026 estimates for CarGurus remain largely unchanged, with the lower price target reflecting "a lower multiple given reduced bottom-of-funnel optionality" following the CarOffer wind down decision.

In other recent news, CarGurus reported its Q2 2025 earnings, surpassing Wall Street expectations. The company achieved an earnings per share (EPS) of $0.57, exceeding the forecasted $0.54. Additionally, CarGurus reported a revenue of $234 million, slightly above the predicted $232.68 million. These results indicate a positive performance for the quarter. This development was well received by investors, as seen in the market’s reaction. The earnings report highlights CarGurus’ ability to perform above analyst projections. The information provided reflects recent developments in the company’s financial performance.

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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