Carvana surprises with strong quarterly figures. This is also reflected on the stock exchange. Is the share a clear purchase or lurk risks now?
• Carvana clearly exceeds Q2 forecasts in sales
• share in rally mode
• Analysts are optimistic
The Carvana share continues to make headlines: In the second quarter of 2025, the online use car dealer significantly exceeded the expectations of the analysts. With sales of $ 4.84 billion, the company was well above the Wall Street forecast and recorded growth of 42 percent compared to the previous year. The profit per share (EPS) also exceeded the forecasts.
This success is clearly reflected on the stock exchange: since the beginning of the year, the Carvana share has already increased by 82 percent to $ 370.17. In the view of twelve months, the course plan is even an impressive 162 percent (closing course of September 4, 2025). But will the high -altitude flight continue?
Carvana share in a high-rise: strong quarterly numbers support performance
Carvana sold 143,280 vehicles to end customers in the second quarter – an increase of 41 percent compared to the previous year. The net profit rose to $ 38 million after the company recorded losses last year. CEO Ernie Garcia emphasized in the letter to the shareholders as part of the quarterly number Carvana “1.5 percent of the US market for used cars and about 1 percent of the total US car market”.
Operative efficiency and consistent market expansion contribute significantly to this success. With an adjusted EBITDA of $ 601 million and an Ebitda margin of 12.4 percent, Carvana shows that sustainable growth is also possible in a strongly fragmented market.
Carvana sets motivated growth goals
Carvana sets itself ambitious goals: the sale of 3 million vehicles per year and an adjusted EBITDA margin of 13.5 percent within the next five to ten years are on the agenda. Another increase in units sold is expected for the third quarter of 2025, while the adjusted EBITDA is forecast to $ 2.0 to $ 2.2 billion in 2025.
CEO Garcia is optimistic and underlines the commitment to customers. In the press release on the quarterly figures, he wrote: “While we tackle the enormous chance in front of us, we continue to open up the scale effects of our model, drive profitable growth and ensure even better customer experiences”.
Opportunities and risks for investors: buying opportunities or caution?
Despite the positive development, investors should keep an eye on the risks: disorders in the supply chain, macroeconomic pressure or regulatory changes could impair performance. At the same time, the expansion of Carvana opens up opportunities to further expand market shares and benefit from the growing online used car market.
Analysts are also mostly optimistic. According to Tipranks, 14 experts recommend the share to buy while six advise holding. There are currently no sales recommendations. The average price target is $ 414.94 and thus signals an upward potential of 13.25 percent compared to the last closing price (as of September 04, 2025). How the equity performance actually continues remains to be seen.
Bettina Schneider / Editor Finanzen.net
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