{"id":41954,"date":"2025-07-26T11:35:01","date_gmt":"2025-07-26T11:35:01","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/07\/26\/oppenheimer-says-carvana-stock-remains-underestimated-find-out-more\/"},"modified":"2025-07-26T11:35:01","modified_gmt":"2025-07-26T11:35:01","slug":"oppenheimer-says-carvana-stock-remains-underestimated-find-out-more","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/07\/26\/oppenheimer-says-carvana-stock-remains-underestimated-find-out-more\/","title":{"rendered":"Oppenheimer says Carvana stock remains underestimated: find out more"},"content":{"rendered":"<div><\/div>\n<p>Carvana Co (NYSE: CVNA) has already rallied some 100% over the past three months \u2013 but an Oppenheimer analyst believes it still has significant further room to the upside.<\/p>\n<p>Brian Nagel upgraded the used car retailer to \u201coutperform\u201d in a research note this morning, and announced a $450 price target that translates to another 35% upside from current levels.<\/p>\n<p>Carvana stock has handily outperformed its peers like CarMax and Sonic Automotive this year \u2013 and the momentum will only continue moving forward, as per the NY-headquartered investment firm.<\/p>\n<h2 class=\"wp-block-heading\">Here\u2019s why Oppenheimer analyst turned bullish on Carvana stock<\/h2>\n<p>Oppenheimer expects CVNA shares to extend gains in the second half of 2025 primarily because its long-term growth and profit potential continues to be underestimated.<\/p>\n<p>In his note to clients, Nagel described the NYSE listed firm as a \u201cdigitally-driven disruptor\u201d in a fragmented and inefficient used-car market.<\/p>\n<p>He praised Carvana\u2019s leadership for aggressively restructuring its balance sheet and improving cost efficiencies, which have allowed Carvana to deliver sustained profitability.<\/p>\n<p>Key highlights from Oppenheimer\u2019s analysis include:<\/p>\n<ul class=\"wp-block-list\">\n<li>Carvana has trimmed expenses across logistics, staffing, and advertising, boosting margins.<\/li>\n<li>CVNA is now generating meaningful free cash flow, a stark contrast to its cash-burning past.<\/li>\n<li>As demand stabilizes, Carvana is capitalizing on its scale, driving EBITDA growth.<\/li>\n<li>With only about 1% market share, Carvana sees room to grow significantly, estimating 3 million used unit sales over the next 5 &#8211; 10 years.<\/li>\n<\/ul>\n<p>Nagel also pointed to macro tailwinds, <a href=\"https:\/\/invezz.com\/news\/2025\/05\/08\/how-well-is-carvana-positioned-to-withstand-trumps-2025-tariffs\/\">such as US tariffs<\/a> potentially pushing new car prices higher, potentially driving buyers to the used car market and unlocking further upside in Carvana stock in the months ahead.<\/p>\n<h2 class=\"wp-block-heading\">What to expect from CVNA shares after Q2 earnings on July 30<sup>th<\/sup>?<\/h2>\n<p>Carvana is scheduled to report its Q2 earnings on July 30<sup>th<\/sup>, and <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/cvna\/earnings\" target=\"_blank\" rel=\"noreferrer noopener\">expectations are sky high<\/a>.<\/p>\n<p>Analysts expect the online used car retailer to earn $1.10 a share, representing a staggering 685% year-on-year increase, and revenue of $4.56 billion, up nearly 34%.<\/p>\n<p>Plus, operational metrics look promising as well, with retail unit sales expected to print at about 141,700 \u2013 up from 101,440 in the same quarter last year.<\/p>\n<p>Forecasts for adjusted EBITDA currently sits at $524 million or roughly 48% higher that last year. Finally, gross profit per unit is estimated at $7,172, reflecting margin expansion.<\/p>\n<p>If the Tempe-headquartered firm beats these estimates, it could validate Oppenheimer\u2019s bullish thesis and trigger another leg up in Carvana stock.<\/p>\n<p>All in all, CVNA\u2019s tech-driven model and scalable logistics infrastructure are already delivering results, and its upcoming Q2 release could be the inflection point investors have been waiting for to drive the company\u2019s share price to a new all-time high.<\/p>\n<p>That said, Carvana shares remain unattractive for income investors as they don\u2019t currently pay a dividend.<\/p>\n<p>The post <a href=\"https:\/\/invezz.com\/news\/2025\/07\/25\/oppenheimer-says-carvana-stock-remains-underestimated-find-out-more\/\">Oppenheimer says Carvana stock remains underestimated: find out more<\/a> appeared first on <a href=\"https:\/\/invezz.com\/\">Invezz<\/a><\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Carvana Co (NYSE: CVNA) has already rallied some 100% over the past three months \u2013 but an Oppenheimer analyst believes it still has significant further room to the upside. Brian Nagel upgraded the used car retailer to \u201coutperform\u201d in a research note this morning, and announced a $450 price target that translates to another 35% <\/p>\n","protected":false},"author":1,"featured_media":41955,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-41954","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/41954","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=41954"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/41954\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/41955"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=41954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=41954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=41954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}