Carvana Co

Carvana operates a nationwide e-commerce platform for buying and selling used cars [Yahoo Finance]. They handle the entire process — acquiring vehicles, inspecting and reconditioning them at their facilities, providing financing, and delivering cars directly to customers [Yahoo Finance]. The company also runs auction sites to source inventory and has built a logistics network to support its distinctive fulfillment experience [Yahoo Finance].

Carvana is an online used-car retailer that lets customers buy and sell vehicles entirely online, including delivery via its signature glass tower 'vending machines' [Yahoo Finance]. The company reported record Q1 2026 results with 187,393 cars sold and 48.6% revenue growth [Yahoo Finance], but the stock has fallen 17.9% year-to-date amid broader market headwinds [Yahoo Finance]. Multiple insiders sold shares in recent months [SEC Form 4], though major institutional investors including Vanguard, BlackRock, and Capital Research have significantly increased their stakes [EODHD].

Carvana is rapidly growing but still unprofitable at the operating level, with improving unit economics driving recent optimism from Wall Street analysts.