Carvana (CVNA) News Today

Carvana Co. (CVNA) — Stock is moving on a mix of analyst upgrades and short‑seller criticism ahead of Q3 earnings. Below are the key items likely driving investor sentiment today.

• Positive Sentiment: William Blair raised Q3 and Q4 2025 EPS and lifted its FY2025 outlook while keeping an Outperform rating — this increases expectations for an earnings beat and supports bullish positioning. William Blair Comments on Carvana's Q3 Earnings
• Positive Sentiment: Jefferies (reported alongside coverage of a short call) projected an earnings beat for Carvana, which may cushion downside and attract buyers ahead of the print. Carvana slides as short seller Chanos raises concerns but Jefferies projects earnings beat
• Positive Sentiment: Carvana joined the LOT Network to reduce patent‑litigation risk and promote open innovation — a modest corporate‑governance/legal risk positive. Carvana Joins LOT Network
• Neutral Sentiment: Zacks previews Carvana as having the setup for a likely earnings beat (using its Earnings ESP tool); useful as context but not a catalyst by itself. Carvana (CVNA) Earnings Expected to Grow
• Neutral Sentiment: Zacks also included Carvana in a screen of retail/wholesale names that could beat — a signal for traders using quant tools, not a direct fundamental change. These 2 Retail and Wholesale Stocks Could Beat Earnings
• Neutral Sentiment: Reminder: Carvana is scheduled to report Q3 results after the close on Oct. 29 — timing that concentrates volatility into the coming week. Carvana (CVNA) Expected to Announce Earnings on Wednesday
• Negative Sentiment: Short‑seller Jim Chanos publicly raised “red flags” about Carvana’s business model and subprime exposure; those allegations sparked selling and headline risk. Carvana slides as short seller Chanos raises concerns but Jefferies projects earnings beat
• Negative Sentiment: MarketBeat ran a headline framing a sharp decline and “time to sell?” narrative, which can amplify downside momentum among retail traders. Carvana (NYSE:CVNA) Shares Down 10.6% - Time to Sell?

Bottom line: investor focus is squarely on the Oct. 29 earnings print. Bullish analyst revisions and earnings‑beat expectations are competing with short‑seller allegations and headline-driven selling — expect elevated volatility until results land.