Story perspectives
Carvana Sees Credit Stabilization, Revenue Soars Ahead
10/19/2025
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Story summary
- Carvana Co. reports stabilizing credit performance in September asset-backed securities data, with slower net loss growth.
- BTIG analysts maintain a Buy rating with a $450 target, noting declines in short-term delinquencies.
- The 30-day delinquency rate declined to 6.64%.
- Revenue is projected to rise from $13.67 billion in fiscal 2024 to $24.03 billion by fiscal 2026.
- Carvana remains the largest online used-car retailer in the United States.
